COMPARE · Reviewed August 7, 2026
LEU vs UROY
Verdict: Side-by-side breakdown using the Bull Rankings model. LEU scored 25.0, UROY scored 39.4 — UROY leads.
Compare another set
LEU
Centrus Energy Corp.
25
$191.37 · $3.8B
fundamentals as of
Score gap
14.4
UROY leads
UROY
Uranium Royalty Corp.
39.4
$4.15 · $1.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
LEU
stronger →← stronger
UROY
26
Qualityreturns · margins · balance sheet
93
50
Growthrevenue & earnings expansion
10
12
Valuevaluation vs sector peers
66
UROY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LEU
UROY
-$164mF
FCF
$178mC
+8.5%B
Rev
—
1.52C
D/E
0.00A
7.9xD
P/S
—
2.87C
PEG
—
—
P/E
14.3xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LEU
UROY
—
Price vs fair valuelower is cheaper
5% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
—
1-yr DCF upside
+16%
—
5-yr DCF upside
+5%
—
10-yr DCF upside
-8%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LEU
Why this score
- Diluting shareholders
- Cyclical growth
UROY
Why this score
- Short track record
The companies
LEUCentrus Energy Corp.
Why now
Uranium · market cap $3.8b. Down 59% 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 $259.27 (implying +35% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$164m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 64.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 59% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.