Sectivia

Centrus Energyvs.Oklo

LEU vs OKLO · both in Nuclear energy & uranium, part of the Energy, grid & critical infrastructure value chain: CO2-free baseload: uranium supply, fuel, reactor technology and small modular reactors (tags mark the role).

Oklo is about 2.3× larger than Centrus Energy by market cap; year to date, Centrus Energy leads (−27.0% vs −44.7%).

Supply-chain link: Centrus Energy supplies Oklo.

Side by side

LEUOKLO
Market cap$3.7B$8.6B
Price$193.39$44.27
Today+9.2%+11.5%
Return YTD−27.0%−44.7%
Return 1Y−5.0%−43.6%
P/E76.7
P/S7.8
P/B4.42.6

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

Centrus EnergyLEU

NYSE American · USA

Enriches uranium, including the HALEU grade that next-generation small modular reactors require.

EnrichmentSMRFuel cycle
Full LEU profile →

OkloOKLO

NYSE · USA

Aurora, its microreactor design, is meant to be sold as electricity rather than as hardware, with data centers the intended buyers. Nothing is operating commercially yet.

SMRData center powerPre-revenue
Full OKLO profile →

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