Valuation: Arafura Rare Earths Limited

Market Cap 1.27B 901M 780M 729M 666M 1.26B 85.9B 8.55B 3.35B 42.97B 3.38B 3.31B 143B P/E 2026 *
-121x
P/E 2027 * -139x
Enterprise Value 354M 250M 216M 202M 185M 348M 23.82B 2.37B 930M 11.92B 938M 917M 39.69B EV / Sales 2026 *
482x
EV / Sales 2027 * -
Free-Float
92.21%
Yield 2026 *
-
Yield 2027 * -
1 day+7.69%
1 week+16.67%
Current month+16.67%
1 month-10.64%
3 months-38.24%
6 months-4.55%
Current year-22.22%
1 week 0.18
Extreme 0.175
0.21
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 - 04/02/2024
Director of Finance/CFO - 23/07/2013
Investor Relations Contact - 29/02/2024
Director TitleAgeSince
Chairman - 13/02/2019
Director/Board Member 63 30/11/2019
Director/Board Member - 31/10/2021
Date Insider Type Main position Quantity % Market Cap.
13/07/26 Buy

Chairman

115,384 0.0022%
13/07/26 Buy 115,384 0.0022%
23/02/26 Buy 107,142 0.0023%
Change 5-day change 1-year change 3-year change Capi.($)
+7.69%+16.67%+7.69%-20.75% 836M
-0.89%+10.00%+12.87%+75.24% 23.6B
+1.54%+17.10%+30.74%+138.10% 11.55B
+6.95%+32.12%-26.45%+138.07% 9.1B
+6.06%+22.66%+8.64%+98.51% 6.22B
-1.50%+27.36%+17.10%+88.02% 4.73B
+0.84%+4.99%+5.85%-8.97% 2.08B
-9.79%-30.87%-77.00%-76.27% 1.75B
-2.53%+13.07%+87.61% - 861M
+5.83%+47.89%+98.55%+360.46% 844M
Average +1.58%+9.47%+16.56%+88.04% 6.16B
Weighted average by Cap. +1.42%+10.17%+9.67%+95.40%

Financials

2026 *2027 *
Net sales 733K 518K 449K 419K 383K 722K 49.41M 4.92M 1.93M 24.72M 1.95M 1.9M 82.33M -
Net income -19.93M -14.08M -12.19M -11.4M -10.42M -19.63M -1.34B -134M -52.44M -672M -52.88M -51.73M -2.24B -2.6M -1.83M -1.59M -1.48M -1.36M -2.56M -175M -17.4M -6.83M -87.49M -6.89M -6.74M -291M
Net Debt -921M -651M -563M -527M -481M -907M -62.08B -6.18B -2.42B -31.06B -2.44B -2.39B -103B -621M -439M -380M -355M -324M -611M -41.83B -4.16B -1.63B -20.92B -1.65B -1.61B -69.69B
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
10/08/26 A$0.2100 +7.69% 45,155,218
07/08/26 A$0.1950 +2.63% 44,291,725
06/08/26 A$0.1900 0.00% 21,737,465
05/08/26 A$0.1900 +2.70% 33,287,011
04/08/26 A$0.1850 +5.71% 54,055,037
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
0.2100AUD
Average target price
0.3233AUD
Spread / Average Target
+53.97%

Quarterly revenue - Rate of surprise