Valuation: Arafura Rare Earths Limited

Market Cap 1.03B 718M 638M 595M 542M 1.02B 69.12B 7.21B 2.8B 35.27B 2.69B 2.64B 113B P/E 2027 *
-48.4x
P/E 2028 * -38.6x
Enterprise Value 597M 415M 369M 344M 313M 592M 40B 4.17B 1.62B 20.41B 1.56B 1.53B 65.6B EV / Sales 2027 *
-
EV / Sales 2028 * 73,175x
Free-Float
87.49%
Yield 2027 *
-
Yield 2028 * -
1 week-10.53%
Current month-2.86%
1 month-10.53%
3 months-32.00%
6 months-43.33%
Current year-37.04%
1 week 0.16
Extreme 0.165
0.19
1 month 0.16
Extreme 0.165
0.21
Current year 0.16
Extreme 0.165
0.38
1 year 0.16
Extreme 0.165
0.62
3 years 0.1
Extreme 0.105
0.62
5 years 0.1
Extreme 0.105
0.7
10 years 0.04
Extreme 0.043
0.7
Manager TitleAgeSince
Chief Executive Officer - 05/02/2024
Director of Finance/CFO - 31/08/2026
Corporate Officer/Principal - -
Director TitleAgeSince
Chairman - 14/02/2019
Director/Board Member 63 01/12/2019
Director/Board Member - 01/11/2021
Date Insider Type Main position Quantity % Market Cap. Importance
13/7/26 Buy

Chairman

115,384 0.0022%
13/7/26 Buy 115,384 0.0022%
23/2/26 Buy 107,142 0.0023%
Change 5-day change 1-year change 3-year change Capi.($)
0.00%-10.53%-15.00%-35.85% 717M
+0.97%-0.78%+9.84%+95.20% 20.55B
-0.31%-4.75%-26.92%+62.00% 19.03B
+1.18%-5.44%+42.62%+375.14% 11.55B
+0.17%-4.04%-12.09%+101.70% 10.42B
+2.45%-8.93%-26.04%+91.00% 9.06B
+0.24%-6.43%+49.44%+272.49% 8.71B
+1.91%-3.81%-33.81%+153.48% 8.37B
-0.72%-3.73%-14.22%+47.24% 7.06B
-1.29%-3.60%-7.33%+134.46% 6.07B
Average +0.46%-3.37%-3.35%+129.69% 10.15B
Weighted average by Cap. +0.56%-2.30%-1.85%+139.22%

Financials

2027 *2028 *
Net sales - 20.82K 14.48K 12.86K 11.99K 10.92K 20.61K 1.39M 145K 56.39K 711K 54.35K 53.17K 2.29M
Net income -30.42M -21.15M -18.8M -17.53M -15.96M -30.12M -2.04B -212M -82.39M -1.04B -79.41M -77.69M -3.34B -32.12M -22.33M -19.85M -18.5M -16.85M -31.8M -2.15B -224M -86.99M -1.1B -83.84M -82.02M -3.53B
Net Debt -435M -302M -269M -251M -228M -431M -29.12B -3.04B -1.18B -14.86B -1.14B -1.11B -47.75B 491M 342M 303M 283M 258M 486M 32.89B 3.43B 1.33B 16.78B 1.28B 1.25B 53.93B
Logo Arafura Rare Earths Limited
Arafura Rare Earths Limited is an Australia-based company that is engaged in the production of rare earth products. The Company produces rare earth products from the Nolans Project. The Nolans Project consists of a mine, process plant, including beneficiation, extraction and separation plants, and related infrastructure to be constructed and located at the Nolans site, approximately 135 kilometers north of Alice Springs in Australia's Northern Territory. Its rare earth products are Neodymium-Praseodymium (NdPr) oxide, and Mixed middle-heavy rare earths (SEG/HRE) oxide. NdPr oxide is the Company's flagship product, which is used by magnet and magnet alloy customers. The Company’s primary products from the Nolans project are rare earths, which are used in catalytic converters in automobiles, consumer electronics, energy efficiency lighting, optics, alloys, advanced ceramics and permanent magnets that enable e-mobility and renewable energy applications.
Employees
45
Date Price Change Volume
02/10/26 A$0.1700 0.00% 48,027,873
01/10/26 A$0.1700 -2.86% 27,873,869
30/09/26 A$0.1750 -2.78% 16,239,112
29/09/26 A$0.1800 0.00% 10,553,816
28/09/26 A$0.1800 -5.26% 24,396,051
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
4
Last Close Price
0.1700AUD
Average target price
0.2675AUD
Spread / Average Target
+57.35%

Quarterly revenue - Rate of surprise