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Centrus Energy (LEU)

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Upturn Advisory Summary
12/05/2025: LEU (3-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $279.73
1 Year Target Price $279.73
| 7 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 347.29% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.85B USD | Price to earnings Ratio 41.34 | 1Y Target Price 279.73 |
Price to earnings Ratio 41.34 | 1Y Target Price 279.73 | ||
Volume (30-day avg) 10 | Beta 1.34 | 52 Weeks Range 49.40 - 464.25 | Updated Date 12/6/2025 |
52 Weeks Range 49.40 - 464.25 | Updated Date 12/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 6.44 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 25.04% | Operating Margin (TTM) -23.5% |
Management Effectiveness
Return on Assets (TTM) 3.49% | Return on Equity (TTM) 51.74% |
Valuation
Trailing PE 41.34 | Forward PE 70.42 | Enterprise Value 4690418476 | Price to Sales(TTM) 10.68 |
Enterprise Value 4690418476 | Price to Sales(TTM) 10.68 | ||
Enterprise Value to Revenue 10.33 | Enterprise Value to EBITDA 35 | Shares Outstanding 17492832 | Shares Floating 16841212 |
Shares Outstanding 17492832 | Shares Floating 16841212 | ||
Percent Insiders 4.56 | Percent Institutions 90.35 |
Upturn AI SWOT
Centrus Energy

Company Overview
History and Background
Centrus Energy Corp. (LEU) traces its roots to the United States Enrichment Corporation (USEC), a government corporation created in 1992. It was privatized in 1998 and renamed Centrus Energy in 2014. Centrus focuses on supplying nuclear fuel and related services.
Core Business Areas
- LEU Production: Centrus produces low-enriched uranium (LEU) for commercial nuclear power plants. LEU is the primary fuel source for most reactors globally.
- Advanced Reactor Fuel: Centrus is developing High-Assay Low-Enriched Uranium (HALEU) fuel for advanced reactors, including the American Centrifuge demonstration program.
- Technical Services: Centrus provides technical, engineering, and consulting services related to nuclear fuel and reactor operations.
Leadership and Structure
Centrus Energy is led by Amir Vexler (President and CEO). The company has a board of directors overseeing its operations and strategic direction. It is structured into business segments corresponding to its core business areas.
Top Products and Market Share
Key Offerings
- Description: Enriched uranium is created via a process used to increase the percentage of uranium-235 (U-235) atoms in a sample of uranium. Natural uranium is about 0.72% U-235, and most power reactors require uranium enriched to between 3% and 5%.
- LEU: Low-Enriched Uranium is the core product. Centrus supplies LEU to utility companies operating nuclear power plants. Market share is difficult to pinpoint precisely, but Centrus is a significant player in the global LEU market. Competitors include Orano, Urenco, and Rosatom.
- HALEU: High-Assay Low-Enriched Uranium is being developed for advanced reactors. The market is nascent but growing, with Centrus positioned as a key supplier. Competitors are emerging as the advanced reactor market develops.
Market Dynamics
Industry Overview
The nuclear fuel market is characterized by high barriers to entry due to the complexity of enrichment technology and stringent regulatory requirements. Demand is driven by the global nuclear power industry. Geopolitical factors and government policies significantly influence the market.
Positioning
Centrus is positioned as a key supplier of LEU and a leader in developing HALEU for advanced reactors. Its competitive advantages include its American Centrifuge technology and its focus on supplying the U.S. market.
Total Addressable Market (TAM)
The global nuclear fuel market is estimated to be around $10-15 billion annually. Centrus is positioned to capture a significant portion of the HALEU market as advanced reactors are deployed.
Upturn SWOT Analysis
Strengths
- Domestic U.S. supplier of LEU and HALEU
- American Centrifuge technology
- Strong relationships with the U.S. government
- Focus on advanced reactor fuel
Weaknesses
- Reliance on government contracts and funding
- High capital costs associated with enrichment technology
- Exposure to geopolitical risks
- HALEU market is still developing
Opportunities
- Growing demand for HALEU to fuel advanced reactors
- Potential for increased government support for domestic nuclear fuel production
- Expansion into new markets and services
- Development of new enrichment technologies
Threats
- Competition from foreign suppliers
- Changes in government policies
- Geopolitical instability
- Technological disruptions in the nuclear fuel market
Competitors and Market Share
Key Competitors
- Uranium Energy Corp (UEC)
- Cameco Corporation (CCJ)
- Orano (Not Public)
- Urenco (Not Public)
- Rosatom (Not Public)
Competitive Landscape
Centrus faces competition from established global players like Orano and Urenco. Its advantages include its domestic U.S. presence and its focus on HALEU. Disadvantages include its reliance on government contracts and its smaller scale compared to its competitors.
Growth Trajectory and Initiatives
Historical Growth: Dependent on contract wins and the development of the HALEU market.
Future Projections: Analyst estimates vary depending on the outlook for the nuclear power industry and the adoption of advanced reactors.
Recent Initiatives: Focus on securing contracts for HALEU production and advancing the American Centrifuge technology.
Summary
Centrus Energy is positioned well within the nuclear fuel market as a domestic supplier. The company needs to secure more long-term contracts for HALEU to grow and scale effectively. Its American Centrifuge Technology provides strategic advantages, but high capital costs present a barrier. It needs to monitor geopolitical and technological risks that can quickly change the market landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Centrus Energy Corp. Investor Relations
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Centrus Energy
Exchange NYSE MKT | Headquaters Bethesda, MD, United States | ||
IPO Launch date 1998-07-23 | President, CEO & Director Mr. Amir V. Vexler | ||
Sector Energy | Industry Uranium | Full time employees 322 | Website https://www.centrusenergy.com |
Full time employees 322 | Website https://www.centrusenergy.com | ||
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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