Valuation: Lynas Rare Earths Limited

Market Cap 15.21B 10.6B 9.32B 8.66B 7.97B 14.94B 1,027B 104B 40.4B 501B 39.8B 38.94B 1,737B P/E 2026 *
61.2x
P/E 2027 * 25x
Enterprise Value 14.18B 9.89B 8.69B 8.08B 7.43B 13.93B 957B 96.58B 37.67B 467B 37.11B 36.31B 1,620B EV / Sales 2026 *
14.1x
EV / Sales 2027 * 8.38x
Free-Float
88.73%
Yield 2026 *
-
Yield 2027 * 0.38%
1 day-4.28%
1 week-7.58%
Current month-17.00%
1 month-20.46%
3 months-21.01%
6 months-13.01%
Current year+24.85%
1 week 10.3
Extreme 10.3
11.33
1 month 10.3
Extreme 10.3
13.25
Current year 8.22
Extreme 8.22
15.75
1 year 6.5
Extreme 6.5
16.2
3 years 3.55
Extreme 3.55
16.2
5 years 3.55
Extreme 3.55
16.2
10 years 0.04
Extreme 0.039
16.2
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
Change 5-day change 1-year change 3-year change Capi.($)
-4.28%-7.58% - - 10.6B
+2.94%+3.60%+15.09%+69.13% 21.49B
-2.25%-1.78%-26.97%+88.32% 7.95B
+2.14%-6.65%+7.35%+73.99% 5.56B
-4.30%-4.84%+18.84%+49.49% 3.7B
+2.80%+7.63%-49.11%-48.21% 3.1B
+7.04%+0.76%-0.56%-16.03% 1.98B
-4.88%-2.50%-2.50%-33.90% 868M
-5.74%+6.48%+56.20% - 783M
+0.83%+0.83%+110.34%+930.99% 644M
Average -0.22%+0.92%+14.30%+139.22% 5.12B
Weighted average by Cap. +0.67%+3.45%+3.91%+70.01%

Financials

2026 *2027 *
Net sales 1.01B 703M 618M 574M 528M 990M 68.04B 6.86B 2.68B 33.19B 2.64B 2.58B 115B 1.65B 1.15B 1.01B 942M 867M 1.63B 112B 11.27B 4.4B 54.48B 4.33B 4.24B 189B
Net income 247M 172M 151M 140M 129M 242M 16.65B 1.68B 655M 8.12B 645M 631M 28.17B 609M 425M 373M 347M 319M 598M 41.12B 4.15B 1.62B 20.06B 1.59B 1.56B 69.58B
Net Debt -1.03B -716M -630M -585M -538M -1.01B -69.36B -7B -2.73B -33.83B -2.69B -2.63B -117B -1.35B -939M -826M -767M -706M -1.32B -90.95B -9.18B -3.58B -44.36B -3.53B -3.45B -154B
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
23/07/26 $10.30 -4.28% 26,702
22/07/26 $10.76 -5.03% 10,625
21/07/26 $11.33 +3.90% 15,219
20/07/26 $10.91 -1.23% 29,984
17/07/26 $11.04 -0.93% 18,135
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
15.11AUD
Average target price
18.28AUD
Spread / Average Target
+20.99%

Quarterly revenue - Rate of surprise