undamentalytics Newsletter

Energy Fuels Inc (UUUU) stock

Add holding +

NYSE: UUUU NYSE Diversified Metals & Mining Next results ~November 4, 2026

C Fundamentals grade

Energy Fuels Inc is a US-listed company in the diversified metals & mining industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

Under review: every model's value for Energy Fuels Inc is far from the share price, which usually points to a data problem (a merger, a share-count change, a one-off) rather than a bargain or a bubble.

Price vs value

Under review: free cash flow after stock pay is not positive. We'll show the comparison once resolved.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 8 selling2 purchases and 24 sales by directors and officers, last 12 monthsInsider trades
  • Funds195 adding, 137 cuttingOf 43 active managers that changed their stake, 23 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Energy Fuels files

Where Energy Fuels stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $106m, up 62.5% on a year earlier, faster than the 22.0% growth a quarter earlier. Free-cash-flow margin rose to -78.0% from -153.3% a year earlier. Operating margin widened to -91.0% from -142.7%. The diluted share count is up 22.3% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 2 of our 5 financial-health checks.

Our model value for Energy Fuels is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Energy Fuels Inc's trailing-twelve-month revenue grew 62.5% year on year, with a free-cash-flow margin of -78.0%. Where it stands out: change in growth rate of +40.6pp ranks 2 of 16 diversified metals & mining companies we cover. Where it lags: long-term debt as % of assets of 44.2% ranks 12 of 14 diversified metals & mining companies we cover.

Current signal Balance sheet growing far ahead of sales: Total assets grew 118% year over year while revenue grew 63% — the balance sheet is expanding 56 points faster than the business it supports.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Fast growth. Revenue grew 62.5% over the last 12 months, against a median of 14.6% for diversified metals & mining companies we cover.
  • Growth speeding up. The growth rate is 40.6 points higher than a quarter earlier.
  • Margins widening. Operating margin is up 51.6 points on a year ago.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 47.0% over 90 days.

Things to watch

  • Loss-making. Operating margin is -91.0%: costs exceed revenue.
  • Burning cash. Free cash flow was -78.0% of revenue over the last 12 months.
  • Share dilution. Diluted shares rose 22.3% in a year.
  • High debt. Long-term debt exceeds cash by $0.6bn, more than 1.5 times annual revenue.
  • High sales multiple. The shares trade at 17 times revenue while operating margins remain thin.
  • Volatile shares. Over the past year the shares showed annualised volatility of 84% and a beta of 3.2 against the S&P 500.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
-$0.13 against an average estimate of -$0.04: missed by 200.0%
Revenue
$25m, up 496.1% on a year earlier
Next report
November 4, 2026

Energy Fuels' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-2.0%
  • 1 week-12.0%
  • 1 month-32.5%
  • This year-49.2%
  • 1 year-59.3%
  • 5 years-28.7%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$106M
Operating margin
-91.0%
Net margin
-77.3%
EPS (TTM, diluted)
$-0.34

Growth

Revenue growth
+62.5%
Change in growth rate
+40.6 pts
Share count change
+22.3%

Cash

Free cash flow (TTM)
-$82.5M
FCF margin
-78.0%
Stock pay % of revenue
13.5%

Earnings

Last results
March 8, 2016

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Agreement
  3. Deal
  4. Announcement
  5. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: free cash flow after stock pay is not positive.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Energy Fuels Inc as an operating company, with every model that fits that kind of business. Cost of equity 11.9%: the 10-year Treasury yield (4.9%) plus a beta of 1.54 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: This model is withheld pending its input or assumption review.
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: This model is withheld pending its input or assumption review.
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$0.3 ~$0.2–$0.5 Left out: out of range vs price (0.04x)
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$0.4 ~$0.3–$2.3 Left out: out of range vs price (0.05x)
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Energy Fuels Inc with Diversified Metals & Mining in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

Energy Fuels Inc: market value and multiples by fiscal year
At fiscal year end 2015201620172018202020212022202320242025Now
Share price$2.95$1.64$1.79$2.85$4.26$7.63$6.21$7.19$5.13$14.54$7.39
Market value$98m$93m$127m$238m$516m$1.1bn$977m$1.2bn$882m$3.3bn$1.8bn
+ Net debt (− = net cash)$20m$13m$9m$18m−$20m−$113m−$63m−$57m−$39m$635m$642m
Enterprise value$118m$105m$136m$256m$496m$1.0bn$914m$1.1bn$844m$3.9bn$2.4bn
Multiples
Price / sales 1.6x1.7x4.1x7.5xn/mn/m78.1x30.4x11.3x49.6x16.8x
Price / earnings —————n/m—11.5x———
Price / free cash flow ———————————
EV / EBITDA ———————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

16 /100

Weak moat

How hard Energy Fuels's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -6.4% of total assets over 10 years.

  • Pricing power 6 / 20

    Gross margin has been a median 40.9%, moving by 168.9 percentage points (standard deviation) across 7 years.

  • Durability 10 / 20

    Operating margin has been a median -137.4%; its worst year was -1738.0%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 8 years, at a median -81.2% of revenue.

  • Discipline 0 / 20

    The diluted share count rose 78.0% over five years; stock-based pay has been a median 15.8% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $53m for the quarter.

Analysts' consensus

Energy Fuels Inc: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current −$0.28 +31% $181m +101%
Next $0.48 +275% $359m +101%

Next year's EPS estimate has moved +47.0% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −10.5% on 90 days ago. In the last 30 days, 0 analysts raised Energy Fuels Inc's forecast and 1 cut it.

Consensus EPS forecast Energy Fuels Inc, last 90 days
−$0.40 −$0.20 $0.00 $0.20 $0.40 $0.60 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$0.31 Current fiscal year, 60 days ago: −$0.28 Current fiscal year, 30 days ago: −$0.28 Current fiscal year, 7 days ago: −$0.28 Current fiscal year, Now: −$0.28 −$0.28 Next fiscal year, 90 days ago: $0.33 Next fiscal year, 60 days ago: $0.48 Next fiscal year, 30 days ago: $0.48 Next fiscal year, 7 days ago: $0.48 Next fiscal year, Now: $0.48 $0.48

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$0.31$0.33
60 days ago −$0.28$0.48
30 days ago −$0.28$0.48
7 days ago −$0.28$0.48
Now −$0.28$0.48

Earnings against estimates

Energy Fuels Inc: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jun 2026 −$0.04 −$0.13 −200.0%
Mar 2026 −$0.01 −$0.04 −166.7%
Dec 2025 −$0.07 −$0.09 −28.6%
Sept 2025 −$0.05 −$0.07 −31.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

8 analysts, Oct 2026
Buy8100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026178
  2. Sep 2026178
  3. Aug 2026178
  4. Jul 20261517

Counts of recommendations published by analysts covering Energy Fuels Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
22.1%
of tradable shares
Days to cover
6.91
at average volume
Short interest, 1 month
+4%
to October 15, 2026
Held by institutions
76%
of shares
Held by insiders
1.2%
of shares
Employees
1,069
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −64.0%

$20.51 on October 31, 2025 to $7.39

Energy Fuels Inc: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $65m $106m +62.5%
P/S multiple 62.0x 16.8x −72.9%
Share count 197m 241m −18.2%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Energy Fuels Inc: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
UUUU+79%−19%+16%−29%+183%−49%
Industry peers (median)+22%−32%−13%−22%+47%−43%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
UUUU58%42%58%42%75%27%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
UUUU−38%−55%−35%−46%−51%−73%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 29, 2015: 79% from November 5, 2018 to March 12, 2020. Getting back needed a 381% gain, reached on December 24, 2020, 287 days after the low.

Price behaviour

52-week range
$7.39 – $27.72
From 52-week high
−73.3%
vs 50-day average
−34.2%
vs 200-day average
−54.6%
Volatility (1 year)
84%
Beta vs S&P 500
3.22

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
0 up, 1 down
typical move ±21.3%
After a week
0 up, 1 down
typical move ±22.3%
After a month
0 up, 1 down
typical move ±29.1%
Energy Fuels Inc: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
March 8, 2016 −21.3% −0.6% −22.3% −29.1%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Energy Fuels Inc in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Energy Fuels Inc
$20M $40M $60M $80M $100M $120M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $37.6M Revenue (TTM), FY23 Q4: $37.9M Revenue (TTM), FY24 Q1: $43.7M Revenue (TTM), FY24 Q2: $45.6M Revenue (TTM), FY24 Q3: $38.7M Revenue (TTM), FY24 Q4: $78.1M Revenue (TTM), FY25 Q1: $69.6M Revenue (TTM), FY25 Q2: $65.1M Revenue (TTM), FY25 Q3: $78.7M Revenue (TTM), FY25 Q4: $65.9M Revenue (TTM), FY26 Q1: $84.9M Revenue (TTM), FY26 Q2: $105.8M $105.8M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $37.6M
FY23 Q4 $37.9M
FY24 Q1 $43.7M
FY24 Q2 $45.6M
FY24 Q3 $38.7M
FY24 Q4 $78.1M
FY25 Q1 $69.6M
FY25 Q2 $65.1M
FY25 Q3 $78.7M
FY25 Q4 $65.9M
FY26 Q1 $84.9M
FY26 Q2 $105.8M
Revenue growth, TTM YoY Energy Fuels Inc
-100% 0% 100% 200% 300% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 168.9% Revenue growth, TTM YoY, FY23 Q4: 203.1% Revenue growth, TTM YoY, FY24 Q1: 49.8% Revenue growth, TTM YoY, FY24 Q2: 54.1% Revenue growth, TTM YoY, FY24 Q3: 2.7% Revenue growth, TTM YoY, FY24 Q4: 106.0% Revenue growth, TTM YoY, FY25 Q1: 59.1% Revenue growth, TTM YoY, FY25 Q2: 42.7% Revenue growth, TTM YoY, FY25 Q3: 103.7% Revenue growth, TTM YoY, FY25 Q4: -15.6% Revenue growth, TTM YoY, FY26 Q1: 22.0% Revenue growth, TTM YoY, FY26 Q2: 62.5% 62.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 168.9%
FY23 Q4 203.1%
FY24 Q1 49.8%
FY24 Q2 54.1%
FY24 Q3 2.7%
FY24 Q4 106.0%
FY25 Q1 59.1%
FY25 Q2 42.7%
FY25 Q3 103.7%
FY25 Q4 -15.6%
FY26 Q1 22.0%
FY26 Q2 62.5%
Operating margin (TTM) Energy Fuels Inc
-200% -150% -100% -50% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -86.0% Operating margin (TTM), FY23 Q4: -85.3% Operating margin (TTM), FY24 Q1: -68.5% Operating margin (TTM), FY24 Q2: -62.1% Operating margin (TTM), FY24 Q3: -86.1% Operating margin (TTM), FY24 Q4: -60.8% Operating margin (TTM), FY25 Q1: -108.8% Operating margin (TTM), FY25 Q2: -142.7% Operating margin (TTM), FY25 Q3: -136.7% Operating margin (TTM), FY25 Q4: -153.4% Operating margin (TTM), FY26 Q1: -108.3% Operating margin (TTM), FY26 Q2: -91.0% -91.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -86.0%
FY23 Q4 -85.3%
FY24 Q1 -68.5%
FY24 Q2 -62.1%
FY24 Q3 -86.1%
FY24 Q4 -60.8%
FY25 Q1 -108.8%
FY25 Q2 -142.7%
FY25 Q3 -136.7%
FY25 Q4 -153.4%
FY26 Q1 -108.3%
FY26 Q2 -91.0%
FCF margin (TTM) Energy Fuels Inc
-200% -150% -100% -50% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -108.7% FCF margin (TTM), FY23 Q4: -81.3% FCF margin (TTM), FY24 Q1: -50.7% FCF margin (TTM), FY24 Q2: -84.3% FCF margin (TTM), FY24 Q3: -102.5% FCF margin (TTM), FY24 Q4: -84.7% FCF margin (TTM), FY25 Q1: -134.1% FCF margin (TTM), FY25 Q2: -153.3% FCF margin (TTM), FY25 Q3: -153.1% FCF margin (TTM), FY25 Q4: -165.0% FCF margin (TTM), FY26 Q1: -94.3% FCF margin (TTM), FY26 Q2: -78.0% -78.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -108.7%
FY23 Q4 -81.3%
FY24 Q1 -50.7%
FY24 Q2 -84.3%
FY24 Q3 -102.5%
FY24 Q4 -84.7%
FY25 Q1 -134.1%
FY25 Q2 -153.3%
FY25 Q3 -153.1%
FY25 Q4 -165.0%
FY26 Q1 -94.3%
FY26 Q2 -78.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Energy Fuels Inc: annual financial statements
Fiscal year 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 46 61 55 31 32 6 2 3 13 38 78 66 106
Gross profit 16 24 19 12 17 2 2 1 5 20 22 14 43
EBITDA −79 −72 −35 −24 −18 −39 −22 −32 −42 −30 −44 −96 −91
Operating income −86 −80 −39 −28 −21 −41 −25 −35 −45 −32 −48 −101 −96
Net income −87 −82 −40 −28 −25 −38 −28 1 −60 100 −48 −86 −82
Diluted EPS −$4.41 −$2.46 −$0.70 −$0.39 −$0.30 −$0.40 −$0.23 $0.01 −$0.38 $0.62 −$0.28 −$0.38 −$0.34
Growth (year on year)
Revenue — +32.6% −11.1% −43.1% +2.2% −81.5% −71.7% +92.0% +293.1% +203.1% +106.0% −15.6% +62.5%
Net income — — — — — — — — <−999% — −147.8% — —
Diluted EPS — — — — — — — — <−999% — −145.2% — —
Margins
Gross margin 35.3% 38.7% 35.0% 37.5% 53.5% 32.7% 100.0% 43.0% 37.3% 52.1% 28.4% 20.9% 40.9%
EBITDA margin −171.8% −117.5% −63.3% −76.7% −55.2% −671.2% <−999% <−999% −333.0% −78.1% −56.8% −145.2% −85.7%
Operating margin −186.5% −130.2% −71.1% −91.7% −67.2% −691.9% <−999% <−999% −359.1% −85.3% −60.8% −153.4% −91.0%
Net margin −187.3% −134.2% −73.1% −90.2% −80.0% −649.5% <−999% 45.5% −478.2% 263.3% −61.1% −129.9% −77.3%
Free-cash-flow margin −18.4% −10.4% −22.5% −33.3% −24.9% −756.7% <−999% −963.0% −413.1% −81.3% −84.7% −165.0% −78.0%
Cash flow
Cash from operations −8 −2 −12 −10 −8 −44 −32 −29 −50 −15 −44 −89 −62
Capital spending 1 4 0 0 0 0 1 1 2 15 22 19 20
Free cash flow −9 −6 −12 −10 −8 −44 −33 −31 −52 −31 −66 −109 −82
Stock-based pay 1 1 3 4 3 4 3 2 5 5 5 13 14
Free cash flow after stock pay −10 −7 −15 −14 −11 −48 −35 −33 −56 −35 −72 −121 −97
Balance sheet
Cash 10 13 17 19 15 13 20 113 63 57 39 65 58
Total debt 0 33 30 27 32 17 0 0 0 0 0 700 700
Net debt (negative = net cash) −10 20 13 9 18 5 −20 −113 −63 −57 −39 635 642
Diluted shares 20m 33m 56m 71m 83m — 121m 150m 157m 160m 172m 225m 241m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 5 checks passed · June 30, 2026
What it owns · $1.5bn
Short-term assets $1.0bnLonger-term assets $500m
What it owes, and who funded it · $1.5bn
Short-term liabilities $37mLonger-term liabilities $699mShareholders' equity $793m
  • Short-term assets cover short-term liabilities $1.0bn of assets due within a year against $37m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $1.0bn short-term assets against $699m of longer-dated liabilities.
  • More cash than debt $58m of cash against $678m of debt.
  • Debt below 40% of shareholders' equity Debt is 86% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt −$62m of operating cash flow against $678m of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Energy Fuels Inc's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+22.3%
year over year
Sales & admin spending
66.6%
of revenue

Competitors: side by side with peers

Closest by revenue in diversified metals & mining
Growth, margins and cash generation against peers
Last 12 months unless stated UUUU LGO USAS MP UAMY LEU Median
Revenue, last 12 months $106m $110m $118m $305m $36m $474m $118m
Revenue growth, last 12 months 62.5% −12.0% 17.7% 26.1% 41.6% 8.5% 14.6%
Revenue growth, 3-year average 52.9% — — −6.8% 63.4% 13.4% 13.4%
Revenue growth, latest quarter 496.1% — — 89.0% −24.7% 14.0% 7.2%
Gross margin 40.9% 52.2% 28.0% — 17.4% 23.7% 24.6%
Operating margin −91.0% — — −41.5% −64.0% 1.6% −5.3%
Operating margin, 3-year average −98.6% — — −62.5% −45.8% 11.0% −23.9%
Net margin −77.3% −62.3% −74.1% −19.9% −44.6% 10.2% −36.1%
Cash from operations / revenue −59.1% −9.3% −3.3% −27.5% −77.0% −11.6% −9.3%
Free-cash-flow margin −78.0% −34.3% −62.1% −165.2% −195.6% −34.6% −48.3%
Free-cash-flow margin, 3-year average −105.2% — −71.2% −128.0% −80.4% −3.1% −37.2%
Stock pay / revenue 13.5% 2.1% 10.2% 13.6% 38.4% 0.2% 11.9%
Change in share count 22.3% 5.8% 152.3% 8.3% 15.2% 29.7% 8.3%

Median of all 17 companies we cover in diversified metals & mining. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

17 diversified metals & mining companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 62.5% 14.6% 3 of 17
Change in growth rate Growth +40.6pp +10.2pp 2 of 16
Gross margin Profitability 40.9% 24.6% 5 of 14
Operating margin Profitability -91.0% -0.5% 11 of 14
Net margin Profitability -77.3% -36.1% 13 of 17
Free-cash-flow margin Cash generation -78.0% -34.6% 10 of 16
Stock pay as % of revenue Cash generation 13.5% 13.5% 7 of 13
Long-term debt as % of assets Balance sheet 44.2% 21.3% 12 of 14
Change in share count Balance sheet 22.3% 8.3% 12 of 16

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Uranium $50.1M 76.0% ▲ 31.0%
Heavy Mineral Sands $15.8M 24.0% ▼ 60.3%
Rare Earth Elements $0 0.0% —

From Energy Fuels Inc's 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$2.6B
Institutions reporting
347
Shares held vs prior quarter
▲ 8.6%
Positions opened / closed
55 / 45

Top buyers and sellers, Q2 2026: 195 institutions bought and 137 sold ; the biggest buyer was American Century Companies Inc (+3.9M shares) and the biggest seller Capital Research Global Investors (−3.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Van Eck Associates Corp $283M 19.5M 10.8% ▲ 25.1%
Mirae Asset Global Etfs Holdings Ltd. $249M 17.1M 9.5% ▲ 1.7%
Blackrock, Inc. $227M 15.7M 8.6% ▲ 8.8%
Vanguard Capital Management LLC $216M 14.9M 8.2% ▲ 2.9%
Alps Advisors Inc $141M 9.7M 5.4% ▲ 17.0%
Morgan Stanley $128M 8.8M 4.9% ▲ 40.8%
Price T Rowe Associates Inc $127M 8.7M 4.8% ▲ 55.7%
Ameriprise Financial Inc $125M 8.6M 4.8% ▲ 50.3%
Vanguard Portfolio Management LLC $93M 6.4M 3.5% ▲ 11.6%
American Century Companies Inc $61.3M 4.2M 2.3% ▲ 1315.2%
State Street Corp $60.1M 4.1M 2.3% ▲ 8.2%
Geode Capital Management, LLC $59.5M 3.9M 2.3% ▲ 24.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Energy Fuels Inc's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Hansen Bruce D Director July 8, 2026 Buy 4,000 $12.70 $50,800
Bhappu Ross R. President and CEO July 7, 2026 Buy 74,000 $13.08 $967,920
Kapostasy Daniel VP, Technical Services April 10, 2026 Sell 15,000 $18.71 $280,650
Kapostasy Daniel VP Technical Services March 18, 2026 Sell 25,000 $18.84 $471,000
Higgs Dennis Lyle Director March 10, 2026 Sell 2,000 $20.27 $40,540
Higgs Dennis Lyle Director March 10, 2026 Sell 2,000 $20.64 $41,280
Higgs Dennis Lyle Director March 10, 2026 Sell 2,000 $21.01 $42,020
Filas Barbara Appelin Director March 9, 2026 Sell 5,000 $19.51 $97,550
Higgs Dennis Lyle Director March 9, 2026 Sell 2,000 $19.92 $39,840
Higgs Dennis Lyle Director March 9, 2026 Sell 2,000 $19.89 $39,780
Higgs Dennis Lyle Director March 9, 2026 Sell 2,000 $19.52 $39,040
Higgs Dennis Lyle Director March 9, 2026 Sell 2,000 $19.15 $38,300

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 2 trades and filings

No trades in Energy Fuels Inc disclosed in the last 12 months; 2 earlier trades on record.

  • Chris Jacobs(R-NY 27):Sale (full), $1,001 - $15,000, traded June 16, 2022, filed July 28, 2022
  • Chris Jacobs(R-NY 27):Purchase, $1,001 - $15,000, traded April 11, 2022, filed May 19, 2022

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

  • March 8, 2016

Recent SEC filings

Data status

When each part of this page on Energy Fuels Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Energy Fuels Inc in brief

What does Energy Fuels Inc do?
Energy Fuels Inc is a US-listed company in the diversified metals & mining industry. Its financial year ends in December.
What is Energy Fuels Inc's stock ticker?
Energy Fuels Inc trades under the ticker UUUU on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Energy Fuels Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Energy Fuels Inc reported revenue of $106M, 62.5% higher than a year earlier, according to its SEC filings.
What is Energy Fuels Inc's free cash flow?
Energy Fuels Inc's free-cash-flow margin is -78.0% of revenue over the trailing twelve months, ranking 10 of the 16 diversified metals & mining companies we cover.
Who are Energy Fuels Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Van Eck Associates Corp, Mirae Asset Global Etfs Holdings Ltd. and Blackrock, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Energy Fuels Inc's market cap?
On November 2, 2026, Energy Fuels Inc's market capitalisation was about $1.8B and net debt of $642M. Market figures come from third-party market data and may be delayed.
How much debt does Energy Fuels Inc have?
Energy Fuels Inc's debt-to-equity ratio is 85.5%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Who are Energy Fuels Inc's competitors?
In our Diversified Metals & Mining peer group, the companies closest to Energy Fuels Inc are Largo Inc., Americas Gold & Silver Corp, MP Materials Corp. / DE, United States Antimony Corp and Centrus Energy Corp. The side-by-side comparison below sets their revenue, margins and growth against Energy Fuels Inc's.
Are insiders buying or selling Energy Fuels Inc stock?
Over the last 12 months, Energy Fuels Inc's directors and officers reported 2 open-market purchases and 24 sales on Form 4. The insider trading page charts every trade.
When is Energy Fuels Inc's next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Energy Fuels Inc announces its own schedule.