COMPARE · Data as of August 27, 2026
UROY vs UUUU
Verdict: Side-by-side breakdown using the Bull Rankings model. UROY scored 44.6, UUUU scored 17.4 — UROY leads.
Compare another set
UROY
Uranium Royalty Corp.
44.6
$4.43 · $1.7B
fundamentals as of
Score gap
27.2
UROY leads
UUUU
Energy Fuels Inc.
17.4
$15.74 · $3.9B
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)
UROY
stronger →← stronger
UUUU
93
Qualityreturns · margins · balance sheet
9
10
Growthrevenue & earnings expansion
50
95
Valuevaluation vs sector peers
12
UROY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
UROY
UUUU
$178mC
FCF
-$82mF
—
Rev
+62.5%A
0.00A
D/E
0.85C+
15.3xB
P/E
—
0.04A
PEG
—
—
P/S
37.2xD
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
UROY
UUUU
46% below
Price vs fair valuelower is cheaper
—
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+43%
1-yr DCF upside
—
+87%
5-yr DCF upside
—
+172%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
UROY
Why this score
- Short track record
UUUU
Why this score
- Diluting shareholders
- Cyclical growth
The companies
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.
UUUUEnergy Fuels Inc.
Why now
Uranium · market cap $3.9b. Down 44% from 52-week high of $27.90 — deep drawdown territory. Revenue growing +63% — in hypergrowth territory. 5 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $24.10 (implying +53% 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 (-$82m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -77.3%) — path to GAAP profitability is the core thesis risk. Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 UROY and UUUU diverge
On the headline score the gap is 27.2 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.
- QualityUROY 93.4 · UUUU 9.1UROY +84.3
- ValueUROY 94.8 · UUUU 11.6UROY +83.2
- GrowthUROY 10.0 · UUUU 50.0UUUU +40.0
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.