Valuation: Lynas Rare Earths Limited

Market Cap 16.52B 11.82B 10.13B 9.47B 8.66B 16.34B 1,131B 112B 43.59B 568B 44.36B 43.4B 1,880B P/E 2026 *
66.3x
P/E 2027 * 26.8x
Enterprise Value 15.49B 11.08B 9.5B 8.88B 8.12B 15.32B 1,061B 105B 40.87B 533B 41.6B 40.7B 1,763B EV / Sales 2026 *
15.4x
EV / Sales 2027 * 9.16x
Free-Float
88.73%
Yield 2026 *
-
Yield 2027 * 0.35%
1 day+1.23%
1 week+0.31%
Current month+16.47%
1 month+8.60%
3 months-12.99%
6 months+3.47%
Current year+31.91%
1 week 15.72
Extreme 15.72
17.04
1 month 13.64
Extreme 13.64
17.31
Current year 12.22
Extreme 12.215
22.37
1 year 12.15
Extreme 12.15
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 - 01/07/2026
Director of Finance/CFO - 01/03/2014
Investor Relations Contact - -
Director TitleAgeSince
Director/Board Member - 01/01/2015
Chairman 70 10/10/2023
Director/Board Member 73 30/10/2017
Date Insider Type Main position Quantity % Market Cap.
8/12/25 Sell

Chief Executive Officer

280,000 0.0278%
8/12/25 Sell

Chief Executive Officer

11,000 0.0011%
8/12/25 Sell

Chief Executive Officer

38,688 0.0038%
Change 5-day change 1-year change 3-year change Capi.($)
+1.23%+0.31%+14.68%+131.45% 11.69B
+0.62%-5.25%-15.70%+83.98% 21.6B
-3.66%-1.75%-20.50%+192.11% 10.7B
+0.48%-4.44%-4.11%+106.70% 5.93B
-5.22%-5.16%+15.57%+80.42% 4.71B
+0.39%-6.63%-8.69%-14.68% 1.91B
+3.57%+22.71% - - 1.06B
+2.33%+2.33%+15.79%-15.38% 936M
-11.00%-19.88%+85.00%+268.77% 862M
+4.00%-12.05%+100.97% - 803M
Average -0.71%-2.09%+20.33%+104.17% 6.02B
Weighted average by Cap. -0.53%-1.96%-3.13%+113.25%

Financials

2026 *2027 *
Net sales 1.01B 721M 618M 578M 528M 997M 69.04B 6.84B 2.66B 34.67B 2.71B 2.65B 115B 1.65B 1.18B 1.01B 949M 868M 1.64B 113B 11.23B 4.37B 56.91B 4.44B 4.35B 188B
Net income 247M 177M 151M 142M 130M 245M 16.93B 1.68B 652M 8.5B 664M 649M 28.12B 618M 442M 379M 354M 324M 611M 42.31B 4.19B 1.63B 21.24B 1.66B 1.62B 70.29B
Net Debt -1.03B -736M -631M -590M -539M -1.02B -70.47B -6.98B -2.71B -35.38B -2.76B -2.7B -117B -1.36B -971M -832M -778M -712M -1.34B -92.96B -9.21B -3.58B -46.68B -3.65B -3.57B -154B
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
24/08/26 A$16.41 +1.23% 2,916,835
21/08/26 A$16.21 -0.06% 2,984,481
20/08/26 A$16.22 -0.37% 2,484,989
19/08/26 A$16.28 -1.33% 2,945,133
18/08/26 A$16.50 -0.72% 2,472,647
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
16.41AUD
Average target price
18.39AUD
Spread / Average Target
+12.06%

Quarterly revenue - Rate of surprise