Zacks Investment Research·12h ago
Cameco to Gain as Korea-U.S. Framework Supports WestinghouseCCJ could gain from a U.S.-South Korea nuclear framework that supports up to eight reactors, boosting Westinghouse opportunities.
Cameco's growth is accelerating, with TTM revenue up 10.9% and a strong balance sheet (D/E at 0.14, current ratio 3.06). The company benefits from long-term uranium contracts and the Westinghouse consolidation, which expanded assets to $10.3B. However, relianc...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 10.9% TTM, but gross margin compressed to 21.1% in 2026Q2 due to higher-cost purchased uranium, while operating margin averaged 16.7% over the TTM.
Cameco benefits from a structural uranium supply deficit, which supports higher uranium prices and strengthens its market position.
Cameco owns and operates high-grade uranium mines like McArthur River-Key Lake and Cigar Lake, which are among the world's largest and highest-grade uranium producers.
Accelerating global demand for nuclear power as a carbon-free energy source drives long-term growth for Cameco's uranium and nuclear fuel solutions.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 31, 2026 | $0.13-50.0% vs $0.26 | $573M-1.1% vs $580M |
Q2 2026 May 5, 2026 | $0.34+17.2% vs $0.29 | $607M+1.5% vs $599M |
Q1 2026 Feb 13, 2026 | $0.36+24.1% vs $0.29 | $875M+8.5% vs $806M |
Q4 2025 Nov 5, 2025 | $0.05-64.6% vs $0.14 | $441M+13.2% vs $389M |
CCJ could gain from a U.S.-South Korea nuclear framework that supports up to eight reactors, boosting Westinghouse opportunities.
Two nuclear ETFs tell completely different stories about who wins when atomic energy expands, and owning the wrong one could mean riding a single commodity price instead of the broader industrial buildout.
Cameco (CCJ) closed the most recent trading day at $85.69, moving 1.13% from the previous trading session.
Cameco co-owns Westinghouse, which could have a massive IPO relatively soon. Cameco is one of the world's largest uranium producers.
Benchmark CCJ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cameco Corporation (CCJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $85.69 | $37.32B | 90.30 | 10.95% | 16.93% | 8.88% | 0.2% | |
| $9.36 | $4.63B | -46.80 | 29737.95% | -370.2% | -9.99% | — | |
| $1.06 | $421.17M | -5.30 | -19.28% | -252.34% | -110.66% | — | |
| $2.54 | $2.3B | -15.06 | 22.25% | -6731.89% | -83.45% | — | |
| $10.71 | $2.68B | -28.95 | -15.61% | -77.3% | -11.22% | — | |
| $1.04 | $201.99M | -2.54 | 1.51% | -112.82% | -23.47% | — |
Cameco Corporation (CCJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Cameco Corporation (CCJ) stock FAQ — growth, dividends, profitability & financials explained
Cameco Corporation (CCJ) reported $3.47B in revenue for fiscal year 2025. This represents a 488% increase from $590.9M in 1996.
Cameco Corporation (CCJ) grew revenue by 10.9% over the past year. This is steady growth.
Yes, Cameco Corporation (CCJ) is profitable, generating $355.1M in net income for fiscal year 2025 (16.9% net margin).
Yes, Cameco Corporation (CCJ) pays a dividend with a yield of 0.20%. This makes it attractive for income-focused investors.
Cameco Corporation (CCJ) has a return on equity (ROE) of 8.9%. This is below average, suggesting room for improvement.
Cameco Corporation (CCJ) generated $534.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
