An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
In plain words · Centrus Energy Corp.
VERDICT
The label
Accumulation
read at $191.37
Centrus Energy Corp. holds its Accumulation at $191.37.
PHPhase · the trend structure carries the Accumulation label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · does not pass the values gate
edge confirmed
edge broken
edge forming
Each arm is one independent read. Conviction is not a single call, it is how many edges converge.
INVESTOR
The investor read · the season, not the day
As held on the ledger · 2026-08-07
Phase
Accumulation
Quantitative state
The statistical read favours the buyers, held for 26 days
Price
$191.37
Valuation
N/A trailing · 52.74 forward price to earnings
Values screen
FAIL· score 70.0
Beta
1.35
OPPORTUNITY
The opportunity · what the numbers say it is worth
Read at
$191.37
N/A P/E · 52.74 fwd
Our fair value
$147.33
23% premium
Analyst target (avg)
$264.00
+38% to current
Target low $170.00Analyst target rangeTarget high $390.00
▲ current $191.37 · | average target
Price history & projections · where it has been, where the models see it going
The valuation journey · where the price sits against fair value and the Street
Current
$191.37
you are here
Conservative
$147.33
-23%
Analyst avg
$264.00
+38%
Our fair value
$147.33
-23%
Analyst high
$390.00
+104%
Green marks levels above today's price, red below; the shaded band is the gap between the price and our fair value.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish — a quality-at-a-fair-price name rather than a deep-value one.
Revenue growth
14.00%
Profit margin
10.23%
Debt to equity
139.28
Analyst consensus
Buy · 15 covering
Fair value and rating are our own model estimates; target range reflects third-party analyst estimates. Analysis, not advice.
SCREEN
The values screen, explained · five checks, plain English
This company is excluded by both standards. There are two widely recognised ways to check whether a company is suitable for a Muslim investor. It fails on both:
The common standard· AAOIFI Used by most halal investing apps✗ DOES NOT PASS
Our stricter standard· asset-based The one Titan applies✗ DOES NOT PASS
Why it fails. The problem is its debt ratio. Because both standards agree on this, it is a clear exclusion, not a borderline case.
Business activityIts core business isn't built on prohibited lines — no gambling, alcohol, tobacco, weapons, or interest-based lending.Pass
Debt loadInterest-bearing debt is 49.7% of its assets, above the one-third ceiling the screen allows.Fail
Interest-bearing cashCash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.Pass
ReceivablesMoney owed to the company is 80.8% of assets, above the 49% limit.Fail
Revenue purityOnly 0.0% of revenue comes from non-compliant sources — under the 5% line.Pass
Every security is read against two recognised standards: our stricter asset-based screen (ratios measured against total assets) and the more widely used market-value standard (measured against market capitalisation). Where they agree we say so plainly; where they part ways — almost always on the debt check — we show both readings and mark it, because that disagreement is the finding, not a fault. We report the score; you and your scholar make the call.
PLAIN
The business, in plain words · what the numbers mean
Nuclear Fuel Supplier Sits Above Fair Value
Every time a power plant in Japan or Belgium needs fresh fuel rods, the supply chain runs through a handful of specialists like this one. Yet the shares trade at a 5% premium to our fair value with revenue creeping just 5% and a forward multiple of 39.6 times earnings. That combination leaves no margin of safety in a business whose profits swing with uranium cycles and government contracts.
The modest 13% profit margin and 12% return on equity look ordinary rather than exceptional, and the unknown competitive moat adds further uncertainty. Consensus analyst targets sit far higher, but those forecasts often ignore how quickly earnings can collapse once enrichment demand or policy support fades.
Cyclical uranium names frequently sport low multiples at the bottom and stretched ones near peaks; a 39.6 times multiple here reads more like a warning than an opportunity. Ethical checks clear, yet the valuation and industry rhythm do not. Analysis, not advice.
Screened names in the same industry · explore each on its own page.
TRADE
Where & how to trade · wherever in the world you are
LEU trades on the NYSE. As a US-listed security it is accessible through almost any international broker offering US markets. New to this, or investing from outside the US? Our guide to accessing global markets covers brokers, currencies and the practical steps.
TRADER
The trader read · the latest dated commentary
The framework has shifted from markdown to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 4.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 41%. The street (14 analysts) rates it buy, with a mean price target of $279. Entered 2026-08-04 · Distribution
The framework has shifted from markdown to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 4.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 41%. The street (14 analysts) rates it buy, with a mean price target of $279.
2026-07-18Markdown$162.58+0.0%Entry 3
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are up 1%. Our forward projection puts the odds of a 10% gain over the next month near 41%. The street (14 analysts) rates it buy, with a mean price target of $279.
2026-07-03Markdown$162.58+0.0%Entry 2
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markdown$162.58Entry 1
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
POLITICAL
The political ledger · congressional disclosures
Disclosures naming LEU
Date
Politician
Party
Type
Amount
24 Jul2026
David Taylor
Republican
sell
1K–15K
24 Jul2026
David Taylor
Republican
sell
1K–15K
RETURNS
What holding actually paid · price plus dividends
If $1,000 had been placed · historical, not a promise
Period
Price then
Price return
Divs per share
$1,000 became
Total return
1 month
$213.22
-30.8%
·
$692
-30.8%
2 months
$187.22
-21.2%
·
$788
-21.2%
3 months
$214.85
-31.3%
·
$687
-31.3%
6 months
$273.11
-46.0%
·
$540
-46.0%
1 year
$145.92
+1.1%
·
$1,011
+1.1%
2 years
$44.70
+230.0%
·
$3,300
+230.0%
3 years
$32.19
+358.3%
·
$4,583
+358.3%
5 years
$26.69
+452.7%
·
$5,527
+452.7%
Historical returns from market close data. Past performance does not guarantee future results.
SEALED
This entry now belongs to the ledger. Whatever LEU does next, these words stay.
Centrus Energy Corp. · LEU · Accumulation · $191.37
Recorded 2026-08-07 · before the outcome · scored mechanically
