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American Rare Earths Limited (ARR) Fair Value & Analysis

Basic Materials · AU · Market cap A$212M

AR American Rare Earths Limited ARR · AU
PriceA$0.3350
Fair ValueA$0.1600
Upside-52.2%
Quality95/100
Evidence: Low Range A$0.1200 – A$0.1900

Fair value as of: Jun 24, 2026

From 4 valuation models · updated 5 days ago

Share price −17.5% over the past month.

Price vs Fair Value (12 months)

A$0.8070 A$0.2386 Fair Value A$0.1600 Jun 2025 Jun 2026

12‑month range A$0.2386 – A$0.8070 · fair‑value band A$0.1200 – A$0.1900 · the A$0.3350 price screens above the A$0.1600 fair value. As of Jun 24, 2026.

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Analysis

American Rare Earths Limited (ARR) currently trades at A$0.3350, while our model-based Fair Value estimate is A$0.1600 — implying the stock looks roughly 52.2% overvalued today. We read business quality at 95/100 (high quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).

Revenue declined 86.1% year over year. It earns a return on equity of -14.3%. The balance sheet holds a net cash position of A$9.2M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) −A$17.9K
Revenue growth (YoY) -86.1%
Return on equity -14.3%
Free cash flow −A$10.6M FY2025
Operating margin 34,503%
EPS (TTM) A$-0.0100
More key figures
EPS growth (YoY) -89.3%
Net cash A$9.2M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

American Rare Earths Limited, together with its subsidiaries, explores and develops mineral resources in the United States. The company explores for rare earth, lanthanum, cerium, neodymium, praseodymium, terbium, dysprosium, thorium, uranium, and scandium deposits. Its flagship property is the 100% owned Halleck Creek project, which covers an area of approximately 3,304 hectares located in Wyoming, the United States. The company was formerly known as Broken Hill Prospecting Limited and changed its name to American Rare Earths Limited in July 2020. American Rare Earths Limited was incorporated in 1986 and is headquartered in Sydney, Australia.

Revenue & earnings trend

FY2019 – FY2025 · reported fiscal years

American Rare Earths Limited reported revenue of A$66.6K in FY2023 versus A$35.1K in FY2019, a compound +17.3%/yr. Reported net income was −A$6.5M in FY2025.

Revenue +17.3%/yr
FY19 A$35.1K
FY20 A$56.0K
FY21 A$93.9K
FY22 A$41.0K
FY23 A$66.6K
Net income
FY21 −A$259K
FY22 −A$2.0M
FY23 −A$4.8M
FY24 −A$6.3M
FY25 −A$6.5M

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Frequently asked questions

Is American Rare Earths Limited (ARR) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$0.1600 versus a price of A$0.3350 — about −52% (overvalued). Model-based estimate, not financial advice.
What is the fair value of ARR?
Our 21-model fair value for American Rare Earths Limited is A$0.1600 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$0.3350.
What is the quality score of ARR?
American Rare Earths Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the net profit margin of ARR?
The net profit margin of American Rare Earths Limited is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.