CEG vs COST: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Costco Wholesale Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
COST has more upside to fair value
(+24.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
COST |
| Current Price |
$262.11 |
$896.48 |
| Fair Value Estimate |
$250.98 |
$1,117.50 |
| Upside to Fair Value |
-4.2%
|
+24.7%
|
| Market Cap |
$94.1B |
$397.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
32.7x
|
| Price / Sales |
3.0x
|
1.3x
|
| Price / FCF |
300.3x
|
42.4x
|
| Revenue Growth YoY |
+23.0%
|
+11.1%
|
| Gross Margin |
94.9%
|
17.5%
|
| Operating Margin |
14.7%
|
3.9%
|
| Return on Equity |
14.7%
|
28.0%
|
| Dividend Yield |
0.64% |
0.62% |
| FCF Yield |
0.33%
|
2.36%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Constellation Energy is the largest U.S. producer of carbon-free electricity, operating roughly 32,400 megawatts of nuclear, gas, wind, solar, and hydro generation across the Mid-Atlantic, Midwest, New York, ERCOT, and other power markets, with a 94.9% TTM gross margin that reflects the low marginal cost of nuclear fuel and the scarcity value of firm clean power. The business quality is genuinely…
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-com…
Accumulation Zones
| Metric |
CEG |
COST |
| Zone Low |
$188.23 |
$838.12 |
| Zone High |
$213.33 |
$949.88 |
| In Buy Zone? |
No
|
Yes
|