CCJ
Cameco Corporation

Cameco CorporationCCJ

Energy · Uranium
94.59USD
+1.46%
Sep 23, 2026
CCJ overview ready
Vertically Integrated Supplier Securing Domestic Uranium and Nuclear Fuel Services
Cameco is a vertically integrated nuclear-fuel supplier: it produces uranium from major Canadian operations and interests in Kazakhstan, provides UF6 and UO2 conversion and fuel-bundle services, and owns a major interest in Westinghouse, adding reactor-services and fuel-fabrication exposure.
Direct narrative exposure
Exposed to the Nuclear Fuel Cycle Rebuild narrative through Domestic Uranium Mining and Front End Supply — pure play.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple.
Fundamentals under pressure
Ev / sales is weak.
Primary risk
Volatility in uranium prices.
Market Sep 22Price action Sep 22Research Aug 30

Conviction Level

NarrativeHeat7.0ThemeHeat6.5PriceAction3.4Valuation0.3CompanyPosition9.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$39.9B
Avg Volume (60D)
3.0M
60 sessions
Revenue Growth YoY
-1.8%
Trailing twelve months
Gross Margin
+25.6%
Trailing twelve months
Operating Margin
+14.0%
Trailing twelve months
Distance from 200DMA
-10.7%
Next Earnings
2026-10-30
P/E
155.3x
EV / Sales
15.9x
Market metrics as of Sep 22, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads expensive.
Cameco Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple. It trades at 15.9x revenue, which requires sustained delivery to be justified.

Company Research

Thesis
Cameco is a vertically integrated nuclear-fuel supplier: it produces uranium from major Canadian operations and interests in Kazakhstan, provides UF6 and UO2 conversion and fuel-bundle services, and owns a major interest in Westinghouse, adding reactor-services and fuel-fabrication exposure.
Opportunity
Moderate opportunity
Utility and government procurement for secure, non-Russian uranium concentrate, conversion capacity and other front-end nuclear-fuel inputs needed to support existing reactors and planned nuclear generation.
Key risk
Volatility in uranium prices.

Narrative & Theme

Nuclear Fuel Cycle Rebuild
Part of Domestic Uranium Mining and Front End Supply, with strong fit.
Its uranium production, conversion services and long-term utility contracting are positioned for a Western fuel-supply chain that is being rebuilt around supply security, reactor life extensions and new-build demand.
Narrative HeatHeating up7.0 / 10
Theme HeatNeutral6.5 / 10

Business & Markets

Energy · Uranium
What they do

Cameco Corporation engages in the exploration, mining, milling, refining, conversion, fabrication, and sale of uranium and nuclear fuel products, operating through its Uranium, Fuel Services, and Westinghouse segments.

How it earns

The company generates revenue primarily through transactional sales of uranium concentrate, fuel services, and nuclear reactor technology products and services.

Products & services
Uranium concentrate
Uranium refining and conversion services
Nuclear reactor technology and services
Customers & end markets
Electric utilities generating nuclear power
Nuclear fuel fabricators
Nuclear reactor operators
Market position

Cameco is a leading uranium producer with integrated operations across the nuclear fuel supply chain.

Demand drivers
High cyclicality

Uranium demand and prices are influenced by nuclear power industry cycles and geopolitical factors affecting supply.

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