With inflation data, bond yields and energy prices all in focus, many investors are looking for assets tied to real-world infrastructure and long term power demand. Nuclear energy stocks sit at the crossroads of energy security and low carbon goals, and this Nuclear Energy Stocks screener helps you quickly filter companies across uranium supply, fuel services and reactor operations. Rather than sifting through the whole market, you can use the screener to focus on liquid, listed stocks linked to this theme. Below, the article highlights 3 of the most closely watched stocks from the Nuclear Energy Stocks screener.

Constellation Energy (CEG)

Overview: Constellation Energy is a US power producer that runs a large fleet of nuclear, wind, solar, natural gas and hydro plants with about 31,676 megawatts of capacity. It supplies electricity, gas and low carbon energy solutions to utilities, businesses, public sector clients and households across multiple regions.

Operations: Constellation Energy generates essentially all of its revenue from its Generation segment, which reported about US$29.9b, with exposure spread across regions including the Midwest, Mid Atlantic, New York, ERCOT and other power markets.

Market Cap: US$90.1b

Constellation Energy provides direct exposure to the nuclear-heavy power grid that large data centers, retailers and municipalities are turning to for reliable, carbon-free electricity, backed by long-dated contracts with customers such as Walmart and major tech companies. Analysts currently forecast earnings growth, and recent federal support for nuclear production tax credits has been cited as adding visibility to cash flows. The company also carries a significant level of debt and depends heavily on regulated nuclear assets, which introduces regulatory and decommissioning risk. In addition, there has been a recent US$2.0b one-off gain and the company reports strong governance and a valuation that analysts describe as supported by their target prices and discounted cash flow work. Overall, much of the investment narrative centers on the details of its contracts, balance sheet and regulatory exposure.

Constellation Energy’s nuclear scale, long term contracts and recent US$2.0b gain raise big questions about how much is already priced in. Before you assume the story is simple, review the 4 key rewards and 2 important warning signs

Uranium Energy (UEC)

Overview: Uranium Energy is a US based uranium and titanium company that explores for, develops and processes uranium and titanium concentrates across the United States, Canada and Paraguay, aiming to build a vertically integrated nuclear fuel supplier for utilities and government customers.

Operations: Uranium Energy currently reports about US$20.2m in revenue from corporate and administrative activities. Future uranium and fuel cycle revenues are expected to depend on ramping production and processing assets.

Market Cap: US$4.6b

Uranium Energy sits at the center of the US push to secure domestic nuclear fuel, combining in situ recovery uranium projects like Burke Hollow and Christensen Ranch with plans for refining and conversion capacity that could move it further up the fuel cycle. The stock is still loss making, with return on equity weak and past losses widening, and its fully unhedged approach leaves earnings heavily exposed to uranium prices. Analysts have highlighted the possibility of a shift to profitability and higher revenues if new hubs and the physical uranium inventory are brought into steady production and sales. For investors watching nuclear infrastructure, the focus is on how this balance between growth ambitions and execution risk develops from here.

Uranium Energy’s push to become a full cycle fuel supplier could be more than a simple uranium price story, and the real inflection may sit inside the analyst forecasts for Uranium Energy that also flags a key execution twist

Xcel Energy (XEL)

Overview: Xcel Energy is a regulated electric and natural gas utility that generates and delivers power across eight US states using a mix of wind, nuclear, hydro, solar, coal and natural gas assets, along with some nonregulated investments in energy technology and community solar projects.

Operations: Xcel Energy generates the bulk of its roughly US$14.8b in revenue from electric services at about US$12.3b, with around US$2.5b from natural gas and all of its reported revenue coming from the United States.

Market Cap: US$49.2b

Xcel Energy gives you a way to gain exposure to rising electricity demand from data centers and electrification trends, while still remaining within a regulated utility framework that many investors view as relatively predictable. The company is in the middle of a large clean energy and grid upgrade program, supported by policy incentives and generally constructive regulators across its service territories. At the same time, heavy capital needs, wildfire liabilities and reliance on external funding put pressure on its balance sheet and dividend coverage, and its P/E and cash flow metrics are not cheap versus some peers. A key consideration for investors is whether its long list of planned projects and regulatory decisions will ultimately support the expectations reflected in its current valuation.

Xcel Energy’s massive grid upgrade plans may involve a more complex risk reward trade off than they first appear. Before assuming the regulated story is straightforward, review the 2 key rewards and 2 important warning signs (1 is major!)

The stocks in this article are just a starting point, and the Nuclear Energy Stocks screener has surfaced 32 more companies tied to uranium supply, fuel services and nuclear reactors with equally compelling narratives. Use Simply Wall St to identify and analyze the specific catalysts, risk profiles and business models that matter to you so you can focus on the highest conviction nuclear energy ideas.

Take Control of Your Investment Journey

If Constellation Energy or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.