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U.S. Coal and Fuels Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies19
  • 7D1.4%
  • 3M-15.4%
  • 1Y10.6%
  • YTDn/a

Over the last 7 days, the Coal and Fuels industry has risen 1.4%, driven by gains from Centrus Energy of 5.5%. In the last 12 months, the industry was up 10%. Looking forward, earnings are forecast to grow by 66% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026US$21.3bUS$11.2bUS$86.9m14.7x244.5x1.9x
Tue, 09 Jun 2026US$23.6bUS$11.2bUS$109.1m15.9x216.8x2.1x
Thu, 07 May 2026US$25.1bUS$11.2bUS$150.0m13.6x167.4x2.2x
Sat, 04 Apr 2026US$26.2bUS$11.2bUS$296.6m12.1x88.5x2.3x
Mon, 02 Mar 2026US$25.7bUS$11.2bUS$255.4m12.9x100.5x2.3x
Wed, 28 Jan 2026US$29.0bUS$10.9bUS$362.0m12.7x80.1x2.7x
Fri, 26 Dec 2025US$24.5bUS$10.9bUS$362.0m12.5x67.6x2.2x
Sun, 23 Nov 2025US$22.4bUS$11.0bUS$238.0m12.6x94x2x
Tue, 21 Oct 2025US$28.9bUS$10.6bUS$570.0m20.5x50.8x2.7x
Thu, 18 Sep 2025US$21.7bUS$10.6bUS$577.1m15.7x37.6x2x
Sat, 16 Aug 2025US$19.8bUS$10.6bUS$578.4m14.3x34.2x1.9x
Mon, 14 Jul 2025US$18.1bUS$10.2bUS$943.3m11.1x19.2x1.8x
Wed, 11 Jun 2025US$16.8bUS$10.6bUS$732.3m10.6x22.9x1.6x
Fri, 09 May 2025US$15.5bUS$10.1bUS$899.9m10.8x17.3x1.5x
Sun, 06 Apr 2025US$12.9bUS$10.3bUS$971.6m8.6x13.3x1.3x
Tue, 04 Mar 2025US$15.4bUS$10.2bUS$1.1b9.1x13.5x1.5x
Thu, 30 Jan 2025US$15.1bUS$10.4bUS$1.5b8.2x9.8x1.4x
Sat, 28 Dec 2024US$15.3bUS$10.4bUS$1.5b7.4x9.9x1.5x
Mon, 25 Nov 2024US$18.2bUS$10.4bUS$1.6b8.1x11.6x1.8x
Wed, 23 Oct 2024US$16.7bUS$10.4bUS$1.7b6.7x10x1.6x
Fri, 20 Sep 2024US$13.3bUS$11.6bUS$1.4b6.5x9.8x1.1x
Sun, 18 Aug 2024US$13.2bUS$11.6bUS$1.4b6.1x9.7x1.1x
Tue, 16 Jul 2024US$14.7bUS$12.0bUS$1.5b6.1x9.6x1.2x
Thu, 13 Jun 2024US$13.7bUS$12.0bUS$1.5b5.8x9x1.1x
Sat, 11 May 2024US$13.8bUS$12.1bUS$1.5b5.6x9x1.1x
Mon, 08 Apr 2024US$13.6bUS$12.7bUS$2.0b4.2x6.9x1.1x
Wed, 06 Mar 2024US$13.6bUS$12.8bUS$1.9b6x7x1.1x
Fri, 02 Feb 2024US$14.6bUS$12.9bUS$2.4b5.4x6.2x1.1x
Sun, 31 Dec 2023US$13.7bUS$12.9bUS$2.4b5.3x5.6x1.1x
Tue, 28 Nov 2023US$13.8bUS$13.0bUS$2.4b5.1x5.7x1.1x
Thu, 26 Oct 2023US$13.9bUS$13.2bUS$2.8b4.2x4.9x1.1x
Sat, 23 Sep 2023US$13.3bUS$13.1bUS$2.8b4.6x4.7x1x
Mon, 21 Aug 2023US$12.2bUS$13.1bUS$2.8b3.9x4.3x0.9x
Wed, 19 Jul 2023US$13.7bUS$16.8bUS$4.3b3.2x3.2x0.8x
Price to Earnings Ratio

3.2x


Total Market Cap: US$13.7bTotal Earnings: US$4.3bTotal Revenue: US$16.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Coal and Fuels Industry Price to Earnings3Y Average 38.7x202420252026
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 243x which is higher than its 3-year average PE of 38.7x.
  • The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Coal and Consumable Fuels industry have declined 73% 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 Market0.81%
Energy3.14%
Oil and Gas2.84%
Coal and Fuels1.41%
Oil and Gas Refining and Marketing6.01%
Integrated Oil and Gas2.69%
Oil and Gas Storage and Transportation2.28%
Oil and Gas Exploration and Production2.22%
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
LEU Centrus EnergyUS$171.055.5%
+US$175.5m		-17.1%PE55.5x
BTU Peabody EnergyUS$23.374.8%
+US$130.3m		53.2%PS0.7x
CNR Core Natural ResourcesUS$81.873.2%
+US$127.5m		8.3%PS1x
SAFX XCF GlobalUS$0.5531.7%
+US$44.4m		-71.1%PE2.9x
JAGU Jaguar UraniumUS$1.742.4%
+US$807.8k		n/aPB1.3x

Latest News

UEC
US$10.53
Uranium Energy
7D
-2.2%
1Y
59.8%
Narrative Update • Jul 10

UEC: ISR Production Ramp And Inventory Strategy Will Drive Future Upside

Uranium Energy's updated analyst price target has shifted to reflect changes in fair value assumptions to $26.56, a higher discount rate, very large revenue growth projections, and wider profit margin estimates, partly offset by a lower future P/E multiple after recent production and cost misses highlighted by analysts. Analyst Commentary Recent Street research on Uranium Energy reflects a mix of caution around near term execution and continued confidence in the company’s longer term setup.
BTU
US$23.37
Peabody Energy
7D
4.8%
1Y
53.2%
CNR
US$81.87
Core Natural Resources
7D
3.2%
1Y
8.3%
LEU
US$171.05
Centrus Energy
7D
5.5%
1Y
-17.1%
AREC
US$1.80
American Resources
7D
-8.2%
1Y
53.8%
Narrative Update • Jun 19

(Deep Dive) American Resources Corporation, ReElement Technologies Exposed with $72M Cash But Zero Revenue

In this deep dive series, we discussed American Resources Corporation is repositioning from legacy coal into a critical minerals and rare earth supply chain powerhouse. With $72.5M cash, a 19% stake in ReElement Technologies, and its Electrified Materials platform, AREC offers high-upside exposure to U.S. supply chain security.
LTBR
US$8.42
Lightbridge
7D
-2.5%
1Y
-29.7%
SAFX
US$0.55
XCF Global
7D
31.7%
1Y
-71.1%
JAGU
US$1.74
Jaguar Uranium
7D
2.4%
1Y
n/a
NC
US$47.33
NACCO Industries
7D
-2.2%
1Y
17.2%
NUCL
US$6.80
Eagle Nuclear Energy
7D
-23.3%
1Y
-42.7%