New Narrative • May 20

Over the last 7 days, the Coal and Fuels industry has dropped 1.2%, driven by a pullback from Uranium Energy of 4.6%. Over the past 12 months, the industry was up 39%. Looking forward, earnings are forecast to grow by 55% annually.
Has the U.S. Coal and Fuels Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | US$23.2b | US$11.2b | US$109.1m | 15.2x | 213x | 2.1x |
| Wed, 22 Apr 2026 | US$25.0b | US$11.2b | US$296.6m | 11.5x | 84.3x | 2.2x |
| Fri, 20 Mar 2026 | US$26.5b | US$11.2b | US$220.5m | 16.9x | 120.3x | 2.4x |
| Sun, 15 Feb 2026 | US$26.4b | US$11.2b | US$258.7m | 12.8x | 101.9x | 2.3x |
| Tue, 13 Jan 2026 | US$28.0b | US$10.9b | US$362.0m | 12.5x | 77.3x | 2.6x |
| Thu, 11 Dec 2025 | US$25.0b | US$11.0b | US$238.0m | 12.6x | 104.9x | 2.3x |
| Sat, 08 Nov 2025 | US$24.6b | US$10.9b | US$348.1m | 12.3x | 70.7x | 2.3x |
| Mon, 06 Oct 2025 | US$26.6b | US$10.6b | US$570.0m | 20.8x | 46.7x | 2.5x |
| Wed, 03 Sep 2025 | US$19.8b | US$10.6b | US$578.4m | 13.6x | 34.2x | 1.9x |
| Fri, 01 Aug 2025 | US$19.2b | US$10.2b | US$900.2m | 12.3x | 21.4x | 1.9x |
| Sun, 29 Jun 2025 | US$17.0b | US$10.6b | US$732.3m | 10.8x | 23.2x | 1.6x |
| Tue, 27 May 2025 | US$16.3b | US$10.6b | US$742.9m | 10.8x | 21.9x | 1.5x |
| Thu, 24 Apr 2025 | US$14.7b | US$10.3b | US$971.6m | 9.3x | 15.1x | 1.4x |
| Sat, 22 Mar 2025 | US$15.3b | US$10.3b | US$971.6m | 9.5x | 15.8x | 1.5x |
| Mon, 17 Feb 2025 | US$16.8b | US$10.3b | US$1.3b | 9.5x | 13x | 1.6x |
| Wed, 15 Jan 2025 | US$15.2b | US$10.4b | US$1.5b | 7.7x | 9.8x | 1.5x |
| Fri, 13 Dec 2024 | US$16.8b | US$10.4b | US$1.5b | 8.2x | 10.9x | 1.6x |
| Sun, 10 Nov 2024 | US$17.7b | US$10.4b | US$1.6b | 8.2x | 11.3x | 1.7x |
| Tue, 08 Oct 2024 | US$15.8b | US$10.4b | US$1.7b | 7x | 9.4x | 1.5x |
| Thu, 05 Sep 2024 | US$13.0b | US$11.6b | US$1.4b | 6.1x | 9.6x | 1.1x |
| Sat, 03 Aug 2024 | US$13.6b | US$11.8b | US$1.5b | 6x | 9.2x | 1.2x |
| Mon, 01 Jul 2024 | US$14.0b | US$12.0b | US$1.5b | 5.8x | 9.2x | 1.2x |
| Wed, 29 May 2024 | US$14.4b | US$12.1b | US$1.5b | 5.8x | 9.4x | 1.2x |
| Fri, 26 Apr 2024 | US$13.5b | US$12.7b | US$2.0b | 4.3x | 6.9x | 1.1x |
| Sun, 24 Mar 2024 | US$13.6b | US$12.7b | US$1.8b | 4.1x | 7.3x | 1.1x |
| Tue, 20 Feb 2024 | US$13.6b | US$12.8b | US$2.0b | 5.7x | 6.9x | 1.1x |
| Thu, 18 Jan 2024 | US$14.1b | US$12.9b | US$2.4b | 5.4x | 5.8x | 1.1x |
| Sat, 16 Dec 2023 | US$13.1b | US$12.9b | US$2.4b | 4.9x | 5.4x | 1x |
| Mon, 13 Nov 2023 | US$12.9b | US$13.0b | US$2.4b | 4.5x | 5.3x | 1x |
| Wed, 11 Oct 2023 | US$14.5b | US$13.2b | US$2.8b | 4.6x | 5.1x | 1.1x |
| Fri, 08 Sep 2023 | US$12.4b | US$13.1b | US$2.8b | 3.9x | 4.4x | 0.9x |
| Sun, 06 Aug 2023 | US$12.2b | US$13.0b | US$2.8b | 3.5x | 4.3x | 0.9x |
| Tue, 04 Jul 2023 | US$13.9b | US$16.8b | US$4.3b | 3.3x | 3.2x | 0.8x |
| Thu, 01 Jun 2023 | US$11.7b | US$16.7b | US$4.3b | 2.8x | 2.7x | 0.7x |
2.7x
How does U.S. Coal and Fuels compare with similar industries?
| US Market | 1.11% | |
| Energy | -1.69% | |
| Oil and Gas | -1.90% | |
| Coal and Fuels | 0.23% | |
| Oil and Gas Storage and Transportation | 0.27% | |
| Oil and Gas Exploration and Production | -2.19% | |
| Oil and Gas Refining and Marketing | -2.35% | |
| Integrated Oil and Gas | -2.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LEU Centrus Energy | US$179.36 | 3.7% +US$126.1m | 58.3% | PE58.2x | |
| BTU Peabody Energy | US$24.55 | 3.1% +US$88.9m | 76.5% | PS0.8x | |
| NUCL Eagle Nuclear Energy | US$11.95 | 12.9% +US$40.5m | 1.4% | PB209.2x | |
| SAFX XCF Global | US$0.46 | 16.2% +US$21.2m | n/a | PE2.4x | |
| CNR Core Natural Resources | US$84.07 | 0.2% +US$10.1m | 20.1% | PS1x |