Deep Yellow Limited (DYL) Fair Value & Analysis
Energy · AU · Market cap A$1.2B
Fair value as of: Jul 18, 2026
From 11 valuation models · updated 23 days ago
Share price +3.7% 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 (A$0.2550). The favourable scenario is already priced in.
- Weak quality (34/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range A$0.4850 – A$2.91 · fair‑value band A$0.1615 – A$0.2550 · the A$1.39 price screens above the A$0.2550 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Deep Yellow Limited (DYL) currently trades at A$1.39, while our model-based Fair Value estimate is A$0.2550, implying the stock looks roughly 81.7% overvalued today. The Quality Score stands at 34/100 (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).
Revenue declined 68.1% year over year. It earns a return on equity of 0.3%. The balance sheet holds a net cash position of A$214M. Fundamentals as of Jul 18, 2026
Our scenario range runs from A$0.1615 (bear case) to A$0.2550 (bull case); at A$1.39, 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 53% below its 52-week high and 9% 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%, DYL 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 11 models by family
Widest divergence: Asset-Based (A$0.4400) versus Multiples (A$0.1000). Highest evidence: Residual Income (76).
Key figures & financial health
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 23
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
Deep Yellow Limited, together with its subsidiaries, engages in the acquisition, exploration, development, and evaluation of uranium properties in Australia and Namibia. It operates through Tumas Project, Mulga Rock Project, Exploration, and Other Activities segments. The company also explores for iron deposits.
Full company description
Deep Yellow Limited, together with its subsidiaries, engages in the acquisition, exploration, development, and evaluation of uranium properties in Australia and Namibia. It operates through Tumas Project, Mulga Rock Project, Exploration, and Other Activities segments. The company also explores for iron deposits. Its flagship property is the 95% owned Tumas Project, which covers an area of approximately 125 kilometers located in Namibia. In addition, the company is involved in property investment; and trustee of share trust activities. Deep Yellow Limited was incorporated in 1985 and is headquartered in Subiaco, Australia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Deep Yellow Limited reported revenue of A$11.6M in FY2025 versus A$56.1K in FY2021, a compound +279.1%/yr. Reported net income was A$7.2M in FY2025.
DYL 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 18, 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% |
| 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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Frequently asked questions
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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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