Financial Comparison: Energy Fuels (NYSE:UUUU) & Largo (NYSE:LGO)

Energy Fuels (NYSE:UUUU) and Largo (NYSE:LGO) are both small-cap basic materials companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, earnings, valuation, risk, profitability, analyst recommendations and dividends.

Risk & Volatility

Energy Fuels has a beta of 1.64, suggesting that its share price is 64% more volatile than the S&P 500. Comparatively, Largo has a beta of 1.66, suggesting that its share price is 66% more volatile than the S&P 500.

Earnings & Valuation

This table compares Energy Fuels and Largo”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Energy Fuels	$38.66 million	26.96	$99.86 million	($0.22)	-24.09
Largo	$144.82 million	0.75	-$30.34 million	($0.80)	-2.13

Energy Fuels has higher earnings, but lower revenue than Largo. Energy Fuels is trading at a lower price-to-earnings ratio than Largo, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

48.2% of Energy Fuels shares are owned by institutional investors. Comparatively, 64.1% of Largo shares are owned by institutional investors. 1.9% of Energy Fuels shares are owned by insiders. Comparatively, 0.3% of Largo shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Profitability

This table compares Energy Fuels and Largo’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Energy Fuels	-90.40%	-9.16%	-8.67%
Largo	-35.10%	-22.61%	-14.29%

Analyst Ratings

This is a summary of current recommendations and price targets for Energy Fuels and Largo, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Energy Fuels	0	2	2	0	2.50
Largo	0	0	1	0	3.00

Energy Fuels currently has a consensus target price of $8.50, suggesting a potential upside of 60.38%. Largo has a consensus target price of $4.20, suggesting a potential upside of 147.06%. Given Largo’s stronger consensus rating and higher probable upside, analysts clearly believe Largo is more favorable than Energy Fuels.

About Energy Fuels

Energy Fuels Inc., together with its subsidiaries, engages in the extraction, recovery, recycling, exploration, permitting, evaluation, and sale of uranium mineral properties in the United States. The company produces and sells vanadium pentoxide, rare earth elements, and heavy mineral sands, such as ilmenite, rutile, zircon, and monazite. The company was formerly known as Volcanic Metals Exploration Inc. and changed its name to Energy Fuels Inc. in May 2006. Energy Fuels Inc. was incorporated in 1987 and is headquartered in Lakewood, Colorado.

About Largo

Largo Inc. engages in the development and sale of vanadium-based energy storage systems in Canada. The company operates through, Sales & Trading, Mine Properties, Corporate, Exploration and Evaluation Properties, and Largo Clean Energy and Largo Physical Vanadium Segments. Its products include VPURE+ vanadium flakes that are used in the production of master alloys and aerospace applications; VPURE vanadium flakes ferrovanadium and vanadium carbon nitride for the steel industry; and VPURE+ vanadium powder for catalyst applications. The company offers renewable energy storage solutions through Largo Clean Energy. Its products are sourced from vanadium deposits at the Maracás Menchen Mine in Brazil. The company was formerly known as Largo Resources Ltd. and changed its name to Largo Inc. in November 2021. The company was incorporated in 1988 and is headquartered in Toronto, Canada.