Valuation: Lynas Rare Earths Limited

Market Cap 16.36B 11.55B 9.99B 9.33B 8.56B 16.1B 1,099B 109B 42.97B 551B 43.38B 42.43B 1,822B P/E 2026 *
65.8x
P/E 2027 * 26.9x
Enterprise Value 15.33B 10.83B 9.36B 8.74B 8.02B 15.09B 1,030B 103B 40.27B 516B 40.65B 39.76B 1,707B EV / Sales 2026 *
15.2x
EV / Sales 2027 * 9.07x
Free-Float
88.73%
Yield 2026 *
-
Yield 2027 * 0.36%
1 day+3.50%
1 week+15.33%
Current month+15.33%
1 month-3.90%
3 months-18.46%
6 months+13.88%
Current year+30.63%
1 week 13.88
Extreme 13.88
16.49
1 month 13.64
Extreme 13.64
17.3
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 - 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.($)
+3.50%+15.33%+33.63%+135.17% 11.55B
+5.13%+10.98%+13.53%+76.24% 23.6B
+7.62%+23.54%-28.08%+124.86% 9.1B
+5.74%+15.65%+7.21%+85.58% 6.22B
+11.03%+29.30%+28.52%+91.01% 4.73B
-1.88%+4.11%+2.83%-6.14% 2.08B
+4.46%-23.22%-74.45%-73.62% 1.75B
-2.47%+16.00%+89.13% - 861M
-4.00%+43.02% - - 807M
+2.63%+8.33%+8.33%-31.58% 836M
Average +3.18%+15.73%+8.96%+50.19% 6.15B
Weighted average by Cap. +5.19%+14.71%+9.74%+88.40%

Financials

2026 *2027 *
Net sales 1.01B 712M 616M 575M 527M 992M 67.75B 6.75B 2.65B 33.96B 2.67B 2.61B 112B 1.65B 1.17B 1.01B 944M 866M 1.63B 111B 11.07B 4.35B 55.74B 4.39B 4.29B 184B
Net income 247M 174M 151M 141M 129M 243M 16.58B 1.65B 648M 8.31B 654M 640M 27.47B 609M 430M 372M 347M 319M 600M 40.94B 4.08B 1.6B 20.52B 1.62B 1.58B 67.84B
Net Debt -1.03B -726M -628M -586M -538M -1.01B -69.08B -6.88B -2.7B -34.63B -2.73B -2.67B -114B -1.35B -951M -822M -768M -705M -1.33B -90.49B -9.01B -3.54B -45.35B -3.57B -3.49B -150B
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
26-08-07 A$16.25 +3.50% 4,591,845
26-08-06 A$15.70 +0.71% 4,324,210
26-08-05 A$15.59 +4.21% 5,105,141
26-08-04 A$14.96 +6.55% 6,511,201
26-08-03 A$14.04 -0.35% 2,212,091
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
16.25AUD
Average target price
18.28AUD
Spread / Average Target
+12.51%

Quarterly revenue - Rate of surprise