Ur Energy Inc URG

Competitive advantage analysis · energy

Corporate Default
Overall moat score
16/100
Weak

About Ur Energy Inc

Ur-Energy Inc. engages in the acquisition, exploration, development, and operation of uranium mineral properties in the United States. The company holds interests in 12 projects located in the United States. Its flagship property is the Lost Creek project covering an area of approximately 1,800 unpatented mining claims and three Wyoming mineral leases covering an area of approximately 35,400 acres located … Full URG analysis →

Competitive advantage assessment

Key strengths

  • Operating Leverage in Effect Operating leverage is evident (score 1.00), with margins expanding over time.
  • Strong Liquidity Buffer Liquidity position is strong (score 0.93), providing operational cushion.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 3.9th percentile with high volatility suggests weak pricing power or commoditized products.
  • ROIC Below WACC or Peers ROIC at 2.4th percentile suggests inefficient capital deployment.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Weak
1

Where URG ranks in Energy

Ur Energy Inc ranks #240 of 267 scored companies in Energy by moat score — the top 90%. The widest moat in the group is Hess Midstream LP (HESM) at 84/100.

Moat scores for companies ranked near URG in Energy
# Company Moat score Rating
236 Energy Fuels Inc UUUU 18/100 Weak
237 Aemetis, Inc AMTX 17/100 Weak
238 EON Resources Inc. EONR 16/100 Weak
239 KLX Energy Services Holdings, I KLXE 16/100 Weak
240 Ur Energy Inc URG 16/100 Weak
241 Trio Petroleum Corp. TPET 15/100 Weak
242 ProFrac Holding Corp. ACDC 13/100 Weak
243 Denison Mines Corp DNN 13/100 Weak
244 Sable Offshore Corp. SOC 10/100 Weak

See every Commodities & Mining company ranked by moat score →

How URG scores on the Corporate Default defenses

Pricing Power

Score 1 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 5 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 2 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 16 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 31 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 42 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding URG's moat

What is Ur Energy Inc's moat score?

Ur Energy Inc (URG) scores 16 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as weak. It ranks #240 of 267 scored companies in Energy, the top 90%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 280 companies in Energy. Its strongest defense is Scale & Market Position (42/100) and its weakest is Pricing Power (1/100).

How does Ur Energy Inc compare with other Energy companies?

Ur Energy Inc ranks #240 of 267 scored companies in Energy by moat score. The widest moat in Energy is Hess Midstream LP (HESM) at 84/100. The companies ranked closest are KLX Energy Services Holdings, I (KLXE) at 16 just above it and Trio Petroleum Corp. (TPET) at 15 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 280 companies in Energy. The defenses are then weighted to produce the overall score out of 100.

Why is Ur Energy Inc scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Ur Energy Inc?

The Corporate Default template measures 6 defenses, and URG scores: Pricing Power (1), Cost Advantage (5), Customer Stickiness (2), Capital Efficiency (16), Resilience (31), Scale & Market Position (42). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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