NuScale Power and BWX Technologies are key players in the nuclear energy industry, focusing on small modular reactors and nuclear components, respectively. The global SMR market is projected to reach $8.37 billion by 2032. NuScale Power is gaining momentum with tech partnerships and rising energy demands, while BWX Technologies secured $2.6B in U.S. naval contracts. NuScale Power’s shares rose 180.3% YTD, outperforming BWXT’s 28.4%, but trades at a higher forward Price/Sales multiple. Despite challenges, both companies are positioned to benefit from the demand for safe, reliable, and carbon-free nuclear energy.

In terms of valuation, SMR and BWXT shares are currently overvalued with a Value Score of F and D respectively. SMR trades at a forward 12-month Price/Sales of 128.86X, compared to BWXT’s 4.08X. Earnings estimates for 2025 show NuScale Power expecting a loss of 45 cents per share, while BWX Technologies anticipates earnings of $3.55 per share. Despite challenges, BWX Technologies appears to have stronger earnings potential and diversified operations, positioning it favorably in the nuclear energy market. Both companies carry a Zacks Rank #3 (Hold) currently.

Read more at Zacks Investment Research: NuScale Power vs. BWXT: Which Nuclear Energy Stock Has an Edge Now? – July 21, 2025