Cameco is a foundational player in the nuclear fuel cycle, primarily involved in uranium mining, processing, and fuel services. It is positioned as a critical supplier of concentrated energy materials required for global decarbonization and sovereign energy security initiatives, operating outside the conventional semiconductor or cloud technology stacks.
CCJ represents an essential physical layer play (C4) driven by the T4 tailwind of sovereign energy security. While the reported sequential revenue contraction of -29.93% QoQ indicates operational volatility typical of M3 commodity cycles, the long-term thesis remains intact due to high structural pricing power. The TTM Free Cash Flow Margin stands at an exceptional 28.07%, demonstrating the durable utility nature of this commodity. The secular shift toward nuclear power provides a structural floor for long-term contract pricing, insulating the stock from general industrial weakness (T3). The negative annualized ROA (-0.01) reflects CapEx volatility, but the market views this as a cycle breather, aligning with the current 'buy' consensus recommendation (1.7 mean). The dip presents an opportunity before the next global nuclear buildout inflection.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 95.63 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||
No recent news available.
No SEC filings available.