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What Is 1 of the Best Industrial Stocks to Own for the Next 10 Years?

newsfeedback@fool.com (James Hires)
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⚡ Quantum Brief
Cameco, the world’s second-largest uranium producer, supplied 15% of global uranium in 2025, trailing only Kazakhstan’s Kazatomprom. Its 164 million pounds of output underscores dominance in a resurgent nuclear sector. Uranium prices surged 33% year-over-year, stabilizing near $85, driving Cameco’s 2025 revenue to $3.48 billion (up 11%) and EPS to $1.35 (a 237% jump). The Hormuz crisis further bolstered demand for non-oil energy sources. A nuclear renaissance is underway, with 75 reactors under construction and 120 planned globally. Cameco’s vertical integration—mining, refining, and reactor engineering via Westinghouse—positions it as a long-term infrastructure play. The company boasts a debt-to-equity ratio of 0.14 and a 16.9% net profit margin, rare in capital-intensive mining. Its $50 billion market cap reflects investor confidence in sustained uranium demand. Analysts highlight Cameco as a top "buy-and-hold" stock for the next decade, leveraging nuclear’s expansion. Low volatility and high margins make it a standout in industrial energy investments.
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By James Hires – Apr 10, 2026 at 12:15AM ESTKey PointsCameco produced 15% of all the world's uranium in 2025. Its revenue and EPS are surging on the back of uranium's price growth over the past year. The company is a great long-term buy and hold with low debt and high profits. The world is in the midst of a nuclear renaissance. Around the world, 75 reactors are under construction, with another 120 planned, according to the World Nuclear Association. It will take years, decades even, to build all those reactors, and that makes nuclear energy a spectacular long-term opportunity. One of the best ways to play it is Cameco (CCJ 0.44%). The Canadian mining company is the world's second-largest uranium miner by production. Image source: Getty Images. In 2025, it produced 164 million pounds of uranium, or 15% of the world's total uranium production last year. The only larger uranium miner is Kazakhstan's state-run Kazatomprom. Cameco is also engaged in refining and producing uranium fuel, as well as engineering nuclear reactors through its 49% joint venture ownership of Westinghouse. Prior to the Hormuz crisis, uranium was the only energy resource that had increased in value over the previous 12 months. At present, it's up 33% over the past year and has held steady in the mid-$80s over the past month. The growth in uranium prices has been very good for Cameco, as you might imagine. ExpandNYSE: CCJCamecoToday's Change(-0.44%) $-0.51Current Price$115.39Key Data PointsMarket Cap$50BDay's Range$112.85 - $116.5852wk Range$38.59 - $135.24Volume93KAvg Vol4MGross Margin26.70%Dividend Yield0.15% Going nuclear For 2025, Cameco generated $3.48 billion, up 11% over 2024, and its earnings per share (EPS) grew 237% from $0.40 to $1.35. The company also has a very healthy balance sheet with a debt-to-equity ratio of 0.14, and it has a net profit margin of 16.9%. That might not be impressive for a tech stock, but in the capital-intensive mining industry, it sure is. If you're looking for a way to play the global nuclear renaissance over the next decade or longer, Cameco is one of the best set-it-and-forget-it plays out there.Read NextApr 9, 2026 •By Eric VolkmanWhy Peabody Energy Stock Tumbled on ThursdayApr 9, 2026 •By Josh Kohn-LindquistStock Market Today, April 9: Eos Energy Enterprises Surges on Preliminary Revenue Guidance and Record ShipmentsApr 9, 2026 •By Rich SmithWhy Bloom Energy Stock Just JumpedApr 9, 2026 •By Leo SunCameco Is One of 2026's Biggest Winners. Here's the 3-Year Outlook.Apr 9, 2026 •By Reuben Gregg BrewerThe Best Reason to Buy ExxonMobil Right Now Isn't High Oil PricesApr 9, 2026 •By Bram BerkowitzOccidental Petroleum Just Discovered Oil in an Exploratory Well Off the Gulf of America. Here Are 2 More Stocks That Could Soar as a Result.About the AuthorJames Hires is a contributing analyst at The Motley Fool covering the technology, energy, and mining industries. He is also a contributing analyst at SeekingAlpha. Prior to The Motley Fool, James spend six years ghostwriting at The Oxford Club, a leading financial newsletter in his hometown of Baltimore, Maryland. He holds a bachelors in history from Towson University and enjoys covering companies with historical or cultural significance.TMFJamesHiresX@moneyguyjimStocks MentionedCamecoNYSE: CCJ$115.39(-0.44%)-$0.51*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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