Ur Energy Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ur Energy Inc (URG) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Ur Energy Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 35M vs 17,555M combined for its competitors (0.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+63.9% annualized vs trailing 12 months), vs accelerating (+6.5%) for its tracked peer group.
- Growth: Ur Energy Inc generated 37.7% revenue growth year over year in Q2 2026, vs 27.5% for its competitors combined.
- Profitability: Its -116.1% net margin compares with 4.9% for the peer group.
- Scale: Ur Energy Inc ranks #85 of 155 companies by market capitalization in the Metal Mining industry, holding 0.0% of industry market cap.
- Peer revenue share: Ur Energy Inc accounted for 0.3% of combined revenue among its tracked peer group, up from 0.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.22M compares with $1.04M for the peer group (0.2x).
- Structure: Ur Energy Inc operates in the following segments: Single Reportable Segment.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
URG Sales vs. its Competitors, Q2 2026
Ur Energy Inc reported revenue growth of 37.74 % year on year in Q2 2026, above its competitors' combined revenue growth of 27.52 %.
With a net margin of -116.13 %, Ur Energy Inc reported lower profitability than its competitors (4.86 %).
Ur Energy Inc generated 0.31 % of the combined sales of its peer group, up from 0.28 % a year earlier.
API endpoints for this dataset
Ur Energy Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Ur Energy Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Ur Energy Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Ur energy inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Ur Energy Inc's competitor groups requires a Commercial License.
For context: the Metal Mining industry grew revenue 21.6% year over year, combined, vs 37.7% for Ur Energy Inc. Ur Energy Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Ur Energy Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ur energy inc | - | - | - | Yes |
| Competitors combined (5) | ||||
| Similar-Size Competitors (8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
URG Stock Performance relative to its Competitors
URG Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Reliance Inc | 282.9% | Outperformed |
| 2 | Western Uranium and Vanadium Corp | 282.9% | Outperformed |
| 3 | Uranium Energy Corp | 282.9% | Outperformed |
| 4 | Energy Fuels Inc | 282.9% | Outperformed |
| 5 | Liberty Star Uranium and Metals Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ur Energy Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Ur Energy Inc's Comment on Competition and Industry Peers
The uranium industry is highly competitive, and our competition includes larger,
more established companies with longer operating histories that not only explore
for and produce uranium, but also market uranium and other products on a regional,
national or worldwide basis. Because of their greater financial and technical
resources, competitive bidding processes involving such companies will be challenging;
this competition extends to the further acquisition of properties and also equipment,
contractors and personnel required to explore and develop such properties. Additionally,
these larger companies have greater resources to continue with their operations
during periods of depressed market conditions.
Publicly Traded Peers of Ur energy inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Ur energy inc |
317.47 | 35.08 |
 Reliance Inc |
21,637.95 | 17,367.80 |
 Uranium Energy Corp |
3,691.18 | 80.45 |
 Energy Fuels Inc |
1,794.31 | 105.76 |
 Western Uranium and Vanadium Corp |
22.30 | 0.58 |
 Liberty Star Uranium and Metals Corp |
1.50 | - |
| SUBTOTAL | 27,464.71 | 17,589.67 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ur energy inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ur Energy Inc's Competitors Named by the Company
Competitive relationships identified from Ur Energy Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Reliance Inc | Company report | 85% |
| Western Uranium and Vanadium Corp | Company report | 85% |
| Uranium Energy Corp | Company report | 85% |
| Energy Fuels Inc | Company report | 85% |
| Liberty Star Uranium and Metals Corp | Company report | 85% |
Company report basis, confidence, active dates and source counts for Ur Energy Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Ur Energy Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Ur energy inc | Single Reportable Segment 100.00 % |
| Reliance Inc | Metals Service Centers Segment 100.00 % |
| Uranium Energy Corp | Corporate and Unallocated 100.00 % |
| Energy Fuels Inc | Uranium 98.51 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Ur Energy Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Ur energy inc | 317 | 223,414 | -563,764 |
| Reliance Inc | 21,638 | 1,106,229 | 70,592 |
| Uranium Energy Corp | 3,691 | 3,094,346 | -5,281,192 |
| Energy Fuels Inc | 1,794 | 98,932 | -77,184 |
| Western Uranium and Vanadium Corp | 22 | 36,287 | -333,281 |
| Liberty Star Uranium and Metals Corp | 2 | - | -546,487 |
| PEERS TOTAL | 27,147 | 1,044,108 | 52,463 |
Ur Energy Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 130 companies in Ur Energy Inc's industry classification, broader than the peer set above. Market cap in millions of $.Ur Energy Inc ranks #85 of 130 companies by market capitalization in its industry, holding 0.02 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 731, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Bhp Group Limited | 208,750 | 15.75 % |
| 2 | Southern Copper Corp | 147,619 | 11.14 % |
| 3 | Newmont Corporation | 135,445 | 10.22 % |
| 4 | Rio Tinto Plc | 107,980 | 8.15 % |
| 5 | Agnico Eagle Mines Limited | 1,234 | 5.2% |
| 6 | Freeport mcmoran Inc | 1,234 | 5.2% |
| 7 | Wheaton Precious Metals Corp | 1,234 | 5.2% |
| 8 | Franco nevada Corporation | 1,234 | 5.2% |
| 9 | Anglogold Ashanti Plc | 1,234 | 5.2% |
| 10 | Gold Fields Limited | 1,234 | 5.2% |
| 85 | Ur energy inc | 308 | 0.02 % |
Market cap and industry share for the rest of Ur Energy Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-09.
Ur Energy Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 80 | Idaho Strategic Resources Inc | 352 | -23.64 % |
| 81 | Niocorp Developments Ltd | 351 | -49.24 % |
| 82 | Lifezone Metals Limited | 335 | 12.93 % |
| 83 | Highlander Silver Corp | 313 | - |
| 84 | Western Copper And Gold Corporation | 1,234 | 12.3% |
| 85 | Ur energy inc | 308 | -38.38 % |
| 86 | Vox Royalty Corp | 1,234 | 12.3% |
| 87 | Trx Gold Corporation | 1,234 | 12.3% |
| 88 | Mesabi Trust | 1,234 | 12.3% |
| 89 | Blue Moon Metals Inc | 1,234 | 12.3% |
| 90 | Goldmining Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Ur Energy Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-09. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Ur Energy Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Metal Mining industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (111 companies). See the full Metal Mining industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 11.03 % | 28.55 % (avg) | -17.5 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | - | 21.74 % (avg) | - |
| Capital Intensity (Capex / Revenue) | 120.12 % | 15.47 % (avg) | +104.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Ur Energy Inc's Valuation vs Competitive Position
Valuation multiples vs the Metal Mining industry average (111 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Metal Mining industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 23.9x | - |
| EV / EBITDA | - | 14.6x | - |
| P/B | 8.0x | 3.4x | +4.7x |
| Return on Equity | -110.66 % | industry aggregate | -129.76 % |
| Return on Invested Capital | -25.10 % | 6.16 % (avg) | -31.26 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Ur Energy Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -38.76 % | 37.28 % | - | - | - | 500.00 % | 90.66 % | - |
| Operating Margin | 5.56 % | -25.70 % | - | - | -104,178.95 % | - | - | - |
| Return on Invested Capital | 0.93 % | -6.35 % | -6.20 % | -4.61 % | -6.29 % | -13.36 % | -22.20 % | -25.19 % |
| P/E | 23.0x | - | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Ur Energy Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Ur Energy Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 30.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Ur Energy Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 731 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 120.12 % vs industry average 15.47 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Ur Energy Inc's dedicated Suppliers and Customers pages, not here.
Ur Energy Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Ur Energy Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Ur Energy Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+63.9% annualized vs trailing 12 months).
Weaknesses
- Return on equity 129.8 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Industry revenue growing at a healthy 30.1% median pace.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Ur Energy Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Ur energy inc | 2.65 | 4.90 | 0.64 |
| Reliance Inc | 0.22 | 4.40 | 0.22 |
| Uranium Energy Corp | 16.28 | 19.89 | - |
| Energy Fuels Inc | 2.45 | 24.94 | 0.72 |
| Western Uranium and Vanadium Corp | 5.78 | 6.45 | - |
| Liberty Star Uranium and Metals Corp | 0.22 | 0.27 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Ur Energy Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Ur energy inc | Q2 2026 | +37.7 % | - |
| Reliance Inc | Q3 2026 | +42.8 % | +112.1 % |
| Uranium Energy Corp | Q2 2026 | - | - |
| Energy Fuels Inc | Q2 2026 | +496.1 % | - |
| Western Uranium and Vanadium Corp | Q2 2026 | +554.0 % | - |
| Liberty Star Uranium and Metals Corp | Q2 2026 | - | - |
| PEERS TOTAL | +43.8 % | +146.2 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ur Energy Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Ur energy inc | Q2 2026 | +48.6 % | +198.3 % |
| Reliance Inc | Q3 2026 | +43.5 % | -2.7 % |
| Uranium Energy Corp | Q2 2026 | - | +201.2 % |
| Energy Fuels Inc | Q2 2026 | +192.5 % | +139.1 % |
| Western Uranium and Vanadium Corp | Q2 2026 | - | - |
| Liberty Star Uranium and Metals Corp | Q2 2026 | - | - |
Ur Energy Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ur energy inc | - | - | - |
| Reliance Inc | 10.08% | 10.90% | 15.05% |
| Uranium Energy Corp | - | - | - |
| Energy Fuels Inc | - | - | - |
| Western Uranium and Vanadium Corp | - | - | - |
| Liberty Star Uranium and Metals Corp | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Ur Energy Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ur energy inc | - | 9.05 |
| Reliance Inc | 19.65 | 1.25 |
| Uranium Energy Corp | - | 45.88 |
| Energy Fuels Inc | - | 16.97 |
| Western Uranium and Vanadium Corp | - | 38.40 |
| Liberty Star Uranium and Metals Corp | - | - |
| PEERS AVERAGE | 34.61 | 1.56 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.