LEU vs URG vs ISOU Stock Comparison

Centrus Energy, Ur-Energy and IsoEnergy Prices as of Oct 29, 2026 Peers: Industry group
LEU Centrus Energy Corp
$110.47 -20.1% 1M -71.7% 1Y
Market cap
$2.12B
P/E
45.3x
Revenue (TTM)
$473.90M
Div. yield
–
Uranium Energy
3 wins
URG Ur-Energy Inc
$0.89 -20.5% 1M -46.7% 1Y
Market cap
$354.10M
P/E
–
Revenue (TTM)
$35.08M
Div. yield
–
Uranium Energy
1 win
ISOU IsoEnergy Ltd.
$8.82 -5.5% 1M -10.9% 1Y
Market cap
$484.47M
P/E
–
Revenue (TTM)
$2.13M
Div. yield
–
Uranium Energy
3 wins

Head to Head

7 decided of 12

Centrus Energy leads on 3 of the 12 questions below (Centrus Energy 3, IsoEnergy 3, Ur-Energy 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLEUURGISOULeader
Larger companyMarket capitalisation $2.12B $354.10M $484.47M LEU
Cheaper on earningsLower P/E, profitable companies only 45.3x -4.0x -33.4x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 44.0x — — –
Faster revenue growthRevenue growth, trailing twelve months +8.5% -20.5% +35.8% ISOU
More profitableNet margin, trailing twelve months 10.2% -252.3% -631.9% LEU
Better return on capitalReturn on invested capital 0.4% — — –
Less leveragedLower net debt / EBITDA -35.1x — — –
Higher dividend yieldTrailing dividend yield 0.00% — — –
Better 1-year returnPrice return, last 12 months -71.7% -46.7% -10.9% ISOU
Better 5-year returnAnnualised price return, 5 years +14.3%/yr -12.6%/yr -9.6%/yr LEU
Less volatileAnnualised volatility, 1 year 86.4% 71.2% 75.3% URG
Higher overall scoreMean of the five percentile scores vs peers 38/100 21/100 52/100 ISOU

Percentile Scorecard

LEUURGISOU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLEUURGISOU
Valuation 46 #13 of 23 5 #22 of 23 36 #15 of 23
Growth 40 #13 of 21 35 #14 of 21 85 #4 of 21
Profitability 65 #7 of 18 12 #16 of 18 18 #15 of 18
Financial Health 29 #16 of 22 19 #18 of 22 76 #6 of 22
Shareholder Returns 11 #9 of 10 33 #7 of 10 44 #6 of 10
Overall 38 21 52
  • LEU ranked among 25 companies in Coal and Uranium
  • URG ranked among 25 companies in Coal and Uranium
  • ISOU ranked among 25 companies in Coal and Uranium

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLEUURGISOUSPY
1 month -20.1%-20.5%-5.5% +0.7%
3 months -37.4%-28.8%-9.5% +3.7%
6 months -47.6%-50.3%-26.4% +7.1%
Year to date -54.5%-36.0%-3.1% +12.8%
1 year -71.7%-46.7%-10.9% +11.9%
3 years +123.1%-43.7%-14.9% +85.2%
3 years, per year +30.7%-17.4%-5.2% +22.8%
5 years +94.9%-48.9%-39.8% +67.6%
5 years, per year +14.3%-12.6%-9.6% +10.9%
10 years +2,718.1%+72.8%— +262.0%
10 years, per year +39.6%+5.6%— +13.7%

Risk

MeasureLEUURGISOUSPY
Volatility, 1Y 86.4%71.2%75.3% 12.7%
Downside volatility, 1Y 90.2%73.6%77.6% 12.6%
Beta vs S&P 500, 1Y 3.532.533.04 1.00
Return / volatility, 1Y -0.83-0.66-0.14 0.94
Max drawdown, 5Y -78.2%-73.3%-76.3% -25.4%
From 52-week high -71.7%-57.6%-33.3% -1.2%
52-week high $390.82$2.10$13.22 $779.14
52-week low $98.37$0.81$7.47 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLEUURGISOU
P/E now vs peer median 45.3xmedian 27.1x -4.0xmedian 27.1x -33.4xmedian 27.1x
P/S now vs peer median 4.5xmedian 7.3x 10.1xmedian 7.3x 227.0xmedian 7.3x
EV/EBITDA now vs peer median 72.8xmedian 29.1x -3.7xmedian 29.1x -32.5xmedian 29.1x
P/FCF now vs peer median -13.0xmedian 10.3x -3.4xmedian 10.3x -28.1xmedian 10.3x
P/B now vs peer median 2.5xmedian 1.2x 5.1xmedian 1.2x 1.3xmedian 1.2x
PEG now vs peer median 101.79median 50.94 0.08median 50.94 —median 50.94

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLEUURGISOU
Revenue $473.90M $35.08M $2.13M
Gross profit $112.10M $3.87M –
Operating income $7.40M -$76.55M -$11.51M
Net income $48.50M -$88.51M -$9.04M
Free cash flow -$163.80M -$104.46M -$17.23M
R&D $40.30M – –
EPS (diluted) $2.22 $-0.22 $-0.26
Cash & equivalents $1.87B $95.25M $86.47M
Total debt $1.18B – –
Shares (diluted) 21.89M 397.45M 51.67M
Enterprise value -$5.20B -$40.64M $58.65M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLEUURGISOU
P/E 45.3x -4.0x -33.4x
P/FCF -13.0x -3.4x -28.1x
P/Operating cash flow -38.6x -5.7x –
P/S 4.5x 10.1x 227.0x
P/B 2.5x 5.1x 1.3x
P/Tangible book 2.6x 5.1x 1.3x
EV/EBITDA 72.8x -3.7x -32.5x
EV/EBIT 193.7x -3.4x -32.0x
EV/Revenue 3.0x 7.4x 172.3x
EV/FCF -8.8x -2.5x -21.3x
EV/Operating cash flow -26.1x -4.1x –
PEG (3Y EPS CAGR) 101.79 0.08 –

Growth

14 metrics
MetricLEUURGISOU
Revenue growth (1Y) 8.5% -20.5% 35.8%
Revenue CAGR (3Y) 13.4% 75.5% –
Gross profit growth (1Y) -28.8% 139.4% –
Gross profit CAGR (3Y) 3.3% 37.5% –
Operating income growth (1Y) -91.9% -14.3% 45.4%
Operating income CAGR (3Y) -43.6% -52.2% –
Net income growth (1Y) -53.7% -47.7% 55.2%
Net income CAGR (3Y) 11.4% -262.2% –
EPS growth (1Y) -61.7% -35.6% 38.6%
EPS CAGR (3Y) 0.4% -48.9% –
Operating cash flow growth (1Y) -148.2% -12.1% –
Operating cash flow CAGR (3Y) -37.5% -55.2% –
Free cash flow growth (1Y) -253.7% -45.8% -3.8%
Free cash flow CAGR (3Y) -56.0% -78.2% –

Profitability

14 metrics
MetricLEUURGISOU
Gross margin 23.7% 11.0% –
EBITDA margin 4.2% -197.0% -529.6%
Operating margin 1.6% -218.2% -539.3%
Pretax margin 10.0% -231.0% -534.7%
Net margin 10.2% -252.3% -631.9%
FCF margin -34.6% -297.8% -807.0%
Operating cash flow margin -11.6% -177.7% –
Return on equity 6.0% -106.7% -3.7%
Return on assets 2.0% -28.8% -3.6%
Return on invested capital 0.4% – –
Return on capital employed 0.4% -30.5% –
Asset turnover 0.2x 0.1x 0.0x
Cash conversion (OCF / net income) -1.1x 0.7x –
Stock comp / revenue 4.1% 7.3% 303.7%

Financial Health

11 metrics
MetricLEUURGISOU
Debt / assets 46.5% – –
Debt / equity 1.4x – –
Net debt / EBITDA -35.1x – –
Debt / FCF -7.2x – –
Liabilities / assets 66.6% 74.5% 3.6%
Equity / assets 33.4% 25.5% 96.4%
Interest coverage 0.5x -10.8x -117.8x
Current ratio 5.4x 4.0x –
Quick ratio 4.4x 3.2x –
Cash ratio 4.4x 3.2x –
Altman Z-score 1.86 -1.54 –

Shareholder Returns

7 metrics
MetricLEUURGISOU
Dividend yield – – –
Net buyback yield -20.6% -13.2% -12.9%
Shareholder yield -20.6% -13.2% -12.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLEUURGISOU
Forward P/E 44.0xFY2026 – –
EPS, next fiscal year $2.51FY2026 $-0.17FY2026 $-0.18FY2026
EPS growth, next FY -35.6%FY2026 – –
EPS growth, the year after +30.3% – –
Revenue, next fiscal year $450.60MFY2026 $69.48MFY2026 $0.00FY2026
Revenue growth, next FY +0.4%FY2026 +155.3%FY2026 –
Revenue growth, the year after +3.0% +69.4% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLEUURGISOU
Held by institutions 77.6% 69.8% 31.8%
Institutions holding 376 163 48
Change in shares held, QoQ +8.0% +13.9% +25.1%
Institutions buying 232 104 32
Institutions selling 88 32 11
Buyers to sellers 2.64 3.25 2.91

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LEUURGISOU
LEU 1.00 0.57 0.63
URG 0.57 1.00 0.68
ISOU 0.63 0.68 1.00

Add a Peer

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Frequently Asked Questions

Which is bigger, LEU, URG and ISOU?

Centrus Energy (LEU) is the largest by market capitalisation: Centrus Energy (LEU) $2.12B, Ur-Energy (URG) $354.10M, IsoEnergy (ISOU) $484.47M.

Which company is growing faster?

IsoEnergy (ISOU) grew revenue fastest over the trailing twelve months: Centrus Energy (LEU) +8.5%, Ur-Energy (URG) -20.5%, IsoEnergy (ISOU) +35.8%.

Which company is more profitable?

Centrus Energy (LEU) has the highest net margin (Centrus Energy (LEU) 10.2%, Ur-Energy (URG) -252.3%, IsoEnergy (ISOU) -631.9%).

Which stock has performed better?

Over the past year IsoEnergy (ISOU) returned the most: Centrus Energy (LEU) -71.7%, Ur-Energy (URG) -46.7%, IsoEnergy (ISOU) -10.9%. Over five years, Centrus Energy (LEU) compounded fastest (Centrus Energy (LEU) +14.3%/yr, Ur-Energy (URG) -12.6%/yr, IsoEnergy (ISOU) -9.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Ur-Energy (URG) has been the steadiest (Centrus Energy (LEU) 86.4%, Ur-Energy (URG) 71.2%, IsoEnergy (ISOU) 75.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LEU, URG and ISOU?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Centrus Energy (LEU) leads on 3. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.