BA vs CEG: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Constellation Energy Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Constellation Energy Corporation · Utilities
$265.12
+11.3% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
CEG trades at a lower forward P/E
(22.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
CEG |
| Current Price |
$234.54 |
$265.12 |
| Fair Value Estimate |
$340.08 |
$295.00 |
| Upside to Fair Value |
+45.0%
|
+11.3%
|
| Market Cap |
$184.9B |
$95.2B |
| Forward P/E |
96.9x
|
22.6x
|
| EV / EBITDA |
30.4x
|
12.6x
|
| Price / Sales |
2.0x
|
2.9x
|
| Price / FCF |
-177.6x
|
196.2x
|
| Revenue Growth YoY |
+14.0%
|
+35.3%
|
| Gross Margin |
4.8%
|
44.6%
|
| Operating Margin |
-5.9%
|
14.6%
|
| Return on Equity |
-8723.1%
|
11.1%
|
| Dividend Yield |
0% |
0.64% |
| FCF Yield |
—
|
0.51%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Constellation Energy is the largest private-sector power producer in the world and the largest operator of nuclear plants in the United States, controlling roughly 32,400 megawatts of largely carbon-free generation before its January 2026 acquisition of Calpine added about 23 gigawatts of natural gas and geothermal capacity to create a nearly 60 gigawatt platform spanning nuclear, gas, wind, sola…
Accumulation Zones
| Metric |
BA |
CEG |
| Zone Low |
$255.06 |
$221.00 |
| Zone High |
$289.07 |
$251.00 |
| In Buy Zone? |
Yes
|
No
|