Cameco Corporation

TSX:CCO 주식 리포트

시가총액: CA$55.8b

Cameco 향후 성장

Future 기준 점검 5/6

Cameco (는) 각각 연간 34.9% 및 10% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 38.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 28.7% 로 예상됩니다.

핵심 정보

34.9%

이익 성장률

38.32%

EPS 성장률

Oil and Gas 이익 성장7.0%
매출 성장률10.0%
향후 자기자본이익률28.73%
애널리스트 커버리지

Good

마지막 업데이트18 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Aug 21

CCO: Fair Outlook Balances Uranium Upside With Production And Margin Risks

Analysts now place Cameco's fair value at CA$149.06, up from CA$144.91. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations.
내러티브 업데이트 • Aug 04

CCO: Uranium Bull Case And Cigar Lake Exposure Will Shape Future Returns

Analysts have revised their Cameco price target to CA$144.91 from CA$152.06. This reflects updates to their models that now assume different revenue growth, profit margin and future P/E expectations.
내러티브 업데이트 • Jul 07

CCO: Future Uranium Demand And Cigar Lake Exposure Will Shape Returns

Cameco's analyst price target has been revised from about CA$121.43 to about CA$152.06. Analysts point to updated assumptions around revenue growth, profit margins, the discount rate, and the expected future P/E multiple as key drivers of this change.
내러티브 업데이트 • Jun 23

CCO: Long-Term Uranium Contracts Will Support Premium Future P E Multiple

Analysts have slightly increased their fair value estimate for Cameco, lifting the implied analyst price target by roughly CA$0.44. They cite updated assumptions around revenue growth, profit margins and future P/E expectations.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
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새로운 내러티브 • 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.

이익 및 매출 성장 예측

TSX:CCO - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20284,3701,3471,2551,60111
12/31/20273,9681,1421,0881,37814
12/31/20263,48857221777712
6/30/20263,475355556942N/A
3/31/20263,5386519221,276N/A
12/31/20253,4825901,0751,408N/A
9/30/20253,4645269731,261N/A
6/30/20253,5705349011,157N/A
3/31/20253,292249724952N/A
12/31/20243,136172694905N/A
9/30/20242,796116386577N/A
6/30/20242,651257536709N/A
3/31/20242,534235369536N/A
12/31/20232,588361535688N/A
9/30/20232,268265420564N/A
6/30/20232,08198189333N/A
3/31/20232,157168207348N/A
12/31/20221,86889161305N/A
9/30/20221,809116139286N/A
6/30/20221,78163401535N/A
3/31/20221,583-57465585N/A
12/31/20211,475-103360458N/A
9/30/20211,561-34567657N/A
6/30/20211,578-23313388N/A
3/31/20211,745-39-147-80N/A
12/31/20201,800-53-2157N/A
9/30/20202,124-5574N/A
6/30/20202,04843296372N/A
3/31/20201,91173N/A629N/A
12/31/20191,86374N/A527N/A
9/30/20191,820106N/A310N/A
6/30/20192,004147N/A356N/A
3/31/20191,95093N/A473N/A
12/31/20182,092166N/A668N/A
9/30/20182,069-55N/A930N/A
6/30/20182,067-207N/A806N/A
3/31/20182,204-132N/A879N/A
12/31/20172,157-205N/A596N/A
9/30/20172,235-288N/A531N/A
6/30/20172,419-22N/A762N/A
3/31/20172,416-158N/A581N/A
12/31/20162,431-62N/A312N/A
9/30/20162,51973N/A560N/A
6/30/20162,499-73N/A54N/A
3/31/20162,597152N/A40N/A
12/31/20152,75465N/A450N/A
9/30/20152,669148N/A183N/A

애널리스트 향후 성장 전망

수입 대 저축률: CCO 의 연간 예상 수익 증가율(34.9%)이 saving rate(3.1%)보다 높습니다.

수익 vs 시장: CCO 의 연간 수익(34.9%)이 Canadian 시장(11.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CCO 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: CCO 의 수익(연간 10%)이 Canadian 시장(연간 4.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: CCO 의 수익(연간 10%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CCO의 자본 수익률은 3년 후 28.7%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/20 21:38
종가2026/09/18 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Cameco Corporation는 41명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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