Valuation : Lynas Rare Earths Limited

Market Cap 15.42B 11.11B 9.56B 9B 8.22B 15.38B 1,049B 106B 41.26B 538B 41.74B 40.83B 1,735B P/E 2027 *
26.8x
P/E 2028 * 18.6x
Enterprise Value 14.3B 10.3B 8.87B 8.34B 7.62B 14.26B 973B 98.58B 38.25B 499B 38.69B 37.85B 1,608B EV / Sales 2027 *
8.66x
EV / Sales 2028 * 6.55x
Free-Float
88.73%
Yield 2027 *
0.53%
Yield 2028 * 0.84%
1 day+0.39%
1 week-5.78%
Current month-3.89%
1 month-1.73%
3 months-15.64%
6 months-19.37%
Current year+23.15%
1 week 14.89
Extreme 14.89
16.21
1 month 14.89
Extreme 14.89
17.31
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 - 30/06/2026
Director of Finance/CFO - 28/02/2014
Investor Relations Contact - -
Director TitleAgeSince
Director/Board Member - 31/12/2014
Chairman 70 09/10/2023
Director/Board Member 73 29/10/2017
Date Insider Type Main position Quantity % Market Cap. Importance
08/12/25 Sell

Chief Executive Officer

280,000 0.0278%
08/12/25 Sell

Chief Executive Officer

11,000 0.0011%
08/12/25 Sell

Chief Executive Officer

38,688 0.0038%
Change 5-day change 1-year change 3-year change Capi.($)
+0.39%-5.78%+6.76%+108.15% 11.11B
-0.90%-4.80%-23.59%+68.35% 20.82B
+1.39%-2.85%-13.51%+153.27% 9.71B
-2.29%-5.23%-5.11%+85.89% 5.67B
-0.45%-2.11%+27.06%+72.99% 4.31B
-8.21%-7.65%-72.57%-71.91% 1.88B
-1.98%-5.72%-11.69%-20.16% 1.92B
-2.63%-9.76%-2.63%-30.19% 810M
-3.19%-32.33% - - 733M
-4.63%-17.65%+11.11% - 707M
Average -2.25%-10.82%-9.35%+45.80% 5.77B
Weighted average by Cap. -0.74%-5.76%-10.76%+83.89%

Financials

2027 *2028 *
Net sales 1.65B 1.19B 1.02B 963M 880M 1.65B 112B 11.38B 4.42B 57.64B 4.47B 4.37B 186B 2.08B 1.5B 1.29B 1.21B 1.11B 2.07B 142B 14.34B 5.56B 72.61B 5.63B 5.51B 234B
Net income 576M 416M 358M 336M 307M 575M 39.23B 3.98B 1.54B 20.13B 1.56B 1.53B 64.84B 832M 600M 516M 485M 443M 829M 56.6B 5.74B 2.23B 29.04B 2.25B 2.2B 93.56B
Net Debt -1.12B -810M -697M -656M -599M -1.12B -76.52B -7.75B -3.01B -39.26B -3.04B -2.98B -126B -1.8B -1.3B -1.11B -1.05B -958M -1.79B -122B -12.4B -4.81B -62.76B -4.87B -4.76B -202B
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
1,156
Date Price Change Volume
04/09/26 A$15.32 +0.39% 2,475,068
03/09/26 A$15.26 +0.93% 4,726,651
02/09/26 A$15.12 -2.39% 3,593,478
01/09/26 A$15.49 -2.82% 3,445,125
31/08/26 A$15.94 -1.97% 8,653,383
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
15.32AUD
Average target price
17.92AUD
Spread / Average Target
+17.00%

Quarterly revenue - Rate of surprise