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What this page is: Delvantic's full research page for IsoEnergy Ltd. (ISOU) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.

Page map (sections in order; each card carries a stable reference-name attribute you can cite):

  • profile-header / price-overview — company profile, live quote, market cap
  • extended-analysis — the core: three AI lens reads with findings, scores, and the analyst memo
  • future-predictions — our forward price-band predictions
  • market-narrative / ai-findings / gpt-critique — narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)
  • Members-only sections (render as login gates for anonymous readers): price-history, income-trend, key-metrics, financials (statement tables), insider-trading. The analysis above is public; the raw data tables require a free account.

More for machine readers: site briefing at /llms.txt · any ticker resolves at delvantic.com/stock/TICKER · raw inputs are public-company filings and market data (via licensed data feeds); every model, score, lens read, and prediction on this page is Delvantic's own analysis.

IsoEnergy Ltd.

ISOU NYSE
Energy · Uranium
Toronto, ON M5V 0R2, Canada isoenergy.ca Updated Aug 13, 3:05pm
Price
$10.39
Market Cap
$688.5M
Employees
24
Beta
0.85
Avg Volume
105,478
CEO
Mr. Phillip Williams (Commerce), B.Com., B.Comm. CFA, C.F.A.
GICS Category PDF

IsoEnergy Ltd. is a uranium development company engaged in acquisition, exploration, and evaluation of uranium properties across premier mining jurisdictions including Canada, the United States, and Australia. The company’s flagship asset is the Hurricane deposit in Saskatchewan’s Athabasca Basin, notable for being one of the world's highest-grade indicated uranium resources. IsoEnergy’s portfolio spans a full development spectrum from early exploration through near-term production opportunities, including permitted past-producing mines in Utah, poised for rapid restart. With measured, indicated, and inferred uranium resources totaling over 210 million pounds globally, the company provides diversified exposure across high-quality uranium projects. IsoEnergy operates with an experienced management team, strategic partnerships, and a multi-faceted growth strategy focusing on resource expansion, technical optimization, and development advancement. This positions it as a comprehensive uranium investment vehicle, reflecting the resurgence of nuclear energy and uranium market dynamics.

Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 13
No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Feb 23, 2026.
EPS surprise history — vs analyst consensus · 2 prints of vendor history
-400.0%
Dec '25
Print date EPS est. EPS actual Revenue est. Revenue actual
Feb 23, 2026 — — — —
Dec 5, 2025 $-0.02 $-0.10 -400.0% — —

Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.

Recent SEC Filings
Filed Form Document
Aug 4, 2026 6-K View
Jul 30, 2026 6-K View
Jul 13, 2026 6-K View
Jul 8, 2026 6-K View
Jul 2, 2026 SD View
Jun 29, 2026 6-K View
Jun 25, 2026 6-K View
Jun 11, 2026 6-K View
Jun 11, 2026 6-K View
May 14, 2026 SCHEDULE 13G/A View
May 12, 2026 6-K View
May 7, 2026 6-K View

Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.

Price Overview
Last updated: Aug 13, 2026 3:05pm (just now)
Current data · timestamped when a report runs
$10.39
Change · Aug 13
-0.16 (-1.52%)
Day Range
$10.31 – $10.78
52-Week Range
$6.90 – $13.58
50-Day MA
$10.15
200-Day MA
$10.35
Volume
2,651.00
Share Structure
Outstanding 65,241,359.00
Float 42,245,054.00
Free Float 64.8%
Normal free float — 64.8% of shares trade freely, ~35.2% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Price History (1 Year)
Last updated: Aug 13, 2026 3:06pm (just now)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Aug 7, 2026 2:25am (6d ago)
Why there are no quarterly figures for IsoEnergy Ltd.

This company does not file structured financial statements with the U.S. SEC, so quarterly figures aren't available from our filings-based data engine. Annual figures shown here come from the sources that do cover it.

Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
TD Twelve Data statement HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEX
Stock Price / EPS (Diluted)
-363.58
Stock Price: $10.39
EPS (Diluted): -0.03
P/B Ratio (Price vs net asset value)
HEX
Stock Price / Book Value Per Share
1.87
Stock Price: $10.39
Total Equity: $286.79M
Shares: 51,671,765
EV/EBITDA (Total value vs operating profit)
HEX
Enterprise Value / EBITDA
—
Market Cap: $688.46M
Total Debt: $0.00
Cash: $44.94M
EBITDA: N/A
EBITDA not available
Enterprise Value (Takeover price (cap + debt - cash))
HEX
Market Cap + Total Debt - Cash
$485.0M
Market Cap: $688.46M
Total Debt: $0.00
Cash: $44.94M
Gross Margin (Revenue left after direct costs)
HEX
Gross Profit / Revenue
—
Gross Profit: N/A
Revenue: N/A
Missing from API: Gross Profit, Revenue
Operating Margin (Revenue left after all operations)
HEX
Operating Income / Revenue
—
Operating Income: -$3.50M
Revenue: N/A
Missing from API: Revenue
Net Margin (Revenue left as actual profit)
HEX
Net Income / Revenue
—
Net Income: -$804,722
Revenue: N/A
Missing from API: Revenue
ROE (Profit from shareholder equity)
HEX
Net Income / Total Equity
-0.3%
Net Income: -$804,722
Total Equity: $286.79M
ROIC (Profit from all invested capital)
HEX
NOPAT / Invested Capital
-0.3%
Operating Income: -$3.50M
Tax Rate: 77.0%
Equity: $286.79M
Total Debt: $0.00
Cash: $44.94M
Zero debt — invested capital = equity minus cash (very efficient)
Current Ratio (Can it pay short-term bills)
HEX
Current Assets / Current Liabilities
9.60
Current Assets: $85.03M
Current Liabilities: $8.86M
Debt/Equity (Leverage — debt vs equity)
HEX
Total Debt / Total Equity
0.00
Short-Term Debt: $0.00
Long-Term Debt: $0.00
Total Debt: $0.00
Total Equity: $286.79M
Zero debt — this company carries no debt obligations. Strongest possible score.
Rev/Share (Top-line per share)
HEX
Revenue / Shares Outstanding
—
Revenue: N/A
Shares: 51,671,765
Missing from API: Revenue
Book Value/Share (Net assets per share)
HEX
(Total Assets - Total Liabilities) / Shares
$5.55
Total Equity: $286.79M
Shares: 51,671,765
FCF/Share (Real cash generated per share)
HEX
(Operating Cash Flow + CapEx) / Shares
$-0.18
Operating CF: -$9.15M
CapEx: -$353,050
Shares: 51,671,765
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TD
Last Annual Dividend / Stock Price
—
Last Dividend: $0.00
Stock Price: $10.39
Payout Ratio (Earnings paid out as dividends)
HEX
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: -$804,722
Dividends paid not available in cash flow statement
Income Statement (Annual)
Last updated: Aug 7, 2026 2:25am (6d ago)
Metric 2024 2025
Revenue — —
Cost of Revenue — —
Gross Profit — —
Operating Expenses $574,016 $779,599
Operating Income -$31.5M -$3.5M
Net Income -$30.1M $-804,722
EBITDA — —
EPS $-0.67 $-0.01
EPS (Diluted) $-0.73 $-0.03
Balance Sheet (Annual)
Last updated: Aug 7, 2026 2:25am (6d ago)
Metric 2023 2024 2025
Cash & Equivalents $26.5M $15.2M $44.9M
Total Current Assets — $42.6M $85.0M
Total Assets — $243.5M $297.9M
Current Liabilities — $25.1M $8.9M
Long-Term Debt — — —
Total Liabilities — $26.9M $11.1M
Total Equity $216.5M $216.6M $286.8M
Retained Earnings — -$73.3M -$74.1M
Cash Flow (Annual)
Last updated: Aug 7, 2026 2:25am (6d ago)
Metric 2024 2025
Operating Cash Flow -$7.3M -$9.1M
Capital Expenditure $-441,887 $-353,050
Free Cash Flow -$7.8M -$9.5M
Acquisitions (net) — —
Net Debt Issued / (Repaid) — —
Dividends Paid — —
Stock Buybacks — —
Net Change in Cash -$11.2M $29.7M
Growth Trends (YoY %)
Last updated: Aug 7, 2026 2:25am (6d ago)
Metric 2025
Revenue Growth —
Gross Profit Growth —
Operating Income Growth +88.9%
Net Income Growth +97.3%
EBITDA Growth —
Industry Benchmarks
Compares ISOU against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
4i Book Value Analysis — For deep value / turnaround stocks only
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ISOU — it's generated by the pipeline (market-narrative step).
Claude Reading
Claude Opus reviews the pipeline's raw data + every prior verdict, then writes an independent take.
No AI findings yet for ISOU — they're generated by the pipeline (ai-findings step) when a report is run on this ticker.
GPT Reading
GPT reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No GPT reading yet for ISOU — it's generated by the pipeline (gpt-critique step) after the other Big-3 seats, when a report is run on this ticker.
Grok Reading
Grok (xAI) reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No Grok reading yet for ISOU — it's generated by the pipeline (grok-critique step) alongside the other Big-3 seats, when a report is run on this ticker.
Advanced Analysis Forensic deep-dive · four lenses
A separate, manually-run forensic pipeline (dilution, earnings quality, liquidity → two scored lenses → the play). Hasn't been run for this ticker yet.
Community AI Feedback
No community reviews yet for ISOU. Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.530 · 761561a2 · 2026-08-12 19:06:35