Valuation: Lynas Rare Earths Limited

Market Cap 16.97B 11.78B 10.31B 9.5B 8.79B 16.69B 1,125B 114B 44.62B 552B 44.23B 43.27B 1,913B P/E 2026 *
58.4x
P/E 2027 * 23.8x
Enterprise Value 15.98B 11.09B 9.71B 8.95B 8.28B 15.72B 1,059B 107B 42.02B 520B 41.65B 40.75B 1,801B EV / Sales 2026 *
15x
EV / Sales 2027 * 8.58x
Free-Float
88.91%
Yield 2026 *
-
Yield 2027 * -
1 day-1.36%
1 week-8.73%
Current month-7.92%
1 month-1.42%
3 months-23.61%
6 months+12.52%
Current year+33.68%
1 week 16.41
Extreme 16.41
18.45
1 month 15.5
Extreme 15.5
19.46
Current year 12.22
Extreme 12.215
22.37
1 year 9.38
Extreme 9.38
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.
06-18Free

Chief Executive Officer

185,448 0.0184%
12-08Sell

Chief Executive Officer

11,000 0.0011%
12-08Sell

Chief Executive Officer

38,688 0.0038%
Change 5-day change 1-year change 3-year change Capi.($)
-1.36%-8.73%+100.60%+136.56% 11.78B
-6.61%-10.83%+75.07%+70.56% 22.86B
-2.43%-3.00%+72.19%+106.76% 9.21B
+1.55%-16.86%+91.60%+85.59% 6.41B
+2.28%-1.46%+92.75% - 4.31B
+2.23%-12.95%-62.00%-48.07% 3.27B
-4.25%-29.81%+12.74%-0.22% 2.11B
+0.62%-2.26%+77.32%+341.50% 893M
+3.63%-12.47%+70.21% - 751M
0.00%-6.00%+30.56%-28.79% 983M
Average -0.30%-9.46%+56.10%+82.99% 6.26B
Weighted average by Cap. -2.35%-8.97%+72.37%+84.71%

Financials

2026 *2027 *
Net sales 1.07B 742M 649M 599M 554M 1.05B 70.82B 7.17B 2.81B 34.78B 2.79B 2.73B 120B 1.8B 1.25B 1.09B 1.01B 932M 1.77B 119B 12.06B 4.73B 58.51B 4.69B 4.58B 203B
Net income 281M 195M 170M 157M 145M 276M 18.6B 1.88B 738M 9.13B 732M 716M 31.64B 729M 506M 443M 409M 378M 717M 48.34B 4.89B 1.92B 23.74B 1.9B 1.86B 82.22B
Net Debt -989M -687M -601M -554M -513M -973M -65.55B -6.63B -2.6B -32.19B -2.58B -2.52B -112B -1.54B -1.07B -935M -862M -797M -1.51B -102B -10.32B -4.05B -50.07B -4.01B -3.92B -173B
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
10/07/26 A$16.63 -1.36% 2,763,599
09/07/26 A$16.86 -1.29% 2,970,517
08/07/26 A$17.08 +1.01% 3,576,321
07/07/26 A$16.91 -6.37% 5,702,428
06/07/26 A$18.06 -0.88% 1,807,268
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
16.86AUD
Average target price
19.60AUD
Spread / Average Target
+16.27%

Quarterly revenue - Rate of surprise