The Motley Fool·2d ago
Westinghouse Could IPO at a $50 Billion Valuation. Cameco's Stake Alone Would Be Worth $24.5 Billion.Westinghouse is reportedly seeking a $50 billion IPO valuation. The company could complete its IPO as early as October.
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 9/23/2026, 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 |
Westinghouse is reportedly seeking a $50 billion IPO valuation. The company could complete its IPO as early as October.
The American nuclear renaissance is less of a one-man show and more of an international effort. Recent reports out of South Korea indicate the possibility of the country assisting the U.S. with constructing eight reactors.
The world is embracing nuclear energy, and these tailwinds should benefit uranium miners Cameco and Uranium Energy. Cameco has a massive uranium mining business and exposure to other parts of the nuclear value chain.
Oklo is developing advanced nuclear reactors but remains pre-revenue, posting a $124.2 million operating loss in early 2026. Cameco already generates steady revenue from uranium production, fuel services, and its 49% stake in Westinghouse.
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 |
|---|---|---|---|---|---|---|---|
| $94.59 | $41.2B | 98.30 | 10.95% | 16.93% | 8.88% | 0.18% | |
| $10.33 | $5.11B | -51.65 | 29737.95% | -516.16% | -8.13% | — | |
| $1.21 | $480.77M | -6.05 | -19.28% | -252.34% | -110.66% | — | |
| $2.93 | $2.65B | -17.13 | 22.25% | -6731.89% | -83.45% | — | |
| $12.14 | $3.03B | -32.81 | -15.61% | -77.3% | -11.22% | — | |
| $1.23 | $238.9M | -3.00 | 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 0.18%. 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.
