Energy Fuels Inc Ordinary Shares (Canada) (UUUU)

FairStock Score: 34/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for businesses that earn consistent returns and sell below intrinsic value. Energy Fuels does not yet fit that mold. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $25.1M, but net income was -$33.4M and diluted EPS -$0.13. Fiscal Q1 2026, ended 2026-03-31, had revenue $35.8M and a net loss of $10.8M. The annual record is troubling: FY2025 ended 2025-12-31 revenue $65.9M and net loss $85.6M, EPS -$0.38; FY2024 revenue $78.1M and net loss $47.8M, EPS -$0.28; FY2023 revenue $37.9M and net income $99.9M, EPS $0.62. So this is a Lynch turnaround: a loss in the latest year after earlier profits. The business explores and processes uranium, rare earths and heavy mineral sands in the U.S. That can be strategically valuable, but commodities rarely provide a durable moat, and profits depend on prices and project execution. Financial health is weak: trailing free cash flow was -$120.4M, FCF yield -5.2%, ROE -11.45%, ROCE -4.65%, debt-to-equity 0.85. FairStock's Piotroski score is 4/9 and Altman Z-score 2.15. At the 2026-10-13 close of $9.27, market cap $2.3B, P/B 2.92 and P/E -28.09; FairStock score 34/100. The price is near the low end of its 52-week range of $9.24-$27.90. Without evidence of positive earnings and cash flow, I see optionality, not margin of safety.

In plain English: Energy Fuels mines and processes uranium and other minerals in the U.S., including rare earths and heavy sands. It is losing money, burning cash, and its latest yearly loss was bigger than the year before, so the business looks weak right now. At $9.27, the stock has fallen near its 52-week low, but it still looks pricey compared with its losses and the value of its assets.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer