Sectivia

BWX Technologiesvs.Oklo

BWXT vs OKLO · both in Nuclear energy & uranium, part of the Energy, grid & critical infrastructure value chain: CO2-free baseload: uranium supply, fuel, reactor technology and small modular reactors (tags mark the role).

BWX Technologies is about 1.8× larger than Oklo by market cap; year to date, BWX Technologies leads (−13.5% vs −44.7%).

Side by side

BWXTOKLO
Market cap$15.6B$8.6B
Price$149.73$44.27
Today+0.1%+11.5%
Return YTD−13.5%−44.7%
Return 1Y−8.3%−43.6%
P/E43.8
P/S4.4
P/B11.72.6

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

BWX TechnologiesBWXT

NYSE · USA

Supplies the US Navy with reactor components and fuel, work that carries over into small modular reactors and medical isotopes.

Reactor technologySMRDefence exposure
Full BWXT profile →

OkloOKLO

NYSE · USA

Aurora, its microreactor design, is meant to be sold as electricity rather than as hardware, with data centers the intended buyers. Nothing is operating commercially yet.

SMRData center powerPre-revenue
Full OKLO profile →

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