Cameco Corporation

TSX:CCO 株式レポート

時価総額:CA$60.1b

Cameco 過去の業績

過去 基準チェック /56

Camecoは、平均年間56.6%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間9.5% 19.2%収益成長率で 成長しています。 Camecoの自己資本利益率は9.2%であり、純利益率は18.4%です。

主要情報

56.58%

収益成長率

55.99%

EPS成長率

Oil and Gas 業界の成長42.11%
収益成長率19.17%
株主資本利益率9.21%
ネット・マージン18.39%
次回の業績アップデート31 Jul 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 07

CCO: Future Earnings Profile Will Reflect Uranium Contracting And Premium P E Multiple

Analysts have trimmed their CA$ fair value estimate for Cameco to about CA$178, a reduction of roughly CA$2. They cite updated assumptions around slightly higher revenue growth, a modestly stronger profit margin, and a lower future P/E multiple.
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.
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...
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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.

収支内訳

Cameco の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSX:CCO 収益、費用、利益 ( )CAD Millions
日付収益収益G+A経費研究開発費
31 Mar 263,53865140238
31 Dec 253,48259033938
30 Sep 253,46452632534
30 Jun 253,57053430633
31 Mar 253,29224927241
31 Dec 243,13617227337
30 Sep 242,79611625430
30 Jun 242,65125726729
31 Mar 242,53423526026
31 Dec 232,58836126321
30 Sep 232,26826523320
30 Jun 232,0819822715
31 Mar 232,15716819114
31 Dec 221,8688917712
30 Sep 221,80911615811
30 Jun 221,7816313610
31 Mar 221,583-571529
31 Dec 211,475-1031367
30 Sep 211,561-341718
30 Jun 211,578-231616
31 Mar 211,745-391584
31 Dec 201,800-531564
30 Sep 202,124-51463
30 Jun 202,048431415
31 Mar 201,911731365
31 Dec 191,863741396
30 Sep 191,8201061387
30 Jun 192,0041471436
31 Mar 191,950931452
31 Dec 182,0921661482
30 Sep 182,069-55154-1
30 Jun 182,067-2071710
31 Mar 182,204-1321855
31 Dec 172,157-2051936
30 Sep 172,235-2882106
30 Jun 172,419-222107
31 Mar 172,416-1582336
31 Dec 162,431-622495
30 Sep 162,519732506
30 Jun 162,499-732526
31 Mar 162,5971522416
31 Dec 152,754652277
30 Sep 152,6691482317
30 Jun 152,60762337

質の高い収益: CCOは 高品質の収益 を持っています。

利益率の向上: CCOの現在の純利益率 (18.4%)は、昨年(7.6%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: CCO過去 5 年間で収益を上げており、収益は年間56.6%増加しています。

成長の加速: CCOの過去 1 年間の収益成長率 ( 161.6% ) は、5 年間の平均 ( 年間56.6%を上回っています。

収益対業界: CCOの過去 1 年間の収益成長率 ( 161.6% ) はOil and Gas業界-13.8%を上回りました。


株主資本利益率

高いROE: CCOの 自己資本利益率 ( 9.2% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/06/12 05:14
終値2026/06/12 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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 16 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 LiAccountability Research Corporation
Michael KozakATB Cormark Historical (Cormark Securities)
Richard GarchitorenaBarclays