Valuation: Arafura Rare Earths Limited

Market Cap 1.18B 836M 723M 675M 620M 1.17B 79.57B 7.92B 3.11B 39.88B 3.14B 3.07B 132B P/E 2026 *
-113x
P/E 2027 * -129x
Enterprise Value 262M 185M 160M 150M 137M 258M 17.64B 1.76B 690M 8.84B 696M 681M 29.24B EV / Sales 2026 *
358x
EV / Sales 2027 * -
Free-Float
92.21%
Yield 2026 *
-
Yield 2027 * -
1 day+2.63%
1 week+8.33%
Current month+8.33%
1 month-17.02%
3 months-42.65%
6 months-11.36%
Current year-27.78%
1 week 0.17
Extreme 0.17
0.2
1 month 0.17
Extreme 0.17
0.24
Current year 0.17
Extreme 0.17
0.38
1 year 0.17
Extreme 0.17
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 - 24/07/2013
Investor Relations Contact - 01/03/2024
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.
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.($)
+2.63%+8.33%0.00%-29.09% 836M
+5.13%+10.98%+13.88%+76.81% 23.6B
+3.50%+15.33%+28.76%+133.81% 11.55B
+7.62%+23.54%-31.23%+124.96% 9.1B
+5.74%+15.65%+2.44%+85.58% 6.22B
+11.03%+29.30%+18.88%+91.20% 4.73B
-1.88%+4.11%+4.97%-10.42% 2.08B
+4.46%-23.22%-74.45%-73.62% 1.75B
-2.47%+16.00%+92.48% - 861M
+14.78%+39.75%+87.61%+368.32% 844M
Average +5.05%+15.40%+14.33%+85.28% 6.16B
Weighted average by Cap. +5.44%+14.68%+8.35%+92.17%

Financials

2026 *2027 *
Net sales 733K 518K 448K 418K 384K 722K 49.29M 4.91M 1.93M 24.71M 1.94M 1.9M 81.68M -
Net income -24M -16.95M -14.66M -13.69M -12.56M -23.62M -1.61B -161M -63.05M -809M -63.65M -62.26M -2.67B -15.19M -10.73M -9.28M -8.67M -7.95M -14.96M -1.02B -102M -39.91M -512M -40.29M -39.41M -1.69B
Net Debt -921M -651M -563M -526M -482M -907M -61.92B -6.17B -2.42B -31.04B -2.44B -2.39B -103B -621M -438M -379M -354M -325M -611M -41.72B -4.15B -1.63B -20.91B -1.65B -1.61B -69.14B
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
-
Date Price Change Volume
07/08/26 $0.1950 +2.63% 44,291,725
06/08/26 $0.1900 0.00% 21,737,465
05/08/26 $0.1900 +2.70% 33,287,011
04/08/26 $0.1850 +5.71% 54,055,037
03/08/26 $0.1750 -2.78% 52,613,590
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
0.1950AUD
Average target price
0.3233AUD
Spread / Average Target
+65.81%

Quarterly revenue - Rate of surprise