COMPARE · Reviewed August 7, 2026
CCJ vs UROY
Verdict: Side-by-side breakdown using the Bull Rankings model. CCJ scored 44.9, UROY scored 39.4 — CCJ leads.
Compare another set
Different reporting periods. UROY's fundamentals are as of April 2026, but CCJ's are as of December 2025 — a 4-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CCJ
Cameco Corporation
44.9
$97.39 · $42.4B
fundamentals as of
Score gap
5.5
CCJ leads
UROY
Uranium Royalty Corp.
39.4
$4.15 · $1.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
CCJ
stronger →← stronger
UROY
64
Qualityreturns · margins · balance sheet
93
50
Growthrevenue & earnings expansion
10
33
Valuevaluation vs sector peers
66
UROY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CCJ
UROY
$397mC
FCF
$178mC
+11.0%B
Rev
—
0.17A-
D/E
0.00A
167.9xD
P/E
14.3xB
1.92C+
PEG
—
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CCJ
UROY
353% above
Price vs fair valuelower is cheaper
5% below
~56%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
-83%
1-yr DCF upside
+16%
-78%
5-yr DCF upside
+5%
-67%
10-yr DCF upside
-8%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CCJ
Why this score
- Cyclical growth
- Foreign reporter (CAD)
UROY
Why this score
- Short track record
The companies
CCJCameco Corporation
Why now
Uranium · market cap $42.4b. Down 28% from 52-week high of $135.24 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $129.62 (implying +33% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 157% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 167.9x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. P/S 17.1x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
UROYUranium Royalty Corp.
Why now
Uranium · market cap $1.6b. Down 25% from 52-week high of $5.52 — deep drawdown territory. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $4.10 (implying -1% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.