Valuation: Lynas Rare Earths Limited

Market Cap 12.49B 8.72B 7.78B 7.24B 6.59B 12.44B 844B 87.16B 34.15B 430B 32.73B 32.02B 1,380B P/E 2027 *
22.5x
P/E 2028 * 15.3x
Enterprise Value 11.4B 7.96B 7.11B 6.61B 6.01B 11.35B 770B 79.56B 31.17B 393B 29.88B 29.22B 1,260B EV / Sales 2027 *
6.98x
EV / Sales 2028 * 5.17x
Free-Float
88.6%
Yield 2027 *
0.27%
Yield 2028 * 0.77%
1 day+0.08%
1 week-4.17%
Current month-10.27%
1 month-19.78%
3 months-26.39%
6 months-43.23%
Current year-0.24%
1 week 12.4
Extreme 12.4
13.14
1 month 12.36
Extreme 12.36
14.94
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 - 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. 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.($)
+0.08%-4.17%-39.73%+94.21% 8.72B
-2.44%-7.23%+2.14%+80.87% 19.21B
+1.48%-0.82%-34.11%+62.01% 18.9B
+2.03%-0.76%+33.46%+349.21% 11.47B
-1.58%-5.48%-18.59%+112.60% 9.92B
+2.07%-2.14%+27.80%+245.58% 8.51B
0.00%-1.77%-36.17%+173.99% 8.22B
+1.51%-1.16%-16.39%+49.89% 7.03B
+2.28%-.--%-.--%-.--% 6.08B
+1.16%-4.10%-17.34%+128.39% 5.86B
Average +0.66%-2.01%-9.89%+129.68% 10.39B
Weighted average by Cap. +0.37%-2.38%-9.89%+127.90%

Financials

2027 *2028 *
Net sales 1.63B 1.14B 1.02B 947M 862M 1.63B 110B 11.4B 4.47B 56.26B 4.28B 4.19B 181B 2.07B 1.45B 1.29B 1.2B 1.09B 2.06B 140B 14.46B 5.66B 71.33B 5.43B 5.31B 229B
Net income 562M 392M 350M 326M 297M 560M 37.97B 3.92B 1.54B 19.36B 1.47B 1.44B 62.13B 836M 584M 521M 485M 441M 833M 56.48B 5.84B 2.29B 28.79B 2.19B 2.14B 92.4B
Net Debt -1.09B -760M -679M -631M -574M -1.08B -73.56B -7.6B -2.98B -37.5B -2.85B -2.79B -120B -1.79B -1.25B -1.12B -1.04B -944M -1.78B -121B -12.48B -4.89B -61.61B -4.69B -4.59B -198B
Projected Income Statement - Annual - Lynas Rare Earths Limited
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
09/10/26 A$12.41 +0.08% 3,558,577
08/10/26 A$12.40 -5.34% 5,604,057
07/10/26 A$13.10 +1.63% 4,700,853
06/10/26 A$12.89 +2.06% 4,699,359
05/10/26 A$12.63 -2.47% 3,345,665
Trader
Investor
Global
Quality
ESG MSCI
AA
Ratings Surperformance© - Lynas Rare Earths Limited
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
12
Last Close Price
12.41AUD
Average target price
17.39AUD
Spread / Average Target
+40.11%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Lynas Rare Earths Limited