← Back to All US Stocks

Energy Fuels Inc. (UUUU) Fundamental Analysis & AI Grade 2026

UUUU NYSE Mining & Quarrying of Nonmetallic Minerals (No Fuels) A6 CIK: 0001385849
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
88% Confidence
N/A
D
88% Conf
Pending
Analysis scheduled

📊 UUUU Key Takeaways

Revenue: $35.8M
Net Margin: -30.3%
Free Cash Flow: $-10.9M
Current Ratio: 27.51x
Debt/Equity: 0.94x
EPS: $-0.04
AI Grade: D with 88% confidence
Energy Fuels Inc. (UUUU) receives a D fundamental grade with 88% confidence from our AI analysis based on SEC 10-K filings. With revenue of $35.8M, net profit margin of -30.3%, and return on equity (ROE) of -1.5%, Energy Fuels Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete UUUU stock analysis for 2026.

Is Energy Fuels Inc. (UUUU) a Good Investment?

Claude

Energy Fuels faces severe operational challenges with net margins of -30.3%, operating margins of -47.2%, and negative free cash flow of -$10.9M. The company cannot cover debt service from operations (interest coverage -7.4x) and exhibits zero revenue growth despite heavy capital expenditure. While adequate liquidity provides near-term runway, the current trajectory is unsustainable without significant operational improvement or external capital.

Energy Fuels Inc. Key Strengths (UUUU)

Claude
  • + Strong liquidity position with current ratio of 27.51x and $108.4M cash reserves
  • + Positive operating cash flow of $8.3M demonstrates revenue-to-cash conversion capability
  • + Substantial equity base of $723.3M provides balance sheet restructuring flexibility

UUUU Stock Risks: Energy Fuels Inc. Investment Risks

Claude
  • ! Negative free cash flow (-$10.9M) indicates unsustainable cash burn despite positive OCF
  • ! Negative interest coverage (-7.4x) means operating earnings cannot service debt obligations
  • ! Severe unprofitability with zero revenue growth in capital-intensive mining operations
  • ! Critically thin gross margin (1.1%) indicates fundamental operational or production challenges
  • ! Substantial debt burden ($676.7M) combined with inability to generate profits creates solvency risk
  • ! Deteriorating shareholder value with EPS down 35.7% YoY and negative returns (ROE -1.5%, ROA -0.7%)

Key Metrics to Watch

Claude
  • * Gross margin expansion - current 1.1% is unsustainable; must show recovery trajectory
  • * Operating profitability inflection - critical to demonstrate path to positive operating income
  • * Free cash flow conversion to positive - required to support debt service without capital raises
  • * Debt refinancing and covenant compliance - priority monitoring given financial distress signals

Energy Fuels Inc. (UUUU) Financial Metrics & Key Ratios

Revenue
$35.8M
Net Income
$-10.8M
EPS (Diluted)
$-0.04
Free Cash Flow
$-10.9M
Total Assets
$1.5B
Cash Position
$108.4M

💡 AI Analyst Insight

Strong liquidity with a 27.51x current ratio provides a solid financial cushion.

UUUU Profit Margin, ROE & Profitability Analysis

Gross Margin 1.1%
Operating Margin -47.2%
Net Margin -30.3%
ROE -1.5%
ROA -0.7%
FCF Margin -30.5%

UUUU vs Materials Sector: How Energy Fuels Inc. Compares

How Energy Fuels Inc. compares to Materials sector averages

Net Margin
UUUU -30.3%
vs
Sector Avg 10.0%
UUUU Sector
ROE
UUUU -1.5%
vs
Sector Avg 14.0%
UUUU Sector
Current Ratio
UUUU 27.5x
vs
Sector Avg 1.6x
UUUU Sector
Debt/Equity
UUUU 0.9x
vs
Sector Avg 0.6x
UUUU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Energy Fuels Inc. Stock Overvalued? UUUU Valuation Analysis 2026

Based on fundamental analysis, Energy Fuels Inc. shows some fundamental concerns relative to the Materials sector in 2026.

Return on Equity
-1.5%
Sector avg: 14%
Net Profit Margin
-30.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.94x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Energy Fuels Inc. Balance Sheet: UUUU Debt, Cash & Liquidity

Current Ratio
27.51x
Quick Ratio
25.59x
Debt/Equity
0.94x
Debt/Assets
50.1%
Interest Coverage
-7.37x
Long-term Debt
$676.7M

UUUU Revenue & Earnings Growth: 5-Year Financial Trend

UUUU 5-year financial data: Year 2024: Revenue $78.1M, Net Income -$59.8M, EPS $-0.38. Year 2025: Revenue $78.1M, Net Income $99.9M, EPS $0.62.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Energy Fuels Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.62 reflects profitable operations.

UUUU Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-30.5%
Free cash flow / Revenue

UUUU Quarterly Earnings & Performance

Quarterly financial performance data for Energy Fuels Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $16.9M -$10.8M $-0.04
Q3 2025 $4.0M -$12.1M $-0.07
Q2 2025 $4.2M -$2.8M $-0.02
Q1 2025 $16.9M $3.6M $0.02

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Energy Fuels Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$8.3M
Cash generated from operations
Capital Expenditures
$19.3M
Investment in assets
Dividends
None
No dividend program

UUUU SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Energy Fuels Inc. (CIK: 0001385849)

📋 Recent SEC Filings

Date Form Document Action
May 15, 2026 8-K form8k.htm View →
May 6, 2026 10-Q efr-20260331.htm View →
May 5, 2026 4 xslF345X06/primary_doc.xml View →
Apr 17, 2026 8-K form8k.htm View →
Apr 17, 2026 DEF 14A formdef14a.htm View →

Frequently Asked Questions about UUUU

What is the AI rating for UUUU?

Energy Fuels Inc. (UUUU) has an AI grade of D with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UUUU's key strengths?

Claude: Strong liquidity position with current ratio of 27.51x and $108.4M cash reserves. Positive operating cash flow of $8.3M demonstrates revenue-to-cash conversion capability.

What are the risks of investing in UUUU?

Claude: Negative free cash flow (-$10.9M) indicates unsustainable cash burn despite positive OCF. Negative interest coverage (-7.4x) means operating earnings cannot service debt obligations.

What is UUUU's revenue and growth?

Energy Fuels Inc. reported revenue of $35.8M.

Does UUUU pay dividends?

Energy Fuels Inc. does not currently pay dividends.

Where can I find UUUU SEC filings?

Official SEC filings for Energy Fuels Inc. (CIK: 0001385849) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UUUU's EPS?

Energy Fuels Inc. has a diluted EPS of $-0.04.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is UUUU's fundamental grade?

Based on our AI fundamental analysis in June 2026, Energy Fuels Inc. has a D grade with 88% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is UUUU stock overvalued or undervalued?

Valuation metrics for UUUU: ROE of -1.5% (sector avg: 14%), net margin of -30.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is UUUU's AI grade for 2026?

Our dual AI analysis gives Energy Fuels Inc. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is UUUU's free cash flow?

Energy Fuels Inc.'s operating cash flow is $8.3M, with capital expenditures of $19.3M. FCF margin is -30.5%.

How does UUUU compare to other Materials stocks?

Vs Materials sector averages: Net margin -30.3% (avg: 10%), ROE -1.5% (avg: 14%), current ratio 27.51 (avg: 1.6).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% ANET 88% RDDT 88% KNSL 88% MGRE 88% FIZZ 88% DECK 87% NVDA 87%
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI