Cameco Corporation

NYSE:CCJ 주식 리포트

시가총액: US$45.1b

Cameco 과거 순이익 실적

과거 기준 점검 5/6

Cameco은 연평균 56.6%의 비율로 수입이 증가해 온 반면, Oil and Gas 산업은 수입이 8.9% 증가했습니다. 매출은 연평균 19.2%의 비율로 증가했습니다. Cameco의 자기자본이익률은 9.2%이고 순이익률은 18.4%입니다.

핵심 정보

56.58%

순이익 성장률

55.99%

주당순이익(EPS) 성장률

Oil and Gas 산업 성장률33.67%
매출 성장률19.17%
자기자본이익률9.21%
순이익률18.39%
다음 순이익 업데이트31 Jul 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha • May 18

Cameco Sees Path To 20 New U.S. Large-Scale Reactors

Summary Cameco now anticipates as many as 20 AP1000 reactors entering construction in the near term, significantly expanding the pipeline from the $80 billion U.S. strategic partnership. The outlook creates tangible revenue opportunities for established NUKZX supply chain partners providing major components, instrumentation, and engineering services. Investors can gain diversified exposure to the AP1000 build-out through NUKZX without the execution risk of single reactor developers. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

Cameco:  Long-Term Uranium Demand Fundamentals Are About More Than Just Data Centers

Summary Cameco's stock declined due to concerns over China's less energy-intensive AI, impacting the outlook for nuclear-powered data centers, as well as due to the broader market selloff. Despite recent bearish sentiment, the global economy needs more reliable, steady electricity that only nuclear power can provide. My long-term bullish thesis on uranium miners is based on multi-decade global energy trends and the necessity for stable energy sources. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Cameco: Doh! A Vertically Integrated Story

Summary The nuclear industry, along with Cameco, is innovating with Gen IV reactors, safer fuels, and advanced manufacturing, making nuclear power safer and more efficient. Cameco is a sophisticated, diversified player in the nuclear fuel cycle, well-positioned to ramp up production as uranium demand increases. Despite not being a high cash flow company, Cameco's strategic investments and low debt make it a strong long-term asset with huge potential. Our analysis shows Cameco has significant growth potential, indicating a possible bullish trend and investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

Cameco: Crashing Uranium Spot Price Points To Stagnant Income

Summary One-time charges and supply chain issues impacted Cameco's Q4 earnings, leading to a 6.6% stock drop despite higher revenues. Concerns over tariffs on Canadian uranium exports and production issues in Kazakhstan could limit Cameco's competitiveness and profitability. The uranium market faces a potential oversupply, with rising US production and record-high production from Cameco's Canadian mines pressuring spot prices. Long-term uranium demand growth appears moderate, and Cameco's high valuation may not be justified without significant geopolitical disruptions or supply chain issues. I expect Cameco to earn an EPS of around $1.1 in 2025, but its growth may be limited over the coming years due to higher unit cost growth and lower spot prices. Read the full article on Seeking Alpha
Seeking Alpha • Feb 17

Cameco: Valuation Is Neither Lofty Nor Harsh

Summary Cameco's valuation is justified by strong uranium demand and nuclear energy revival, but it must meet growth expectations to sustain current price multiples. Cameco's operations span uranium production, fuel services, and a 49% stake in Westinghouse, contributing significantly to its revenue and growth prospects. Future growth hinges on increased uranium production, favorable pricing, and maintaining a strong balance sheet, despite potential risks from market fluctuations and legal disputes. Investors should hold existing positions and wait for Cameco to demonstrate its ability to meet market expectations before considering additional investments. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Cameco: Stay Away From This Uranium Play (Technical Analysis)

Summary Both near-term and longer-term technicals are bearish for Cameco stock as the chart, moving averages, and indicators show a worrying outlook. Most recent earnings results were mixed as revenue growth was at average levels while EPS dropped to near three-year lows. While financial results have yet to show evidence of AI tailwinds, the P/S and P/E ratios are at very high levels that seem to be unjustified. Therefore, I believe Cameco is currently a sell with the technicals so bearish and the stock being overvalued. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

Cameco Corporation: Big Tech Can Afford To Bring Back Nuclear

Summary Cameco Corporation, the world's largest publicly traded uranium company, benefits from rising electricity demand driven by AI and data centers, positioning nuclear power as a key solution. The uranium market is concentrated and geopolitically unstable, with Cameco's substantial reserves and production capacity ensuring long-term stability and growth. Cameco's strategic investments, including a 49% stake in Westinghouse, and expansion of key assets, aim to boost revenue, cash flow, and shareholder returns. Regulatory risks around nuclear power remain, but Cameco's strong asset portfolio and growing demand for reliable energy suggest promising future returns. Read the full article on Seeking Alpha
Seeking Alpha • Dec 17

Cameco: Uranium Plateaued, Russia Un-Sanction Risk (Rating Downgrade)

Summary Nuclear energy's resurgence is driven by Decarbonization, and now AI data centers that should create long-term demand for Uranium. Cameco's realized uranium prices are at a 37% discount to spot prices, with potential EBITDA gains of 50% as this gap narrows. Free cash flow may exceed US$500 million by 2025, enabling potential dividend increases or strategic M&A. However, with uranium prices plateauing, Russia's un-sanction risk, and a higher valuation, I downgraded Cameco to Hold from Buy. Read the full article on Seeking Alpha
Seeking Alpha • Dec 02

'Mission Critical' Cameco Goes Nuclear

Summary Cameco is a mission-critical Western uranium supplier with top-tier assets and favorable long-term contracts, well-positioned for rising uranium prices amid geopolitical tensions. Geopolitical factors, including Russia's influence on uranium markets, create near-term volatility but support the long-term bullish thesis for nuclear energy. The global uranium market faces significant supply shortages, which could lead to sustained price increases, benefiting Cameco's strong asset base. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Cameco: Strong Q3 Performance As Kazakh Output Falls Short

Summary Cameco Corporation reported a non-GAAP EPS of -$0.01 and substantial revenue of $721M, up ~25% YoY, with a positive financial outlook and increased dividend. Operational improvements and the reopening of the McArthur River/Key Lake mine boosted the 2024 production outlook despite supply issues in Kazakhstan. The uranium market is supply side-driven; Cameco's long-term contracts and potential supply disruptions in Kazakhstan could keep uranium prices high, improving CCJ's income years from now. If supply conditions in Kazakhstan normalize, as expected, the market seems to be headed back into a glut, pushing uranium back below $60-$70 per pound. Read the full article on Seeking Alpha
Seeking Alpha • Oct 28

Cameco: A Short-Term Dip Can Be The Perfect Buying Opportunity

Summary Cameco's stock has surged 25% YTD, outperforming the Global X Uranium ETF's 14% rise, driven by improved Q2 2024 financials and stabilizing uranium prices. However, in the short-term there are risks ahead, including potential earnings contraction and high forward P/E ratio. But medium-to-long-term prospects are strong with expected EPS growth and favourable uranium price projections. Read the full article on Seeking Alpha
Seeking Alpha • Oct 22

Cameco: My Stock Pick For This Decade, Here Is My Half-Decade Report

Summary I chose Cameco as my top stock pick for the decade in January 2020, and its stock price has been up by about 560% since then. CCJ stock has surged over 100% in the past year, but its valuation now outpaces its solid revenue and earnings growth prospects. The Company's production and revenue growth are robust, but its forward P/E ratio of over 90 is hard to justify without significant future uranium price increases. I plan to actively trade CCJ, taking profits as it reaches new all-time highs and buying dips. While I expect the bull run in the uranium market to continue this decade and beyond, Cameco is unlikely to replicate its phenomenal stock price performance we saw in the first half of this decade. Read the full article on Seeking Alpha
Seeking Alpha • Sep 26

Cameco: The Catalysts Are Nearly All In Place

Summary I see Cameco as the leading North American uranium company, well-positioned to benefit from the growing demand for nuclear energy. I believe Cameco’s long-term contracts and strategic investments will provide stability despite current market pressures. I think the key catalyst will be a sustained rise in uranium prices, which could significantly boost investor enthusiasm and Cameco’s valuation. A discussion of Cameco's bear case, namely, hedged uranium prices. Read the full article on Seeking Alpha
Seeking Alpha • Sep 18

Cameco: Nuclear Industry Excitement Provides More Fuel, Services, And New Design Opportunities

Summary New nuclear plants are being constructed worldwide, increasing the demand for uranium. Increased demand for uranium is providing an opportunity for increased prices. Caution and research are warranted prior to investing in the nuclear business. The Westinghouse purchase (49%) provides financial growth opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Aug 25

Cameco: A Nuclear Powerhouse Unleashed

Summary North American investors jumped back into uranium stocks like Cameco after Kazakhstan reported lower uranium production guidance, signaling potential supply shortages. Cameco remains a strong nuclear energy proxy with top-tier assets, strategic partnerships, and solid financials, poised to benefit from growing global demand. Despite high valuation, expected earnings growth, potential supply shortages, and geopolitical tensions support a bullish long-term outlook for Cameco and the uranium sector. Read the full article on Seeking Alpha
Seeking Alpha • Aug 11

Cameco Corp. Q2 Results Better, But Shares Down Over The Last Month

Summary Cameco Corp. has the world's largest high-grade reserves and is a low-cost producer of uranium, with investments in nuclear energy. Second Quarter 2024 financial results show strong operational performance, with revenue up 24% year-over-year. Cameco's stock price has been under pressure of late but the worst could be over. Read the full article on Seeking Alpha
Seeking Alpha • Jul 08

Cameco: AI And Politics Are Good For Business

Summary Cameco Corporation has seen a 60% appreciation in the last year due to increased interest in nuclear power. The company's latest earnings showed mixed results, with lower revenues but higher margins due to rising uranium prices. The nuclear industry is expected to grow due to increasing energy demands from AI applications and geopolitical factors, supporting Cameco's future prospects. Read the full article on Seeking Alpha
Seeking Alpha • Jul 01

Cameco: Spanning The Uranium, Nuclear Value Chain With Favorable Growth Expectations

Summary Cameco may see multiple years of over 30% earnings growth driven by the Nuclear energy re-birth. Supply contract terms support higher realized uranium prices and margin expansion. The Westinghouse acquisition integrates Cameco into the nuclear power plant design, construction, and service sector. Valuation is not cheap but within the historical context at 33x PE (cash) and 1x PEG on 2025 estimates. Read the full article on Seeking Alpha
Seeking Alpha • Jun 02

Cameco Goes Nuclear

Summary Cameco Corporation's shares have risen 32% since my last article, reaching a market cap of over $24 billion. The 12-month performance is +99%. The uranium bull market continues to strengthen due to supply issues, geopolitical decisions, and increasing energy demands from AI applications. The resurgence of nuclear energy, supported by government initiatives and tech industry interest, is favorable for Cameco, which benefits from diversification and long-term contracts. Read the full article on Seeking Alpha
Seeking Alpha • May 01

Cameco: A Bullish Trend Set To Continue Despite Q1 Earnings

Summary Uranium prices have been trending higher since 2020, with spot prices reaching over $100 in early 2024. Geopolitical factors and green energy initiatives support higher uranium prices, potentially leading to a shortage in the market. Cameco Corporation, a leading Canadian uranium producer, has shown a bullish trend and is likely to benefit from the increasing uranium prices. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

Cameco: Upgrading To 'Buy' After Pullback, Strong Uranium Market

Summary Market dynamics continue to point to rising uranium prices in the future. CCJ will benefit from increased uranium prices, although its long-term contracts will mute the full impact of rising prices. Overall, the stock remains a top way to place an attractive uranium and nuclear market. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

Cameco Earnings: Outlook For 2024 Is Strong

Summary Despite hedging concerns, I find Cameco appealing for its stability and secure long-term investment potential. CCJ's position as the largest uranium miner will continue to make it the go-to stock for institutions. CCJ's perceived safety and lower volatility, combined with its undervalued status at less than 14x forward EBITDA, make it an attractive stock. Read the full article on Seeking Alpha
Seeking Alpha • Jan 11

Cameco: Uranium Prices Are White Hot

Summary Cameco is a solid play on the improving uranium and nuclear market. The increasing demand for uranium and the acquisition of Westinghouse are opportunities for CCJ. CCJ will benefit from rising uranium prices, but given its contract mix, its realized prices will likely trail spot price increases. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

Cameco: Time To Book Some Profits

Summary Cameco is a leading supplier of uranium worldwide and has now diversified across the whole nuclear fuel cycle with its Westinghouse's acquisition. The current valuation is pricing in a very optimistic scenario. Because of the hedges put in place to meet its forward obligations, Cameco's earnings have limited upside to higher uranium prices over the next 3 years. Cameco is experiencing challenges in ramping up production from its mines. Overall, it may be time to book some profits, though the stock price could still rise based on bullish fundamentals for the uranium market and general sentiment. Read the full article on Seeking Alpha
Seeking Alpha • Oct 31

Cameco's Promising Outlook: Riding The Wave Of The Uranium Resurgence

Summary Cameco Corporation reports better-than-expected earnings of CAD$0.32 per share, highlighting the strong prospects of the company. Nuclear energy is a cost-effective and carbon-free solution for achieving sustainable development goals, making the nuclear sector an attractive investment. Cameco's stock is still undervalued at 17x next year's EPS, with the potential for significant growth in the future. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20

Cameco: Nuclear's Bright Future Is Already Priced In

Summary Uranium prices have appreciated over 40% in the last year, making nuclear energy an attractive investment opportunity. Cameco Corporation has seen a 38% increase in stock price and has a strong balance sheet and backlog. The demand for uranium is expected to surge, and Cameco is a good long-term play for investors looking to profit from the nuclear energy sector. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Cameco: Bright Near-Term Outlook With Improving Market Fundamentals, 20% Upside

Summary Cameco stock has risen by 35% since May, but this analysis suggests a strong near-term outlook. Strong uranium prices are expected to drive a 20% share price appreciation. The completion of the acquisition of a 49% interest in Westinghouse Electric Company is expected to further increase profits. Read the full article on Seeking Alpha
Seeking Alpha • Sep 03

Got Uranium? Why Cameco Remains Unstoppable

Summary CCJ shares have gained 17% and have a total return of 65% on a year-to-date basis, driven by the increasing global demand for uranium. Geopolitical factors, including dependence on unstable supply chains and Russia's dominance in the uranium market, are driving the need for Western nations to secure their own uranium supply. Cameco Corporation is well-positioned to meet the surging demand for nuclear energy, with major mining operations and a strategic approach to contracting and production. Read the full article on Seeking Alpha
Seeking Alpha • Aug 18

Cameco: Keeps Adding To Its Contract Portfolio (Rating Downgrade)

Summary Cameco recently reported some very underwhelming Q2 numbers. However, this quarter, Cameco grew its long-term contracting commitments substantially. Strong uranium markets are also allowing CCJ to get favorable terms in new contract negotiations. Read the full article on Seeking Alpha
Seeking Alpha • Aug 03

Cameco: First Half Results Robust, But The Stock Is Richly Priced

Summary Cameco Corporation's stock, which has seen a strong performance this year, up by almost 45%, fell after Q2 2023 results today. Revenue contracted and profits fell, but not for fundamental reasons. The big picture still looks good as H1 2023 numbers are robust. Cameco has upgraded its outlook for the second time too, expecting over a 30% rise in revenues in 2023. But with steep market valuations, it's one to Hold and buy once it dips enough. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Cameco가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:CCJ 매출, 비용 및 순이익 (CAD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: CCJ는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: CCJ의 현재 순 이익률 (18.4%)은 지난해 (7.6%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: CCJ는 지난 5년 동안 흑자전환하며 연평균 56.6%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 CCJ 의 수익 증가율(161.6%)은 연간 평균(56.6%)을 초과합니다.

수익 대 산업: CCJ의 지난 1년 수익 증가율(161.6%)은 Oil and Gas 업계의 -1.7%를 상회했습니다.

자기자본이익률

높은 ROE: CCJ의 자본 수익률(9.2%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 21:50
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
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분석가 소스

Cameco Corporation는 39명의 분석가가 다루고 있습니다. 이 중 17명의 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)
Robert BrackettBernstein