Lynas Rare Earths (LYC) Stock Overview
Engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 5/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for LYC from our risk checks.
LYC Community Fair Values
Create NarrativeSee what 212 others think this stock is worth. Follow their fair value or set your own to get alerts.
An Undervalued 3.3Moz Gold Project in Canada
Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read more
Lynas Rare Earths Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$19.41 |
| 52 Week High | AU$21.96 |
| 52 Week Low | AU$6.97 |
| Beta | 0.71 |
| 1 Month Change | 2.16% |
| 3 Month Change | 58.84% |
| 1 Year Change | 165.53% |
| 3 Year Change | 220.30% |
| 5 Year Change | 208.59% |
| Change since IPO | 382.05% |
Recent News & Updates
Recent updates
Lynas Rare Earths Will Continue to Surge Alongside The Transition To a Green Future
Lynas Rare Earths is the only fully integrated rare earth producer outside of China, with demand underpinned by its critical role in electric vehicles, wind turbines, and defence technologies. The company has recently strengthened its strategic positioning through a partnership with U.S.-based Noveon Magnetics, the only American manufacturer of sintered rare earth magnets.
Lynas Rare Earths: Owning the Policy-Backed Growth Regime, Not Just the Ore Body.
Synopsis & Business Model: A Strategic Bottleneck, Not Just a Miner Lynas Rare Earths is best understood as a vertically integrated critical-minerals utility rather than a conventional cyclical miner. It operates one of the world’s highest‑grade rare earth deposits at Mt Weld in Western Australia, with ore concentrated on site and then processed through its cracking and leaching facility in Kalgoorlie and its separation and refining plant in Gebeng, Malaysia.China-threatening vital rare earth supplier, LYC.
Lynas Rare Earths (ASX: LYC): A Leveraged Bet on Rare Earth Prices and Supply Chain Diversification Key Takeaways Lynas Rare Earths is the largest producer of separated rare earths outside China , making it strategically important in the global push to diversify critical mineral supply chains. Neodymium-Praseodymium (NdPr) oxide drives the majority of Lynas’ revenue , and earnings are highly sensitive to its price.Analyst Forecasts For Lynas Rare Earths Limited (ASX:LYC) Are Surging Higher
Sep 01
Lynas Rare Earths Limited Just Missed Earnings - But Analysts Have Updated Their Models
Aug 29Insufficient Growth At Lynas Rare Earths Limited (ASX:LYC) Hampers Share Price
Jul 30Here's What's Concerning About Lynas Rare Earths' (ASX:LYC) Returns On Capital
Jun 24The Consensus EPS Estimates For Lynas Rare Earths Limited (ASX:LYC) Just Fell Dramatically
Apr 30Is Lynas Rare Earths (ASX:LYC) A Risky Investment?
Apr 25
Mt Weld Expansion And Market Diversification To Propel Rare Earths Revenue Growth
Strategic asset management and production alignment position Lynas to maximize future margins, enhancing revenue and net margins as prices recover.Shareholder Returns
| LYC | AU Metals and Mining | AU Market | |
|---|---|---|---|
| 7D | -3.3% | 3.0% | 0.6% |
| 1Y | 165.5% | 52.7% | 11.5% |
Return vs Industry: LYC exceeded the Australian Metals and Mining industry which returned 52.7% over the past year.
Return vs Market: LYC exceeded the Australian Market which returned 11.5% over the past year.
Price Volatility
| LYC volatility | |
|---|---|
| LYC Average Weekly Movement | 10.2% |
| Metals and Mining Industry Average Movement | 12.9% |
| Market Average Movement | 10.3% |
| 10% most volatile stocks in AU Market | 17.9% |
| 10% least volatile stocks in AU Market | 4.3% |
Stable Share Price: LYC has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: LYC's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1983 | n/a | Amanda Lacaze | lynasrareearths.com |
Lynas Rare Earths Limited, together with its subsidiaries, engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia. The company holds interests in the Mt Weld rare earths mine and concentration plant near Laverton in Western Australia; a rare earths processing facility in Kalgoorlie, Western Australia; and an advanced materials plant in Gebeng, Malaysia. It also offers light rare earths, including lanthanum, cerium, praseodymium, and neodymium; and heavy rare earth, comprising of samarium, europium, gadolinium, terbium, and dysprosium.
Lynas Rare Earths Limited Fundamentals Summary
| LYC fundamental statistics | |
|---|---|
| Market cap | AU$19.54b |
| Earnings (TTM) | AU$82.35m |
| Revenue (TTM) | AU$715.89m |
Is LYC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LYC income statement (TTM) | |
|---|---|
| Revenue | AU$715.89m |
| Cost of Revenue | AU$493.09m |
| Gross Profit | AU$222.80m |
| Other Expenses | AU$140.45m |
| Earnings | AU$82.35m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.082 |
| Gross Margin | 31.12% |
| Net Profit Margin | 11.50% |
| Debt/Equity Ratio | 4.0% |
How did LYC perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/04 02:45 |
| End of Day Share Price | 2026/04/02 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lynas Rare Earths Limited is covered by 28 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Dale Koenders | Barrenjoey Markets Pty Limited |
| Daniel Morgan | Barrenjoey Markets Pty Limited |
| Mollie Urquhart | Barrenjoey Markets Pty Limited |