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Lithium Americas Corp. (LAC) 株式分析

素材

Lithium Americas Corp.

$4.99

+$0.12 (+2.46%)

最終更新日: 2026年5月26日

株価推移

分析

企業概要

Lithium Americas Corp. is engaged in the development, construction, and operation of lithium deposits alongside chemical processing facilities located within the United States and Canada. This enterprise operates within the Basic Materials sector, specifically the industry classified as Other Industrial Metals & Mining, positioning it as a key participant in the global supply chain for essential industrial commodities. The company maintains a market capitalization of $1.41B and employs 94 individuals to support its operational and strategic initiatives. These valuation metrics indicate that the market assigns a mid-cap status to the entity, reflecting its current scale relative to the broader mining industry where revenue figures are not currently disclosed in the available financial data. The specific focus on Thacker Pass in Humboldt County, Nevada, underscores its strategic asset base within North America, while the employee count suggests a lean organizational structure typical of resource-focused exploration and development firms.

財務健全性

The company reports a net income of $-122,087,000 and an EBITDA of $-52,795,000 over the trailing twelve months, while revenue data is unavailable for direct comparison. The significant gap between the reported net income loss and the EBITDA figure reveals a substantial cost structure burden, likely driven by exploration expenses, capital expenditures, or operational overheads that erode earnings before interest and taxes. Free cash flow stands at $-1,006,827,648, which indicates that the company is currently consuming cash reserves rather than generating liquidity from its operations. This negative cash flow position implies limited financial flexibility in the short term, necessitating reliance on existing cash balances or external financing to fund ongoing development activities. All three margin metrics—gross margin, operating margin, and profit margin—are recorded at 0.0%, suggesting that the company has not yet achieved commercial profitability or that non-operating expenses dominate the income statement during this developmental phase. In terms of solvency, the company holds $568.23M in cash against $535.70M in debt, resulting in a debt-to-equity ratio of 33.76, which presents a leveraged balance sheet relative to the cash on hand. Despite the leverage, the current ratio of 5.16 indicates a robust short-term liquidity position, as current assets significantly exceed current liabilities, providing a buffer against immediate financial obligations. Return on Equity is -6.8% and Return on Assets is -1.8%, metrics that collectively reveal that management effectiveness is currently constrained by the losses incurred during the project development stage rather than operational efficiency.

バリュエーション評価

Valuation multiples for the company include a P/E Ratio (TTM) marked as N/A due to lack of profitability and a Forward P/E of -22.20, which implies that the market is pricing in future earnings recovery rather than current performance. The Price to Book ratio is 1.21, indicating that the stock trades at a slight premium over its book value, a common characteristic for resource companies with significant unproven reserves awaiting development. Alternative valuation metrics such as Price to Sales and EV/EBITDA are also presented as N/A or -36.16 respectively, reflecting the transitional nature of the business where traditional valuation models based on current earnings or sales are not applicable. The stock has exhibited significant price volatility, with a 52-Week High of $10.52 and a 52-Week Low of $2.31. Without a specific current share price listed in the provided facts, the trading position relative to this range cannot be calculated, but the historical range demonstrates a wide swing typical of junior resource exploration stocks. The Beta value is 3.06, which signifies that the share price is highly sensitive to market movements and is expected to fluctuate with substantially greater magnitude than the broader market index.

Growth & Income

Revenue growth and earnings growth rates are both listed as N/A in the available data, preventing a direct comparison of whether earnings are expanding faster than top-line sales at this stage of development. As a non-dividend payer, the company has a Dividend Yield of N/A and a Payout Ratio of 0.0%, meaning the firm does not distribute income to shareholders but instead retains earnings to fund capital projects. This reinvestment strategy is consistent with companies in the exploration and development phase, where capital is directed toward expanding reserves and infrastructure rather than providing income to investors. The overall growth and income profile is characterized by a focus on capital deployment and asset expansion, evidenced by the substantial negative free cash flow and the absence of dividend distributions, rather than immediate financial returns or stable income generation.

同業他社比較

Lithium Americas Corp. (LAC) はその他工業金属・鉱業業界で事業を展開しています。時価総額による最も近い同業他社との比較は以下の通りです:

企業名 ティッカー 時価総額 PER
Lithium Americas Corp. LAC $1.75B N/A
BHP Group Limited BHP $219.71B 21.5
Rio Tinto Group RIO $169.50B 17.1
Vale S.A. VALE $70.34B 25.0

その他工業金属・鉱業業界の平均PERは91.4倍です。Lithium Americas Corp.のPERはN/Aです。

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Lithium Americas Corp.について

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.

企業説明は英語で表示されています。

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主要指標

時価総額
$1.75B
PER
N/A
52週高値
$10.52
52週安値
$2.47
平均出来高
9.67M
ベータ
3.27

データはYahoo Financeよりyfinance経由で提供。毎日更新。

企業情報

取引所
NYSE
Canada
従業員数
94