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U.S. Coal and Fuels Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies22
  • 7D-1.2%
  • 3M-14.9%
  • 1Y39.0%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has dropped 1.2%, driven by Uranium Energy declining 4.6%. In the past year, the industry has gained 39%. Earnings are forecast to grow by 55% annually.

Industry Valuation and Performance

Has the U.S. Coal and Fuels Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 May 2026US$23.2bUS$11.2bUS$108.9m15.2x213.1x2.1x
Mon, 20 Apr 2026US$25.1bUS$11.2bUS$296.6m11.3x84.5x2.2x
Wed, 18 Mar 2026US$26.3bUS$11.2bUS$220.5m16.8x119.2x2.4x
Fri, 13 Feb 2026US$27.0bUS$10.8bUS$368.5m12.7x73.4x2.5x
Sun, 11 Jan 2026US$27.4bUS$10.9bUS$362.0m12.6x75.8x2.5x
Tue, 09 Dec 2025US$24.9bUS$11.0bUS$238.0m12.4x104.8x2.3x
Thu, 06 Nov 2025US$25.4bUS$10.5bUS$407.0m13.3x62.4x2.4x
Sat, 04 Oct 2025US$26.4bUS$10.6bUS$570.0m20.8x46.4x2.5x
Mon, 01 Sep 2025US$19.8bUS$10.6bUS$578.4m13.8x34.2x1.9x
Wed, 30 Jul 2025US$19.9bUS$10.2bUS$900.2m12.6x22.1x2x
Fri, 27 Jun 2025US$17.1bUS$10.6bUS$732.3m10.5x23.3x1.6x
Sun, 25 May 2025US$16.3bUS$10.6bUS$742.9m10.8x21.9x1.5x
Tue, 22 Apr 2025US$15.0bUS$10.3bUS$971.6m9.2x15.5x1.5x
Thu, 20 Mar 2025US$15.2bUS$10.3bUS$971.6m9.5x15.6x1.5x
Sat, 15 Feb 2025US$17.6bUS$10.3bUS$1.3b9.5x13.6x1.7x
Mon, 13 Jan 2025US$15.1bUS$10.4bUS$1.5b7.8x9.8x1.5x
Wed, 11 Dec 2024US$16.5bUS$10.4bUS$1.5b8.2x10.7x1.6x
Fri, 08 Nov 2024US$17.9bUS$10.4bUS$1.5b9.1x11.7x1.7x
Sun, 06 Oct 2024US$15.8bUS$10.4bUS$1.7b7x9.4x1.5x
Tue, 03 Sep 2024US$13.7bUS$11.6bUS$1.4b6.2x10.1x1.2x
Thu, 01 Aug 2024US$14.0bUS$12.0bUS$1.5b6.2x9.6x1.2x
Sat, 29 Jun 2024US$13.7bUS$12.0bUS$1.5b5.8x9x1.1x
Mon, 27 May 2024US$14.4bUS$12.1bUS$1.5b5.8x9.4x1.2x
Wed, 24 Apr 2024US$13.4bUS$12.7bUS$2.0b4.2x6.8x1.1x
Fri, 22 Mar 2024US$13.5bUS$12.7bUS$1.8b4.2x7.3x1.1x
Sun, 18 Feb 2024US$13.6bUS$12.8bUS$2.0b5.7x6.9x1.1x
Tue, 16 Jan 2024US$14.2bUS$12.9bUS$2.4b5.5x5.9x1.1x
Thu, 14 Dec 2023US$13.0bUS$12.9bUS$2.4b4.8x5.3x1x
Sat, 11 Nov 2023US$12.7bUS$13.0bUS$2.4b4.5x5.3x1x
Mon, 09 Oct 2023US$13.9bUS$13.2bUS$2.8b4.4x4.9x1.1x
Wed, 06 Sep 2023US$12.6bUS$13.1bUS$2.8b4x4.5x1x
Fri, 04 Aug 2023US$12.2bUS$13.0bUS$2.8b3.6x4.4x0.9x
Sun, 02 Jul 2023US$13.7bUS$16.8bUS$4.3b3.3x3.2x0.8x
Tue, 30 May 2023US$12.1bUS$16.7bUS$4.3b3x2.8x0.7x
Price to Earnings Ratio

2.8x


Total Market Cap: US$12.1bTotal Earnings: US$4.3bTotal Revenue: US$16.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Coal and Fuels Industry Price to Earnings3Y Average 27.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Coal and Consumable Fuels industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 213x which is higher than its 3-year average PE of 27.8x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Coal and Consumable Fuels industry have declined 71% per year over the last three years,
  • Revenues have also declined 12% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Coal and Fuels compare with similar industries?

US Market1.01%
Energy-0.38%
Oil and Gas-0.57%
Coal and Fuels-1.24%
Oil and Gas Storage and Transportation0.96%
Oil and Gas Refining and Marketing-0.44%
Integrated Oil and Gas-1.15%
Oil and Gas Exploration and Production-1.18%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BTU Peabody EnergyUS$24.553.3%
+US$95.0m		76.5%PS0.8x
CNR Core Natural ResourcesUS$84.071.6%
+US$65.5m		20.1%PS1x
NUCL Eagle Nuclear EnergyUS$11.9512.9%
+US$40.5m		1.4%PB209.2x
SAFX XCF GlobalUS$0.469.6%
+US$13.3m		n/aPE2.4x

Latest News

BTU
US$24.55
Peabody Energy
7D
3.3%
1Y
76.5%
CNR
US$84.07
Core Natural Resources
7D
1.6%
1Y
20.1%
Narrative Update • May 21

CNR: Ongoing Buybacks Will Support Upside In The Years Ahead

Analysts now set a revised price target of $110.25 for Core Natural Resources compared with the prior $111.50, reflecting updated views on slightly higher revenue growth expectations, a stronger profit margin profile, and a lower assumed future P/E multiple, all under a mildly higher discount rate. What's in the News From January 1, 2026 to March 31, 2026, Core Natural Resources repurchased 464,600 shares for US$41.92 million, representing 0.91% of its shares under the current buyback program (Key Developments).
LEU
US$179.36
Centrus Energy
7D
-1.8%
1Y
58.3%
New Narrative • May 20

Centrus Energy’s Exclusive U.S. Enrichment License Creates Structural Advantage

Centrus Energy is one of those rare companies whose importance becomes clearer the deeper you look into the machinery of U.S. law, national security, and nuclear policy. In a sector defined by scarcity, Centrus isn’t just another uranium name — it is the only U.S. company legally authorized to enrich uranium for the federal government , a distinction rooted directly in federal statute.
NC
US$48.99
NACCO Industries
7D
-0.8%
1Y
37.7%
UEC
US$13.02
Uranium Energy
7D
-4.6%
1Y
101.9%
AREC
US$2.16
American Resources
7D
-1.8%
1Y
225.8%
JAGU
US$1.89
Jaguar Uranium
7D
-2.6%
1Y
n/a
NUCL
US$11.95
Eagle Nuclear Energy
7D
12.9%
1Y
1.4%
SAFX
US$0.46
XCF Global
7D
9.6%
1Y
n/a
LTBR
US$11.22
Lightbridge
7D
-1.9%
1Y
-26.2%