Ur-Energy vs Riley Permian

Ur-Energy and Riley Permian are presented to help readers understand how their business models, financial performance, and market contexts differ. This page compares business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Ur-Energy and Riley Permian are presented to help readers understand how their business models, financial performance, and market contexts differ. This page compares business models, financial perform...

About The Companies

Ur-Energy (URG)

UR‑ENERGY Inc (URG) is a US-focused uranium company that develops and produces uranium primarily via in‑situ recovery (ISR). Its principal asset is the Lost Creek project in Wyoming, alongside exploration and development holdings. The company benefits from exposure to rising uranium prices and long-term demand for nuclear fuel, driven by power generation and decarbonisation trends. With a market capitalisation of about $568.36M, UR‑ENERGY is smaller and more cyclical than major miners, so its share price tends to track uranium spot and contract prices, production ramp-up news, and permitting progress. Investors should note project execution, permitting, regulatory changes, and financing needs can materially affect returns. Liquidity and analyst coverage may be limited relative to larger peers. This summary is educational and not investment advice; all investments carry risk and past performance does not predict future results. Consider seeking personalised guidance before acting.

Riley Permian (REPX)

Riley Exploration Permian (REPX) is a small-cap energy company focused on exploration and production activities in the Permian Basin. With a market capitalisation around $580 million, the company’s performance is closely tied to oil and gas prices, operational execution and drilling success. Investors should be aware of the cyclical nature of the sector — revenues and cash flow can swing with commodity cycles — and the capital-intensive nature of upstream operations. Environmental and regulatory considerations, plus well performance and cost control, are important drivers of returns. Riley may offer growth potential if it can convert reserves into production efficiently, but it carries typical sector risks: commodity volatility, operational setbacks and financing needs. This summary is educational only and not investment advice; any decision should follow your own research and, if needed, professional financial guidance.

Comparison Snapshot

Key Financial Metrics

URG

Metric

REPX

$483.06M

Market Cap

$600.85M

61.24%

Potential Profit

93.78%

Buy

Analyst Rating

Strong Buy

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Investment Analysis

Ur-Energy

URG

Pros

Ur-Energy owns and operates the Lost Creek in-situ recovery uranium facility, with large land holdings and ongoing mineral lease rights in Wyoming.
The company has significantly increased its 2024 revenue by over 90% compared to the previous year, showing strong top-line growth.
Ur-Energy is trading significantly below its estimated fair value, suggesting potential long-term upside if operations and market conditions improve.

Considerations

The company reported negative earnings per share recently, missing analyst estimates by a wide margin, indicating ongoing profitability challenges.
Ur-Energy’s stock valuation metrics reflect unprofitability, with a negative price-to-earnings ratio and negative enterprise value/EBITDA.
Stock price volatility is significant, with a recent notable decline and bearish short-term trading trends, highlighting execution and market risks.

Riley Permian

REPX

Pros

Riley Permian has shown modest price appreciation over the last 12 months with a relative steady trading range, suggesting stable investor interest.
The company is engaged in exploration and production of oil and natural gas in Kansas, positioning it in a key U.S. energy region with growth potential.
Projections indicate a stable stock price outlook over the near term, reflecting some level of market confidence in operational continuity.

Considerations

Recent stock price movements have shown slight declines, reflecting some short-term market pressure or uncertainty around performance.
Riley Permian operates in the highly cyclical oil and gas industry, exposing it to commodity price volatility and regulatory risks.
Limited publicly available detailed financial data and analyst coverage constrain comprehensive assessment, adding to investment uncertainty.

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About The Companies

Comparison Snapshot

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