Centrus Energy Corp (LEU) Fair Value & Analysis
Energy · US · Market cap $3.1B
Centrus Energy Corp
LEU · US
Fair value as of: Jul 19, 2026
From 22 valuation models · updated 21 days ago
Share price +15.0% over the past month.
Below-average quality, and screening another 74% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($57.85). The favourable scenario is already priced in.
- Weak quality (34/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range $18.63 – $436.00 · fair‑value band $44.49 – $57.85 · the $191.37 price screens above the $49.51 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Centrus Energy Corp (LEU) currently trades at $191.37, while our model-based Fair Value estimate is $49.51, implying the stock looks roughly 74.1% overvalued today. The Quality Score stands at 34/100 (below-average quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Centrus Energy Corp generated revenue of $452M at a net margin of 13.4%. Revenue grew 4.9% year over year. It earns a return on equity of 12.3%. The balance sheet holds a net cash position of $744M. Fundamentals as of Jul 19, 2026
Our scenario range runs from $44.49 (bear case) to $57.85 (bull case); at $191.37, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 59% below its 52-week high and 36% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -72% fair-value upside, at -74%, LEU screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 22 models by family
Widest divergence: DCF Models ($63.11) versus Asset-Based ($27.05). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 37 · Market factors (momentum, volatility) 17
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Centrus Energy Corp reported revenue of $449M in FY2025 versus $298M in FY2021, a compound +10.7%/yr. Reported net income was $77.8M in FY2025, compounding −18.3%/yr from FY2021.
LEU screens 74% overvalued. Compare with Cameco Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- LEU's Q2 Earnings Beat, Revenues up Y/Y on Strong Uranium Sales
- Is Centrus Energy Too Cheap to Ignore Right Now?
- Centrus Energy to Report Q2 Earnings: What's in Store for the Stock?
Peer Group
Uranium · 26 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Uranium median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Uranium stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cameco Corporation CCJ | $95.99 | $9.62 | -90% |
| China National Uranium Co 001280 | ¥56.66 | ¥11.54 | -80% |
| NexGen Energy Ltd NXE | $9.25 | $1.04 | -89% |
| Sprott Physical Uranium Trust Fund UU | $18.61 | $29.76 | +60% |
| CGN Mining Company 1164 | HK$2.42 | HK$1.01 | -58% |
| Deep Yellow Limited DYL | A$1.23 | A$0.3000 | -76% |
| IsoEnergy Ltd ISOU | $10.01 | $1.78 | -82% |
| Bannerman Energy Ltd BMN | A$3.51 | A$3.63 | +3% |
| Uranium Royalty Corp UROY | $2.76 | $1.62 | -41% |
| Boss Energy Limited BOE | A$1.30 | A$0.3600 | -72% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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