Uranium Royalty Corp. (UROY) AI Stock Analysis

Established in 2017 and headquartered in Vancouver, Canada, Uranium Royalty Corp. is a dedicated uranium royalty company that acquires, accumulates, and manages a diversified portfolio of uranium interests. Its business model focuses exclusively on royalty interests, mitigating operational risks tied to uranium exploration and production while securing revenue streams from output. The company holds interests in major Canadian projects including McArthur River, Cigar Lake / Waterbury Lake, Roughrider, Russell Lake, Russell Lake South, Dawn Lake, and Michelin. In the United States, its assets include Anderson, Workman Creek, Lance, Reno Creek, Church Rock, Roca Honda, Dewey-Burdock, and Slick Rock, alongside the Langer Heinrich project in Namibia.

Uranium Royalty Corp. expanded revenue at a 4-year compound annual growth rate of 107.7% from FY2022 to FY2026. Annual revenue fluctuated from $13.9M in FY2022 and FY2023 to $42.7M in FY2024, followed by a 63.5% decline to $15.6M in FY2025. In FY2026, revenue jumped 1553.7% to $257.9M, turning net income positive to $55.5M with an operating margin of 27.1% and a net margin of 21.5%. For the trailing twelve months ended July 31, 2026, revenue totaled $214.4M with a profit margin of 25.9%. In the latest quarter ended July 31, 2026, quarterly revenue rose 112.9% year-over-year, while quarterly earnings grew 1203.8%.

As of July 31, 2026, Uranium Royalty Corp. held $160.9M in cash and short-term investments against total debt of $832.0M, resulting in net debt of $671.2M. The company reported a current ratio of 0.88 and a debt-to-equity ratio of 0.62 on shareholders' equity of $1.35B. In FY2026, operating cash flow reached $178.5M, while capital expenditures were limited to $763,000, yielding free cash flow of $177.7M. Over the past 5 years, the company's share count increased by 83.9%.

At $3.54 per share, Uranium Royalty Corp. has a market capitalization of $1.35B and an enterprise value of $2.22B. The stock trades at a trailing price-to-earnings ratio of 9.3x, compared to the median of 15.0x for its US-listed Energy peers. However, its forward P/E of 15.0x, price-to-sales of 6.3x, and EV/EBITDA of 28.8x trade at a premium to peer medians of 12.7x, 1.8x, and 8.0x, respectively. Over the trailing 1-year period, the stock declined 21.9%, lagging the S&P 500 (SPY) gain of 16.8%, and sits 6.5% below its 200-day moving average.

Wall Street coverage consists of 5 analysts, with 3 Strong Buy and 2 Buy recommendations, and zero Hold, Sell, or Strong Sell ratings. The average price target is $4.22, representing an upside of 19.3% above the October 16, 2026 closing price of $3.54. Analysts estimate current fiscal year revenue of $89.0M and EPS of $0.11, implying an EPS decline of 73.4% for the year ending April 30, 2027. Uranium Royalty Corp. beat EPS estimates in 3 of the last 4 quarters, and its next earnings report is scheduled for December 10, 2026.

This page is an AI-written research summary of Uranium Royalty Corp. (UROY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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