Ur-Energy Inc. (URG) Stock

Ur-Energy Inc. (URG) is a Materials stock trading at $1.43 (as of 2026-08-24), with a market capitalization of $566.20M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Ur-Energy Inc. acquires, explores, develops, and operates uranium mineral properties. The company has interests in projects in the United States, including its Lost Creek project in Wyoming’s Great Divide Basin, and operates from headquarters in Littleton, Colorado.

Understand Ur-Energy Inc.: how it makes money

Ur-Energy Inc. acquires, explores, develops, and operates uranium mineral properties, with its flagship Lost Creek project in Wyoming, and it makes money through contracted sales of uranium (U3O8) produced and processed at its facilities.

The profit model is driven by production and processing throughput at Lost Creek (pounds captured, processed, and shipped) and the ability to convert that into contracted U3O8 pounds sold at acceptable cash costs.

Revenue by segment (latest quarter)
Contracted Sales$0.0B

Business quality (Weak): Operating metrics are granular to Lost Creek (capture, inventories, shipments, and pounds sold), but the latest quarter shows zero contracted sales revenue, which reduces clarity on realized monetization versus production activity.

Bull case

  • Lost Creek production is operationally tracked in detail: The company reports multiple Lost Creek and conversion-stage measures, including U3O8 pounds captured, shipped, and sold, along with inventory levels (drummed and finished) at the conversion facility.
  • Cost discipline is explicitly monitored: The company reports Cash Costs Percentage (52.6%), indicating it actively tracks the cost structure tied to producing and selling U3O8.

Bear case

  • Revenue monetization can be muted even when production moves: For 2026-03-31, Contracted Sales Revenue is 0.0B and revenue is 0.0B, while the company still reports meaningful production and inventory figures.
  • Profitability is highly negative in the latest quarter: Operating margin is -517.2% (2026-03-31), signaling substantial operating losses during the period.
Valuation — source: SEC EDGAR (first-party)
Price$1.43
Market Cap$566.20M
Price / Book6.83
Price / Sales18.70
FCF Yield-16.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$27.21M
Net Margin-275.3%
Revenue Growth (YoY)353.4%
EPS Growth (YoY)133.3%
FCF Growth (YoY)2716.8%
Financial Health — source: SEC EDGAR
Altman Z-Score-0.41 (distress)
Valuation vs Sector & Industry
Sector P/E (Materials)25.9
Industry P/E (Precious Metals)24.4
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderALPS ADVISORS INC ($72.86M)
Institutional Holders Tracked10
Company
SectorMaterials
IndustryPrecious Metals
CEOMatthew D. Gili
Employees101
CountryUS
IPO Date2008-07-25

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  • U.S. Gold Corp. (USAU)
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URG earnings history · URG institutional & insider holders · URG KPIs & operating metrics · URG financials · URG investor presentations & press releases · URG SEC filings · URG peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.