COMPARE · Reviewed July 29, 2026
CCJ vs CNR
Verdict: Side-by-side breakdown using the Bull Rankings model. CCJ scored 27.5, CNR scored 49.4 — CNR leads.
Compare another set
CCJ
Cameco Corp
27.5
$87.89 · $38.0B
Score gap
21.9
CNR leads
CNR
Core Natural Resources, Inc.
49.4
$80.68 · $4.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
CCJ
stronger →← stronger
CNR
61
Qualityreturns · margins · balance sheet
43
68
Growthrevenue & earnings expansion
50
0
Valuevaluation vs sector peers
55
CCJ is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CCJ
CNR
—
FCF
$242mC
+7.5%B
Rev
+60.6%A
0.14A-
D/E
0.12A
79.5xD+
P/E
—
10.63D
PEG
—
—
P/S
1.0xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CCJ
CNR
—
Price vs fair valuelower is cheaper
28% below
—
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
—
1-yr DCF upside
+6%
—
5-yr DCF upside
+40%
—
10-yr DCF upside
+109%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CCJ
No notable signals flagged.
CNR
Why this score
- Buying back stock
- Cut its dividend
- Cyclical growth
- Short track record
The companies
CCJCameco Corp
Why now
Energy · market cap $38.0b. Down 35% from 52-week high of $135.24 — deep drawdown territory.
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent.
Risk
Trailing P/E 79.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. P/S 14.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
CNRCore Natural Resources, Inc.
Why now
Thermal Coal · market cap $4.1b. Down 30% from 52-week high of $114.80 — deep drawdown territory. Revenue growing +61% — in hypergrowth territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $105.25 (implying +30% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -1.5%) — path to GAAP profitability is the core thesis risk. ROE -2% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.