Energy Fuels Inc. (UUUU) Stock

Energy Fuels Inc. (UUUU) is a Materials stock trading at $14.87 (as of 2026-08-24), with a market capitalization of $3.72B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Energy Fuels Inc., through its subsidiaries, is engaged in uranium activities in the United States, including extraction and in situ uranium recovery, as well as recovery and related exploration. It operates projects and assets such as Nichols Ranch, Jane Dough, Hank in Wyoming, Alta Mesa in Texas, and the White Mesa Mill in Utah, and sells uranium.

Understand Energy Fuels Inc.: how it makes money

Energy Fuels Inc. extracts, recovers, explores, and sells conventional and in situ uranium recovery in the United States, owning major projects in Wyoming and Texas and operating the White Mesa Mill in Utah where uranium processing supports product sales.

The profit engine is tied to whether Energy Fuels can convert uranium recovery activities at its owned projects, including processing at White Mesa Mill, into sellable uranium (and related outputs) rather than relying on properties that are still in exploration, permitting, or evaluation.

Business quality (Weak): The provided dataset includes no official reportable segment revenue breakdown and no operational KPI candidates, so investor focus metrics and segment-level drivers cannot be populated from the given facts.

Bull case

  • Integrated U.S. footprint: The company owns and operates multiple uranium recovery projects in Wyoming and Texas, and it operates the White Mesa Mill in Utah, which supports processing tied to its recovery business.
  • Broader project exposure: Beyond operating projects (Nichols Ranch, Jane Dough, Hank, Alta Mesa, and White Mesa Mill), the company also holds interests in uranium and uranium/vanadium properties across various stages of exploration, permitting, and evaluation.

Bear case

  • Loss-making at the operating level in the latest period: For the quarter ended 2026-03-31, the company reported gross margin of 40.1% but operating margin of -47.2%, indicating operating expenses exceeded gross profit.
  • Execution and timing uncertainty from non-operating stages: Some uranium and uranium/vanadium properties are in various stages of exploration, permitting, and evaluation, which can delay when they contribute to sales.
Valuation — source: SEC EDGAR (first-party)
Price$14.87
Market Cap$3.72B
Price / Book5.11
Price / Sales49.77
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$65.92M
Net Margin-129.9%
Revenue Growth (YoY)-15.6%
EPS Growth (YoY)35.7%
FCF Growth (YoY)64.4%
Financial Health — source: SEC EDGAR
Altman Z-Score3.07 (safe)
Valuation vs Sector & Industry
Sector P/E (Materials)25.9
Industry P/E (Metal Mining)26.9
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($308.34M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorMaterials
IndustryMetal Mining
CEOMark S. Chalmers
Employees1,260
CountryUS
IPO Date2007-03-19

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UUUU earnings history · UUUU institutional & insider holders · UUUU KPIs & operating metrics · UUUU financials · UUUU investor presentations & press releases · UUUU SEC filings · UUUU 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.