Baker Hughes vs Cameco

This page compares Baker Hughes and Cameco, examining their business models, financial performance, and the market context in which they operate. The content is written in a neutral, accessible tone to help readers understand how each company approaches its sector and growth. Educational content, not financial advice.

This page compares Baker Hughes and Cameco, examining their business models, financial performance, and the market context in which they operate. The content is written in a neutral, accessible tone t...

Comparison Snapshot

Key Financial Metrics

BKR

Metric

CCJ

$55.55B

Market Cap

$38.71B

-5.92%

Potential Profit

3.61%

Buy

Analyst Rating

Buy

Why It's Moving

Baker Hughes Crushes Q4 Expectations with Record Orders and Backlog, Fueling Energy Sector Optimism

Orders hit $7.9B, with $4.0B from IET, underscoring strong client confidence in energy tech solutions.
Record RPO of $35.9B, including IET highs, points to a packed pipeline of future revenue amid volatile markets.
U.S. drillers added rigs for the first time in three weeks per Baker Hughes data, with oil rigs up to 411, hinting at nascent recovery despite 5.6% yearly drop.

Sentiment:

🐃Bullish

Cameco surges as uranium powerhouse rides nuclear revival wave with blockbuster earnings growth ahead.

Analysts project adjusted earnings to double in FY25 and grow 55% in 2026, driven by high-grade mines like Cigar Lake and McArthur River that outpace global competitors.
Zacks awards CCJ a #1 Strong Buy rank after recent upward revisions, with 2026 estimates 13% above consensus, underscoring its role in the nuclear-AI nexus.
49% stake in Westinghouse bolsters long-term upside, as U.S. ramps up AP1000 reactors with government backing, shielding Cameco from tariff risks via Canadian imports.

Sentiment:

🐃Bullish

Baker Hughes Crushes Q4 Expectations with Record Orders and Backlog, Fueling Energy Sector Optimism

Orders hit $7.9B, with $4.0B from IET, underscoring strong client confidence in energy tech solutions.
Record RPO of $35.9B, including IET highs, points to a packed pipeline of future revenue amid volatile markets.
U.S. drillers added rigs for the first time in three weeks per Baker Hughes data, with oil rigs up to 411, hinting at nascent recovery despite 5.6% yearly drop.

Sentiment:

🐃Bullish

Cameco surges as uranium powerhouse rides nuclear revival wave with blockbuster earnings growth ahead.

Analysts project adjusted earnings to double in FY25 and grow 55% in 2026, driven by high-grade mines like Cigar Lake and McArthur River that outpace global competitors.
Zacks awards CCJ a #1 Strong Buy rank after recent upward revisions, with 2026 estimates 13% above consensus, underscoring its role in the nuclear-AI nexus.
49% stake in Westinghouse bolsters long-term upside, as U.S. ramps up AP1000 reactors with government backing, shielding Cameco from tariff risks via Canadian imports.

Sentiment:

🐃Bullish

Investment Analysis

Baker Hughes

BKR

Pros

Recent contract wins in deepwater regions provide stability and support international revenue growth.
Strategic portfolio moves focus on high-growth segments like gas and digital technologies.
Solid quarterly earnings and steady demand for natural gas technologies underpin positive momentum.

Considerations

Financial performance remains highly sensitive to fluctuations in global oil and gas prices.
Exposure to rising material costs from international tariffs can squeeze profit margins.
Long-cycle LNG projects carry risks of delays, cost overruns, and supply chain bottlenecks.

Cameco

CCJ

Pros

Strong position in the global uranium market with long-term supply contracts providing revenue visibility.
Benefiting from rising uranium prices and increased demand for nuclear energy worldwide.
Low-cost production profile enhances profitability and competitive advantage in the sector.

Considerations

Revenue and earnings are highly dependent on volatile uranium spot prices and market sentiment.
Geopolitical risks and regulatory changes in key markets can impact operations and expansion plans.
Limited diversification outside uranium mining increases exposure to sector-specific downturns.

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