Uranium Royalty
UROY on Nasdaq. Uranium Royalty Corp sells uranium royalty interests to investors and uranium to utilities. Market value $1.5bn.
Price checks use the past 12 months to July 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to April 2026.
We can't read total debt from the filing, so debt is left out.
Cash flow or capital spending isn't reported, so free cash flow is unknown.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
Nothing stands out yet.
See Financial services stocks that passed both tests
This is not advice. Check the numbers below.
We don't have this figure for this company.
What you pay for each dollar of net assets: $1.60.
Profit per $100 you pay: $3.61.
Quality score: not known. Price score: 57 of 100. Our list needs 70 on quality and 60 on price.
$4.07 a share, 59% above its 1-year low
Over the past year the price has ranged from $2.56 to $5.52.
Pays no dividend
Prices from Monday’s close (5 October).
Five years of cash, in billions
| Revenue | |
| Revenue | $187m |
| Operating margin | |
| Operating margin | n/a |
| Debt to equity | |
| Debt to equity | n/a |
| Shares outstanding | |
| Shares outstanding | 0.38bn |
Health checks
- Free cash flow positiveDoesn't apply to banks and insurers
- Accounting checksDoesn't apply to banks and insurers
- DebtDoesn't apply to banks and insurers
- Revenue growth, five yearsUnknown
- Buying back its own sharesRoughly flat
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 28 July 2026
- Next quarterly (estimated, 10-Q)
- 14 December 2026
Who owns it
1 long-term investor we follow owns it, up from 0 last quarter. 113 funds in all.
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Gotham Asset ManagementJoel Greenblatt | $128,867 | <0.1% | New |
Largest holders overall
- Mirae Asset Global Etfs Holdings$25m
- CenterBook Partners LP$10m
- Morgan Stanley$9mAdded
- Accordant Advisory Group$7mAdded
- Arrowstreet Capital, Limited Partnership$6mNew
- Renaissance Technologies$5mAdded
- Jane Street Group$4mAdded
- Sprott$4mCut
- Simcoe Capital$3m
- Vident Advisory$3mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- URANIUM ENERGY CORPPassive investor7.7%−10.7 ptsSince 27 July 2026
What they said
The Reporting Person intends to review its investment in the Issuer on a continuing basis taking into consideration various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the…
Read the filing - Global X Management CO LLCPassive investor5.7%+0.7 ptsSince 31 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
URANIUM ENERGY CORP Passive investor | 7.7%−10.7 pts | 27 July 2026 | What they saidThe Reporting Person intends to review its investment in the Issuer on a continuing basis taking into consideration various factors, including the Issuer's business, financial condition, results of operations and prospects, general economic and industry conditions, the… Read the filing |
Global X Management CO LLC Passive investor | 5.7%+0.7 pts | 31 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $43,289 of shares on the open market.
- MELBYE SCOTTChief Executive Officer, DirectorBought
- Date
- 30 July 2026
- Shares
- 13,850
- Price
- $3.13
- Value
- $43,289
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 30 July 2026 | MELBYE SCOTT Chief Executive Officer, Director | Bought | 13,850 | $3.13 | $43,289 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.