COMPARE · Data as of August 27, 2026
BTU vs UROY
Verdict: Side-by-side breakdown using the Bull Rankings model. BTU scored 13.0, UROY scored 44.6 — UROY leads.
Compare another set
BTU
Peabody Energy Corporation
13
$29.44 · $3.6B
fundamentals as of
Score gap
31.6
UROY leads
UROY
Uranium Royalty Corp.
44.6
$4.43 · $1.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Strongest balance sheetUROY0.00
- Highest qualityUROY93 / 100
- Largest discount to fair valueUROY-46%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BTU
stronger →← stronger
UROY
31
Qualityreturns · margins · balance sheet
93
14
Growthrevenue & earnings expansion
10
5
Valuevaluation vs sector peers
95
UROY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BTU
UROY
-$192mF
FCF
$178mC
-0.7%D+
Rev
—
0.13A
D/E
0.00A
0.9xA-
P/S
—
—
PEG
0.04A
—
P/E
15.3xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BTU
UROY
—
Price vs fair valuelower is cheaper
46% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-1%/yr
—
1-yr DCF upside
+43%
—
5-yr DCF upside
+87%
—
10-yr DCF upside
+172%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BTU
No notable signals flagged.
UROY
Why this score
- Short track record
The companies
BTUPeabody Energy Corporation
Why now
Thermal Coal · market cap $3.6b. Down 28% from 52-week high of $41.14 — deep drawdown territory. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $30.75 (implying +4% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$192m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -5.3%) — path to GAAP profitability is the core thesis risk. ROE -7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
UROYUranium Royalty Corp.
Why now
Uranium · market cap $1.7b. 20% off the 52-week high of $5.52. PEG 0.04 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $4.12 (implying -7% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BTU and UROY diverge
On the headline score the gap is 31.6 points in favor of UROY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueBTU 5.1 · UROY 94.8UROY +89.7
- QualityBTU 30.6 · UROY 93.4UROY +62.8
- GrowthBTU 14.1 · UROY 10.0BTU +4.1
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.