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U.S. Coal and Fuels Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies23
  • 7D12.1%
  • 3M43.0%
  • 1Y34.8%
  • YTDn/a

In the last week, the Coal and Fuels industry is up 12%, with Centrus Energy up 30%. This takes the industry's 12 month performance to a gain of 31%. Looking forward, earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Sep 2025US$24.5bUS$10.6bUS$577.1m17.8x42.4x2.3x
Sat, 23 Aug 2025US$18.4bUS$10.6bUS$578.4m13.6x31.8x1.7x
Mon, 21 Jul 2025US$19.6bUS$10.2bUS$943.3m11x20.8x1.9x
Wed, 18 Jun 2025US$17.4bUS$10.6bUS$732.3m10.8x23.8x1.6x
Fri, 16 May 2025US$15.7bUS$10.6bUS$740.6m10.9x21.3x1.5x
Sun, 13 Apr 2025US$14.4bUS$10.3bUS$971.6m8.8x14.8x1.4x
Tue, 11 Mar 2025US$14.1bUS$10.2bUS$1.2b8.9x11.9x1.4x
Thu, 06 Feb 2025US$15.1bUS$10.4bUS$1.5b7.9x10.4x1.5x
Sat, 04 Jan 2025US$16.0bUS$10.4bUS$1.5b7.7x10.3x1.5x
Mon, 02 Dec 2024US$17.8bUS$10.4bUS$1.6b8.3x11.3x1.7x
Wed, 30 Oct 2024US$16.7bUS$10.4bUS$1.6b7.4x10.5x1.6x
Fri, 27 Sep 2024US$14.9bUS$11.6bUS$1.4b7x11x1.3x
Sun, 25 Aug 2024US$13.5bUS$11.6bUS$1.4b6x10x1.2x
Tue, 23 Jul 2024US$14.2bUS$12.0bUS$1.5b5.8x9.3x1.2x
Thu, 20 Jun 2024US$13.9bUS$12.0bUS$1.5b5.8x9.2x1.2x
Sat, 18 May 2024US$13.8bUS$12.1bUS$1.5b5.7x9x1.1x
Mon, 15 Apr 2024US$13.5bUS$12.7bUS$2.0b4.1x6.9x1.1x
Wed, 13 Mar 2024US$13.8bUS$12.7bUS$1.9b4.3x7.3x1.1x
Fri, 09 Feb 2024US$13.7bUS$12.5bUS$1.9b5.2x7.3x1.1x
Sun, 07 Jan 2024US$14.2bUS$12.9bUS$2.4b5.6x5.8x1.1x
Tue, 05 Dec 2023US$14.1bUS$13.0bUS$2.4b5x5.8x1.1x
Thu, 02 Nov 2023US$13.3bUS$12.9bUS$2.5b4.3x5.3x1x
Sat, 30 Sep 2023US$14.5bUS$13.2bUS$2.8b4.6x5.1x1.1x
Mon, 28 Aug 2023US$12.2bUS$13.1bUS$2.8b3.8x4.3x0.9x
Wed, 26 Jul 2023US$14.4bUS$16.8bUS$4.3b3.5x3.3x0.9x
Fri, 23 Jun 2023US$13.8bUS$16.8bUS$4.3b3.3x3.2x0.8x
Sun, 21 May 2023US$12.6bUS$16.7bUS$4.3b3.1x2.9x0.8x
Tue, 18 Apr 2023US$15.4bUS$15.5bUS$3.7b4.1x4.2x1x
Thu, 16 Mar 2023US$14.5bUS$15.4bUS$3.6b3.5x4x0.9x
Sat, 11 Feb 2023US$17.2bUS$15.0bUS$3.3b4.2x5.2x1.1x
Mon, 09 Jan 2023US$17.5bUS$14.5bUS$3.0b4x5.7x1.2x
Wed, 07 Dec 2022US$18.6bUS$14.4bUS$3.0b5x6.1x1.3x
Fri, 04 Nov 2022US$18.1bUS$13.4bUS$2.7b5x6.7x1.4x
Sun, 02 Oct 2022US$17.5bUS$12.7bUS$2.2b4.9x7.8x1.4x
Price to Earnings Ratio

7.8x


Total Market Cap: US$17.5bTotal Earnings: US$2.2bTotal Revenue: US$12.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Coal and Fuels Industry Price to Earnings3Y Average 9.9x202320242025
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 41.2x which is higher than its 3-year average PE of 9.9x.
  • The 3-year average PS ratio of 1.3x 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 36% per year over the last three years,
  • Revenues have also declined 5.8% 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 Market0.26%
Energy1.18%
Oil and Gas0.95%
Coal and Fuels12.06%
Oil and Gas Refining and Marketing3.61%
Oil and Gas Exploration and Production1.74%
Oil and Gas Storage and Transportation1.29%
Integrated Oil and Gas-0.61%
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
UEC Uranium EnergyUS$13.6811.8%
+US$918.3m		112.8%PS95.1x
LEU Centrus EnergyUS$276.0019.9%
+US$834.8m		401.5%PE48x
BTU Peabody EnergyUS$25.8121.3%
+US$552.1m		3.3%PE22.3x
CNR Core Natural ResourcesUS$82.957.6%
+US$301.1m		-17.7%PE207.1x
LTBR LightbridgeUS$18.6626.3%
+US$100.8m		547.9%PB4.9x

Latest News

UEC
US$13.68
Uranium Energy
7D
11.8%
1Y
112.8%
LTBR
US$18.66
Lightbridge
7D
26.3%
1Y
547.9%
LEU
US$276.00
Centrus Energy
7D
19.9%
1Y
401.5%

Delayed DOE Awards Will Hinder Nuclear Fuel Potential

Centrus Energy’s analyst price target was raised from $238.46 to $242.86, reflecting growing optimism driven by new international partnerships, extended government contracts, and its unique role in a resurgent nuclear sector. Analyst Commentary Bullish analysts highlighted the signing of a Memorandum of Understanding with credible international nuclear partners, signaling confidence in Centrus' role in the domestic nuclear fuel supply chain buildout.
BTU
US$25.81
Peabody Energy
7D
21.3%
1Y
3.3%

The Market Lifts Peabody Energy Corporation (NYSE:BTU) Shares 32% But It Can Do More

Sep 19
The Market Lifts Peabody Energy Corporation (NYSE:BTU) Shares 32% But It Can Do More
NC
US$44.08
NACCO Industries
7D
5.0%
1Y
65.0%
CNR
US$82.95
Core Natural Resources
7D
7.6%
1Y
-17.7%

Rising AI Demand And US Policy Will Drive Coal Success

With no change in the discount rate (6.89%) or future P/E (7.92x), Core Natural Resources' consensus analyst price target remains stable at $94.75. What's in the News Repurchased 1,222,706 shares for $81.94 million, completing a total of 2,600,000 shares repurchased under the current buyback program.
SAFX
US$1.42
XCF Global
7D
6.0%
1Y
-86.5%
AREC
US$2.89
American Resources
7D
13.8%
1Y
281.2%