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U.S. Coal and Fuels Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies23
  • 7D-4.6%
  • 3M8.2%
  • 1Y61.3%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has dropped 4.6%, driven by Uranium Energy declining 10.0%. Over the past 12 months, the industry was up 61%. As for the next few years, earnings are expected to grow by 60% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Mar 2026US$25.7bUS$11.2bUS$255.4m12.9x100.5x2.3x
Fri, 30 Jan 2026US$30.7bUS$10.9bUS$362.0m12.6x84.8x2.8x
Sun, 28 Dec 2025US$24.2bUS$10.9bUS$362.0m12.5x66.7x2.2x
Tue, 25 Nov 2025US$22.4bUS$11.0bUS$238.0m12.5x94x2x
Thu, 23 Oct 2025US$26.9bUS$10.6bUS$570.0m18.9x47.2x2.5x
Sat, 20 Sep 2025US$22.4bUS$10.6bUS$577.1m16.3x38.8x2.1x
Mon, 18 Aug 2025US$19.5bUS$10.6bUS$578.4m14.3x33.7x1.8x
Wed, 16 Jul 2025US$18.4bUS$10.2bUS$943.3m11x19.5x1.8x
Fri, 13 Jun 2025US$17.0bUS$10.6bUS$732.3m10.6x23.2x1.6x
Sun, 11 May 2025US$15.1bUS$10.6bUS$730.9m10.5x20.7x1.4x
Tue, 08 Apr 2025US$12.9bUS$10.3bUS$971.6m8.3x13.3x1.3x
Thu, 06 Mar 2025US$14.6bUS$10.2bUS$1.1b9.1x12.9x1.4x
Sat, 01 Feb 2025US$15.5bUS$10.4bUS$1.5b8.1x10x1.5x
Mon, 30 Dec 2024US$15.2bUS$10.4bUS$1.5b7.4x9.9x1.5x
Wed, 27 Nov 2024US$17.9bUS$10.4bUS$1.6b8.3x11.4x1.7x
Fri, 25 Oct 2024US$16.2bUS$10.4bUS$1.7b6.6x9.7x1.6x
Sun, 22 Sep 2024US$14.0bUS$11.6bUS$1.4b6.7x10.3x1.2x
Tue, 20 Aug 2024US$13.2bUS$11.6bUS$1.4b6.1x9.7x1.1x
Thu, 18 Jul 2024US$15.0bUS$12.0bUS$1.5b6x9.9x1.2x
Sat, 15 Jun 2024US$13.9bUS$12.0bUS$1.5b5.7x9.2x1.2x
Mon, 13 May 2024US$13.6bUS$12.1bUS$1.5b5.6x8.9x1.1x
Wed, 10 Apr 2024US$13.5bUS$12.7bUS$2.0b4.2x6.9x1.1x
Fri, 08 Mar 2024US$14.2bUS$12.9bUS$2.0b4.5x7.3x1.1x
Sun, 04 Feb 2024US$14.5bUS$12.9bUS$2.4b5.4x6.1x1.1x
Tue, 02 Jan 2024US$13.7bUS$12.9bUS$2.4b5.3x5.6x1.1x
Thu, 30 Nov 2023US$13.5bUS$13.0bUS$2.4b4.8x5.6x1x
Sat, 28 Oct 2023US$13.8bUS$12.9bUS$2.6b4.2x5.4x1.1x
Mon, 25 Sep 2023US$13.3bUS$13.1bUS$2.8b4.6x4.7x1x
Wed, 23 Aug 2023US$12.3bUS$13.1bUS$2.8b3.9x4.4x0.9x
Fri, 21 Jul 2023US$14.0bUS$16.8bUS$4.3b3.4x3.2x0.8x
Sun, 18 Jun 2023US$13.3bUS$16.8bUS$4.3b3.2x3.1x0.8x
Tue, 16 May 2023US$13.2bUS$16.7bUS$4.4b3.2x3x0.8x
Thu, 13 Apr 2023US$15.0bUS$15.5bUS$3.7b4.1x4.1x1x
Sat, 11 Mar 2023US$15.7bUS$15.4bUS$3.6b3.9x4.3x1x
Price to Earnings Ratio

4.3x


Total Market Cap: US$15.7bTotal Earnings: US$3.6bTotal Revenue: US$15.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Coal and Fuels Industry Price to Earnings3Y Average 20x202420252026
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 101x which is higher than its 3-year average PE of 20.0x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Coal and Consumable Fuels industry have declined 59% per year over the last three years,
  • Revenues have also declined 10.0% 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-0.57%
Energy1.73%
Oil and Gas1.68%
Coal and Fuels-4.55%
Integrated Oil and Gas2.77%
Oil and Gas Exploration and Production1.11%
Oil and Gas Storage and Transportation1.00%
Oil and Gas Refining and Marketing0.79%
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
CNR Core Natural ResourcesUS$92.013.6%
+US$162.1m		29.3%PS1.1x
BTU Peabody EnergyUS$34.882.7%
+US$113.2m		171.0%PS1.1x
NC NACCO IndustriesUS$56.801.2%
+US$4.8m		75.3%PE14.6x
JAGU Jaguar UraniumUS$2.5910.2%
+US$4.8m		n/aPB7.8x
SAFX XCF GlobalUS$0.1811.5%
+US$4.4m		-98.7%PE0.4x

Latest News

UEC
US$14.56
Uranium Energy
7D
-10.0%
1Y
177.3%
JAGU
US$2.59
Jaguar Uranium
7D
10.2%
1Y
n/a
NUCL
US$5.77
Eagle Nuclear Energy
7D
-17.5%
1Y
-49.3%
LTBR
US$12.49
Lightbridge
7D
-4.1%
1Y
14.9%
NC
US$56.80
NACCO Industries
7D
1.2%
1Y
75.3%
LEU
US$197.35
Centrus Energy
7D
-4.7%
1Y
122.2%

LEU: DOE Project Execution Risks Will Pressure Future Cash Flow Conversion

Analysts have trimmed their average price target for Centrus Energy in recent weeks, with cuts from firms like Citi, JPMorgan, and others outweighing earlier upward revisions tied to the $900m Department of Energy award. At the same time, modest adjustments to fair value, discount rate, revenue growth, profit margin, and projected future P/E reflect this more balanced view.
BTU
US$34.88
Peabody Energy
7D
2.7%
1Y
171.0%

BTU: Higher P/E Outlook Will Shape Bullish Future Return Potential

Narrative Update Analysts have lifted their Peabody Energy price target by about $4.70 per share to $39.50, citing updated assumptions around potential future revenue, profit margins and a higher applied P/E multiple. Analyst Commentary Recent Street research around Peabody Energy has centered on updated models that feed into higher price targets, with analysts fine tuning their views on future revenue, profitability and the P/E multiple they are comfortable applying.
CNR
US$92.01
Core Natural Resources
7D
3.6%
1Y
29.3%

CNR: Leer South Restart And Mine Improvements Will Support Stronger Profitability

Analysts have maintained their $105.00 price target for Core Natural Resources, with the updated view reflecting lower modeled revenue growth and profit margins, together with a higher future P/E assumption and a slightly higher discount rate. What's in the News Issued 2026 sales volume guidance, expecting total sales between 85.6 million tons and 91.4 million tons, giving investors a clearer sense of planned output for the year (Corporate Guidance).
SAFX
US$0.18
XCF Global
7D
11.5%
1Y
-98.7%
AREC
US$3.11
American Resources
7D
-2.2%
1Y
376.8%