Valuation: Arafura Rare Earths Limited

Market Cap 1.31B 936M 801M 750M 686M 1.29B 89.51B 8.86B 3.45B 44.97B 3.51B 3.44B 149B P/E 2026 *
-124x
P/E 2027 * -142x
Enterprise Value 519M 372M 319M 298M 273M 512M 35.61B 3.52B 1.37B 17.89B 1.4B 1.37B 59.17B EV / Sales 2026 *
708x
EV / Sales 2027 * -
Free-Float
92.21%
Yield 2026 *
-
Yield 2027 * -
Current month+19.44%
1 month+7.50%
3 months-30.65%
6 months-6.52%
Current year-20.37%
1 week 0.2
Extreme 0.205
0.22
1 month 0.17
Extreme 0.17
0.23
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.
13/07/26 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.($)
0.00%0.00%+13.16%-15.69% 936M
+0.98%-5.84%-16.23%+76.65% 21.6B
-0.06%-0.92%+13.28%+126.08% 11.69B
+9.10%+2.23%-11.54%+194.80% 10.7B
+2.02%-4.90%-4.58%+98.69% 5.93B
+12.57%-3.70%+21.21%+89.85% 4.71B
-0.71%-7.00%-9.05%-12.76% 1.91B
-8.45%+24.32% - - 1.06B
+12.92%-15.08%+92.60%+307.17% 862M
0.00%-15.43%+93.24% - 803M
Average +2.84%-2.78%+21.34%+108.10% 6.02B
Weighted average by Cap. +3.15%-3.07%-1.62%+110.53%

Financials

2026 *2027 *
Net sales 733K 526K 450K 421K 386K 724K 50.29M 4.98M 1.94M 25.26M 1.97M 1.93M 83.57M -
Net income -19.93M -14.29M -12.24M -11.45M -10.48M -19.67M -1.37B -135M -52.76M -687M -53.65M -52.48M -2.27B -4.3M -3.08M -2.64M -2.47M -2.26M -4.24M -295M -29.18M -11.38M -148M -11.57M -11.32M -490M
Net Debt -786M -563M -483M -452M -413M -776M -53.9B -5.33B -2.08B -27.08B -2.12B -2.07B -89.56B -619M -444M -380M -356M -326M -611M -42.49B -4.2B -1.64B -21.34B -1.67B -1.63B -70.59B
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
21/08/26 A$0.2150 0.00% 17,379,681
20/08/26 A$0.2150 +4.88% 15,615,162
19/08/26 A$0.2050 -6.82% 19,920,859
18/08/26 A$0.2200 +2.33% 20,275,760
17/08/26 A$0.2150 0.00% 20,760,030
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
0.2150AUD
Average target price
0.3233AUD
Spread / Average Target
+50.39%

Quarterly revenue - Rate of surprise