China National Uranium Co Ltd (001280) Fair Value & Analysis
Energy · CN · Market cap 117B CNY (≈ $17.5B)
What is China National Uranium Co Ltd really worth?
Below-average quality, and trading another 364% above our fair value of ¥14.20.
Risks
Fair value as of: Aug 13, 2026
From 17 valuation models · updated 22 days ago
Share price +0.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (¥17.75). 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.
Price vs Fair Value (9 months)
White line = price, green steps = our fair value per fiscal year. As of Aug 13, 2026.
How to read this chart
9‑month range ¥56.64 – ¥100.25 · fair‑value band ¥10.65 – ¥17.75 · the ¥65.91 price screens above the ¥14.20 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Aug 13, 2026.
Analysis
China National Uranium Co Ltd (001280) currently trades at ¥65.91, while our model-based Fair Value estimate is ¥14.20, implying the stock looks roughly 364.0% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Energy sector. Bull case: the Growth Earnings group reads highest at a median of ¥21.36 per share, and 0 of the 17 models we run sit above the ¥65.91 price. Bear case: the Asset-Based group reads lowest at ¥5.47, and 17 of the 17 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, China National Uranium Co Ltd 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 72.4. Fundamentals as of Aug 13, 2026
Our scenario range runs from ¥10.65 (bear case) to ¥17.75 (bull case); at ¥65.91, 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 37% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at −65% fair-value upside, at −78%, 001280 screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly ¥0.6183 per share, which is 4.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 17 models by family
Widest divergence: Growth Earnings (¥21.36) versus Dividend Discount (¥1.04). Highest evidence: EPV (74).
Notify me when 001280 reaches fair value
Put 001280 on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Free, no payment details. Unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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 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.
001280 screens 364% overvalued. Compare with NexGen Energy Ltd →
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
Strength profile in five axes (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.
Similar stocks
10 more Uranium stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NexGen Energy Ltd NXE | $9.93 | $1.03 | −90% |
| Sprott Physical Uranium Trust Fund UU | $18.61 | $29.76 | +60% |
| Centrus Energy Corp LEU | $170.46 | $58.25 | −66% |
| CGN Mining Company 1164 | HK$2.87 | HK$1.01 | −65% |
| Deep Yellow Limited DYL | A$1.75 | A$0.3000 | −83% |
| IsoEnergy Ltd ISO | C$15.59 | C$1.59 | −90% |
| Bannerman Energy Ltd BMN | A$3.63 | A$3.63 | +0% |
| Uranium Royalty Corp UROY | $4.44 | $1.62 | −64% |
| Boss Energy Limited BOE | A$1.53 | A$0.3600 | −76% |
| enCore Energy Corp EU | C$1.93 | C$0.7900 | −59% |
Compare China National Uranium Co Ltd with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Energy stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is China National Uranium Co Ltd (001280) overvalued or undervalued?
What is the fair value of 001280?
What is the quality score of 001280?
What is the revenue of China National Uranium Co Ltd (001280)?
What is the net profit margin of 001280?
Does China National Uranium Co Ltd pay a dividend?
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 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.