Valuation: Lynas Rare Earths Limited

Market Cap 14.18B 9.95B 8.65B 8.05B 7.4B 13.97B 950B 94.94B 37.26B 473B 37.39B 36.57B 1,586B P/E 2026 *
57x
P/E 2027 * 23.3x
Enterprise Value 13.15B 9.23B 8.03B 7.47B 6.86B 12.95B 881B 88.07B 34.56B 439B 34.68B 33.92B 1,471B EV / Sales 2026 *
13.1x
EV / Sales 2027 * 7.76x
Free-Float
88.73%
Yield 2026 *
-
Yield 2027 * 0.41%
1 day+2.03%
1 week-6.75%
Current month-21.98%
1 month-21.98%
3 months-25.88%
6 months-5.44%
Current year+13.26%
1 week 13.64
Extreme 13.64
15.06
1 month 13.64
Extreme 13.64
18.49
Current year 12.22
Extreme 12.215
22.37
1 year 10.36
Extreme 10.365
22.37
3 years 5.49
Extreme 5.49
22.37
5 years 5.49
Extreme 5.49
22.37
10 years 0.52
Extreme 0.52
22.37
Manager TitleAgeSince
Chief Executive Officer - 2026-06-30
Director of Finance/CFO - 2014-02-28
Investor Relations Contact - -
Director TitleAgeSince
Director/Board Member - 2014-12-31
Chairman 70 2023-10-09
Director/Board Member 73 2017-10-29
Date Insider Type Main position Quantity % Market Cap.
12/8/25 Sell

Chief Executive Officer

280,000 0.0278%
12/8/25 Sell

Chief Executive Officer

11,000 0.0011%
12/8/25 Sell

Chief Executive Officer

38,688 0.0038%
Change 5-day change 1-year change 3-year change Capi.($)
+2.03%-6.75%+31.19%+114.79% 9.74B
+1.40%-1.42%+0.28%+63.71% 20.93B
-0.60%+0.12%-32.76%+73.38% 7.42B
+3.09%-3.59%-6.33%+66.40% 5.2B
+2.73%+5.37%+17.31%+47.48% 3.58B
-7.47%-15.87%-57.53%-58.53% 2.62B
+0.63%+0.50%-0.37%-11.45% 1.98B
+2.86%-12.20%0.00%-40.00% 745M
+6.53%-6.48%+63.76% - 691M
0.00%+0.85%+179.69%+742.35% 634M
Average +1.12%-6.62%+19.52%+110.90% 5.35B
Weighted average by Cap. +1.10%-5.78%+1.91%+71.44%

Financials

2026 *2027 *
Net sales 1.01B 707M 615M 572M 526M 993M 67.54B 6.75B 2.65B 33.62B 2.66B 2.6B 113B 1.65B 1.16B 1.01B 940M 863M 1.63B 111B 11.08B 4.35B 55.19B 4.36B 4.27B 185B
Net income 247M 173M 150M 140M 129M 243M 16.53B 1.65B 648M 8.23B 650M 636M 27.59B 609M 428M 372M 346M 318M 600M 40.81B 4.08B 1.6B 20.32B 1.61B 1.57B 68.13B
Net Debt -1.03B -721M -627M -584M -536M -1.01B -68.85B -6.88B -2.7B -34.28B -2.71B -2.65B -115B -1.35B -946M -822M -765M -703M -1.33B -90.27B -9.02B -3.54B -44.94B -3.55B -3.47B -151B
Logo Lynas Rare Earths Limited
Lynas Rare Earths Limited is an Australia-based company, which is engaged in integrated mining of rare earth minerals in Australia and mineral processing in Australia and Malaysia, and development of rare earth deposits. The Company’s operations include Mt Weld, Lynas Malaysia, Kalgoorlie and Lynas USA. It focuses on developing the Mt Weld resource, which includes ongoing exploration, production of mixed rare earths concentrates, and an expansion project to increase concentrate feedstock production to support 12,000 tons per annum of finished NdPr oxide. The Lynas Malaysia advanced materials plant is located on a 100-hectare site in the Gebeng Industrial Estate, a purpose-built petrochemical industry zone near Kuantan, on the east coast of Malaysia. Its rare earths processing facility in Kalgoorlie undertakes value-added processing of rare earths and produces Mixed Rare Earths Carbonate (MREC) which is shipped to Lynas Malaysia for separation into individual rare earth products.
Employees
47
Date Price Change Volume
26-07-31 A$14.09 +2.03% 4,286,274
26-07-30 A$13.81 -2.06% 4,530,388
26-07-29 A$14.10 -3.95% 8,320,215
26-07-28 A$14.68 -1.28% 3,825,383
26-07-27 A$14.87 +0.54% 4,020,684
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
14.09AUD
Average target price
18.28AUD
Spread / Average Target
+29.75%

Quarterly revenue - Rate of surprise