Cameco Corp (CCJ)vsCentrus Energy Corp. (LEU)
CCJ
Cameco Corp
$109.02
+0.91%
ENERGY · Cap: $47.09B
LEU
Centrus Energy Corp.
$193.26
-1.32%
ENERGY · Cap: $3.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Cameco Corp generates 676% more annual revenue ($3.48B vs $448.70M). LEU leads profitability with a 17.3% profit margin vs 16.9%. CCJ appears more attractively valued with a PEG of 1.92. CCJ earns a higher WallStSmart Score of 51/100 (C-).
CCJ
Buy51
out of 100
Grade: C-
LEU
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-154.7%
Fair Value
$46.80
Current Price
$109.02
$62.22 premium
Margin of Safety
-692.5%
Fair Value
$26.52
Current Price
$193.26
$166.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Earnings expanding 45.3% YoY
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Trading at 9.4x book value
1.5% revenue growth
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 3.6%
Earnings declined 75.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CCJ
The strongest argument for CCJ centers on Debt/Equity, EPS Growth. Profitability is solid with margins at 16.9% and operating margin at 13.6%.
Bull Case : LEU
Profitability is solid with margins at 17.3% and operating margin at 6.1%.
Bear Case : CCJ
The primary concerns for CCJ are PEG Ratio, Price/Book, Revenue Growth. A P/E of 108.0x leaves little room for execution misses.
Bear Case : LEU
The primary concerns for LEU are PEG Ratio, P/E Ratio, Revenue Growth. A P/E of 50.2x leaves little room for execution misses.
Key Dynamics to Monitor
CCJ profiles as a value stock while LEU is a declining play — different risk/reward profiles.
LEU carries more volatility with a beta of 1.29 — expect wider price swings.
CCJ is growing revenue faster at 1.5% — sustainability is the question.
CCJ generates stronger free cash flow (546M), providing more financial flexibility.
Bottom Line
CCJ scores higher overall (51/100 vs 41/100), backed by strong 16.9% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cameco Corp
ENERGY · URANIUM · USA
Cameco Corporation produces and sells uranium. The company is headquartered in Saskatoon, Canada.
Visit Website →Centrus Energy Corp.
ENERGY · URANIUM · USA
Centrus Energy Corp. The company is headquartered in Bethesda, Maryland.
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