China National Uranium Co Ltd (001280) fair value: what the stock is really worth
As of Nov 12, 2026: fair value (intrinsic value) of China National Uranium Co Ltd stock ¥9.81, price ¥57.48, that is 82.9% below the price, quality 41 out of 100. Rating: strongly overvalued. Calculated from audited financials with 16 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 11, 2026.
How to read this chart
11‑month range ¥55.41 – ¥100.26 · fair‑value band ¥7.36 – ¥12.27 · the ¥57.48 price screens above the ¥9.81 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 11, 2026.
Follow China National Uranium Co in your weekly email
Every Wednesday you see whether China National Uranium Co is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
China National Uranium Co., Ltd. engages in the mining, smelting, sale, and trading of natural uranium resources in China and internationally.
Show moreShow less
The company offers monazite, uranium-molybdenum, and tantalum-niobium products; and natural uranium, rare earth chloride, ammonium tetramolybdate, tantalum pentoxide, niobium pentoxide, and other related products. China National Uranium Co., Ltd. was founded in 1989 and is based in Beijing, China.
China National Uranium Co., Ltd. operates as a subsidiary of China National Nuclear Corporation.
Stock analysis
China National Uranium Co Ltd (001280) currently trades at ¥57.48, while our model-based Fair Value estimate is ¥9.81, 83% below the price, so the stock looks overvalued today.
Show more
Valuation
Bull case: the Growth Earnings group reads highest at a median of ¥18.27 per share, and 0 of the 16 models we run sit above the ¥57.48 price.
Bear case: the Dividend Discount group reads lowest at ¥0.9950, and 16 of the 16 models stay below the price. Data coverage for this calculation is medium.
Scenario range: ¥7.36 (bear) to ¥12.27 (bull), the price of ¥57.48 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 41/100 (below-average quality), in the Energy sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
China National Uranium Co Ltd reported revenue of 19.9B CNY in FY2025 versus 8.9B CNY in FY2021, a compound +22.3%/yr. Reported net income was 1.6B CNY in FY2025, compounding +18.9%/yr from FY2021.
Key figures
Market cap 119B CNY (≈ $17.8B) Large · P/E ratio 61.8 · P/S ratio 5.42 · EPS (TTM) ¥0.9300 · Dividend yield 0.5% · Net margin 8.6% · Return on equity 15.5% · Return on assets (EBIT) 9.0% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 51 out of 100 (low confidence).
What moves the price
The share trades about 43% below its 52-week high and 4% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Energy peers we cover trades at −43% fair-value upside, at −83%, 001280 screens richer than that median.
Fair Value models
The price assumes far more growth than our models allow for, so the models scatter widely (¥0.9300 to ¥36.89). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear¥7.36Fair Value ¥9.81Bull¥12.27
Price ¥57.48 · Downside -82.9%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then (¥0.5819 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
EPV¥12.74¥14.34¥15.7174
Residual Income¥6.90¥7.55¥9.3173
ROIC Compounder¥14.97¥20.35¥26.8869
All 16 models by family
Earnings-Based
Graham-Dodd¥5.41¥36.89¥51.7260
Lynch FV¥11.07¥15.81¥20.5558
PEG = 1.0¥11.07¥15.81¥20.5555
EPV¥12.74¥14.34¥15.7174
Dividend Discount
Gordon GGM¥0.5500¥1.06¥1.5664
DDM Multi-Stage¥0.5500¥0.9300¥1.1264
Multiples
P/E Multiple¥8.35¥11.14¥13.9263
P/S Multiple¥8.66¥11.54¥14.4358
P/B Multiple¥10.85¥14.47¥18.0955
EV/EBIT¥11.31¥14.87¥18.4366
EV/EBITDA¥8.15¥10.65¥13.1667
EV/Revenue¥8.71¥12.17¥15.6354
Asset-Based
NCAV (Graham)¥2.85¥4.31¥5.3955
Economic Profit
Residual Income¥6.90¥7.55¥9.3173
ROIC Compounder¥14.97¥20.35¥26.8869
Growth Earnings
Growth-Adj P/E¥12.79¥18.27¥23.7565
The fair value above starts from this blend and is adjusted for dilution from new shares.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+15.1%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+23.6%
’21
’22
’23
’24
’25
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+16.2%
Earnings growth per share plus dividend.
Earnings per share, growth per year+15.7%
Dividend (yield on the price)0.5%
Profit margin 2021 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.12% → 15%
AI conclusion: China National Uranium benefits from its exclusive domestic licence as the sole natural uranium producer tied directly to China's nuclear power sector, yet negative operating and free cash flows point to limited financial resilience.
Main risk: A reduction in purchases or tougher pricing by its main customer China Nuclear Power and the broader CNNC group, which accounts for roughly half of revenue, could sharply cut sales volumes and squeeze margins.
Bull case: The company could strengthen its domestic monopoly position through long-term supply agreements while successfully ramping up stable output from Namibian assets under favourable local policies.
Bear case: Disruptions at overseas mines combined with reduced demand from key domestic nuclear operators could leave the company with stranded international investments and sharply lower revenues.
China National Uranium stands as the sole licensed domestic producer of natural uranium in China with a direct link to the nuclear power sector. Its recent completion of the Etango mine investment in Namibia broadens overseas exposure but also brings execution and geopolitical uncertainties alongside uranium price swings. Will the protected home market deliver steadier results than the added international risks create?
Compare China National Uranium Co Ltd with another stock
Price, fair value, quality and upside side by side.
Free, no sign-up
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Uranium · 35 stocks
Beats the industry median on 7/11 measures
Overall it ranks above its industry peers.
Valuation
Quality Score41 · Above median
Fair Value upside−82.9% · Bottom 25%
Profitability
Return on equity (12 months)15.5% · Top 25%
Return on assets5.1% · Top 25%
Net margin (12 months)8.6% · Above median
Operating margin (12 months)12.3% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)23.8% · Above median
Balance sheet
Debt / equity0.22× · Above median
Valuation Multiplesvs Uranium median · lower = cheaper
P/E (12 months)61.8× · Pricier than median
P/B7.04× · Priciest 25%
P/S (12 months)5.42× · Cheaper than median
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 0
FUTURE (revenue growth)100· sector 0
PAST (return on equity)62· sector 0
HEALTH (low debt)89· sector 96
DIVIDEND (yield)9· sector 0
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "China National Uranium Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/001280
Frequently asked questions
Is China National Uranium Co Ltd (001280) overvalued or undervalued?
As of Nov 11, 2026, our model estimates a fair value of ¥9.81 versus a price of ¥57.48, about 83% lower (overvalued).
What is the fair value of 001280?
Our model-based fair value for China National Uranium Co Ltd is ¥9.81 (as of Nov 11, 2026), built from audited fundamentals. The current price: ¥57.48.
What is the quality score of 001280?
China National Uranium Co Ltd has a Quality Score of 41/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for China National Uranium Co Ltd (001280)?
Our model-based price target is the fair value of ¥9.81 (as of Nov 11, 2026) from 16 valuation models. Cautious scenario ¥7.36, optimistic scenario ¥12.27. It is a calculation from audited fundamentals, not an analyst target.
What is the China National Uranium Co Ltd stock forecast for 2026?
Our models put fair value at ¥9.81, about 83% lower versus a price of ¥57.48 (overvalued). Cautious scenario ¥7.36, optimistic scenario ¥12.27. The calculation is refreshed regularly with new filings.
What is the revenue of China National Uranium Co Ltd (001280)?
China National Uranium Co Ltd reported trailing-twelve-month revenue of about 21.9B CNY (latest available figure, as of Nov 11, 2026).
Does China National Uranium Co Ltd pay a dividend?
China National Uranium Co Ltd currently shows a dividend yield of 0.45% relative to its recent price (as of Nov 11, 2026).
How much is the dividend of China National Uranium Co Ltd (001280) and when is the ex-dividend date?
China National Uranium Co Ltd pays a dividend of ¥0.26 per share a year, a dividend yield of 0.5%. The last ex-dividend date was Jul 6, 2026. The payout ratio is 28.0% of earnings. Our assessment: Token dividend. At a yield of 0.5% the dividend is symbolic. On paper it is not fully covered by earnings or free cash flow, but at this size that hardly matters: even scrapping it entirely would cost less than 0.5% a year, and coverage ratios on amounts this small swing with ordinary working-capital movements. Judge this company on its business, not on its dividend.
What is the intrinsic value of China National Uranium Co Ltd (001280)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For China National Uranium Co Ltd it is ¥9.81 per share (as of Nov 11, 2026), against a price of ¥57.48. It is the blended result of 16 valuation models in 6 families (Earnings-Based, Dividend Discount, Multiples, Asset-Based, Economic Profit, Growth Earnings).
Is China National Uranium Co Ltd stock overvalued or undervalued in 2026?
As of Nov 11, 2026, 001280 trades above its calculated fair value: price ¥57.48, fair value ¥9.81, a gap of about −83% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 001280?
No. The price is what the market pays today (¥57.48); the fair value is what the company's own numbers justify (¥9.81). For China National Uranium Co Ltd the two are ¥47.67 per share apart. That gap is exactly why we show both numbers side by side.
How much is China National Uranium Co Ltd worth?
The market values China National Uranium Co Ltd at about 119B CNY (market capitalisation, as of Nov 11, 2026). Per share that is ¥57.48; our models calculate a fair value of ¥9.81 per share.
What do the bullish and bearish scenarios say about 001280?
Our models span a range for China National Uranium Co Ltd: cautious scenario ¥7.36, base ¥9.81, optimistic ¥12.27 per share (as of Nov 11, 2026, price ¥57.48). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of 001280?
China National Uranium Co Ltd trades at a price-to-earnings ratio of 61.8 (as of Nov 11, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of ¥9.81 is built from several models across several years. Other multiples: P/B 7.0, P/S 5.4, EV/EBITDA 33.1.
How solid is the balance sheet of China National Uranium Co Ltd (001280)?
Balance-sheet figures for China National Uranium Co Ltd (as of Nov 11, 2026): return on equity 15.5%, debt of 0.22 per unit of equity. They feed the Quality Score of 41/100, which measures business quality independently of the share price.
How far is 001280 from its 52-week high?
China National Uranium Co Ltd trades at ¥57.48, about 43% below its 52-week high of ¥100.26 and 4% above the low of ¥55.41 (as of Nov 12, 2026). Distance from the high says nothing about value: that is what the fair value of ¥9.81 is for.
Which stocks are comparable to China National Uranium Co Ltd?
From the same area (Energy) we also value Cameco Corporation, NexGen Energy Ltd, Uranium Energy Corp, Denison Mines Corp, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is China National Uranium Co Ltd stock attractive at the current price?
The data as of Nov 11, 2026: price ¥57.48, calculated fair value ¥9.81 (−83%), Quality Score 41/100, from 16 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 001280 calculated?
We run China National Uranium Co Ltd through 16 models from 6 families: Earnings-Based, Dividend Discount, Multiples, Asset-Based, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of ¥9.81 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.3% above its aggregate fair value. China National Uranium Co Ltd itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of China National Uranium Co Ltd (001280)?
The closing price on Nov 12, 2026 was ¥57.48. Our model-based fair value is ¥9.81, about 83% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with China National Uranium Co Ltd right now?
The price sits above even our optimistic bull case (¥12.27). The favourable scenario is already priced in. Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
Key figures of China National Uranium Co Ltd
How large is the market capitalisation of China National Uranium Co Ltd (001280)?
The market capitalisation of China National Uranium Co Ltd is 119B CNY (≈ $17.8B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of China National Uranium Co Ltd (001280)?
The price-to-sales ratio of China National Uranium Co Ltd is 5.42 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of China National Uranium Co Ltd (001280)?
Earnings per share at China National Uranium Co Ltd are ¥0.9300 (price ÷ EPS = P/E 61.8). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of China National Uranium Co Ltd (001280)?
The dividend yield of China National Uranium Co Ltd is 0.5% (payout 28.0%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of China National Uranium Co Ltd (001280)?
The net margin of China National Uranium Co Ltd is 8.6% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of China National Uranium Co Ltd (001280)?
The return on equity (ROE) of China National Uranium Co Ltd is 15.5% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of China National Uranium Co Ltd (001280)?
On an EBIT basis the return on assets of China National Uranium Co Ltd is 9.0% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of China National Uranium Co Ltd (001280)?
The operating margin of China National Uranium Co Ltd is 12.3% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at China National Uranium Co Ltd (001280)?
Revenue at China National Uranium Co Ltd is growing +23.8% versus a year earlier (3y avg +23.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at China National Uranium Co Ltd (001280)?
Earnings per share at China National Uranium Co Ltd are growing −8.4% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does China National Uranium Co Ltd (001280) generate?
The free cash flow of China National Uranium Co Ltd is −4.5B CNY (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net cash does China National Uranium Co Ltd (001280) hold?
China National Uranium Co Ltd holds more cash than debt, 1.3B CNY net (fiscal year 2024). The company holds more cash than debt, a safety cushion.
Free · no account needed
Watch China National Uranium Co Ltd in the live analysis
One click puts China National Uranium Co Ltd on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 27,000+ stock screener.
Some data
Nov 11, 2026