Sector · 11 names
Producers
Companies mining uranium today, from Kazatomprom (about 40% of world supply) to US in-situ producers ramping a few hundred thousand pounds.
What matters here
How much of the uranium price reaches the company. Long-term contracts with fixed prices and ceilings mean $100 spot gives Cameco about $73/lb in 2027. So trailing multiples like P/FCF look expensive and mislead; EV divided by margin at $100 is the fairer comparison. Then cost (rising at Kazatomprom and Boss) and jurisdiction.
Every name in the sector, total return
Total return in USD, on a log scale · grey is physical uranium (U.U)
