Lynas Rare Earths

Electrification And Western Support Will Drive Rare Earth Demand

AnalystHighTarget

Not Invested

Consensus Narrative from 14 Analysts

Published

30 Jun 25

AnalystHighTarget's Fair Value

AU$17.50

17.8% undervalued

10 Sep

AU$14.39

112.9%

0.8%

112.9%

0.8%

You can edit this narrative until Jun 30 9:23 PM. Then, changes will post as Updates.

Author's Valuation

AU$17.5

17.8% undervalued

AnalystHighTarget Fair Value

Narrative

Updates0

AnalystHighTarget Fair Value

AU$17.5

17.8% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

28.23%

Metals and Mining revenue growth rate

0.71%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.07%

Calculation

AU$956.46m

Earnings '28

21.05x

PE Ratio '28

AU$20.13b

Market Cap '28

AU$20.13b

Market Cap '28

937.64m

No. shares '28

AU$21.47

Share Price '28

AU$21.47 Share Price '28

Discounted to 2025 @ 7.05% p.a.

AU$17.50

Fair Value '25