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Centrus Energy Corp. (LEU) Stock Analysis

Energy

Centrus Energy Corp.

$183.36

+$4.00 (+2.23%)

Last Updated: May 26, 2026

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Analysis

Company Overview

Centrus Energy Corp. operates as a supplier of nuclear fuel components specifically for the nuclear power industry, with operations spanning the United States, Belgium, Japan, the Netherlands, and various international markets. The enterprise functions within the Energy sector and focuses on the Uranium industry, providing essential inputs for power generation facilities. The company maintains a substantial market capitalization of $4.03B and generates annual revenue of $448.70M, supported by a workforce of 467 employees. These valuation and revenue figures indicate that Centrus Energy Corp. holds a significant position within the specialized nuclear fuel supply chain, reflecting a large-scale operation capable of serving diverse global markets.

Financial Health

The company reports a Trailing Twelve Month (TTM) revenue of $448.70M, a net income of $77.80M, and an EBITDA of $53.30M, revealing a cost structure where operating expenses and taxes reduce profitability by more than half of the EBITDA figure. The business generates a free cash flow of $38.08M, which demonstrates a positive ability to convert earnings into cash and suggests a degree of financial flexibility to fund operations without immediate external financing. Profitability analysis shows a gross margin of 26.2%, an operating margin of 6.1%, and a profit margin of 17.3%, indicating that while the cost of goods sold is significant, the final profit margin is highly efficient relative to sales. The balance sheet displays a cash position of $1.96B against total debt of $1.22B, resulting in a debt-to-equity ratio of 158.96, which suggests a leveraged capital structure where equity is less than the debt load. Despite the high debt-to-equity ratio, the current ratio stands at 5.59, indicating a robust ability to cover short-term liabilities with short-term assets and a conservative stance on immediate liquidity needs. Return on Equity is calculated at 16.8% while Return on Assets is 1.5%, revealing that management is highly effective at generating returns on shareholder equity, whereas the low asset return reflects the heavy capitalization required for the uranium industry relative to total asset base.

Valuation Assessment

Valuation metrics for Centrus Energy Corp. include a P/E Ratio (TTM) of 52.59 and a Forward P/E of 38.71, where the difference between these two figures implies that the market expects earnings to improve significantly in the future to justify the lower forward multiple. The price-to-book ratio is recorded at 5.27, indicating that the stock trades at a substantial premium over its book value, reflecting investor confidence in the company's intangible assets and future growth potential rather than just its tangible net worth. Alternative valuation measures such as a price-to-sales ratio of 8.99 and an EV/EBITDA of 61.76 suggest that the market values the company highly relative to its sales and operating earnings, often seen in capital-intensive industries with high barriers to entry. Regarding price metrics, the 52-week high is $464.25 and the 52-week low is $49.40, meaning the current trading price sits significantly below the recent highs but above the lows, illustrating a wide trading range driven by market volatility. The beta value is 1.29, which indicates that the stock price is more volatile than the broader market, moving with greater intensity than the average equity index.

Growth & Income

Recent performance data shows a revenue growth year-over-year of -3.6% and an earnings growth year-over-year of -75.3%, indicating that earnings are shrinking at a much faster rate than revenue, which typically points to declining margins or one-time costs impacting the bottom line more severely than the top line. The company does not pay dividends, evidenced by a dividend yield of N/A and a payout ratio of 0.0%, which means the firm retains all earnings to reinvest into growth initiatives or to service its substantial debt obligations rather than distributing cash to shareholders. The overall growth and income profile is characterized by significant earnings contraction and a lack of dividend income, positioning the stock primarily as a vehicle for potential capital appreciation rather than current yield. This profile suggests that the company's value proposition relies entirely on future operational improvements or market expansion to reverse the negative growth trends currently reflected in the financial statements.

Peer Comparison

Centrus Energy Corp. (LEU) operates in the Uranium industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Centrus Energy Corp. LEU $3.61B 66.7
Cameco Corporation CCO.TO $65.10B 100.3
Cameco Corporation CCJ $47.11B 100.2
NexGen Energy Ltd. NXE.TO $9.76B N/A

The Uranium industry average P/E ratio is 89.9x. Centrus Energy Corp. trades at a P/E of 66.7.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Centrus Energy Corp.

Centrus Energy Corp. supplies nuclear fuel components for the nuclear power industry in the United States, Belgium, Japan, the Netherlands, and internationally. The company operates in two segments, Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) components of LEU; natural uranium hexafluoride, uranium concentrates, and uranium conversion; and enriched uranium products to utilities that operate nuclear power plants. The Technical Solutions segment offers technical, manufacturing, engineering, and operations services to public and private sector customers. The company was formerly known as USEC Inc. and changed its name to Centrus Energy Corp. in September 2014. Centrus Energy Corp. was incorporated in 1998 and is headquartered in Bethesda, Maryland.

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Key Statistics

Market Cap
$3.61B
P/E Ratio
66.68
52-Week High
$464.25
52-Week Low
$117.64
Avg Volume
843.39K
Beta
1.44

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Industry
Uranium
Exchange
NYSE
Country
United States
Employees
467