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American Uranium Limited (AMU) Fair Value & Analysis

Energy · AU · Market cap A$9.7M

AU American Uranium Limited AMU · AU
PriceA$0.0730
Fair ValueA$0.0414
Upside-43.3%
Quality36/100
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Mixed Growth
Thin margins · 0.0% net margin
negative free cash flow
Mixed vs. peers (4/7)
Narrow moat 12/100
Evidence: Low Range A$0.0340 – A$0.0414 Share as image

Fair value as of: Jul 16, 2026

From 3 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from A$0.0418 to A$0.0414 (−0.9%) since Jun 26, 2026. Share price −2.7% over the past month.

Below-average quality, and screening another 43% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (A$0.0414). The favourable scenario is already priced in.
  • Weak quality (36/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

A$1.72 A$0.0670 Fair Value A$0.0414 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range A$0.0670 – A$1.72 · fair‑value band A$0.0340 – A$0.0414 · the A$0.0730 price screens above the A$0.0414 fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

American Uranium Limited (AMU) currently trades at A$0.0730, while our model-based Fair Value estimate is A$0.0414, implying the stock looks roughly 43.3% overvalued today. The Quality Score stands at 36/100 (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: low).

Trailing-twelve-month revenue stands at A$3.5K. Revenue declined 84.3% year over year. It earns a return on equity of -5.3%. The balance sheet holds a net cash position of A$1.9M. Fundamentals as of Jul 16, 2026

Our scenario range runs from A$0.0340 (bear case) to A$0.0414 (bull case); at A$0.0730, 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 76% below its 52-week high, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -63% fair-value upside, at -43%, AMU screens cheaper 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.

Model 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. Evidence
Highest evidence
Gordon GGM A$0.0200 A$0.0200 A$0.0200 70
DDM Multi-Stage A$0.0200 A$0.0200 A$0.0300 61
NCAV (Graham) A$0.1100 A$0.1400 A$0.2100 50
All 3 models by family
Dividend Discount
Gordon GGM A$0.0200 A$0.0200 A$0.0200 70
DDM Multi-Stage A$0.0200 A$0.0200 A$0.0300 61
Asset-Based
NCAV (Graham) A$0.1100 A$0.1400 A$0.2100 50

Widest divergence: Asset-Based (A$0.1400) versus Dividend Discount (A$0.0200). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) A$3.5K
Revenue growth (YoY) -84.3%
Return on equity -5.3%
Free cash flow −A$1.3M FY2025
Operating margin -46,707%
EPS (TTM) A$-0.0200
More key figures
Net cash A$1.9M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 36/100

Of which business quality 39 · Market factors (momentum, volatility) 13

Profitability 0
Margins and returns on capital today
Quality Growth 22
Are margins and returns improving?
Cashflow 9
Earnings quality: real cash, not paper profit
Fin. Strength 81
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 32
Calm price path (market factor)
Momentum 7
Price trend over the last 3–12 months (market factor)
52W Momentum 2
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

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

American Uranium Limited, together with its subsidiaries, explores for mineral tenements in Wyoming and Utah, the United States. It explores for uranium and vanadium assets.

Full company description

American Uranium Limited, together with its subsidiaries, explores for mineral tenements in Wyoming and Utah, the United States. It explores for uranium and vanadium assets. The company flagship project is the 100% owned Lo Herma In-Situ Recovery (ISR) uranium project consisting of approximately 13,500 acres of mineral lode claims and 2 state leases located in the Converse County, Powder River Basin, Wyoming. The company was formerly known as to GTI Energy Ltd and changed its name American Uranium Limited in August 2025. American Uranium Limited was incorporated in 2007 and is based in West Perth, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2020 – FY2025 · reported fiscal years

American Uranium Limited reported revenue of A$37.4K in FY2024 versus A$9.2K in FY2020, a compound +42.2%/yr. Reported net income was −A$1.4M in FY2025.

Growth Quality 22/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
A$37.4K
Latest YoY
−58.4%
Avg. growth/yr (5Y) 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.
+30.2%
Avg. growth/yr (11Y) 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.
−6.9%
Revenue +42.2%/yr
FY20 A$9.2K
FY21 A$0
FY22 A$0
FY23 A$90.0K
FY24 A$37.4K
Net income
FY21 −A$1.4M
FY22 −A$3.0M
FY23 −A$1.7M
FY24 −A$1.6M
FY25 −A$1.4M

AMU screens 43% overvalued. Compare with Cameco Corporation →

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Cite: Fair Value Calculator (2026). "American Uranium Limited Fair Value". https://www.fairvalue-calculator.com/stock/AMU

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.

Quality Score 36 · Above median
Fair Value upside −45% · Below median
Return on assets -3% · Below median
Net margin (TTM) 0% · Top 25%
Revenue growth -84% · Bottom 25%

Valuation Multiples vs Uranium median · lower = cheaper

P/B 0.24× · Cheaper than 75% of peers

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Oil & gas

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 16, 2026).

Stock Price Fair Value vs Fair Value
Cameco Corporation CCJ $95.99 $9.62 -90%
China National Uranium Co 001280 ¥56.66 ¥11.54 -80%
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%

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Frequently asked questions

Is American Uranium Limited (AMU) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of A$0.0414 versus a price of A$0.0730, about −43% (overvalued).
What is the fair value of AMU?
Our model-based fair value for American Uranium Limited is A$0.0414 (as of Jul 16, 2026), built from audited fundamentals. The current price is A$0.0730.
What is the quality score of AMU?
American Uranium Limited has a Quality Score of 36/100. 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 revenue of American Uranium Limited (AMU)?
American Uranium Limited reported trailing-twelve-month revenue of about A$3.5K (latest available figure, as of Jul 16, 2026).
What is the net profit margin of AMU?
The net profit margin of American Uranium Limited is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

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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