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

$61.49B

Market Cap

$38.71B

-19.14%

Potential Profit

3.61%

Hold

Analyst Rating

Buy

Why It's Moving

JP Morgan Upgrades Suncor Energy to Overweight, Fueling Bullish Momentum

JP Morgan's upgrade reflects optimism on Suncor's integrated oil sands operations and potential for improved profitability in a stable energy market.
Stock rose 1.30% on January 23 to $69.61, bucking a short-term dip and aligning with a strong rising trend projecting 11.78% upside over three months.
Recent institutional buying, including Dodge & Cox increasing its stake, underscores growing fund interest ahead of Q4 earnings release.

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

JP Morgan Upgrades Suncor Energy to Overweight, Fueling Bullish Momentum

JP Morgan's upgrade reflects optimism on Suncor's integrated oil sands operations and potential for improved profitability in a stable energy market.
Stock rose 1.30% on January 23 to $69.61, bucking a short-term dip and aligning with a strong rising trend projecting 11.78% upside over three months.
Recent institutional buying, including Dodge & Cox increasing its stake, underscores growing fund interest ahead of Q4 earnings release.

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

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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