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    NANO Nuclear Energy (NNE): Valuation Check After New KRONOS Microreactor Deal for Texas LAMP Innovation Hub

    Simply Wall St·12/05/2025 19:27:24
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    NANO Nuclear Energy (NNE) just signed a feasibility study deal with BaRupOn to explore deploying multiple KRONOS MMR units, targeting up to 1 GW of nuclear power for the massive LAMP innovation hub in Liberty, Texas.

    See our latest analysis for NANO Nuclear Energy.

    The BaRupOn feasibility study lands while NANO Nuclear Energy’s share price has been volatile, with a 1 day share price return of 7.91 percent and a 30 day share price return of negative 15.87 percent, but year to date momentum remains strong with a 52.82 percent share price return and a 1 year total shareholder return of 37.56 percent, suggesting investors still see meaningful long term potential despite the swings.

    If this kind of nuclear powered compute story interests you, it could be worth exploring similar opportunities across high growth tech and AI stocks to see what else is gaining traction.

    With the stock up more than 50 percent year to date but still trading below analyst targets, is NANO Nuclear an early stage clean energy play the market is overlooking, or has future growth already been fully priced in?

    Price to Book of 8.1x: Is it justified?

    Using a price to book lens, NANO Nuclear screens as expensive at its last close of $36.57 compared with both peers and the wider industry.

    The price to book ratio compares a company’s market value to the accounting value of its net assets, a common yardstick for asset heavy, capital intensive names like those in the electrical and broader industrial space. For a pre revenue, loss making business such as NANO Nuclear, a rich price to book multiple signals that investors are paying well in advance of any tangible earnings or cash flows.

    Here, NANO Nuclear trades on a price to book ratio of 8.1 times, versus a peer average of 6.7 times. This indicates a premium to its closest comparables. Against the wider US Electrical industry, where the average sits at 2.4 times, the gap is even more pronounced. This suggests the market is assigning NANO Nuclear a valuation more akin to a high growth story than a typical industry player.

    See what the numbers say about this price — find out in our valuation breakdown.

    Result: Price to book of 8.1x (OVERVALUED)

    However, investors need to weigh execution risk on unproven microreactor technology, as well as the possibility that regulatory or funding setbacks could delay commercial timelines and revenues.

    Find out about the key risks to this NANO Nuclear Energy narrative.

    Build Your Own NANO Nuclear Energy Narrative

    If you see the numbers differently or want to dig into the details yourself, you can build a personalized view in minutes with Do it your way.

    A great starting point for your NANO Nuclear Energy research is our analysis highlighting 2 key rewards and 5 important warning signs that could impact your investment decision.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.