BN · rank #1 · 2026-06-09
UROY
NASDAQ · $453M
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 1.70 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +205.8% |
| Forward net margin Consensus forward net margin. | +1.8% |
| Net margin TTM Trailing twelve month net margin. | +8.0% |
| Margin expansion Forward minus trailing net margin (percentage points). | -6.3% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | — |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 0.00× |
| Analyst upside Spread between the consensus 12m target and the current price. | +40.6% |
| Last EPS surprise Most recent reported EPS versus consensus. | +237% |
| Market cap | $453M |
The AI research card
Independent qualitative review of each pick before the order is placed.
Summary
UROY is a pure-play uranium royalty and streaming company with exposure to Western nuclear fuel supply tightening through a diversified portfolio of royalties on development-stage and producing uranium projects plus physical uranium inventory.
Rationale
The 206% forward revenue growth and 237% last EPS surprise reflect the company's embedded operating leverage to rising uranium prices and increased production at counterparty mines, while the critical-minerals macro theme and U.S. Nuclear Fuel Security Act tailwinds support sustained demand for its royalty cash flows.
Material risks
- 1Permitting and development delays at underlying uranium projects—which UROY does not directly control—could materially defer or reduce royalty cash flows, particularly if major counterparty mines face licensing or construction setbacks.
- 2Uranium price correction or rotation of investor capital away from nuclear/critical-minerals themes would simultaneously compress UROY's valuation multiple and reduce its ability to acquire new royalties, creating a double-negative scenario.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.