GEG vs IPXXU

Comparison between Great Elm Group Inc (GEG, Company) and USA Rare Earth Inc - Units (1 Ord Class A & 1/2 Warr) (IPXXU, Company).

GEG vs IPXXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GEG(COMPANY)	IPXXU(COMPANY)
Market Cap	$66M	$66M
Max Drawdown	64.03%	29.06%
Sharpe Ratio	0.19	0.13
5Y Beta	0.21	N/A
Industry	Asset Management	N/A
P/E Ratio	-3.08	3.80
Forward P/E	42.73	N/A
PEG Ratio	-0.00	N/A
Debt to Equity	0.00%	2.44%
Free Cash Flow Yield	15.00%	-5.53%
P/S Ratio	3.07	N/A
P/B Ratio	1.76	1.94

Market Cap

Winner

GEG

$66M

IPXXU

$66M

Max Drawdown

GEG

64.03%

Winner

IPXXU

29.06%

Sharpe Ratio

Winner

GEG

0.19

IPXXU

0.13

5Y Beta

GEG

0.21

IPXXU

N/A

Industry

GEG

Asset Management

IPXXU

N/A

P/E Ratio

Winner

GEG

-3.08

IPXXU

3.80

Forward P/E

GEG

42.73

IPXXU

N/A

PEG Ratio

GEG

-0.00

IPXXU

N/A

Debt to Equity

Winner

GEG

0.00%

IPXXU

2.44%

Free Cash Flow Yield

Winner

GEG

15.00%

IPXXU

-5.53%

P/S Ratio

GEG

3.07

IPXXU

N/A

P/B Ratio

Winner

GEG

1.76

IPXXU

1.94

GEG vs IPXXU - Historical Returns

Returns include dividend reinvestment.

Period	GEG	IPXXU
1 month	+3.21%	-11.84%
3 months	+9.76%	-20.82%
6 months	-15.09%	-1.67%
1 year	+2.27%	+0.48%
5 years(CAGR)	-4.07%	N/A
Max(CAGR)	-6.94%	+2.73%

Winner

GEG

+3.21%

IPXXU

-11.84%

Winner

GEG

+9.76%

IPXXU

-20.82%

GEG

-15.09%

Winner

IPXXU

-1.67%

Winner

GEG

+2.27%

IPXXU

+0.48%

5Y(CAGR)

GEG

-4.07%

IPXXU

N/A

Max(CAGR)

GEG

-6.94%

Winner

IPXXU

+2.73%

GEG vs IPXXU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	GEG	IPXXU
2026	-11.42%	N/A
2025	+41.67%	-9.35%
2024	-5.28%	+21.02%
2023	-8.06%	+2.98%
2022	-1.94%	N/A
2021	-24.00%	N/A
2020	-13.51%	N/A

GEG vs IPXXU Drawdown Comparison

The maximum drawdown for GEG was -64.03%, occurring on May 2, 2022. This drawdown has not yet recovered.

The maximum drawdown for IPXXU was -29.06%, occurring on Mar 13, 2025. This drawdown has not yet recovered.

The current GEG drawdown is -42.60%. The current IPXXU drawdown is -29.06%.

Rank	GEG	IPXXU
#1	-64.03% Mar 2, 2021 - May 2, 2022	-29.06% Dec 10, 2024 - Mar 13, 2025
#2	-18.62% Dec 29, 2020 - Mar 1, 2021	-5.56% Sep 19, 2023 - Aug 15, 2024
#3	N/A	-1.07% Aug 15, 2024 - Nov 29, 2024
#4	N/A	-0.88% Jul 28, 2023 - Sep 6, 2023
#5	N/A	-0.73% Jul 17, 2023 - Jul 28, 2023
#6	N/A	-0.49% Sep 6, 2023 - Sep 19, 2023
#7	N/A	-0.30% Jul 5, 2023 - Jul 17, 2023
#8	N/A	-0.20% Jun 8, 2023 - Jul 5, 2023
#9	N/A	-0.10% May 25, 2023 - May 30, 2023
#10	N/A	-0.10% May 30, 2023 - Jun 5, 2023
#11	N/A	-0.09% Jun 6, 2023 - Jun 8, 2023
#12	N/A	-0.09% Nov 29, 2024 - Dec 9, 2024

Correlation

Correlation between GEG and IPXXU is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101