Global inflation signals, shifting interest rate paths and ongoing energy price questions are keeping investors focused on reliable power sources. Nuclear energy stocks sit at the crossroads of energy security and low carbon electricity, and the Nuclear Energy Stocks screener is designed to help you filter this space efficiently. It pulls together uranium producers, enrichment specialists and reactor operators so you can quickly compare companies positioned in this theme. In this article, you will see 3 stocks from the screener that offer different types of exposure to nuclear energy, with a focus on business role, risks and key factors to watch.

Marubeni (TSE:8002)

Overview: Marubeni is a large Japanese trading and investment company that links global producers and customers across food, agriculture, energy, chemicals, metals, consumer products and infrastructure, as well as finance and leasing. It operates everything from commodity trading and logistics to power and water projects, aircraft and auto finance, and newer areas such as nuclear power and EV battery recycling.

Operations: Marubeni generates most of its revenue from Food & Agri Business at ¥3,720.5b, followed by Energy & Chemicals at ¥1,365.8b, Metals & Mineral Resources at ¥918.9b, Aerospace & Mobility at ¥691.3b and Lifestyle at ¥644.1b, with smaller contributions from IT Solutions, Power & Infrastructure Services and various next generation and financial segments.

Market Cap: ¥7,682.3b

Investors watching nuclear energy and broader energy security themes may see Marubeni as an interesting mix of earnings momentum, diversified cash flows and exposure to LNG and power projects, including nuclear related activity. Recent LNG supply deals, solid net margins of 6.6% and high quality earnings indicators sit alongside high debt levels and funding entirely reliant on external borrowing. The trade off between resilience and balance sheet risk matters. Governance is in transition, with a relatively new but independent board and an expanded share buyback plan that underlines a focus on capital returns. How all of this fits with analysts’ generally optimistic price expectations and Marubeni’s role in the Nuclear Energy Stocks screener is where the story gets more interesting.

Marubeni’s mix of diversified cash flows, LNG exposure and nuclear related projects could be masking where the real risk reward sits. It is worth scanning the 3 key rewards and 2 important warning signs

Hitachi (TSE:6501)

Overview: Hitachi is a Japanese industrial and technology group that provides digital systems, energy and power grids, rail and mobility solutions, and industrial equipment to customers worldwide, with a growing focus on AI driven services and infrastructure for critical sectors like power, transport and manufacturing.

Operations: Hitachi generates most of its revenue from Connective Industries at ¥3.26t, Digital Systems & Services at ¥2.94t and Energy at ¥3.22t, alongside Mobility at ¥1.32t and Other activities at ¥0.53t, with corporate eliminations of ¥0.69t.

Market Cap: ¥20,074.8b

Investors looking at nuclear, grid and AI infrastructure will find Hitachi at an interesting intersection of physical assets and digital services, supported by earnings growth of 30.3% over the past year and high quality earnings. The company is building on demand for grid modernization, nuclear and renewable integration, and AI partnerships with firms like OpenAI, Google Cloud, Intel and Anthropic, which may deepen its role in critical infrastructure and data center energy. At the same time, a P/E around 25x, higher project costs, underperforming businesses such as the China elevator segment, and heavy external borrowing keep execution and balance sheet discipline firmly in focus. How these trade offs shape Hitachi’s long term value in nuclear and power grid themes is where the real debate begins.

Hitachi’s mix of AI partnerships, nuclear projects and grid upgrades is gaining attention, but the real story sits in expectations. Before you decide how it fits your portfolio, review the analyst forecasts for Hitachi.

Mitsubishi Heavy Industries (TSE:7011)

Overview: Mitsubishi Heavy Industries is a global industrial group that builds and services large scale equipment for energy, infrastructure, logistics, aviation, defense and space, including gas and steam power plants, nuclear power systems, CO2 capture solutions, ships, compressors and aircraft engines.

Operations: Mitsubishi Heavy Industries generates most of its revenue from Energy Systems at ¥2,062.6b and Aircraft, Defense & Space at ¥1,393.9b. This is followed by Plants & Infrastructure Systems at ¥880.9b, Logistics, Thermal & Drive Systems at ¥630.8b and Others at ¥76.0b, with corporate eliminations of ¥70.0b.

Market Cap: ¥12,318.5b

Mitsubishi Heavy Industries gives you a mix of exposure to cleaner energy, infrastructure renewal and defense, supported by a record order backlog of ¥10.77t and demand for gas turbine, nuclear and carbon capture projects. Earnings growth has recently outpaced both the Machinery industry and the broader Japanese market, yet the stock has lagged peers. This raises questions about whether concerns over its higher P/E, reliance on external borrowing and order concentration in Defense & Space are being overplayed. Recent export control headlines from China and uneven margins in some divisions add risk, but also sharpen the focus on what long term investors might be evaluating in this nuclear and energy transition story.

Mitsubishi Heavy Industries’ record order book and nuclear projects may be only half the story, especially if future expectations are mispriced. Before you make a call, review the analyst forecasts for Mitsubishi Heavy Industries

The three nuclear related stocks covered here are just a starting point, and the full Nuclear Energy Stocks screener highlights 33 more companies with equally compelling narratives across uranium, enrichment and reactor operations. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can filter this universe down to the nuclear energy opportunities that best match your own highest conviction.

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If Mitsubishi Heavy Industries or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Beyond Nuclear?

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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.