Indeed then this stock is dirt cheap at this price.

I don't think much about PE when the thesis is asymmetry 

If they scale up 3 reactors a year to 30 then it's 5 PE at 1000% YoY growth 🤯

justin_shocknet

BWXT does not need to invent a new reactor architecture to matter. It can adapt existing pressurized water technology it has built and serviced for decades, then apply it where demand is clearest: data centers and industrial users seeking reliable, always-on power.

This is definitely the bull thesis for this company.

The market has already priced in this growth at 54x earnings. Might be too rich to take a large position now.

Stacker_Stocks

BWXT Holds A Realistic Path To Expanding Nuclear Capacity

>BWXT does not need to invent a new reactor architecture to matter. It can adapt existing pressurized water technology it has built and serviced for decades, then apply it where demand is clearest: data centers and industrial users seeking reliable, always-on power.


This is definitely the bull thesis for this company.

The market has already priced in this growth at 54x earnings. Might be too rich to take a large position now.