Data as of:
LIVE
LTBR
Lightbridge Corporation · Energy / Advanced Nuclear Fuel
$7.53
-8.62% this month
VERSUS
COMPARE
OKLO
Oklo Inc. · Energy / Advanced Nuclear Reactors
$40.57
+4.48% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
LTBR
1
OKLO
2
Comparison scoreboard
OKLO LEADS 2/5AI Score
LTBR 21.5
OKLO ✓46.1
1Y Return
LTBR -50.23%
OKLO ✓-44.91%
Fwd P/E
LTBR N/A
OKLO -40.40
Target Up.
LTBR N/A
OKLO +96.88%
Op. Margin
LTBR ✓0.00%
OKLO -6048.76%
Metrics last refreshed: 8/31/2026
Quick take
LTBR vs OKLO Stock Comparison: AI Score, Valuation, Performance and Upside
Lightbridge and Oklo are both evaluated as pre-revenue advanced nuclear companies benefiting from renewed policy and data-center-driven demand for reliable power, but at different points in the value chain: Lightbridge on fuel technology and Oklo on reactor deployment. The two have also become collaborators, exploring co-located fuel fabrication facilities. The choice between them depends on whether an investor wants exposure to the fuel-supply side or the reactor-deployment side of the advanced nuclear buildout.
This comparison suits speculative investors betting on the advanced nuclear power buildout, where Oklo offers more direct reactor deployment milestones while Lightbridge offers earlier-stage, more technology-diversified fuel exposure.
Live analysis · updated 8/31/2026
OKLO holds the edge across 2 of 5 key metrics in this comparison. OKLO has delivered stronger 1-year price return (-44.91% vs -50.23% for LTBR).
Normalized 1Y performance
LTBR
OKLO
Recent returns
LTBR
OKLO
Analyst price targets & sentiment
LTBR
Price target data unavailable
N/A
OKLO · 20 analysts
Price target range
analyst low$14.00
analyst high$130.00
analyst mean$79.88
current price$40.57
+96.9% upside to analyst mean
Who should consider this stock?
LTBR may suit investors who:
- Want exposure to advanced nuclear fuel technology development
- Believe in Lightbridge's collaboration with Oklo on fuel fabrication
- Can tolerate a pre-revenue, small-cap risk profile
- Are patient with long fuel qualification and regulatory timelines
OKLO may suit investors who:
- Want more direct exposure to small modular reactor deployment
- Believe in data-center-driven demand for dedicated nuclear power
- Value recent DOE safety approval milestones
- Can tolerate high volatility and pre-revenue execution risk
Performance & AI score
| Metric | LTBR | OKLO |
|---|---|---|
| AI score | 21.5 | 46.1 |
| AI rank | #4724 | #664 |
| Latest close | $7.53 | $40.57 |
| 1M return | -8.62% | +4.48% |
| 6M return | -41.76% | -35.55% |
| 1Y return | -50.23% | -44.91% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | LTBR | OKLO |
|---|---|---|
| 1Y ago | $4.98K (-50.2%) started 2025-09-02 | $5.51K (-44.9%) started 2025-09-02 |
| 5Y ago | $11.99K (+19.9%) started 2021-08-31 | $41.27K (+312.7%) started 2021-08-31 |
| 10Y ago | $2.48K (-75.2%) started 2016-08-31 | $40.65K (+306.5%) started 2021-07-08 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | LTBR | OKLO |
|---|---|---|
| Market cap | $282.06M | $7.55B |
| Trailing P/E | N/A | N/A |
| Forward P/E | N/A | -40.40 |
| Price/Sales | 1852.09 | 6236.97 |
| EV/Revenue | N/A | 4202.92 |
| Analyst target | N/A | $79.88 |
| Target upside | N/A | +96.88% |
Growth, profitability & risk
| Metric | LTBR | OKLO |
|---|---|---|
| Revenue growth | N/A | N/A |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | N/A | -19778.92% |
| Operating margin | 0.00% | -6048.76% |
| Profit margin | 0.00% | 0.00% |
| ROIC proxy | -13.91% | -7.70% |
| Return on equity | -13.91% | -7.70% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 2.18 | 1.20 |
| Debt/equity | N/A | 0.12 |
| Current ratio | 116.56 | 48.46 |
| Quick ratio | 116.06 | 47.63 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
LTBR max drawdown74.03%
OKLO max drawdown78.84%
LTBR max wkly drop35.10%
OKLO max wkly drop29.98%
5Y risk snapshot
LTBR max drawdown83.72%
OKLO max drawdown78.84%
LTBR max wkly drop35.79%
OKLO max wkly drop47.12%
10Y risk snapshot
LTBR max drawdown95.63%
OKLO max drawdown78.84%
LTBR max wkly drop41.92%
OKLO max wkly drop47.12%
Performance metrics by period
| Period | Metric | LTBR | OKLO |
|---|---|---|---|
| 1Y | Growth | -50.23% | -44.87% |
| CAGR | -50.45% | -45.07% | |
| Sharpe ratio | -0.34 | -0.13 | |
| Max drawdown | 74.03% | 78.84% | |
| Max daily drop | 22.42% | 15.13% | |
| Max wkly drop | 35.10% | 29.98% | |
| 5Y | Growth | +19.90% | +312.72% |
| CAGR | +3.70% | +32.78% | |
| Sharpe ratio | 0.51 | 0.71 | |
| Max drawdown | 83.72% | 78.84% | |
| Max daily drop | 25.51% | 53.65% | |
| Max wkly drop | 35.79% | 47.12% | |
| 10Y | Growth | -75.20% | +306.51% |
| CAGR | -13.02% | +31.32% | |
| Sharpe ratio | 0.32 | 0.70 | |
| Max drawdown | 95.63% | 78.84% | |
| Max daily drop | 26.90% | 53.65% | |
| Max wkly drop | 41.92% | 47.12% |
Business comparison
| Category | LTBR | OKLO |
|---|---|---|
| Company | Lightbridge Corporation | Oklo Inc. |
| Sector | Energy / Advanced Nuclear Fuel | Energy / Advanced Nuclear Reactors |
| Industry | N/A | N/A |
| Core business | Lightbridge develops advanced metallic nuclear fuel designs intended to improve the performance and economics of existing and next-generation nuclear reactors. | Oklo is developing small modular fission reactors called Aurora powerhouses designed to provide compact, reliable power for data centers and other customers. |
| Investor focus | Investors watch progress on fuel qualification and testing milestones, partnership announcements including its collaboration with Oklo, and the company's cash runway ahead of commercialization. | Investors watch regulatory approval milestones including DOE safety sign-offs, progress toward first reactor criticality, and power purchase agreement announcements. |
LTBR strengths
- Differentiated advanced nuclear fuel technology with potential efficiency advantages
- Strategic collaboration with Oklo to co-locate fuel fabrication facilities
- Positioned to benefit from renewed policy support for nuclear power
OKLO strengths
- Received key Department of Energy safety approvals advancing toward first reactor criticality
- Substantial liquidity position to fund near-term development milestones
- Strong analyst price target upside and growing interest tied to AI data center power demand
Risks to watch — LTBR
- Pre-revenue stage with fuel technology still years from commercial deployment
- Dependent on regulatory approval and successful fuel testing milestones
- Small market capitalization with limited financial resources relative to development costs
Risks to watch — OKLO
- Stock has fallen sharply in 2026 despite technical progress, reflecting execution risk
- Still pre-revenue with commercial reactor deployment not yet achieved
- Regulatory and licensing risk remains significant for a first-of-its-kind reactor design
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