Cameco（CCO）株式概要
カメコ社は発電用ウランを供給している。 詳細
報酬
リスク分析
CCO リスクチェックを通過した。
CCO Community Fair Values
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Analyst Price Targets
Cameco Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | CA$145.13 |
| 52週高値 | CA$182.72 |
| 52週安値 | CA$71.76 |
| ベータ | 1.03 |
| 1ヶ月の変化 | -8.97% |
| 3ヶ月変化 | -12.50% |
| 1年変化 | 98.27% |
| 3年間の変化 | 283.54% |
| 5年間の変化 | 483.32% |
| IPOからの変化 | 6,471.93% |
最新ニュース
ナラティブの更新 • May 12
CCO: Future Earnings Profile Will Reflect Contracted Volumes And Premium P E Multiple
Analysts have adjusted their fair value estimate for Cameco, increasing the price target to approximately CA$179.41 from about CA$176.12. This change reflects updated assumptions around revenue growth, profit margins and future P/E expectations.
新しいナラティブ • Apr 27
CCO: The largest Uranium Miner at the Dawn of the Nuclear Renaissance—and an $80 Billion Deal Changing the Nuclear Game.
From Saskatchewan's Athabasca Basin to the Centre of the Global Energy Transition Cameco Corporation (TSX: CCO) is a Saskatoon, Saskatchewan-based uranium mining, refining, and nuclear services company that has spent 38 years building what is today the most strategically valuable nuclear fuel supply chain in the Western world. The company operates through three segments: Uranium, which encompasses exploration, mining, milling, purchasing, and sale of uranium concentrate across its flagship Canadian operations at McArthur River and Key Lake and the Cigar Lake mine in Saskatchewan's Athabasca Basin—the highest-grade uranium mining district on earth; Fuel Services, which handles the refining, conversion, and fabrication of uranium concentrate into nuclear fuel intermediates at the Port Hope and Blind River facilities in Ontario; and Westinghouse, the nuclear reactor technology and services company that Cameco acquired a 49% stake in through a partnership with Brookfield Renewable Partners in November 2023, positioning Cameco at the precise intersection of uranium fuel supply and reactor construction that defines the entire nuclear value chain from ore body to operating power plant.ナラティブの更新 • Apr 25
CCO: Future Earnings Profile Will Reflect Contracted Volumes And Premium P E Multiple
Cameco’s updated analyst price target now stands at about CA$176.12, compared with CA$174.76 previously, as analysts factor in slightly higher revenue growth assumptions, a lower projected profit margin, and a higher future P/E multiple. Analyst Commentary Analysts’ latest target of about CA$176.12 reflects a mix of optimism on Cameco’s revenue outlook and some caution around profitability and valuation multiples.Recent updates
ナラティブの更新 • May 12
CCO: Future Earnings Profile Will Reflect Contracted Volumes And Premium P E Multiple
Analysts have adjusted their fair value estimate for Cameco, increasing the price target to approximately CA$179.41 from about CA$176.12. This change reflects updated assumptions around revenue growth, profit margins and future P/E expectations.新しいナラティブ • Apr 27
CCO: The largest Uranium Miner at the Dawn of the Nuclear Renaissance—and an $80 Billion Deal Changing the Nuclear Game.
From Saskatchewan's Athabasca Basin to the Centre of the Global Energy Transition Cameco Corporation (TSX: CCO) is a Saskatoon, Saskatchewan-based uranium mining, refining, and nuclear services company that has spent 38 years building what is today the most strategically valuable nuclear fuel supply chain in the Western world. The company operates through three segments: Uranium, which encompasses exploration, mining, milling, purchasing, and sale of uranium concentrate across its flagship Canadian operations at McArthur River and Key Lake and the Cigar Lake mine in Saskatchewan's Athabasca Basin—the highest-grade uranium mining district on earth; Fuel Services, which handles the refining, conversion, and fabrication of uranium concentrate into nuclear fuel intermediates at the Port Hope and Blind River facilities in Ontario; and Westinghouse, the nuclear reactor technology and services company that Cameco acquired a 49% stake in through a partnership with Brookfield Renewable Partners in November 2023, positioning Cameco at the precise intersection of uranium fuel supply and reactor construction that defines the entire nuclear value chain from ore body to operating power plant.ナラティブの更新 • Apr 25
CCO: Future Earnings Profile Will Reflect Contracted Volumes And Premium P E Multiple
Cameco’s updated analyst price target now stands at about CA$176.12, compared with CA$174.76 previously, as analysts factor in slightly higher revenue growth assumptions, a lower projected profit margin, and a higher future P/E multiple. Analyst Commentary Analysts’ latest target of about CA$176.12 reflects a mix of optimism on Cameco’s revenue outlook and some caution around profitability and valuation multiples.ナラティブの更新 • Apr 11
CCO: Future Earnings Profile Will Reflect Premium Margins And Restrained P E Multiple
Analysts have lifted their CA$ price target for Cameco, citing slightly higher assumptions for revenue growth and profit margin, along with a modestly lower future P/E multiple in their updated models. Analyst Commentary Analysts have refreshed their models for Cameco and are using slightly revised assumptions for growth, profitability and valuation multiples to frame where the shares could trade over time.ナラティブの更新 • Mar 27
CCO: Future Earnings Profile Will Reflect Premium Margins And Elevated P E Expectations
Narrative update on Cameco Analysts have made a small upward adjustment to Cameco's fair value estimate, lifting their price target by about CA$0.18 to CA$174.76 as they factor in updated assumptions on revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research commentary around Cameco’s updated fair value estimate focuses on how realistic the new revenue, margin, and P/E assumptions are compared with current execution.ナラティブの更新 • Mar 13
CCO: Future Earnings Profile Will Reflect Premium Margins And Elevated P E Expectations
Analysts have slightly increased their fair value estimate for Cameco, raising the target from about CA$172.56 to around CA$174.59 as they refine assumptions on long term revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Analysts adjusting their models for Cameco are fine tuning expectations around long term growth, profitability, and the appropriate valuation multiple.ナラティブの更新 • Feb 26
CCO: Future Earnings Profile Will Be Defined By Premium Margins And P E Expectations
Narrative Update: Cameco Analyst Price Target Shift The analyst price target for Cameco has been adjusted to CA$172.56 from CA$168.18. Analysts point to updated views on fair value, long term margin assumptions and P/E expectations as key drivers of the revised estimate.ナラティブの更新 • Feb 10
CCO: Future Earnings Profile Will Be Shaped By Premium Margin Assumptions
Analysts have nudged their fair value estimate for Cameco higher from $156.12 to $168.18, citing slightly adjusted revenue growth assumptions, a modestly higher discount rate, stronger projected profit margins at 36.78%, and a richer assumed future P/E of 56.06x. Analyst Commentary Analysts updating their models on Cameco are focusing on how the revised fair value, higher projected profit margins, and richer assumed future P/E fit with the company’s ability to execute and sustain its earnings profile over time.
新しいナラティブ • Feb 06
Future U S Nuclear Spending And Supply Discipline Will Constrain Long Term Upside
Catalysts About Cameco Cameco produces and supplies uranium and related fuel services for nuclear power generation and holds a significant ownership stake in Westinghouse. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 27
CCO: Future Shareholder Value Will Be Shaped By Sector-Aligned Expectations
Analysts have raised their price target on Cameco from $151.63 to $156.12, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that are broadly in line with recent Street research trends on target revisions elsewhere in the sector. Analyst Commentary Recent Street research across related names, including a price target adjustment for Clear Channel Outdoor, lines up with how analysts are thinking about Cameco.ナラティブの更新 • Jan 10
CCO: Shareholder Value Will Be Shaped By Takeover Interest And Asset Sales
Analysts have raised their price target on Cameco to US$151.63 from US$150.81, citing updated assumptions related to fair value, discount rate, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research activity in the wider equity space, including a price target adjustment on another mid-cap name, helps give some context to how analysts are thinking about valuation and execution risk.ナラティブの更新 • Dec 22
CCO: Shareholder Value Will Rise On Takeover Momentum And Completed Asset Sales
Analysts have nudged their price target on Cameco modestly higher to reflect a slightly faster projected revenue growth rate and only marginally lower long term margin and valuation assumptions, which together support a fair value estimate of about $150.81 per share. Analyst Commentary Recent research updates reflect a generally constructive stance on Cameco, with analysts modestly increasing their price targets as they recalibrate assumptions for revenue growth, long term margins, and the broader uranium cycle.ナラティブの更新 • Dec 08
CCO: Shareholder Value Will Rise On Takeover Momentum And Asset Sale Progress
Analysts have trimmed their price target on Cameco slightly to about $150.81 from $151.75, reflecting expectations for stronger long term revenue growth, but a modestly lower profit margin and still elevated valuation multiples. Analyst Commentary Analysts covering Cameco have been reassessing their views in light of the recent price target trim, balancing the company’s strong long term growth drivers against execution and valuation risks.ナラティブの更新 • Nov 23
CCO: Shareholder Value Will Rise With Possible Takeover And Asset Sale Momentum
Cameco's analyst price target has been raised from $146.44 to $151.75, with analysts pointing to improved revenue growth forecasts and margin expectations as key drivers of the increased valuation. Analyst Commentary Analyst reactions to Cameco's revised price target reflect a blend of optimism and caution, with most emphasizing the implications for the company’s growth trajectory, profitability, and market positioning.ナラティブの更新 • Nov 08
CCO: Recent Asset Sales And M&A Activity Will Drive Shareholder Value
Analysts have raised their price target for Cameco to $146.44 from $124.81. They cite accelerating revenue growth and improving profit margins as key drivers behind the upward revision.分析記事 • Oct 30
Subdued Growth No Barrier To Cameco Corporation (TSE:CCO) With Shares Advancing 27%
Cameco Corporation ( TSE:CCO ) shares have continued their recent momentum with a 27% gain in the last month alone. The...ナラティブの更新 • Oct 25
Long-Term Profit Margins And Contracts Will Drive Future Value
Cameco's fair value price target has been raised from $119.88 to $124.81, as analysts cited improved profit margins, which are expected to support a higher valuation despite expectations for modestly lower revenue growth. Analyst Commentary Analysts provided a mix of positive and cautious insights regarding Cameco's outlook, highlighting both the drivers supporting a higher valuation and factors that could temper growth expectations.ナラティブの更新 • Oct 11
Global Nuclear Demand Will Secure Long-Term Value
The analyst price target for Cameco has been raised from $116.94 to $119.88 per share. Analysts cite improved revenue growth forecasts, increased profit margins, and a slightly lower discount rate as key drivers for the upward adjustment.ナラティブの更新 • Sep 27
Global Nuclear Demand Will Secure Long-Term Value
Cameco’s consensus revenue growth forecast has markedly increased from 2.6% to 3.4% per annum, supporting a modest upward revision in the analyst price target from CA$114.75 to CA$116.94. What's in the News Cameco finalized a multi-year agreement to supply natural uranium hexafluoride (UF6) to Slovenske elektrarne, ensuring a secure uranium source for Slovakia’s Bohunice and Mochovce nuclear plants through 2036 (Key Developments, 2025-09-12).ナラティブの更新 • Aug 30
Global Nuclear Demand Will Secure Long-Term Value
Cameco’s consensus revenue growth forecast has edged down from 2.8% to 2.6% per annum while net profit margin remains steady, resulting in a marginal increase in its analyst price target from CA$112.69 to CA$114.75. What's in the News Cameco and Orano Canada signed a 15-year, $500 million workforce transportation agreement with Indigenous-owned Rise Air to support northern Saskatchewan operations, marking the largest and longest partnership with the airline.分析記事 • Jul 01
Cameco Corporation's (TSE:CCO) P/S Is Still On The Mark Following 26% Share Price Bounce
Cameco Corporation ( TSE:CCO ) shares have continued their recent momentum with a 26% gain in the last month alone...分析記事 • Jun 21
Cameco Corporation's (TSE:CCO) Intrinsic Value Is Potentially 22% Below Its Share Price
Key Insights The projected fair value for Cameco is CA$72.84 based on 2 Stage Free Cash Flow to Equity Cameco's...
新しいナラティブ • Nov 10
Nuclear Industry Growth Fuels Optimism For Enhanced Profitability And Revenue Potential
Increased long-term contract backlog and higher uranium prices suggest revenue growth potential from committed volumes.株主還元
| CCO | CA Oil and Gas | CA 市場 | |
|---|---|---|---|
| 7D | -5.9% | 1.5% | -0.07% |
| 1Y | 98.3% | 58.3% | 33.7% |
業界別リターン: CCO過去 1 年間で58.3 % の収益を上げたCanadian Oil and Gas業界を上回りました。
リターン対市場: CCO過去 1 年間で33.7 % の収益を上げたCanadian市場を上回りました。
価格変動
| CCO volatility | |
|---|---|
| CCO Average Weekly Movement | 7.7% |
| Oil and Gas Industry Average Movement | 8.8% |
| Market Average Movement | 10.3% |
| 10% most volatile stocks in CA Market | 18.1% |
| 10% least volatile stocks in CA Market | 3.9% |
安定した株価: CCO 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CCOの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1987 | n/a | Tim Gitzel | www.cameco.com |
カメコ社は発電用ウランを提供している。カメコは3つのセグメントで事業を展開している：ウラン事業、燃料サービス事業、ウェスチングハウス事業である。ウラン部門は、ウラン精鉱の探鉱、採掘、製粉、購入、販売に従事している。燃料サービス部門は、ウラン精鉱の精製、転換、製造、転換サービスの購入・販売に従事している。ウェスチングハウス部門は、原子炉技術の相手先商標製品製造会社として、また商用電力会社や政府機関への製品・サービス提供会社として事業を展開している。また、原子炉の運転停止・保守、エンジニアリング・サポート、計装・制御機器、プラント改造サービス、原子炉部品・コンポーネントも提供している。同社はウランと燃料の製品とサービスを米州、欧州、アジアの原子力事業者に販売している。カメコ・コーポレーションは1987年に法人化され、カナダのサスカトゥーンを拠点としている。
Cameco Corporation 基礎のまとめ
| CCO 基礎統計学 | |
|---|---|
| 時価総額 | CA$62.23b |
| 収益（TTM） | CA$650.56m |
| 売上高(TTM) | CA$3.54b |
97.2x
PER（株価収益率17.9x
P/SレシオCCO は割高か？
公正価値と評価分析を参照収益と収入
| CCO 損益計算書（TTM） | |
|---|---|
| 収益 | CA$3.54b |
| 売上原価 | CA$2.24b |
| 売上総利益 | CA$1.30b |
| その他の費用 | CA$650.75m |
| 収益 | CA$650.56m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 31, 2026
| 一株当たり利益（EPS） | 1.49 |
| グロス・マージン | 36.78% |
| 純利益率 | 18.39% |
| 有利子負債／自己資本比率 | 14.1% |
CCO の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.2%
現在の配当利回り16%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 05:23 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cameco Corporation 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Michael Kozak | ATB Cormark Historical (Cormark Securities) |
| Robert Brackett | Bernstein |