MetaCap

Lithium Americas (LAC) vs Northern Dynasty Minerals (NAK)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Northern Dynasty Minerals (NAK) has outperformed Lithium Americas (LAC) over the past year, losing 41.0% versus a loss of 70.0%. Lithium Americas is the larger company by market cap ($856.8 million vs $646.4 million), about 1.3 times the size.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

LAC-70.01%NAK-41.03%
+47%-14%-76%
Oct 8, 20251 yearOct 8, 2026
LAC-79.46%NAK+270.97%
+695%+289%-118%
Oct 2, 20235 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

LAC versus NAK key metrics
MetricLACNAK
Share price$2.36$1.15
Market cap$856.78M$646.44M
1-day change-2.07%-3.36%
YTD return-45.87%-41.62%
1-year return-70.01%-41.03%
5-year return—+155.56%
EPS (TTM)$-0.42$-0.09
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
52-week high$10.52$2.98
52-week low$2.32$1.08
Distance from 52-week high-77.57%-61.41%
Analyst consensusholdstrong_buy
Avg. price target upside+135.59%+116.52%
Average volume9.64M3.94M
Shares outstanding363.04M562.12M
Employees94—
SectorBasic MaterialsBasic Materials
IndustryMetal MiningPrecious Metals

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • NAK has outperformed LAC by 29.0 percentage points over the past year.

About Lithium Americas

LAC stock →

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.

Basic Materials · Metal Mining · 94 employees

About Northern Dynasty Minerals

NAK stock →

Northern Dynasty Minerals Ltd. engages in the acquisition, exploration, and development of mineral properties in the United States.

Basic Materials · Precious Metals

LAC vs NAK FAQ

Which is bigger, Lithium Americas or Northern Dynasty Minerals?

Lithium Americas (LAC) is larger, with a market capitalization of $856.78M compared with $646.44M for Northern Dynasty Minerals (NAK).

Which stock has performed better over the past year, LAC or NAK?

NAK returned -41.03% over the past 12 months, compared with -70.01% for LAC (price return, excluding dividends). Past performance does not predict future results.

Are Lithium Americas and Northern Dynasty Minerals in the same industry?

Both are in the Basic Materials sector, but in different industries: Metal Mining for Lithium Americas and Precious Metals for Northern Dynasty Minerals.

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