Who are Standard Nuclear's main competitors?

Named competitors: BWX Technologies (BWXT), Centrus Energy (LEU), Lightbridge (LTBR). The cockpit's measured peer set (industry) also includes Lianhe Chemical Technology (002250.SZ), Lily (603823.SS), Minerals Technologies (MTX), Guangdong Huate Gas (688268.SS), Chemours (CC), Garware Hi-Tech Films (GRWRHITECH.NS).

Is Standard Nuclear expensive compared with its peers?

On ev / sales it trades at 642.2× against a peer median of 1.4×, most expensive of 21 in its peer set.

← CockpitCompetitor Analysis › STDN Standard Nuclear, Inc. Class AOpen in the cockpit ↗

Standard Nuclear, Inc. Class ASTDNCompetitor analysis, valuation and peers

United States · USD·Materials›Chemicals: Specialty

Designs, engineers and manufactures advanced TRISO nuclear fuel for next-generation reactors, built from bankrupt Ultra Safe Nuclear's assets.

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$1.90B

US dollars, full cap

Free float

30%

of shares outstanding

$/day

$2.93M

20-day average traded

Fwd P/E

n/m

no positive forecast

ROIC−WACC

-25.1 pp

WACC 19.9%

Hurdle

n/a

no reverse DCF

Next earnings

6 days

12 Nov 2026

Close · USD$12.16

1D+5.7%

1W+1.6%

1M-9.9%

3M+6.2%

6Mn/a

YTDn/a

1Yn/a

ATR %7.8%

52w lowhigh29.9% off high

What Standard Nuclear does

Designs, engineers and manufactures advanced TRISO nuclear fuel for next-generation reactors, built from bankrupt Ultra Safe Nuclear's assets.

Products and services

TRISO fuel (tri-structural isotropic particle fuel)
Advanced reactor fuel fabrication

Customers

Advanced/next-generation nuclear reactor developer
US Department of Energy

Where it sits in the supply chain

Energy
Nuclear fuel
Advanced (TRISO) nuclear fuel…

What could go right

Advanced/SMR nuclear reactor deployment growth
US government nuclear fuel supply chain investment

What could go wrong

Slow commercial reactor deployment timelines
Early-stage, pre-revenue scale-up risk

Moat: narrow (IP / patents, regulatory licence, scale). One of few licensed US TRISO fuel producers, positioned for advanced reactor demand, though at pre-commercial scale.

Headquarters: Oak Ridge, Tennessee, US · Founded: 2024 · Employees: 62

Named competitors

BWX Technologies BWXT
Centrus Energy LEU
Lightbridge LTBR

Standard Nuclear at a glance

Size Standard Nuclear (STDN) is a United States Materials company (Chemicals: Specialty) with a market value of $1.90B, the 1830th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.16 on 6 Nov 2026.

Growth The operating margin is -287.6% (peer median 7.6%).

Valuation It trades at 642.2× enterprise value to sales against a peer median of 1.4× (most expensive of 21).

Capital Return on invested capital runs 25.1 points below its cost of capital (19.9% WACC).

Short interest Short interest is 2.1% of the free float (15 Oct 2026).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Standard Nuclear financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024
Revenue	n/a	$3.14M	$0
Revenue growth	—	—	—
Gross profit	n/a	-$4.53M	-$1,263
EBITDA	n/a	-$8.68M	-$31.0M
Net income	n/a	-$15.5M	-$56.6M
Free cash flow	n/a	-$15.3M	-$2.57M
Capital expenditure	n/a	$8.93M	$2.19M
Total debt	$0	$0	$2.49M

Quarterly statements and history in the cockpit →

Standard Nuclear competitors and peer comparison

Head to head with its named competitors (STDN vs BWXT vs LEU vs LTBR)
Company	Market cap	6M return	Revenue growth	Op. margin	EV / Sales	Req g
Standard Nuclear STDN	$1.90B	n/a	n/a	-288%	642.2×	n/a
BWX Technologies BWXT	$11.0B	-42%	+18%	10%	3.4×	19.6%
Centrus Energy LEU	$2.14B	-50%	+8%	2%	2.3×	n/a
Lightbridge LTBR	n/a	-69%	n/a	n/a	n/a	n/a

How Standard Nuclear compares with its peers

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.

Standard Nuclear against its 20 peers (data as of 6 Nov 2026)
Measure	STDN	Peer median	Rank in peer set
1-month return	-9.9%	-13.3%	10th highest of 21
Distance from 52-week high	-29.9%	-54.0%	6th highest of 21
Operating margin	-287.6%	7.6%	lowest of 21
EV / Sales	642.2×	1.4×	most expensive of 21
ROIC minus cost of capital	-25.1 pp	-0.2 pp	lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	EV / Sales	Req g	Delivered g
Standard Nuclear STDN	United States	$1.90B	n/a	n/a	-288%	642.2×	n/a	n/a
Lianhe Chemical Technology 002250.SZ	China	$1.90B	-16%	+28%	13%	2.1×	-3.4%	+6.1%
Lily 603823.SS	China	$1.91B	+85%	+2%	10%	5.5×	27.9%	+1.4%
Minerals Technologies MTX	United States	$1.91B	-22%	+5%	13%	1.2×	0.5%	+5.4%
Guangdong Huate Gas 688268.SS	China	$1.92B	-47%	+27%	13%	7.2×	35.6%	+7.2%
Chemours CC	United States	$1.92B	-45%	-1%	3%	0.9×	16.1%	+3.2%
Garware Hi-Tech Films GRWRHITECH.NS	India	$1.88B	+40%	+15%	21%	7.1×	38.8%	+16.6%
Verbio VBK.DE	Germany	$1.88B	-37%	+19%	5%	1.0×	1.1%	+12.8%
Inner Mongolia Shuangxin Environment-Friendly Material 001369.SZ	China	$1.87B	-28%	+3%	15%	3.0×	n/a	n/a
Zibo Qixiang Tengda Chemical 002408.SZ	China	$1.87B	-33%	+18%	-1%	0.7×	3.7%	-0.8%
Ube 4208.T	Japan	$1.94B	+33%	+3%	4%	1.2×	n/a	n/a
Transfar Zhilian 002010.SZ	China	$1.87B	-21%	-30%	5%	1.4×	n/a	n/a
Ganzhou Teng Yuan Cobalt New Material 301219.SZ	China	$1.85B	-53%	+64%	10%	0.9×	n/a	n/a
Jiangsu Lopal Tech 603906.SS	China	$1.82B	-54%	+96%	7%	1.4×	n/a	n/a
Fuso Chemical 4368.T	Japan	$1.79B	-19%	+17%	26%	2.9×	8.4%	+12.8%
Dongyue 0189.HK	Hong Kong	$2.04B	-28%	+8%	19%	0.9×	-12.4%	+6.6%
Ningbo Ronbay New Energy Technology 688005.SS	China	$2.05B	-45%	+41%	1%	1.3×	n/a	n/a
Crystal Clear Electronic Material 300655.SZ	China	$1.75B	-25%	+27%	7%	6.1×	n/a	n/a
Tangshan SunFar Silicon Industries 603938.SS	China	$1.72B	+6%	+30%	8%	4.3×	n/a	n/a
Shaanxi Beiyuan Chemical Industry 601568.SS	China	$2.11B	-9%	-8%	-4%	1.2×	11.8%	-1.8%
SKC 011790.KS	South Korea	$2.14B	-46%	+24%	-9%	1.3×	n/a	n/a

Questions

Who are Standard Nuclear's main competitors?: Named competitors: BWX Technologies (BWXT), Centrus Energy (LEU), Lightbridge (LTBR). The cockpit's measured peer set (industry) also includes Lianhe Chemical Technology (002250.SZ), Lily (603823.SS), Minerals Technologies (MTX), Guangdong Huate Gas (688268.SS), Chemours (CC), Garware Hi-Tech Films (GRWRHITECH.NS).
Is Standard Nuclear expensive compared with its peers?: On ev / sales it trades at 642.2× against a peer median of 1.4×, most expensive of 21 in its peer set.