Suncor vs Cameco

This page compares Suncor and Cameco, outlining their business models, financial performance, and market context to help readers understand each company’s position. It presents neutral, accessible information about how they operate within their sectors and the factors that influence their activities. Educational content, not financial advice.

This page compares Suncor and Cameco, outlining their business models, financial performance, and market context to help readers understand each company’s position. It presents neutral, accessible inf...

Comparison Snapshot

Key Financial Metrics

SU

Metric

CCJ

$66.63B

Market Cap

$38.71B

-23.99%

Potential Profit

3.61%

Hold

Analyst Rating

Buy

Why It's Moving

SU Stock Warning: Why Analysts See -23% Downside Risk

Recent 2026 guidance reaffirms upstream focus with steady production outlook, yet signals vulnerability to lower oil prices squeezing profitability.
Q4 2025 earnings on February 5 missed key efficiency benchmarks, raising flags on cost controls amid rising operational expenses.
Broader sector pressures from global demand slowdowns amplify analyst fears of compressed margins for integrated oil majors like Suncor.

Sentiment:

🐻Bearish

Cameco Dips After Q4 Earnings and 2026 Outlook Spark Mixed Reactions

Q4 2025 earnings drove a more than 3% stock drop, with shares closing at $112.90 on February 13, underperforming broader market gains as traders weighed the implications.
Full-year 2025 revenue hit $3.482 billion alongside $590 million in net earnings, fueled by uranium sales, fuel services, and Westinghouse equity gains that bolster long-term nuclear energy positioning.
2026 guidance reflects cautious demand forecasts from analysts like Stifel Canada, trimming EPS estimates and amplifying focus on committed 230 million pounds of long-term uranium contracts.

Sentiment:

⚖️Neutral

SU Stock Warning: Why Analysts See -23% Downside Risk

Recent 2026 guidance reaffirms upstream focus with steady production outlook, yet signals vulnerability to lower oil prices squeezing profitability.
Q4 2025 earnings on February 5 missed key efficiency benchmarks, raising flags on cost controls amid rising operational expenses.
Broader sector pressures from global demand slowdowns amplify analyst fears of compressed margins for integrated oil majors like Suncor.

Sentiment:

🐻Bearish

Cameco Dips After Q4 Earnings and 2026 Outlook Spark Mixed Reactions

Q4 2025 earnings drove a more than 3% stock drop, with shares closing at $112.90 on February 13, underperforming broader market gains as traders weighed the implications.
Full-year 2025 revenue hit $3.482 billion alongside $590 million in net earnings, fueled by uranium sales, fuel services, and Westinghouse equity gains that bolster long-term nuclear energy positioning.
2026 guidance reflects cautious demand forecasts from analysts like Stifel Canada, trimming EPS estimates and amplifying focus on committed 230 million pounds of long-term uranium contracts.

Sentiment:

⚖️Neutral

Investment Analysis

Suncor

SU

Pros

Suncor achieved record Q3 2025 upstream production and refining throughput, showcasing strong operational execution and volume growth.
The company demonstrated capital discipline by reducing full-year 2025 capital expenditures by C$400 million without sacrificing growth projects.
Suncor increased its annual dividend by 5%, reflecting strong cash flow and commitment to shareholder returns.

Considerations

The company's debt-to-equity ratio is relatively high at 33.35, which could present risks amid rising interest rates.
Suncor’s liquidity is limited with a quick ratio of 0.83, potentially challenging its ability to cover short-term obligations.
Market volatility and fluctuating oil prices remain significant headwinds that could impact profitability and stock performance.

Cameco

CCJ

Pros

Cameco is a leading uranium producer with long-term contracts that support stable revenue streams and earnings growth.
The company reported a 46.7% year-over-year revenue increase, indicating strong demand for nuclear fuel.
Cameco maintains a low debt-to-equity ratio of 14.7%, underscoring solid financial health and balance sheet strength.

Considerations

Cameco’s valuation is relatively high, with a price-to-earnings ratio exceeding 100, suggesting limited value upside based on current earnings.
Dividend yield is very low at 0.14%, which may be unattractive to income-focused investors.
The company’s fortunes are heavily tied to the nuclear energy sector, which faces regulatory and public perception risks globally.

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