Valuation: Arafura Rare Earths Limited

Market Cap 1.15B 809M 712M 671M 612M 1.14B 77.68B 8.05B 3.12B 39.53B 3.04B 2.97B 129B P/E 2027 *
-73.9x
P/E 2028 * -43.2x
Enterprise Value 721M 506M 445M 419M 383M 715M 48.54B 5.03B 1.95B 24.7B 1.9B 1.86B 80.39B EV / Sales 2027 *
-
EV / Sales 2028 * 79,256x
Free-Float
87.47%
Yield 2027 *
-
Yield 2028 * -
1 day+2.70%
1 week+15.15%
Current month-7.32%
1 month-11.63%
3 months-26.92%
6 months-32.14%
Current year-29.63%
1 week 0.17
Extreme 0.17
0.2
1 month 0.16
Extreme 0.165
0.22
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.($)
+2.70%+15.15%+2.70%-24.00% 791M
-0.96%-1.15%-19.49%+68.00% 20.16B
-1.91%+3.97%-12.89%+111.00% 10.4B
+0.84%+0.63%-34.00%+148.11% 8.71B
-1.97%-2.47%-4.17%+90.29% 5.69B
-2.84%+1.85%-13.84%+50.49% 3.87B
-3.75%-12.24%-71.00%-69.06% 2.07B
-2.04%+0.20%-11.51%-25.24% 1.9B
+4.24%+22.80% - - 744M
+0.25%+15.23%+12.01% - 789M
Average -1.16%+3.48%-16.91%+43.70% 5.51B
Weighted average by Cap. -1.31%+1.42%-19.45%+80.48%

Financials

2027 *2028 *
Net sales - 20.82K 14.6K 12.84K 12.11K 11.05K 20.66K 1.4M 145K 56.31K 713K 54.83K 53.64K 2.32M
Net income -26.19M -18.37M -16.16M -15.23M -13.9M -25.99M -1.76B -183M -70.84M -898M -68.98M -67.48M -2.92B -32.6M -22.86M -20.11M -18.96M -17.3M -32.35M -2.19B -228M -88.16M -1.12B -85.85M -83.98M -3.63B
Net Debt -433M -304M -267M -252M -230M -429M -29.14B -3.02B -1.17B -14.83B -1.14B -1.11B -48.26B 496M 348M 306M 289M 263M 492M 33.42B 3.46B 1.34B 17.01B 1.31B 1.28B 55.34B
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
24/09/26 $0.1900 +2.70% 26,984,491
23/09/26 $0.1850 -2.63% 17,085,090
22/09/26 $0.1900 0.00% 10,081,879
21/09/26 $0.1900 0.00% 20,288,325
18/09/26 $0.1900 +11.76% 131,633,370
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
3
Last Close Price
0.1900AUD
Average target price
0.2967AUD
Spread / Average Target
+56.14%

Quarterly revenue - Rate of surprise