Valuation: Lynas Rare Earths Limited

Market Cap 12.48B 8.68B 7.75B 7.23B 6.57B 12.36B 841B 86.81B 33.96B 427B 32.59B 31.88B 1,374B P/E 2027 *
22.5x
P/E 2028 * 15.3x
Enterprise Value 11.39B 7.92B 7.07B 6.6B 6B 11.28B 767B 79.24B 30.99B 390B 29.74B 29.1B 1,254B EV / Sales 2027 *
6.97x
EV / Sales 2028 * 5.16x
Free-Float
88.6%
Yield 2027 *
0.27%
Yield 2028 * 0.77%
1 day-5.34%
1 week-10.34%
Current month-10.34%
1 month-20.61%
3 months-26.67%
6 months-38.92%
Current year-0.32%
1 week 12.36
Extreme 12.36
13.14
1 month 12.36
Extreme 12.36
15.62
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
12/8/25 A Sell

Chief Executive Officer

280,000 0.0278%
12/8/25 A Sell

Chief Executive Officer

11,000 0.0011%
12/8/25 A Sell

Chief Executive Officer

38,688 0.0038%
Change 5-day change 1-year change 3-year change Capi.($)
-5.34%-10.34%-35.65%+93.15% 9.18B
-3.10%-4.45%+5.63%+94.08% 19.39B
-2.27%-2.27%-28.57%+58.33% 19.03B
+1.37%-2.15%+24.70%+337.76% 11.01B
-1.94%-6.43%-17.63%+121.20% 9.91B
+1.31%-4.22%+22.13%+247.69% 8.21B
-1.54%-1.19%-35.49%+170.43% 8.25B
-2.11%-5.02%-20.19%+58.27% 6.85B
+2.28%-.--%-.--%-.--% 6.08B
-2.18%-7.09%-15.41%+137.61% 5.77B
Average -1.36%-3.67%-10.05%+131.85% 10.37B
Weighted average by Cap. -1.66%-4.26%-9.67%+128.68%

Financials

2027 *2028 *
Net sales 1.63B 1.14B 1.01B 947M 860M 1.62B 110B 11.36B 4.45B 55.92B 4.27B 4.17B 180B 2.07B 1.44B 1.29B 1.2B 1.09B 2.05B 140B 14.41B 5.64B 70.91B 5.41B 5.29B 228B
Net income 562M 391M 349M 326M 296M 557M 37.87B 3.91B 1.53B 19.24B 1.47B 1.44B 61.89B 836M 582M 519M 484M 440M 828M 56.32B 5.82B 2.28B 28.62B 2.18B 2.14B 92.05B
Net Debt -1.09B -757M -676M -631M -573M -1.08B -73.36B -7.58B -2.96B -37.28B -2.84B -2.78B -120B -1.79B -1.24B -1.11B -1.04B -942M -1.77B -121B -12.45B -4.87B -61.24B -4.67B -4.57B -197B
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
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
02/10/26 A$12.95 +2.45% 9,257,110
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
12.40AUD
Average target price
17.39AUD
Spread / Average Target
+40.22%

Quarterly revenue - Rate of surprise

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