Lithium Americas Corp. (LAC)
Materials · NYQ
Price as at 1 Oct 2026, 19:03 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Lithium Americas Corp. trades at $2.57, which is 51% below the $3.87 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 12 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
LAC dividend history
No individual payments are on record for this listing, so the current facts above are all we can honestly show.
LAC earnings and analyst estimates
Recommendation mix, 12 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Lithium Americas Corp.
Lithium Americas Corp., a resource and materials company, 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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
LAC passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
7 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$23.36M · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$15.74M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$15.23M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$9.47M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$4.28M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
LAC peers
The largest companies in the same industry (Other Industrial Metals & Mining), then in the same sector.
- BHP BHP Group Limited
- RTNTF Rio Tinto Group
- AGL.JO Anglo American plc
- TECK-B.TO Teck Resources Limited
- LYC.AX Lynas Rare Earths Limited
- ALM Almonty Industries Inc.
- SKE Skeena Resources Limited
- EMAT Evolution Metals & Technologies Corp.
Every materials company we cover is on the Materials hub.
Common questions
Is Lithium Americas Corp. (LAC) undervalued?
Against our fair value estimate of $3.87, LAC at $2.57 is 51% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own LAC?
7 of the institutions we track reported a position in LAC in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
Where does SteadyShares get its LAC data?
Fundamentals for LAC come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 19:03 UTC and is delayed. Our data quality score for this company is 75/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for LAC, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.