IperionX’s Valuation After New U.S. Army Titanium Parts Order From American Rheinmetall

Simply Wall St.01-23 20:40

IperionX (ASX:IPX) is back on investor radars after securing a US$0.3 million prototype order from American Rheinmetall to supply 700 recycled titanium parts for U.S. Army heavy ground combat systems....

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See our latest analysis for IperionX. The American Rheinmetall order arrives after a strong run in the shares, with a 1 month share price return of 50.54% and a year to date share price return of 44.56%, while the 1 year total shareholder return of 112.44% and very large 3 year and 5 year total shareholder returns point to momentum that has already been in place. If this kind of defense focused materials story has your attention, it can be a useful time to widen the search to other aerospace and defense stocks that might fit a similar theme. With IperionX trading at A$8.37, sitting only around 6% below one analyst price target yet flagged with a large intrinsic discount, the key question is whether the recent surge leaves more upside or if markets already reflect expectations for future growth. AdvertisementPreferred Multiple of 20.8x P/B: Is it justified? The current share price of A$8.37 sits against a P/B of 20.8x for IperionX, which is well above both its industry and peer averages. P/B compares the market value of the company to its book value. For a materials business with minimal revenue and current losses, a high P/B usually means investors are pricing in substantial future asset value or profitability rather than what is on the balance sheet today. For IperionX, that means the market is already assigning a premium to its Titan critical minerals project and titanium powder ambitions, even though the company is unprofitable, reports a loss of $35.35m and currently makes less than US$1m in revenue. The same data set also flags that earnings are forecast to grow 66.64% per year and that revenue is expected to grow 56.9% per year, which helps explain why some investors might be comfortable paying such a high multiple to current book value. Compared to the Australian Metals and Mining industry average P/B of 2.8x and a peer average of 2.4x, IperionX’s 20.8x stands out as materially higher, suggesting the market is pricing in far stronger future outcomes than those currently implied for the wider group. See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-book of 20.8x (OVERVALUED) However, the story can quickly change if expected revenue growth or defense demand for recycled titanium parts falls short, or if ongoing losses of $35.35m persist longer than investors anticipate. Find out about the key risks to this IperionX narrative. Another view from our DCF model While the 20.8x P/B ratio flags IperionX as expensive versus peers, our DCF model points the other way. With the shares at A$8.37 and our estimate of future cash flow value at A$32.79, the stock is flagged as trading at a 74.5% discount. Which signal do you trust more: current assets or future cash flows? Look into how the SWS DCF model arrives at its fair value. IPX Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out IperionX for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 880 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own IperionX Narrative If you see the data differently or prefer to run your own numbers and test a different angle, you can build a full view in minutes by starting with Do it your way. A great starting point for your IperionX research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If IperionX has you thinking differently about where growth could come from next, do not stop here. Broaden your watchlist with a few focused screens.  Spot potential high growth names early by scanning these 3522 penny stocks with strong financials that already show strong financials instead of waiting for them to hit the headlines. Ride the next wave of automation and data crunching by checking out these 24 AI penny stocks shaping how AI is applied across real world industries. Put value front and center by reviewing these 880 undervalued stocks based on cash flows that currently trade below what their cash flows might justify, before the crowd pays attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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