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Best Critical Minerals stocks to buy

Every US-listed Critical Minerals company we cover, each valued from its own filings, so you can see which ones are priced below what the business earns and which are priced for perfection.

Every analyzed stock in Critical Minerals — 26 companies. Each card shows price, our model's intrinsic value (IV), and how far price sits above or below it. Click any card for the full analysis. This is a research-triage view, not a buy/sell signal.

Critical Minerals today, by the numbers

Across the 24 companies in this theme we have prices and filings for. Counts and medians of what is already on each stock page, not a forecast.

21.3×
Typical P/E
Median price-to-earnings of the 8 profitable companies: the price pays for this many years of current profit.
—
Whole-theme P/E
Added together, these companies lose money, so there is no whole-theme P/E.
64%
Losing money
Share of companies whose latest reported earnings were negative.
38%
Above their 200-day average
The typical stock sits 13.8% below its own 200-day average price.
48%
Above their 50-day average
Share of stocks trading above their own 50-day average price.

Each stock's price and averages come from its latest full analysis, so they match each other. Refreshed twice a day.

Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
Sort by: A–Z Most overvalued Most shorted Buyers' strike Largest
This week in Critical Minerals
Critical Minerals — Sep 28 – Oct 2, 2026 (Wk 40): Critical Minerals: Permitting, Scoping Studies, and Project Groundbreaking Mark Week 2026-W40 →
This week saw several critical minerals companies advance their projects through permitting, technical reports, and groundbreaking ceremonies, indicating progress in developing new supply. However, some stocks experienced pullbacks, suggesting investor re-evaluation after previous rallies and ongoing…
AREC
American Resources Corp
Valuation N/A
Energy
Price$1.70
Model IV—
P/IV—
Market implies +51.2%/yr vs model +4.0% · above model
B
BARRICK MINING CORP
Deeply overvalued
Basic Materials
Price$40.72
Model IV$10.05
P/IV4.35
Premium +305% Return to IV: -75.3%
Market implies +26.4%/yr vs model +7.8% · above model
CGAU
Centerra Gold Inc.
Valuation N/A
Basic Materials
Price$21.69
Model IV—
P/IV—
Limited data — see page
CRML
Critical Metals Corp.
Valuation N/A
Basic Materials
Price$7.36
Model IV—
P/IV—
Market implies +76.8%/yr vs model +5.0% · above model
EAF
GRAFTECH INTERNATIONAL LTD
Deeply overvalued
Technology
Price$9.40
Model IV$6.15
P/IV1.62
Premium +53% Return to IV: -34.5%
Market implies +8.9%/yr vs model +2.0% · above model
ELBM
Electra Battery Materials Corp
Valuation N/A
Basic Materials
Price$0.51
Model IV—
P/IV—
Market implies +32.0%/yr vs model +5.0% · above model
GFI
GOLD FIELDS LTD
Valuation N/A
Basic Materials
Price$36.17
Model IV—
P/IV—
Market implies +30.7%/yr vs model +6.8% · above model
LAC
LITHIUM AMERICAS CORP.
Valuation N/A
Basic Materials
Price$2.54
Model IV—
P/IV—
Market implies +54.1%/yr vs model +5.0% · above model
LZM
Lifezone Metals Ltd
Valuation N/A
Basic Materials
Price$3.84
Model IV—
P/IV—
Limited data — see page
MP
MP Materials Corp. / DE
Valuation N/A
Basic Materials
Price$48.53
Model IV—
P/IV—
Market implies +94.8%/yr
NAK
NORTHERN DYNASTY MINERALS LTD
Valuation N/A
Basic Materials
Price$1.30
Model IV—
P/IV—
Market implies +46.7%/yr vs model +5.0% · above model
NICM
NICOLA MINING INC.
Valuation N/A
Basic Materials
Price$5.31
Model IV—
P/IV—
Limited data — see page
NMG
Nouveau Monde Graphite Inc.
Valuation N/A
Basic Materials
Price$1.15
Model IV—
P/IV—
Limited data — see page
NVX
NOVONIX Ltd
Valuation N/A
Technology
Price$2.56
Model IV—
P/IV—
Market implies +34.2%/yr
REA
Rare Earths Americas, Inc.
Valuation N/A
Basic Materials
Price$10.11
Model IV—
P/IV—
Limited data — see page
RGLD
ROYAL GOLD INC
Valuation N/A
Financial Services
Price$234.35
Model IV—
P/IV—
Market implies +28.9%/yr
SA
SEABRIDGE GOLD INC
Valuation N/A
Basic Materials
Price$27.44
Model IV—
P/IV—
Limited data — see page
SLSR
Solaris Resources Inc.
Valuation N/A
Basic Materials
Price$7.13
Model IV—
P/IV—
Limited data — see page
TMC
TMC the metals Co Inc.
Valuation N/A
Basic Materials
Price$3.70
Model IV—
P/IV—
Market implies +64.5%/yr vs model +5.0% · above model
TMCWW
TMC the metals Co Inc.
Valuation N/A
Basic Materials
Price$0.00
Model IV—
P/IV—
Market implies -50.0%/yr
TMQ
Trilogy Metals Inc.
Valuation N/A
Basic Materials
Price$2.97
Model IV—
P/IV—
Market implies +49.1%/yr vs model +5.0% · above model
USAR
USA Rare Earth, Inc.
Valuation N/A
Basic Materials
Price$13.74
Model IV—
P/IV—
Market implies +88.7%/yr vs model +5.0% · above model
USAU
U.S. GOLD CORP.
Valuation N/A
Basic Materials
Price$14.30
Model IV—
P/IV—
Market implies +83.1%/yr vs model +5.0% · above model
UUUU
ENERGY FUELS INC
Valuation N/A
Basic Materials
Price$11.26
Model IV—
P/IV—
Market implies +84.9%/yr vs model +5.0% · above model
WPM
Wheaton Precious Metals Corp.
Valuation N/A
Basic Materials
Price$137.65
Model IV—
P/IV—
Market implies +43.6%/yr vs model +8.0% · above model
WWR
WESTWATER RESOURCES, INC.
Valuation N/A
Basic Materials
Price$0.48
Model IV—
P/IV—
Market implies +28.5%/yr vs model +5.0% · above model