Nuclear energy

Physical uranium

3
Symbol Trend vs NAV $/lb implied EU access Mkt cap P/E Dilution 3Y Beta to U 1Y 3Y 5Y From 1Y high
YCA Yellow Cake PLC
SPUT Sprott Physical Uranium ETC —
U.U Sprott Physical Uranium Trust

Producers

11
Symbol Trend Jurisdiction Output EV / lb EV / margin Mkt cap P/FCF P/E EV/EBITDA Runway Dilution 3Y Beta to U 1Y 3Y 5Y From 1Y high
BOE Boss Energy Ltd
CGN CGN Mining Co Ltd
KAP National Atomic Co Kazatomprom JSC ADR
UUUU Energy Fuels Inc
PDN Paladin Energy Ltd
URG Ur Energy Inc
CCJ Cameco Corp
UEC Uranium Energy Corp
EU enCore Energy Corp. Common Shares
PEN Peninsula Energy Ltd
LOT Lotus Resources Ltd

Developers

11
Symbol Trend Jurisdiction Stage P/NAV @ $90 Runway Dilution 3Y Mkt cap P/E Beta to U 1Y 3Y 5Y From 1Y high
DYL Deep Yellow Ltd
NXE NexGen Energy Ltd.
DNN Denison Mines Corp
ISO IsoEnergy Ltd.
EL8 Elevate Uranium Ltd
BMN Bannerman Energy Ltd
AGE Alligator Energy Ltd
WUC Western Uranium & Vanadium Corp
AEE Aura Energy Ltd
GLO Global Atomic Corp
LAM Laramide Resources Ltd

Explorers

13
Symbol Trend Jurisdiction Mkt cap Runway Dilution 3Y P/E EV/EBITDA Beta to U 1Y 3Y 5Y From 1Y high
MGA Mega Uranium Ltd.
JAGU Jaguar Uranium Corp. —
COSA Cosa Resources Corp.
NUCL Eagle Nuclear Energy Corp. Common stock —
DEV DEVEX Resources Ltd
M Myriad Uranium Corp. (formerly was MMC/Myriad Metals Corp. until 2022-12-13)
FNUC Frontier Nuclear and Minerals Inc.
SASK Atha Energy Corp.
AEU Atomic Eagle Limited
CXU Cauldron Energy Ltd
PUR Premier American Uranium Inc.
SYH Skyharbour Resources Ltd
CVV CanAlaska Uranium Ltd

Royalty

1
Symbol Trend Mkt cap EV/EBITDA Dilution 3Y P/FCF P/E Runway Beta to U 1Y 3Y 5Y From 1Y high
UROY Uranium Royalty Corp

Fuel cycle

4
Symbol Trend What it does Russia link EV/EBITDA Runway Mkt cap P/FCF P/E Dilution 3Y Beta to U 1Y 3Y 5Y From 1Y high
LEU Centrus Energy Corp.
BWXT BWX Technologies Inc
SLX SILEX Systems Ltd
LTBR Lightbridge Corp

Reactors & SMRs

6
Symbol Trend Design Mkt cap Runway Dilution 3Y Beta to U 1Y 3Y 5Y From 1Y high
NNE Nano Nuclear Energy Inc. Common Stock
IMSR Terrestrial Energy Inc
OKLO Oklo Inc.
NKLR Terra Innovatum Global N.V. Ordinary shares
SMR Nuscale Power Corp
XE X-Energy, Inc. Class A Common Stock —

Nuclear utilities

3
Symbol Trend Hyperscaler deals EV/EBITDA P/E Beta to U Mkt cap P/FCF Runway Dilution 3Y 1Y 3Y 5Y From 1Y high
VST Vistra Corp.
CEG Constellation Energy Corp
TLN Talen Energy Corporation

UCITS ETFs

4
Symbol Trend Uranium share TER Beta to U 1Y 3Y 5Y From 1Y high
URNM Sprott Uranium Miners UCITS ETF Accumulating
URNU Global X Uranium UCITS ETF USD Acc
WNUC WisdomTree Uranium and Nuclear Energy UCITS ETF USD Unhedged Acc
NUKL VanEck Uranium and Nuclear Technologies UCITS ETF A USD Acc