Lynas Rare Earths

Material Substitution Trends And Mt Weld Risks Will Curtail Value

AnalystLowTarget

Not Invested

Consensus Narrative from 14 Analysts

Published

02 Jul 25

Updated

16 Aug 25

AnalystLowTarget's Fair Value

AU$5.85

147.7% overvalued

16 Aug

AU$14.49

131.8%

14.8%

Author's Valuation

AU$5.8

147.7% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

AU$5.8

147.7% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

32.35%

Metals and Mining revenue growth rate

2.42%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

6.98%

Calculation

AU$619.93m

Earnings '28

10.80x

PE Ratio '28

AU$6.70b

Market Cap '28

AU$6.70b

Market Cap '28

934.72m

No. shares '28

AU$7.16

Share Price '28

AU$7.16 Share Price '28

Discounted to 2025 @ 6.98% p.a.

AU$5.85

Fair Value '25