Company Analysis

Energy Fuels Inc. (UUUU)

NYSE: UUUU · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · Lakewood, CO · filing with the SEC since 2006
Grade3.2
◀ Past 3.2● Present 3.3▶ Future 2.9
1 est.

The grade of Energy Fuels Inc.

Nine metrics read from its own filings, by tense
Headline grade
3.2/10
◀ Past3.240% of the headline
● Present3.335% of the headline
▶ Future2.925% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

3.2/1040% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
4.3/10

Has it survived what it has been through?

5 warning events since 2017; the latest 2023-03-02.

weight 45% of this tense · 43rd percentile among 23 sector filers · read for itself

From the record

Energy Fuels Inc.'s filings since 2017 show 5 warning events of 2 kinds: an auditor change (8-K item 4.01, the latest 2017-03-29); a late-report notice (Form NT 10-K or NT 10-Q, 4 times, the latest 2023-03-02) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
2.1/10

What has it actually done, year after year?

+2.1% a year over 10 filed years; profitable in 2 of 10.

weight 33% of this tense · 21st percentile among 20 sector filers · read for its customers

From the record

Energy Fuels Inc.'s 10 filed years say what it did: revenue went from $55 million in fiscal 2016 to $66 million in fiscal 2025, up 2.1% a year; it rose in 5 of 9 years; the deepest fall was 97% from fiscal 2016 to fiscal 2020; net income was positive in 2 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.1%bottom 25% of its family
  • the share of years revenue rosebottom 29% of its family
  • the share of filed years with a profitbottom 23% of its family
  • the deepest fall from a revenue peak97.0%bottom 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
2.4/10

How has it treated the people who own it?

SI estimate 2.4/10, confidence 35 of 100 (one part).

weight 22% of this tense · 24th percentile among 23 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the bottom 24% of 23 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 23 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Energy Fuels Inc.'s shareholder treatment is put at 2.4 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 24% of 23 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

3.3/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
2.7/10

Is it financially healthy right now?

ROE -13%: lost 13¢ per shareholder dollar. Leverage 52%: owes 52¢ per asset dollar.

weight 45% of this tense · 27th percentile among 23 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Energy Fuels Inc. lost about 13 cents for every dollar of shareholders' money, and gross profitability: its products earned about 1 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 52 cents per dollar of assets, and net share issuance: its share count grew 30.7% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 37% of its family
  • return on equitybottom 41% of its family
  • gross profit against assetsbottom 15% of its family
  • the share count against the year beforebottom 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.2/10

How strong is its position in its industry?

bottom 42% of 18 in its family; net margin -129.9%.

weight 33% of this tense · 42nd percentile among 18 sector filers · read for its customers

From the record

Energy Fuels Inc.'s standing among 18 graded names in its industry family: revenue of $66 million in fiscal 2025 ranks in the bottom 15% by size; a net margin of -129.9% ranks in the bottom 18%; revenue growth of 74% a year over the last 3 filed years ranks in the top 8% (its annual reports).

What it rests on

  • revenue against the family$65.9Mbottom 15% of its family
  • net margin-129.9%bottom 18% of its family
  • three-year revenue growth74.0%top 8% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.3/10

What are the people in charge doing?

bottom 33% of 13 in its family for leadership; chief executive since 2026.

weight 22% of this tense · 33rd percentile among 13 sector filers · read for its shareholders

From the record

Energy Fuels Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Bhappu, Ross R. (President and CEO, as filed), filing under that title since 2026-07-09, 4 months (bottom 4% of its family); the 29 officers and directors filing in the last fifteen months have been on the record a median of 3.3 years (bottom 35%); 14 officer or director changes were reported on Form 8-K since 2023-11-13, against the 29 people in charge now (top 39%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge14 in three years among 29 peopletop 39% of its family
  • the median years the people in charge have filed3.3 yearsbottom 35% of its family
  • the chief executive's years on the record4 monthsbottom 4% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

2.9/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed
2.1/10

How much room does it have to grow?

bottom 21% of 19 in its family for room to expand.

weight 22% of this tense · 21st percentile among 19 sector filers · read for itself

From the record

Energy Fuels Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $87 million against debt of $676 million leaves -41.7% of its assets as net cash, bottom 11% of its family; cash from operations less capital spending is -165% of revenue (bottom 8%); a gross margin of 20.9% (bottom 44%) (its annual report).

What it rests on

  • cash less debt against assets-41.7%bottom 11% of its family
  • cash from operations less capital spending against revenue-165.0%bottom 8% of its family
  • gross margin20.9%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.5/10

What could actually drive growth from here?

top 35% of 19 in its family for growth drivers.

weight 33% of this tense · 65th percentile among 19 sector filers · read for its customers

From the record

Energy Fuels Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 74% a year over the last three filed years against 2.1% over all 10, speeding up (top 3% of its family); the newest year grew -15.6% (bottom 13%); capital spending grew 112.9% a year (top 14%) (its annual reports). Energy Fuels Inc. reported 3 lines of business in fiscal 2025: Uranium at $50 million, Heavy Mineral Sands at $16 million, Rare Earth Elements at $0 thousand. 2 of 3 grew in the latest filed year, and the largest line is 76% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span+71.8 points a yeartop 3% of its family
  • the newest year's revenue growth-15.6%bottom 13% of its family
  • three-year growth of capital spending112.9%top 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
0.7/10

Did its newest year beat what its own record pointed to?

bottom 7% of 16 in its family for expectations against reality.

weight 45% of this tense · 7th percentile among 16 sector filers · read for its shareholders

From the record

Energy Fuels Inc.'s newest year against its own record: revenue of $66 million in fiscal 2025 came in 66.2% below the $195 million its prior three years' pace pointed to (bottom 9% of its family); net income of $86 million against a prior three-year average of $3 million (bottom 3%); a net margin of a loss larger than its revenue against -92% before (bottom 9%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-66.2%bottom 9% of its family
  • net income against the prior three years' averagefive times below its prior average or morebottom 3% of its family
  • net margin against its prior average-37.9 pointsbottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton UUUU · research, not advice