Valuation: Lynas Rare Earths Limited

Market Cap 16.35B 11.42B 9.98B 9.23B 8.53B 16.05B 1,097B 110B 43.18B 537B 42.91B 41.96B 1,850B P/E 2026 *
56.2x
P/E 2027 * 23.1x
Enterprise Value 15.36B 10.73B 9.38B 8.67B 8.01B 15.08B 1,031B 103B 40.56B 505B 40.31B 39.42B 1,738B EV / Sales 2026 *
14.4x
EV / Sales 2027 * 8.17x
Free-Float
88.73%
Yield 2026 *
-
Yield 2027 * -
1 day+0.99%
1 week-3.98%
Current month-9.19%
1 month-8.28%
3 months-20.23%
6 months+6.29%
Current year+31.83%
1 week 15.81
Extreme 15.81
17.3
1 month 15.81
Extreme 15.81
19.46
Current year 12.22
Extreme 12.215
22.37
1 year 9.68
Extreme 9.68
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.
18/06Free

Chief Executive Officer

185,448 0.0184%
08/12Sell

Chief Executive Officer

11,000 0.0011%
08/12Sell

Chief Executive Officer

38,688 0.0038%
Change 5-day change 1-year change 3-year change Capi.($)
+0.99%-3.98%+63.84%+136.99% 11.35B
+2.18%-16.06%+33.30%+60.80% 20.78B
+2.61%+0.59%+4.68%+106.21% 8.81B
+4.21%-6.34%+62.68%+86.03% 6.01B
+5.69%+2.31%+53.50% - 4.21B
-2.49%-4.85%-59.33%-48.26% 3.26B
+2.21%-16.39%+2.95%-14.02% 1.96B
0.00%-6.38%+7.32%-33.33% 941M
+5.12%+0.24%+73.73% - 762M
-2.71%-11.58%+22.11%+287.41% 761M
Average +0.94%-6.74%+26.48%+72.73% 5.88B
Weighted average by Cap. +1.26%-7.55%+33.18%+79.34%

Financials

2026 *2027 *
Net sales 1.07B 747M 653M 603M 557M 1.05B 71.74B 7.2B 2.82B 35.13B 2.81B 2.74B 121B 1.81B 1.26B 1.1B 1.02B 944M 1.78B 121B 12.18B 4.78B 59.46B 4.75B 4.64B 205B
Net income 281M 196M 171M 158M 146M 276M 18.84B 1.89B 741M 9.23B 737M 721M 31.77B 743M 519M 454M 419M 387M 729M 49.85B 5B 1.96B 24.41B 1.95B 1.91B 84.05B
Net Debt -989M -691M -604M -558M -516M -972M -66.4B -6.66B -2.61B -32.51B -2.6B -2.54B -112B -1.57B -1.1B -960M -887M -820M -1.54B -106B -10.58B -4.15B -51.66B -4.13B -4.03B -178B
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
15/07/26 $16.45 +1.29% 1,249,163
14/07/26 $16.24 -0.06% 1,889,352
13/07/26 $16.25 -2.29% 3,327,459
10/07/26 $16.63 -1.36% 2,763,599
09/07/26 $16.86 -1.29% 2,970,517
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
16.24AUD
Average target price
19.60AUD
Spread / Average Target
+20.71%

Quarterly revenue - Rate of surprise