COMPARE · Reviewed July 29, 2026
CNR vs LEU
Verdict: Side-by-side breakdown using the Bull Rankings model. CNR scored 49.4, LEU scored 29.9 — CNR leads.
Compare another set
CNR
Core Natural Resources, Inc.
49.4
$80.68 · $4.1B
fundamentals as of
Score gap
19.5
CNR leads
LEU
Centrus Energy Corp.
29.9
$177.00 · $3.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
CNR
stronger →← stronger
LEU
43
Qualityreturns · margins · balance sheet
32
50
Growthrevenue & earnings expansion
50
55
Valuevaluation vs sector peers
17
CNR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CNR
LEU
$242mC
FCF
-$61mF
+60.6%A
Rev
-4.1%D+
0.12A
D/E
1.52C
1.0xA-
P/S
7.7xD
—
PEG
2.87C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CNR
LEU
28% below
Price vs fair valuelower is cheaper
—
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+6%
1-yr DCF upside
—
+40%
5-yr DCF upside
—
+109%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CNR
Why this score
- Buying back stock
- Cut its dividend
- Cyclical growth
- Short track record
LEU
Why this score
- Diluting shareholders
- Revenue shrinking
The companies
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.
LEUCentrus Energy Corp.
Why now
Uranium · market cap $3.5b. Down 62% from 52-week high of $464.25 — deep drawdown territory. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $263.13 (implying +49% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent.
Risk
Free cash flow is negative (-$61m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 64.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 62% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.