Lynas Rare Earths (ASX:LYC) Tariff Resilience Score: 6/10 (As of Jun. 24, 2026)


ASX:LYC Lynas Rare Earths Ltd ASX:LYC
78 GF Score
Price A$19.34
GF Value A$13.70
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Lynas Rare Earths Tariff Resilience Score?

Lynas Rare Earths ASX:LYC +4.03% 78 Tariff Resilience Score is 6 as of Jun. 24, 2026. GuruFocus rates ASX:LYC with a GF Score™ of 78/100 and a GF Value™ of A$13.70 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 2,605 Metals & Mining companies, Lynas Rare Earths ranks better than 94.36% on this metric.

Lynas Rare Earths has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Lynas Rare Earths has Lynas has a global supply chain with mining in Australia and processing in Malaysia. It faces moderate tariff risks due to geopolitical tensions affecting rare earths. However, its strategic importance in the supply chain and potential for alternative markets provide some resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Lynas Rare Earths might have Average Resilient.

Lynas Rare Earths  (ASX:LYC) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Lynas Rare Earths Tariff Resilience Score Related Terms

Lynas Rare Earths Tariff Resilience Score Competitor Comparison

For the Other Industrial Metals & Mining subindustry, Lynas Rare Earths's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Lynas Rare Earths Tariff Resilience Score vs Metals & Mining Industry

For the Metals & Mining industry and Basic Materials sector, Lynas Rare Earths's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Lynas Rare Earths's Tariff Resilience Score falls into.


ASX:LYC
78GF Score
Lynas Rare Earths Ltd ASX:LYC
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Lynas Rare Earths (ASX:LYC) has a Tariff Resilience Score of 6 as of Jun. 24, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Lynas Rare Earths ranks #147 out of 2605 companies in the Metals & Mining industry, placing it in the top 5.6%.
Is Lynas Rare Earths' Tariff Resilience Score too high?
Lynas Rare Earths' current Tariff Resilience Score is 6. Based on the distribution chart, Lynas Rare Earths ranks #147 out of 2605 companies in the Metals & Mining industry, which is in the top quartile — a strong position relative to peers. Overall, Lynas Rare Earths has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Lynas Rare Earths' Tariff Resilience Score compare to competitors?
According to the Metals & Mining industry distribution chart, Lynas Rare Earths ranks #147 out of 2605 companies for Tariff Resilience Score. This places Lynas Rare Earths in the top 6% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Metals & Mining company?
A good Tariff Resilience Score depends on the Metals & Mining industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Lynas Rare Earths's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lynas Rare Earths stock overvalued right now?
Based on GuruFocus' analysis, Lynas Rare Earths (ASX:LYC) is currently considered Significantly Overvalued. The stock's GF Value™ is A$13.70, compared to a current price of A$19.34 — trading 41.2% above its estimated fair value. The current Tariff Resilience Score is 6. Lynas Rare Earths' overall GF Score™ is 78/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Lynas Rare Earths (ASX:LYC), the current Tariff Resilience Score is 6 as of Jun. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Lynas Rare Earths (ASX:LYC) Overvalued in 2026?

Based on GuruFocus' analysis, Lynas Rare Earths stock appears to be overvalued. The current stock price of A$19.34 is trading 41.2% above its estimated GF Value™ of A$13.70. GuruFocus considers Lynas Rare Earths to be Significantly Overvalued.

Key valuation signals for ASX:LYC:

  • Tariff Resilience Score: 6
  • GF Value™: A$13.70 vs. price of A$19.34 (41.2% above fair value)
  • GF Score™: 78/100 with 3 warning signs

No single metric tells the full story. See the ASX:LYC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Lynas Rare Earths Business Description

Address 1 Howard Street, Level 4, Perth, WA, AUS, 6000
Lynas is the largest rare-earth producer outside China. It owns the high-grade Mount Weld deposit in Western Australia and rare-earth processing facilities in Kalgoorlie and Malaysia. We estimate that Mount Weld is the world's lowest-cost producer of separated neodymium and praseodymium, light rare-earth materials, which are sold to customers in the form of neodymium-praseodymium oxide with a mine life exceeding 20 years. As of December 2025, Lynas is also the only producer of separated heavy rare-earth dysprosium and terbium outside China. The company is further expanding NdPr capacity while diversifying into producing additional separated rare-earth materials, including samarium. It also intends to move downstream into rare-earth metal and magnet production.
78GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$19.34
Price
A$13.70
GF Value