Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LEU
STRONG SELLCentrus Energy Corp. · Energy · United States · $3.2B · Avg Vol: $154M/d
COMPANY DESCRIPTION
Centrus Energy Corp. is a trusted supplier of nuclear fuel and services for commercial nuclear power plants, specializing in the supply of low-enriched uranium (LEU) and the development of High-Assay Low-Enriched Uranium (HALEU). The company is a critical partner to the US government and commercial utilities, operating the only federally licensed HALEU production facility in the United States. Its competitive moat is defined by its unique regulatory licenses, domestic enrichment capabilities, and long-term supply contracts.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 293.8M | 320.2M | 442.0M | 448.7M | 15.2% | 452.3M | 461.3M | 472.8M | 2.6% |
| EPS | 3.47 | 5.55 | 4.49 | 4.33 | 7.7% | 2.74 | 4.38 | 4.66 | 3.8% |
| Shares | 14.6M | 15.7M | 16.8M | 19.7M | +34.3% | 19.0M | — | — | — |
| Debt | 163.7M | 174.5M | 546.0M | 1.2B | 95.1% | 1.2B | — | — | — |
| Equity | -74.1M | 32.3M | 161.4M | 765.1M | 386.7% | — | — | — | — |
| Op CF | 20.6M | 9.1M | 37.0M | 51.0M | 35.3% | -20.6M | — | — | — |
| Inv CF | -0.7M | -1.6M | -4.1M | -19.7M | — | — | — | — | — |
| Fin CF | -4.3M | 13.9M | 437.1M | 1.2B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of LEU are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LEU | Centrus Energy Corp.(you) | $3.2B | 7 | STRONG SELL |
| EFR.TO | Energy Fuels Inc. | $2.9B | 4 | STRONG SELL |
| UEC | Uranium Energy Corp. | $4.7B | 7 | STRONG SELL |
| URE.TO | Ur-Energy Inc. | $512M | 2 | STRONG SELL |
| EU | enCore Energy Corp. | $221M | 4 | STRONG SELL |
| NUCL | Eagle Nuclear Energy Corp. | $159M | 3 | STRONG SELL |
| LBRT | Liberty Energy Inc. | $2.8B | 16 | STRONG SELL |
| BTU | Peabody Energy Corporation | $2.8B | 16 | STRONG SELL |
| NEXT | NextDecade Corporation | $1.9B | 10 | STRONG SELL |
| CRK | Comstock Resources, Inc. | $4.0B | 20 | STRONG SELL |
Peer medians: ROE 9.6% · P/E 18.6x · Gross margin 44.2%