COMPARE · Data as of August 27, 2026
LEU vs UROY
Verdict: Side-by-side breakdown using the Bull Rankings model. LEU scored 24.9, UROY scored 44.6 — UROY leads.
Compare another set
LEU
Centrus Energy Corp.
24.9
$194.78 · $3.9B
fundamentals as of
Score gap
19.7
UROY leads
UROY
Uranium Royalty Corp.
44.6
$4.43 · $1.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Strongest balance sheetUROY0.00
- Highest qualityUROY93 / 100
- Largest discount to fair valueUROY-46%
Side by side · every name on one set of axes
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
95
UROY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LEU
UROY
-$164mF
FCF
$178mC
+8.5%B
Rev
—
1.39C
D/E
0.00A
8.2xD
P/S
—
2.87C
PEG
0.04A
—
P/E
15.3xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LEU
UROY
—
Price vs fair valuelower is cheaper
46% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-1%/yr
—
1-yr DCF upside
+43%
—
5-yr DCF upside
+87%
—
10-yr DCF upside
+172%
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 $3.9b. Down 58% from 52-week high of $464.25 — deep drawdown territory. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $253.25 (implying +30% 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 102.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 58% 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 $1.7b. 20% off the 52-week high of $5.52. PEG 0.04 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $4.12 (implying -7% 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.
Where LEU and UROY diverge
On the headline score the gap is 19.7 points in favor of UROY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueLEU 11.7 · UROY 94.8UROY +83.1
- QualityLEU 26.3 · UROY 93.4UROY +67.1
- GrowthLEU 50.0 · UROY 10.0LEU +40.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.