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← CockpitCompetitor Analysis › ARU.AX Arafura Rare Earths LimitedOpen in the cockpit ↗

Arafura Rare Earths LimitedARU.AXCompetitor analysis, valuation and peers

Australia · AUD·Materials›Other Metals/Minerals
Momentum laggard 8
Mkt cap
$610M
US dollars, full cap
Free float
80%
of shares outstanding
$/day
$2.68M
20-day average traded
P/B
0.92×
price to book
ROE
-8.3%
delivered
Implied ROE
13.0%
what the price asks
Next earnings
110 days
24 Feb 2027
Close · AUDA$0.14
1D-6.5%
1W-3.3%
1M-12.1%
3M-34.1%
6M-56.1%
YTD-46.3%
1Y-43.1%
ATR %7.5%
52w lowhigh62.3% off high

What Arafura Rare Earths does

No business profile yet.

Arafura Rare Earths at a glance

Size Arafura Rare Earths (ARU.AX) is an Australia Materials company (Other Metals/Minerals) with a market value of $610M, the 239th largest of 316 Australia companies the cockpit tracks. Shares closed at A$0.14 on 6 Nov 2026.

Performance Over six months the shares fell 56.1%, against -26.8% for the median peer and +4.1% for the Australia market (cap-weighted) — 3rd lowest of 20 in its peer set.

Valuation It trades at 0.92× book value against a peer median of 2.07× (4th cheapest of 20).

Price implies The share price implies a return on equity of about 13.0%; Arafura Rare Earths delivers -8.3%, so the price asks more than the business earns today.

Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 71ARU.AX 38
Six months, rebased to 100: Arafura Rare Earths against the median of its 20 peers (local-currency closes).

Arafura Rare Earths financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$0A$0A$0A$0A$0
Revenue growth—————
Gross profit-A$481,538-A$481,538-A$677,376-A$8.41M-A$577,030
EBITDA-A$56.8M-A$56.8M-A$32.0M-A$97.8M-A$99.1M
Net income-A$41.1M-A$41.1M-A$19.2M-A$101M-A$96.4M
Free cash flow-A$22.5M-A$22.5M-A$36.0M-A$109M-A$69.7M
Capital expenditureA$9.50MA$9.50MA$3.01MA$3.02MA$2.29M
Total debtn/aA$1.33MA$237,623A$749,531A$1.64M

Quarterly statements and history in the cockpit →

Arafura Rare Earths competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%+20%SBCLMNO600714IMFA5726600231BMN603045MARISGMLVISC300936NVRILARS20ARU.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Arafura Rare Earths is the large dot.

Fundamentals: return on equity against price-to-book

-50%0%00×50×100×SBCLMNO600714IMFA5726600231BMN603045MARISGMLVISC300936NVRI002225ISOLMCU301026S20ARU.AXReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Arafura Rare Earths is the large dot.

Capital: ROE delivered against the ROE the price implies

-50%0%50%-50%0%50%MNO600714IMFA5726600231BMN603045MARISGMLVISC300936NVRI002225301026S20ARU.AXROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Arafura Rare Earths is the large dot.

Arafura Rare Earths competitors and peer comparison

How Arafura Rare Earths compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Arafura Rare Earths against its 20 peers (data as of 6 Nov 2026)
MeasureARU.AXPeer medianRank in peer set
1-month return-12.1%-14.7%8th highest of 20
6-month return-56.1%-26.8%3rd lowest of 20
Return on equity-8.3%-3.6%8th lowest of 20
Price / book0.92×2.07×4th cheapest of 20
ROE the price implies13.0%24.0%7th least demanding of 20
ROE delivered-8.3%-3.6%7th lowest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Arafura Rare Earths ARU.AXAustralia$610M-56%n/a-8%0.92×13.0%-8.3%
Shivalik Bimetal Controls SBCL.NSIndia$609M+61%+19%22%11.94×158.4%n/a
Abenojar Tungsten ABT.LUnited Kingdom$619Mn/an/an/an/an/an/a
Meridian Mining MNO.TOCanada$598M-8%n/a-38%5.78×44.1%-38.1%
Qinghai Jinrui Mineral Development 600714.SSChina$593M-38%-6%3%5.01×48.9%3.1%
Indian Metals & Ferro Alloys IMFA.NSIndia$633M-25%+32%21%1.99×29.5%20.8%
OSAKA Titanium Technologies 5726.TJapan$584M-18%-8%7%1.70×14.8%7.3%
Lingyuan Iron & Steel 600231.SSChina$642M-31%-3%-60%1.61×13.8%-59.6%
Bannerman Energy BMN.AXAustralia$578M-15%n/a-4%2.69×28.8%-3.6%
Fuda New Material 603045.SSChina$645M-31%+63%33%3.21×38.8%33.5%
Marimaca Copper MARI.TOCanada$652M-18%n/a-16%2.46×14.1%-16.4%
Sigma Lithium SGMLUnited States$655M-73%-14%-32%7.94×47.3%-31.8%
Gruvaktiebolaget Viscaria VISC.STSweden$669M-1%n/a-5%1.31×8.3%-5.2%
Changzhou Zhongying Science & Technology 300936.SZChina$556M-32%+15%1%3.69×33.2%0.6%
Enviri NVRIUnited States$672M+24%-23%-81%1.05×6.5%-81.2%
Puyang Refractories 002225.SZChina$550M-28%+2%1%0.91×8.0%0.9%
IsoEnergy ISO.TOCanada$549M-30%n/a-3%1.42×10.7%-2.7%
Lumina Metals LMCU.TOCanada$544M-33%n/a-50%2.22×37.7%n/a
Lithium Argentina LARUnited States$686M-64%n/a-7%0.89×12.4%-6.6%
Hootech 301026.SZChina$541M-27%+121%14%2.07×24.0%14.5%
Straits Trading S20.SISingapore$541M-14%+30%-17%0.55×4.6%-16.6%

Questions

Which companies are Arafura Rare Earths's closest peers?
The cockpit's peer set: Shivalik Bimetal Controls (SBCL.NS), Abenojar Tungsten (ABT.L), Meridian Mining (MNO.TO), Qinghai Jinrui Mineral Development (600714.SS), Indian Metals & Ferro Alloys (IMFA.NS), OSAKA Titanium Technologies (5726.T), Lingyuan Iron & Steel (600231.SS), Bannerman Energy (BMN.AX).
Is Arafura Rare Earths expensive compared with its peers?
On price / book it trades at 0.92× against a peer median of 2.07×, 4th cheapest of 20 in its peer set. The share price implies a return on equity of about 13.0%; Arafura Rare Earths delivers -8.3%, so the price asks more than the business earns today.
How has Arafura Rare Earths stock performed?
Over six months to 6 Nov 2026 the shares returned -56.1% against -26.8% for the median peer; over one year -43.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.