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US uranium miner and processor operating the White Mesa Mill in Utah, now also producing rare-earth oxides.
US uranium miner and processor operating the White Mesa Mill in Utah, now also producing rare-earth oxides.
Sells uranium to nuclear utilities under multi-year contracts and in spot sales, while the White Mesa Mill also processes feed for rare-earth oxides and vanadium, so the business now spans nuclear fuel and critical minerals. The 2024 purchase of Base Resources, a mineral-sands company with projects in Kenya and Madagascar, added a source of rare-earth-bearing sand.
Moat: narrow (regulatory licence, installed base). Owns the only licensed, operating conventional uranium mill in the US.
Headquarters: Lakewood, Colorado, US · Employees: 1,069
Size Energy Fuels (EFR.TO) is a Canada Materials company (Other Metals/Minerals) with a market value of $1.78B, the 195th largest of 420 Canada companies the cockpit tracks. Shares closed at C$9.40 on 6 Nov 2026.
Performance Over six months the shares fell 70.5%, against -24.3% for the median peer and +5.2% for the Canada market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 69.5% over the last twelve months (peer median +16.0%); the operating margin is -78.7% (peer median 9.9%).
Valuation It trades at 2.09× book value against a peer median of 2.09× (11th cheapest of 21).
Price implies The share price implies a return on equity of about 23.8%; Energy Fuels delivers -11.4%, so the price asks more than the business earns today.
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$150M | C$90.5M | C$112M | C$50.3M | C$17.0M |
| Revenue growth | — | -19% | +124% | +196% | — |
| Gross profit | C$45.0M | C$7.00M | C$24.5M | C$20.9M | -C$208,757 |
| EBITDA | -C$102M | -C$127M | -C$46.0M | -C$37.7M | -C$54.4M |
| Net income | -C$116M | -C$118M | -C$68.7M | C$132M | -C$81.1M |
| Free cash flow | -C$165M | -C$183M | -C$118M | -C$80.4M | -C$70.1M |
| Capital expenditure | C$81.9M | C$71.1M | C$44.6M | C$59.3M | C$2.71M |
| Total debt | C$963M | C$928M | C$3.14M | C$1.75M | C$1.87M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Energy Fuels EFR.TO | $1.78B | -70% | +70% | -11% | 2.09× | 23.8% |
| Cameco CCO.TO | $31.3B | -38% | 0% | 6% | 6.06× | 41.2% |
| Uranium Energy UEC | $3.43B | -54% | -44% | -12% | 2.49× | 24.6% |
| Paladin Energy PDN.TO | $2.39B | -38% | +80% | 1% | 2.07× | 7.5% |
| MP Materials MP | $6.31B | -47% | +72% | -4% | 3.22× | 42.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | EFR.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -35.8% | -8.3% | 2nd lowest of 21 |
| 6-month return | -70.5% | -24.3% | lowest of 21 |
| Return on equity | -11.4% | 6.2% | 3rd lowest of 21 |
| Price / book | 2.09× | 2.09× | 11th cheapest of 21 |
| ROE the price implies | 23.8% | 25.7% | 10th least demanding of 21 |
| ROE delivered | -11.4% | 6.2% | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Energy Fuels EFR.TO | Canada | $1.78B | -70% | +70% | -11% | 2.09× | 23.8% | -11.4% |
| Nickel Industries NIC.AX | Australia | $1.78B | -46% | -3% | -1% | 0.85× | 10.0% | -0.9% |
| Iluka Resources ILU.AX | Australia | $1.77B | -30% | -20% | -18% | 1.25× | 12.5% | -18.0% |
| Yantai Zhenghai Magnetic Material 300224.SZ | China | $1.79B | -1% | +16% | 7% | 2.31× | 25.2% | 7.3% |
| Baoji Titanium Industry 600456.SS | China | $1.76B | -26% | +14% | 4% | 1.61× | 14.4% | 4.4% |
| Yellow Cake YCA.L | United Kingdom | $1.74B | -12% | n/a | 23% | 0.81× | 7.7% | 23.2% |
| RHI Magnesita RHIM.L | United Kingdom | $1.74B | +2% | -1% | 11% | 1.30× | 19.4% | 10.7% |
| Jiangsu ToLand Alloy 300855.SZ | China | $1.83B | -21% | +75% | 20% | 5.35× | 45.6% | 19.8% |
| Atalaya Mining Copper ATYM.L | United Kingdom | $1.71B | -2% | +20% | 16% | 1.82× | 26.6% | 16.0% |
| Beijing Zhong Ke San Huan High-Tech 000970.SZ | China | $1.87B | -16% | +11% | 1% | 1.87× | 22.1% | 1.2% |
| Denison Mines DML.TO | Canada | $2.00B | -39% | -9% | -67% | 9.68× | 95.2% | -66.8% |
| CGN Mining 1164.HK | Hong Kong | $2.03B | -47% | +15% | 11% | 3.54× | 18.4% | 10.5% |
| Lianyou Metals 7610.TW | Taiwan | $2.03B | +89% | +238% | 86% | 21.52× | 296.6% | 86.3% |
| Henan Liliang Diamond 301071.SZ | China | $2.03B | -2% | +73% | 5% | 2.50× | 28.9% | 4.6% |
| Tibet Summit Resources 600338.SS | China | $1.56B | -59% | +54% | 14% | 2.20× | 32.2% | 14.2% |
| China Kings Resources 603505.SS | China | $1.55B | -33% | -11% | 4% | 5.81× | 53.1% | 3.8% |
| Baowu Magnesium Technology 002182.SZ | China | $1.54B | -34% | +4% | -4% | 1.98× | 26.2% | -3.5% |
| Anhui Jingcheng Copper Share 002171.SZ | China | $2.07B | -22% | +35% | 5% | 1.54× | 17.2% | 5.0% |
| Jiaxin International Resources Investment 3858.HK | Hong Kong | $2.08B | -56% | +2,782% | 118% | 5.17× | 41.2% | 118.1% |
| Nexa Resources NEXA | United States | $1.51B | -20% | +27% | 14% | 1.32× | 11.5% | 13.7% |
| Tibet Mineral Development 000762.SZ | China | $1.50B | -50% | +270% | 2% | 3.37× | 44.1% | 2.2% |