LEU official logo LEU
LEU 3-star rating from Upturn Advisory
Centrus Energy (LEU) company logo

Centrus Energy (LEU)

Centrus Energy (LEU) 3-star rating from Upturn Advisory
$266.23
Last Close (24-hour delay)
upturn advisory logo
PASS
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

12/05/2025: LEU (3-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 3 star rating for performance

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

3 star rating from financial analysts

10 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $279.73

1 Year Target Price $279.73

Analysts Price Target For last 52 week
$279.73 Target price
52w Low $49.4
Current$266.23
52w High $464.25

Analysis of Past Performance

Type Stock
Historic Profit 347.29%
Avg. Invested days 25
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Centrus Energy

Centrus Energy(LEU) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 322

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.