Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Cameco Corporation is a Canadian energy company focused on providing uranium and nuclear fuel products for electricity generation across the Americas, Europe, and Asia. The company operates through three main segments: Uranium, Fuel Services, and Westinghouse. Its Uranium segment is responsible for the exploration, mining, milling, purchase, and sale of uranium concentrate used as a primary input for nuclear power plants. The Fuel Services segment refines, converts, and fabricates uranium concentrate into fuel forms, and also manages the purchase and sale of conversion services for utilities. Through the Westinghouse segment, Cameco acts as a nuclear reactor technology original equipment manufacturer, supplying products, engineering support, outage and maintenance services, and critical components to commercial utilities and government agencies. Cameco’s customer base consists mainly of nuclear utilities that rely on secure, long-term supply of uranium and fuel services to support baseload, low-carbon electricity generation. Incorporated in 1987 and headquartered in Saskatoon, Canada, Cameco Corporation plays a central role in the global nuclear fuel supply chain.
C$108.36
+C$1.29 (+1.20%)
Live · 07:38 PM · Twelve Data
17.84% operating margin is respectable but not wide. ROIC at 6.97%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 51.2%, still solid.
At 103x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
102.7x earnings, 72.7x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
C$3.54B
▲ +51.2% YoY
Net Income (TTM)
C$651M
▲ +367.2% YoY
Op. Margin
17.44%
▲ +1.5pp YoY
ROIC
6.97%
▲ +3.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
C$922M
▲ +111.1% YoY
Op. Cash Flow (TTM)
C$1.90B
▲ +64.6% YoY
Net Debt
-C$218M
Net Cash Position
Cash & Equiv.
C$1.21B
3Y CAGR: +23.1%
3Y CAGR: +88.3%
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