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Solara Minerals Ltd (SLA) Fair Value & Analysis

Basic Materials · AU · Market cap A$4.6M

SM Solara Minerals Ltd SLA · AU
PriceA$0.0890
Fair ValueA$0.0510
Upside-42.7%
Quality35/100
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Mixed Growth
Thin margins · 0.0% net margin
negative free cash flow
Trails peers (2/9)
Narrow moat 13/100
Evidence: Low Range A$0.0412 – A$0.0674 Share as image

Fair value as of: Jul 16, 2026

From 1 valuation models · updated 26 days ago

Share price +15.6% over the past month.

Below-average quality, and screening another 43% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (A$0.0674). The favourable scenario is already priced in.
  • Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

A$0.5650 A$0.0700 Fair Value A$0.0510 Nov 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

57‑month range A$0.0700 – A$0.5650 · fair‑value band A$0.0412 – A$0.0674 · the A$0.0890 price screens above the A$0.0510 fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Solara Minerals Ltd (SLA) currently trades at A$0.0890, while our model-based Fair Value estimate is A$0.0510, implying the stock looks roughly 42.7% overvalued today. The Quality Score stands at 35/100 (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 A$162K. Revenue grew 42.3% year over year. The balance sheet holds a net cash position of A$3.9M. Fundamentals as of Jul 16, 2026

Our scenario range runs from A$0.0412 (bear case) to A$0.0674 (bull case); at A$0.0890, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 69% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -43%, SLA screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
NCAV (Graham) A$0.0600 A$0.0800 A$0.1100 50
All 1 models by family
Asset-Based
NCAV (Graham) A$0.0600 A$0.0800 A$0.1100 50

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Key figures & financial health

Revenue (TTM) A$162K
Revenue growth (YoY) +42.3%
Return on equity -101%
Free cash flow −A$1.2K FY2025
EPS (TTM) A$-0.0900
Net cash A$3.9M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 35/100

Of which business quality 37 · Market factors (momentum, volatility) 18

Profitability 0
Margins and returns on capital today
Quality Growth 0
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 5
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 37
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Solara Minerals Ltd operates as a mineral exploration company in Australia. It primarily explores for gold, nickel, diamond, copper, cobalt, Niobium, and Lithium elements. Solara Minerals Ltd was formerly known as Lycaon Resources Limited and changed its name to Solara Minerals Ltd in March 2025.

Full company description

Solara Minerals Ltd operates as a mineral exploration company in Australia. It primarily explores for gold, nickel, diamond, copper, cobalt, Niobium, and Lithium elements. Solara Minerals Ltd was formerly known as Lycaon Resources Limited and changed its name to Solara Minerals Ltd in March 2025. Solara Minerals Ltd was incorporated in 2021 and is based in Perth, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Solara Minerals Ltd reported revenue of A$0 in FY2023 versus A$12 in FY2021. Reported net income was −A$1.2M in FY2025.

Growth Quality 32/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2022)
A$81.3M
Latest YoY
+677,683,233.3%
Revenue
FY21 A$12
FY22 A$81.3M
FY23 A$0
Net income
FY21 A$5.0M
FY22 −A$833K
FY23 −A$1.6M
FY24 −A$777K
FY25 −A$1.2M

SLA screens 43% overvalued. Compare with Southern Copper Corporation →

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Cite: Fair Value Calculator (2026). "Solara Minerals Ltd Fair Value". https://www.fairvalue-calculator.com/stock/SLA

Peer Group

Copper · 60 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 37 · Bottom 25%
Fair Value upside −43% · Below median
Return on assets -60% · Bottom 25%
Net margin (TTM) 0% · Below median
Operating margin (TTM) 0% · Bottom 25%
Revenue growth 42% · Above median

Valuation Multiples vs Copper median · lower = cheaper

P/B 0.48× · Cheaper than 75% of peers
P/S (TTM) 19.84× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 100 · sector 100
PAST 0 · sector 22
HEALTH 0 · sector 93
DIVIDEND 0 · sector 19

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Copper stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Southern Copper Corporation SCCO $175.66 $86.74 -51%
Freeport-McMoRan Inc FCX $61.52 $22.81 -63%
Lundin Mining Corporation LUN C$34.86 C$18.67 -46%
Jiangxi Copper Company 600362 ¥39.03 ¥35.19 -10%
Tongling Nonferrous Metals Group 000630 ¥5.79 ¥3.06 -47%
Hudbay Minerals Inc HBM C$28.58 C$21.79 -24%
Zhejiang Hailiang Co 002203 ¥16.66 ¥7.00 -58%
Capstone Copper Corp CSC A$13.06 A$7.28 -44%
Yunnan Copper Co 000878 ¥14.32 ¥9.12 -36%
China Nonferrous Mining Corporation 1258 HK$14.75 HK$1.76 -88%

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Frequently asked questions

Is Solara Minerals Ltd (SLA) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of A$0.0510 versus a price of A$0.0890, about −43% (overvalued).
What is the fair value of SLA?
Our model-based fair value for Solara Minerals Ltd is A$0.0510 (as of Jul 16, 2026), built from audited fundamentals. The current price is A$0.0890.
What is the quality score of SLA?
Solara Minerals Ltd has a Quality Score of 35/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Solara Minerals Ltd (SLA)?
Solara Minerals Ltd reported trailing-twelve-month revenue of about A$162K (latest available figure, as of Jul 16, 2026).
What is the net profit margin of SLA?
The net profit margin of Solara Minerals Ltd 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.

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