BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock? - AOL

BWX Technologies, which supplies nuclear reactors and high-assay enriched fuel, is trading at lower valuations than other nuclear-related stocks, according to the piece. It notes BWX stock is down more than 7% so far this year, while companies including GE Vernova, NuScale Power, Oklo, Cameco and Uranium Energy trade at higher multiples. The article points to BWX’s role as a near-sole-source provider for the U.S. Navy’s submarine and aircraft-carrier fleet, citing financial momentum in the second quarter: $901.6 million in revenue (+18% year over year) and $1.07 EPS (+5%). It highlights $1.4 billion in recent U.S. Navy contracts, a backlog of more than $8.6 billion, and increased revenue guidance to $3.8 billion.