China National Uranium Co (001280) Fair Value & Analysis
Energy · CN · Market cap 117B CNY
Fair value as of: Jul 17, 2026
From 17 valuation models · updated 21 days ago
Share price +2.9% over the past month.
Below-average quality, and screening another 82% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥14.43). The favourable scenario is already priced in.
- Weak quality (33/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (8 months)
White line = price, green steps = our fair value per fiscal year. As of Jul 17, 2026.
How to read this chart
8‑month range ¥56.64 – ¥100.25 · fair‑value band ¥8.66 – ¥14.43 · the ¥64.77 price screens above the ¥11.54 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Jul 17, 2026.
Analysis
China National Uranium Co (001280) currently trades at ¥64.77, while our model-based Fair Value estimate is ¥11.54, implying the stock looks roughly 82.2% overvalued today. We read business quality at 33/100 (below-average quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, China National Uranium Co generated revenue of 17.3B CNY at a net margin of 8.4%. It earns a return on equity of 15.5%. The balance sheet holds a net cash position of 1.3B CNY. The stock trades on a trailing P/E of 76.6. Fundamentals as of Jul 17, 2026
Our scenario range runs from ¥8.66 (bear case) to ¥14.43 (bull case); at ¥64.77, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 38% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -63% fair-value upside, at -82%, 001280 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 17 models by family
Widest divergence: Growth Earnings (¥20.92) versus Dividend Discount (¥1.04). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 16
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
China National Uranium Co., Ltd. engages in the mining, smelting, sale, and trading of natural uranium resources in China and internationally. 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.
Full company description
China National Uranium Co., Ltd. engages in the mining, smelting, sale, and trading of natural uranium resources in China and internationally. 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
China National Uranium Co reported revenue of ¥19.9B in FY2025 versus ¥8.9B in FY2021, a compound +22.3%/yr. Reported net income was ¥1.6B in FY2025, compounding +18.9%/yr from FY2021.
001280 screens 82% overvalued. Compare with Cameco Corporation →
Peer Group
Uranium · 26 stocks
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.
Valuation Multiples vs Uranium median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Uranium stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cameco Corporation CCJ | $95.99 | $9.62 | -90% |
| NexGen Energy Ltd NXE | $9.25 | $1.04 | -89% |
| Sprott Physical Uranium Trust Fund UU | $18.61 | $29.76 | +60% |
| Centrus Energy Corp LEU | $156.05 | $58.25 | -63% |
| CGN Mining Company 1164 | HK$2.42 | HK$1.01 | -58% |
| Deep Yellow Limited DYL | A$1.23 | A$0.3000 | -76% |
| IsoEnergy Ltd ISOU | $10.01 | $1.78 | -82% |
| Bannerman Energy Ltd BMN | A$3.51 | A$3.63 | +3% |
| Uranium Royalty Corp UROY | $2.76 | $1.62 | -41% |
| Boss Energy Limited BOE | A$1.30 | A$0.3600 | -72% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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