Lithium Americas Corp (LAC) Fair Value & Analysis
Basic Materials · CA · Market cap C$1.6B
Fair value as of: Jul 16, 2026
From 1 valuation models · updated today
Share price −34.0% over the past month.
Price vs Fair Value (12 months)
12‑month range C$3.52 – C$14.11 · fair‑value band C$1.28 – C$2.56 · the C$4.13 price screens above the C$1.72 fair value. As of Jul 16, 2026.
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Lithium Americas Corp (LAC) currently trades at C$4.13, while our model-based Fair Value estimate is C$1.72, implying the stock looks roughly 58.4% overvalued today. We read business quality at 13/100 (below-average 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).
Trailing-twelve-month revenue stands at C$3.1M. Revenue grew 8.1% year over year. It earns a return on equity of -5.0%. The balance sheet holds a net cash position of C$373M. Fundamentals as of Jul 16, 2026
Our scenario range runs from C$1.28 (bear case) to C$2.56 (bull case); at C$4.13, the current price sits above that range. The share trades about 72% below its 52-week high and 21% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -40% fair-value upside, at -58%, LAC screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 16, 2026. TTM = trailing twelve months.
About the company
Lithium Americas Corp. focuses on developing, building, and operating of lithium deposits and chemical processing facilities in the United States and Canada. The company's flagship asset is the Thacker Pass project located in the McDermitt Caldera in Humboldt County, northern Nevada, as well as invests in exploration properties in the United States and Canada. Lithium Americas Corp. was incorporated in 2023 and is headquartered in Vancouver, Canada.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lithium Americas Corp reported revenue of C$0 in FY2025 versus C$0 in FY2021. Reported net income was −C$124M in FY2025.
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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.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.