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ISIN
US5510733075

Highlights

Market Cap
$12.58B
Enterprise Value
$12.28B
EPS (TTM)
A$0.14
PE Ratio
132.10
PEG Ratio
20.33
Total Revenue (TTM)
A$1.19B
Gross Profit (TTM)
A$301.27M
EBITDA (TTM)
A$236.57M
Year Range
$5.26 - $16.18
ROA (TTM)
3.30%
ROE (TTM)
3.92%

Share Price Chart


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Performance

LYSDY Performance Chart

Lynas Rare Earths Ltd ADR (LYSDY) is up 54.8% since the beginning of the year. At $13 per share, LYSDY is trading 20.9% below its 52-week high of $16. Investors who bought $1,000 worth of LYSDY shares 5 years ago would now be looking at an investment worth $3,122.


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S&P 500 Index

Returns By Period

Lynas Rare Earths Ltd ADR (LYSDY) has returned 54.78% so far this year and 104.80% over the past 12 months. Looking at the last ten years, LYSDY has achieved an annualized return of 75.49%, outperforming the S&P 500 Index benchmark, which averaged 13.61% per year.


Lynas Rare Earths Ltd ADR

1D
1.43%
1M
-4.23%
YTD
54.78%
6M
56.67%
1Y
104.80%
3Y*
36.62%
5Y*
25.57%
10Y*
75.49%

Benchmark (S&P 500 Index)

1D
-1.21%
1M
0.23%
YTD
8.39%
6M
10.39%
1Y
24.03%
3Y*
18.94%
5Y*
12.24%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LYSDY Monthly Returns History

Based on dividend-adjusted daily data since May 17, 2010, LYSDY's average daily return is +0.40%, while the average monthly return is +6.68%. At this rate, an investment would double in approximately 0.9 years.

Historically, 45% of months were positive and 55% were negative. The best month was Jan 2018 with a return of +803.2%, while the worst month was Jun 2011 at -92.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 7 months.

On a daily basis, LYSDY closed higher 42% of trading days. The best single day was Jan 3, 2018 with a return of +847.4%, while the worst single day was Jun 1, 2011 at -90.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202622.85%29.53%2.43%5.86%-3.92%-6.64%54.78%
2025-2.28%8.03%5.52%26.02%-6.94%10.27%20.56%31.63%23.37%-11.27%-2.88%-13.85%109.37%
2024-21.74%-0.26%-3.18%14.25%5.52%-11.36%3.59%15.35%17.60%-10.22%-9.96%-10.84%-18.22%
202326.90%-18.01%-22.52%0.71%12.88%-5.50%-1.32%1.78%-6.45%3.86%-3.71%12.85%-8.17%
2022-13.73%16.38%7.10%-20.90%10.13%-13.79%1.67%-0.82%-20.33%11.20%10.45%-11.15%-29.21%
202120.72%24.80%2.40%-10.45%2.38%0.93%23.96%-6.97%-4.90%14.92%13.89%19.26%144.41%

Benchmark Metrics

Lynas Rare Earths Ltd ADR has an annualized alpha of 134.06%, beta of 1.14, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since May 17, 2010.

  • This stock captured 221.58% of S&P 500 Index gains and 206.37% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.01 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
134.06%
Beta
1.14
0.01
Upside Capture
221.58%
Downside Capture
206.37%

Return for Risk

Risk / Return Rank

LYSDY ranks 79 for risk / return — better than 79% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


LYSDY Risk / Return Rank: 7979
Overall Rank
LYSDY Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
LYSDY Sortino Ratio Rank: 7979
Sortino Ratio Rank
LYSDY Omega Ratio Rank: 7878
Omega Ratio Rank
LYSDY Calmar Ratio Rank: 7878
Calmar Ratio Rank
LYSDY Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Lynas Rare Earths Ltd ADR (LYSDY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LYSDYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.31

Sortino ratioReturn per unit of downside risk

-0.51

Omega ratioGain probability vs. loss probability

1.27

1.35

-0.08

Calmar ratioReturn relative to maximum drawdown

2.27

2.65

-0.38

Martin ratioReturn relative to average drawdown

4.71

11.88

-7.17

Dividends

Dividend History


Lynas Rare Earths Ltd ADR doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Lynas Rare Earths Ltd ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lynas Rare Earths Ltd ADR was 99.93%, occurring on Jul 14, 2015. The portfolio has not yet recovered.

The current Lynas Rare Earths Ltd ADR drawdown is 53.71%.


Related event

Drawdown

Fall

Recovery

Underwater

2015 bear market2015
-99.93%Jul 2015
4y 3mo
15y 2moApr 2011 - now
2010 correction2010
-17.71%May 2010
4d28d
1mo 2dMay 2010 - Jun 2010
2010 correction2010
-13.87%Jul 2010
3d10d
13dJun 2010 - Jul 2010
2010 pullback2010
-4.92%Jul 2010
4d3d
7dJul 2010 - Jul 2010
2010 pullback2010
-4.52%Jun 2010
2d2d
4dJun 2010 - Jun 2010

Drawdown Indicators


LYSDYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-99.93%

-56.78%

-43.15%

Max Drawdown (1Y)

Largest decline over 1 year

-46.39%

-9.10%

-37.29%

Max Drawdown (3Y)

Largest decline over 3 years

-46.39%

-18.90%

-27.49%

Max Drawdown (5Y)

Largest decline over 5 years

-58.25%

-25.43%

-32.82%

Max Drawdown (10Y)

Largest decline over 10 years

-72.35%

-33.92%

-38.43%

Current Drawdown

Current decline from peak

-53.71%

-2.49%

-51.22%

Average Drawdown

Average peak-to-trough decline

-84.46%

-10.72%

-73.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.34%

2.03%

+20.31%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Lynas Rare Earths Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Lynas Rare Earths Ltd ADR is priced in the market compared to other companies in the Other Industrial Metals & Mining industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for LYSDY, comparing it with other companies in the Other Industrial Metals & Mining industry. Currently, LYSDY has a P/E ratio of 132.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for LYSDY compared to other companies in the Other Industrial Metals & Mining industry. LYSDY currently has a PEG ratio of 20.3. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for LYSDY relative to other companies in the Other Industrial Metals & Mining industry. Currently, LYSDY has a P/S ratio of 14.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for LYSDY in comparison with other companies in the Other Industrial Metals & Mining industry. Currently, LYSDY has a P/B value of 5.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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