U.S. Coal and Fuels Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Tue, 12 May 2026	US$24.8b	US$11.2b	US$220.1m	13x	112.8x	2.2x
Thu, 09 Apr 2026	US$25.3b	US$11.2b	US$296.6m	12x	85.4x	2.3x
Sat, 07 Mar 2026	US$25.3b	US$11.2b	US$241.0m	16x	104.9x	2.3x
Mon, 02 Feb 2026	US$28.2b	US$10.9b	US$362.0m	12.6x	77.8x	2.6x
Wed, 31 Dec 2025	US$23.9b	US$10.9b	US$362.0m	12.5x	65.9x	2.2x
Fri, 28 Nov 2025	US$23.4b	US$11.0b	US$238.0m	12.5x	98.2x	2.1x
Sun, 26 Oct 2025	US$26.9b	US$10.6b	US$570.0m	18.9x	47.2x	2.5x
Tue, 23 Sep 2025	US$23.1b	US$10.6b	US$577.1m	16.4x	40x	2.2x
Thu, 21 Aug 2025	US$18.3b	US$10.6b	US$578.4m	13.2x	31.7x	1.7x
Sat, 19 Jul 2025	US$19.4b	US$10.2b	US$943.3m	11x	20.5x	1.9x
Mon, 16 Jun 2025	US$17.1b	US$10.6b	US$732.3m	10.6x	23.4x	1.6x
Wed, 14 May 2025	US$15.2b	US$10.6b	US$740.6m	10.8x	20.5x	1.4x
Fri, 11 Apr 2025	US$14.1b	US$10.3b	US$971.6m	8.8x	14.5x	1.4x
Sun, 09 Mar 2025	US$14.1b	US$10.2b	US$1.2b	8.9x	11.9x	1.4x
Tue, 04 Feb 2025	US$15.2b	US$10.4b	US$1.5b	7.9x	10.4x	1.5x
Thu, 02 Jan 2025	US$15.4b	US$10.4b	US$1.5b	7.6x	10x	1.5x
Sat, 30 Nov 2024	US$17.8b	US$10.4b	US$1.6b	8.3x	11.3x	1.7x
Mon, 28 Oct 2024	US$16.3b	US$10.4b	US$1.7b	6.6x	9.7x	1.6x
Wed, 25 Sep 2024	US$14.3b	US$11.6b	US$1.4b	6.7x	10.5x	1.2x
Fri, 23 Aug 2024	US$13.4b	US$11.6b	US$1.4b	6x	9.8x	1.2x
Sun, 21 Jul 2024	US$14.2b	US$12.0b	US$1.5b	5.8x	9.3x	1.2x
Tue, 18 Jun 2024	US$13.8b	US$12.0b	US$1.5b	5.7x	9.1x	1.1x
Thu, 16 May 2024	US$13.7b	US$12.1b	US$1.5b	5.7x	9x	1.1x
Sat, 13 Apr 2024	US$13.6b	US$12.7b	US$2.0b	4.1x	7x	1.1x
Mon, 11 Mar 2024	US$14.0b	US$12.9b	US$1.9b	5.2x	7.4x	1.1x
Wed, 07 Feb 2024	US$13.6b	US$12.9b	US$2.4b	4.9x	5.8x	1.1x
Fri, 05 Jan 2024	US$13.8b	US$12.9b	US$2.4b	5.4x	5.7x	1.1x
Sun, 03 Dec 2023	US$14.1b	US$13.0b	US$2.4b	5.1x	5.8x	1.1x
Tue, 31 Oct 2023	US$13.8b	US$12.9b	US$2.6b	4.3x	5.4x	1.1x
Thu, 28 Sep 2023	US$13.9b	US$13.1b	US$2.8b	4.6x	4.9x	1.1x
Sat, 26 Aug 2023	US$12.2b	US$13.1b	US$2.8b	3.8x	4.3x	0.9x
Mon, 24 Jul 2023	US$14.0b	US$16.8b	US$4.3b	3.4x	3.2x	0.8x
Wed, 21 Jun 2023	US$13.6b	US$16.8b	US$4.3b	3.3x	3.2x	0.8x
Fri, 19 May 2023	US$12.7b	US$16.7b	US$4.3b	3.1x	2.9x	0.8x

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 113x which is higher than its 3-year average PE of 26.4x.

The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.2x.

Past Earnings Growth

The earnings for companies in the Coal and Consumable Fuels industry have declined 63% 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 Market	2.58%
Energy	-3.94%
Oil and Gas	-4.04%
Coal and Fuels	0.91%
Oil and Gas Refining and Marketing	-1.19%
Oil and Gas Storage and Transportation	-2.73%
Integrated Oil and Gas	-3.40%
Oil and Gas Exploration and Production	-7.74%

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?

Company	Last Price	7D	1Y	Valuation
UEC Uranium Energy	US$16.47	11.1% +US$808.9m	197.8%	PS399.7x
LEU Centrus Energy	US$213.22	3.0% +US$124.2m	125.1%	PE69.2x
LTBR Lightbridge	US$14.21	14.6% +US$59.4m	30.0%	PB2.1x
AREC American Resources	US$2.45	7.9% +US$19.2m	193.4%	PS2756.8x
NC NACCO Industries	US$50.01	4.2% +US$15.4m	46.5%	PE17.5x

Eagle Nuclear Energy Initiates Pre-Drill Environmental Baseline Studies At Aurora Uranium Project

Eagle Nuclear Energy Corp. announced the commencement of environmental baseline studies at its Aurora Uranium Project, located on the Oregon-Nevada border. The studies are being conducted in advance of the previously announced 27,000-foot Pre-Feasibility Study related drill program scheduled for July 2026. Eagle has engaged SLR International Corporation as lead permitting manager. Through SLR, the Company has commenced four discrete workstreams: (i) Permitting and procurement for a 10-meter meteorological station, expected to be installed by early June. Once operational, the station will collect ambient weather data — wind speed (horizontal and vertical), wind direction, temperature, relative humidity, barometric pressure, and solar radiation — to support air-quality permitting. (ii) Detailed delineation of wetlands and other jurisdictional aquatic resources across the drill program footprint. Field teams will identify and map wetland boundaries, streams, and other waters, and assess functional characteristics, hydrologic connectivity, and ecological value. The data will support compliance with the U.S. Army Corps of Engineers (federal) and Oregon Department of State Lands (state). (iii) Cultural and archaeological baseline studies through Native-X Inc., to identify historical properties or cultural resources, support engagement with relevant agencies and Tribal Nations, and inform project design. (iv) Discussions with additional consultants for hydrology, hydrogeology, surface water quality, groundwater quality, flora and fauna, and geochemistry. Work in most or all of these areas is expected to commence in advance of, or during, the drill program. The Aurora Uranium Project is described by the Company as the largest conventional, measured and indicated uranium deposit in the United States. The S-K 1300 Mineral Resource Estimate, completed by BBA USA Inc. in August 2025, supports 32.75 million pounds Indicated and 4.98 million pounds Inferred U3O8 in a near-surface deposit. The adjacent Cordex deposit is included within the Project area and, per the Company’s disclosure, offers potential to expand the overall resource inventory. Aurora is one component of Eagle’s stated long-term strategy to develop an integrated nuclear energy platform combining domestic uranium with exclusive Small Modular Reactor technology. The Company’s previously announced 27,000-foot, 47-hole diamond drill program is designed by BBA USA Inc., with permitting led by SLR. The drill program is scheduled to commence in early July 2026, using two to three rigs over an estimated three- to four-month period.

U.S. Coal and Fuels Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

New major risk - Revenue and earnings growth

Core Natural Resources, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Uranium Energy Begins New U.S. Production and Expands Capacity at Key Projects

Eagle Nuclear Energy Initiates Pre-Drill Environmental Baseline Studies At Aurora Uranium Project

First quarter dividend of US$0.075 announced

NACCO Industries, Inc. to Report Q2, 2026 Results on Aug 05, 2026

XCF Global Sets 2027 Revenue and Renewable Fuel Targets With Reno Restart and Twain Agreement

American Resources Corporation Receives Notice of Non-Compliance from Nasdaq

Lightbridge Corporation to Report Q1, 2026 Results on Apr 27, 2026

Jaguar Uranium Corp Initiates Exploration Plan At Huemul Project