Narrative Update • May 21

Over the last 7 days, the Coal and Fuels industry has dropped 1.2%, driven by a pullback from Uranium Energy of 4.6%. This takes the industry's 12 month performance to a gain of 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 |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | US$23.2b | US$11.2b | US$108.9m | 15.2x | 213.3x | 2.1x |
| Tue, 21 Apr 2026 | US$25.1b | US$11.2b | US$296.6m | 11.4x | 84.5x | 2.2x |
| Thu, 19 Mar 2026 | US$26.6b | US$11.2b | US$220.5m | 16.5x | 120.7x | 2.4x |
| Sat, 14 Feb 2026 | US$25.8b | US$11.2b | US$258.7m | 12.8x | 99.9x | 2.3x |
| Mon, 12 Jan 2026 | US$27.4b | US$10.9b | US$362.0m | 12.6x | 75.8x | 2.5x |
| Wed, 10 Dec 2025 | US$24.8b | US$11.0b | US$238.0m | 12.4x | 104.1x | 2.3x |
| Fri, 07 Nov 2025 | US$25.5b | US$10.9b | US$348.1m | 12.4x | 73.2x | 2.3x |
| Sun, 05 Oct 2025 | US$26.6b | US$10.6b | US$570.0m | 20.8x | 46.7x | 2.5x |
| Tue, 02 Sep 2025 | US$19.8b | US$10.6b | US$578.4m | 13.8x | 34.2x | 1.9x |
| Thu, 31 Jul 2025 | US$19.6b | US$10.2b | US$900.2m | 12.3x | 21.8x | 1.9x |
| Sat, 28 Jun 2025 | US$17.2b | US$10.6b | US$732.3m | 10.8x | 23.5x | 1.6x |
| Mon, 26 May 2025 | US$16.3b | US$10.6b | US$742.9m | 10.8x | 21.9x | 1.5x |
| Wed, 23 Apr 2025 | US$14.5b | US$10.3b | US$971.6m | 9.3x | 14.9x | 1.4x |
| Fri, 21 Mar 2025 | US$15.4b | US$10.3b | US$971.6m | 9.5x | 15.9x | 1.5x |
| Sun, 16 Feb 2025 | US$16.8b | US$10.3b | US$1.3b | 9.5x | 13x | 1.6x |
| Tue, 14 Jan 2025 | US$15.1b | US$10.4b | US$1.5b | 7.8x | 9.8x | 1.5x |
| Thu, 12 Dec 2024 | US$16.5b | US$10.4b | US$1.5b | 8.2x | 10.7x | 1.6x |
| Sat, 09 Nov 2024 | US$17.9b | US$10.4b | US$1.6b | 8.2x | 11.4x | 1.7x |
| Mon, 07 Oct 2024 | US$15.8b | US$10.4b | US$1.7b | 7x | 9.4x | 1.5x |
| Wed, 04 Sep 2024 | US$13.7b | US$11.6b | US$1.4b | 6.1x | 10.1x | 1.2x |
| Fri, 02 Aug 2024 | US$14.0b | US$12.0b | US$1.5b | 6.1x | 9.6x | 1.2x |
| Sun, 30 Jun 2024 | US$14.0b | US$12.0b | US$1.5b | 5.8x | 9.2x | 1.2x |
| Tue, 28 May 2024 | US$14.4b | US$12.1b | US$1.5b | 5.8x | 9.4x | 1.2x |
| Thu, 25 Apr 2024 | US$13.4b | US$12.7b | US$2.0b | 4.2x | 6.8x | 1.1x |
| Sat, 23 Mar 2024 | US$13.6b | US$12.7b | US$1.8b | 4.1x | 7.3x | 1.1x |
| Mon, 19 Feb 2024 | US$13.6b | US$12.8b | US$2.0b | 5.7x | 6.9x | 1.1x |
| Wed, 17 Jan 2024 | US$14.2b | US$12.9b | US$2.4b | 5.4x | 5.9x | 1.1x |
| Fri, 15 Dec 2023 | US$12.9b | US$12.9b | US$2.4b | 4.9x | 5.3x | 1x |
| Sun, 12 Nov 2023 | US$12.8b | US$13.0b | US$2.4b | 4.5x | 5.3x | 1x |
| Tue, 10 Oct 2023 | US$14.2b | US$13.2b | US$2.8b | 4.6x | 5x | 1.1x |
| Thu, 07 Sep 2023 | US$12.4b | US$13.1b | US$2.8b | 3.9x | 4.4x | 0.9x |
| Sat, 05 Aug 2023 | US$12.2b | US$13.0b | US$2.8b | 3.5x | 4.3x | 0.9x |
| Mon, 03 Jul 2023 | US$13.7b | US$16.8b | US$4.3b | 3.3x | 3.2x | 0.8x |
| Wed, 31 May 2023 | US$11.8b | US$16.7b | US$4.3b | 2.9x | 2.7x | 0.7x |
2.7x
How does U.S. Coal and Fuels compare with similar industries?
| US Market | 1.06% | |
| Energy | -0.37% | |
| Oil and Gas | -0.56% | |
| Coal and Fuels | -1.22% | |
| Oil and Gas Storage and Transportation | 0.97% | |
| Oil and Gas Refining and Marketing | -0.44% | |
| Integrated Oil and Gas | -1.15% | |
| Oil and Gas Exploration and Production | -1.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BTU Peabody Energy | US$24.55 | 3.3% +US$95.0m | 76.5% | PS0.8x | |
| CNR Core Natural Resources | US$84.07 | 1.6% +US$65.5m | 20.1% | PS1x | |
| NUCL Eagle Nuclear Energy | US$11.95 | 12.9% +US$40.5m | 1.4% | PB209.2x | |
| SAFX XCF Global | US$0.46 | 9.6% +US$13.3m | n/a | PE2.4x |