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Centrus Energy Corp.NYSEAM:LEU Stock Report

Market Cap US$3.7b
Share Price
US$204.68
My Fair Value
US$238
14.2% undervalued intrinsic discount
1Y470.9%
7D1.5%
Portfolio Value
​
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Centrus Energy Corp.

NYSEAM:LEU Stock Report

Market Cap: US$3.7b

Centrus Energy (LEU) Stock Overview

Supplies nuclear fuel components for the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally. More details

LEU fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance4/6
Financial Health6/6
Dividends0/6

Rewards

Earnings grew by 17.8% over the past year

Risk Analysis

Earnings are forecast to decline by an average of 6.6% per year for the next 3 years

Volatile share price over the past 3 months compared to the US market


LEU Community Fair Values

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Centrus Energy

Delayed DOE Awards Will Hinder Nuclear Fuel Potential

Key Takeaways High expectations for rapid growth rest on favorable policies and shifting uranium supply but face execution, regulatory, and funding risks that could pressure margins and sales. Overestimated utility contract momentum and uncertainty from emerging competing technologies threaten long-term demand and revenue visibility.
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US$238.46
FV
14.2% undervalued intrinsic discount
8.58%
Revenue growth p.a.
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43users have followed this narrative
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Centrus Energy

Global Decarbonization And Electrification Will Expand Advanced Nuclear Reactors

Key Takeaways Exclusive capability in HALEU enrichment positions Centrus for outsized market share, pricing power, and superior margin expansion as Russian supply diminishes. Surging nuclear investment and electrification trends underpin long-term demand, backlog growth, and recurring revenue, reinforced by supportive policy and industry reshoring.
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US$310.00
FV
34.0% undervalued intrinsic discount
26.45%
Revenue growth p.a.
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3users have followed this narrative
4 days ago author updated this narrative
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Centrus Energy

Government Contract Dependence And Nuclear Transition Will Erode Value

Key Takeaways Heavy dependence on a small group of clients and evolving global energy trends could create significant revenue uncertainty and threaten future growth. Advancing competitor technologies, stricter regulations, and rising ESG scrutiny may increase costs, limit expansion, and put long-term profitability at risk.
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US$108.00
FV
89.5% overvalued intrinsic discount
1.72%
Revenue growth p.a.
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1users have followed this narrative
5 days ago author updated this narrative
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Centrus Energy Corp. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Centrus Energy
Historical stock prices
Current Share PriceUS$204.68
52 Week HighUS$264.90
52 Week LowUS$35.56
Beta1.54
1 Month Change-8.28%
3 Month Change40.27%
1 Year Change470.93%
3 Year Change306.03%
5 Year Change1,963.31%
Change since IPO-94.73%

Recent News & Updates

Recent updates

User avatar

Future Revenue May Be Uncertain Despite Substantial Uranium Contracts

Strategic investments in manufacturing and securing DOE contracts position Centrus as a frontrunner in domestic uranium enrichment, boosting future revenue potential.

Shareholder Returns

LEUUS Oil and GasUS Market
7D1.5%-3.4%0.8%
1Y470.9%2.3%20.5%

Return vs Industry: LEU exceeded the US Oil and Gas industry which returned 2.3% over the past year.

Return vs Market: LEU exceeded the US Market which returned 20.5% over the past year.

Price Volatility

Is LEU's price volatile compared to industry and market?
LEU volatility
LEU Average Weekly Movement11.2%
Oil and Gas Industry Average Movement5.7%
Market Average Movement6.4%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: LEU's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: LEU's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
1998322Amir Vexlerwww.centrusenergy.com

Centrus Energy Corp. supplies nuclear fuel components for the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally. The company operates in two segments, Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) components of LEU; natural uranium hexafluoride, uranium concentrates, and uranium conversion; and enriched uranium products to utilities that operate nuclear power plants.

Centrus Energy Corp. Fundamentals Summary

How do Centrus Energy's earnings and revenue compare to its market cap?
LEU fundamental statistics
Market capUS$3.74b
Earnings (TTM)US$104.80m
Revenue (TTM)US$436.90m
35.6x
P/E Ratio
8.5x
P/S Ratio

Is LEU overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LEU income statement (TTM)
RevenueUS$436.90m
Cost of RevenueUS$279.40m
Gross ProfitUS$157.50m
Other ExpensesUS$52.70m
EarningsUS$104.80m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)5.76
Gross Margin36.05%
Net Profit Margin23.99%
Debt/Equity Ratio119.7%

How did LEU perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/08 23:39
End of Day Share Price 2025/09/08 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Centrus Energy Corp. is covered by 20 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lawson WinderBofA Global Research
Alexander RygielB. Riley Securities, Inc.
Ryan PfingstB. Riley Securities, Inc.