With energy costs in focus, inflation still on watch lists, and central banks reacting to every shift in commodity prices, many investors are looking again at reliable, low carbon power sources. Nuclear energy stocks sit at the crossroads of power security, decarbonisation goals, and long term infrastructure investment, spanning uranium producers, enrichment specialists, and reactor operators. This Nuclear Energy Stocks screener helps you quickly filter that universe into a more focused group of companies that fit today’s macro themes. Below, the article walks through 3 stocks from the screener that stand out for further research.
Marubeni (TSE:8002)
Overview: Marubeni is a diversified Japanese trading and investment company that buys, sells, and operates businesses across everyday consumer goods, industrial materials, food and agriculture, energy, infrastructure, and financial services. It connects global producers and end users, while also owning and operating assets from natural resources and power projects to real estate and transport.
Operations: Marubeni generates most of its revenue from Food & Agri Business at ¥3,720,523m, followed by Energy & Chemicals at ¥1,365,839m, Metals & Mineral Resources at ¥918,917m, Aerospace & Mobility at ¥691,291m, Lifestyle at ¥644,053m, Power & Infrastructure Services at ¥485,323m, and smaller contributions from IT Solutions, next Generation Business Development, Finance, Leasing & Real Estate, and Other segments.
Market Cap: ¥8,755.0b
Marubeni gives you exposure to several energy and infrastructure themes in one stock, from nuclear and environmental value trading to natural gas, ammonia, and sustainable aviation fuel. Earnings growth has been steady rather than rapid and ROE of 12.4% is not high, but a 6.6% net margin, ongoing share buybacks and recent EagleRidge Energy and eVTOL vertiport moves show a company actively reshaping its portfolio. High debt and reliance on external funding, plus relatively new management and board teams, mean investors need to weigh financial and governance risk carefully. For investors looking at nuclear and broader low carbon infrastructure, the key question is whether Marubeni’s mix of assets and capital decisions justifies a closer, deeper look.
Marubeni’s steady earnings, share buybacks, and push into energy transition assets suggest a story still taking shape, and the real question is what the 2 key rewards and 2 important warning signs reveals about the next twist
Hitachi (TSE:6501)
Overview: Hitachi is a Japanese industrial and technology group that builds and services critical infrastructure, from power grids and rail systems to data centers and factory automation, while also providing IT, cloud and digital solutions globally. Its businesses span energy, mobility, and connective industries, tying together hardware, software, and services that support large scale electrification and digitalisation projects.
Operations: Hitachi generates most of its revenue from Connective Industries at ¥3,262,791m, Digital Systems & Services at ¥2,940,057m, and Energy at ¥3,219,953m, with additional contributions from Mobility at ¥1,321,571m and Others at ¥531,089m, partly offset by corporate eliminations of ¥688,680m.
Market Cap: ¥21,749.2b
Hitachi sits at the heart of several themes behind nuclear and grid focused investing, with sizeable Energy and Digital Systems & Services businesses tied to power grid upgrades, AI enabled infrastructure and mobility projects. Expectations for revenue and earnings growth, improving profit margins and high quality earnings are part of the current investment narrative. Recent partnerships with Google Cloud, Intel and Anthropic around physical AI and cybersecurity, plus contracts such as Toronto subway signaling and a new US power transformer facility, indicate real world traction. At the same time, a relatively high P/E, funding entirely from external borrowings, and pressure in areas like China elevators and midrange IT hardware underline that execution and capital discipline still matter. The key consideration for investors is how these potential growth drivers and risks balance out over time.
Hitachi’s push into grid, AI and mobility projects looks powerful, but the real story is how that growth stacks up against its pricing and funding structure, so check the analyst forecasts for Hitachi before one detail flips the whole picture
Mitsubishi Heavy Industries (TSE:7011)
Overview: Mitsubishi Heavy Industries is a global industrial group that builds and services large scale equipment for energy, aviation, defense, transport, and environmental solutions, including nuclear power systems, carbon capture technology, and aircraft engines. Its products and services support critical infrastructure projects and low carbon energy systems across Japan and international markets.
Operations: Mitsubishi Heavy Industries generates most of its revenue from Energy Systems at ¥2,062,600m and Aircraft, Defense & Space at ¥1,393,858m, followed by Plants & Infrastructure Systems at ¥880,893m and Logistics, Thermal & Drive Systems at ¥630,826m, with smaller contributions from Others and corporate eliminations.
Market Cap: ¥13,257.6b
Mitsubishi Heavy Industries brings together nuclear power, gas turbines, carbon capture and defense into one company, with a record order backlog above ¥10.7t and earnings that recently outpaced the wider Machinery industry. Partnerships with Nvidia on AI data center cooling and Entergy on lower cost carbon capture show how its technology is plugged into real world decarbonisation projects. A 6.9% net margin and 11.1% ROE point to a business still working on improving returns. At the same time, a high P/E, reliance on external borrowing, geopolitics in China and execution risk in complex defense and infrastructure projects mean the upside is not risk free. This is exactly why investors watching nuclear and energy transition themes may want to look closer at how this story is evolving.
Mitsubishi Heavy Industries looks like an energy transition story still in early innings, with nuclear, carbon capture and defense all in play. Walk through the analysis report for Mitsubishi Heavy Industries to see what might be hiding behind that high P/E and backlog.
The 3 stocks here are only a starting point, and the full Nuclear Energy Stocks screener surfaces 33 more companies with equally interesting nuclear energy stories that could fit different risk profiles and time horizons. Use Simply Wall St to identify, filter, and analyze the specific catalysts and narratives that matter to you, so you can focus on nuclear energy opportunities that best match your own convictions.
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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.
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