Centrus Energy Corp. (LEU) vs Energy Fuels Inc (UUUU)

Centrus Energy Corp. and Energy Fuels Inc are both Uranium companies. Centrus Energy Corp. and Energy Fuels Inc are of similar size ($3.1B and $3.0B). Energy Fuels Inc has negative trailing earnings, so its P/E is not meaningful; Centrus Energy Corp. trades at 58.6×. Energy Fuels Inc grew revenue faster over the last twelve months: 62.5% against 8.47%. Centrus Energy Corp. has the higher net margin (10.2% vs −77.3%) and the higher return on invested capital (3.00% vs −11.2%). Across the 19 metrics below, Centrus Energy Corp. leads on 13 and Energy Fuels Inc on 6.

Valuation

Metric LEU UUUU Uranium median
P/E 58.59 n/m —
P/S 6.17 26.76 16.46
P/B 3.46 3.55 3.35
Price to free cash flow n/m n/m —
EV/EBITDA 96.76 n/m —
EV/Sales 4.72 24.31 14.86
Earnings yield 1.71% (2.82%) (2.82%)
Free cash flow yield (5.60%) (4.18%) (4.18%)

Profitability

Metric LEU UUUU Uranium median
Gross margin 23.65% 40.85% 23.65%
Operating margin 1.56% (91.05%) 0.00%
Net margin 10.23% (77.30%) 0.00%
Free cash flow margin (34.56%) (111.82%) 0.00%
Return on equity 8.05% (11.34%) (11.34%)
Return on assets 2.52% (7.31%) (8.14%)
Return on invested capital 3.00% (11.19%) (4.64%)

Growth

Metric LEU UUUU Uranium median
Revenue growth (TTM) 8.47% 62.51% 43.30%
EPS growth (last fiscal year) (12.75%) (35.71%) —
Revenue growth, 5-year CAGR 12.66% 108.88% —
Net income growth, 5-year CAGR 68.08% 0.00% 0.00%

Health

Metric LEU UUUU Uranium median
Debt to equity 1.39 0.85 0.45
Current ratio 5.39 27.90 9.41
Net debt to EBITDA (11.71) 1.94 1.94

Dividend

Metric LEU UUUU Uranium median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric LEU UUUU Uranium median
Market cap 3.05b 3.03b 2.40b

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