Forensic Analysis · Energy / Oil & Gas · as of Jun 27, 2026
IsoEnergy Ltd. (ISOU)
A forensic read on IsoEnergy Ltd. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
F · Poor — capital at risk
Forensic grade
Clean
Earnings quality
2
Forensic signals
-1.8%
ROE
$616M
Market cap
IsoEnergy Ltd. earns a F (Poor — capital at risk) forensic quality grade. 2 forensic signals were flagged in its latest SEC filings, led by return on invested capital.
What the filings flag
-1%Return on invested capital. Return on invested capital is -1% and rising from -12% — well below its ~8% cost of capital, so reinvested dollars may be destroying value, not building it.
+18.3%Accruals ratio. Net operating assets grew +18.3% relative to their average in FY2025 — the accrual component of earnings. Accruals are building faster than is comfortable — part of profit sits in receivables, inventory or capitalized costs rather than cash. The cash-flow cross-check agrees: reported earnings ran in line with operating cash by +4% of net operating assets.
Key fundamentals
Return on Equity-0.3%
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🔒Interactive valuation — reverse-DCF sliders, Monte Carlo & scenario stress
🔒Calibrated 12-month price forecast, with the math shown
🔒Peer comparison + filing-change monitoring & alerts
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Data from SEC EDGAR public filings · metrics as of Jun 27, 2026. Forensic signals flag probability, not certainty.