CEG vs CRM: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
CRM |
| Current Price |
$262.11 |
$236.42 |
| Fair Value Estimate |
$250.98 |
$263.88 |
| Upside to Fair Value |
-4.2%
|
+11.6%
|
| Market Cap |
$94.1B |
$193.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
14.4x
|
| Price / Sales |
3.0x
|
4.4x
|
| Price / FCF |
300.3x
|
12.8x
|
| Revenue Growth YoY |
+23.0%
|
+10.8%
|
| Gross Margin |
94.9%
|
77.3%
|
| Operating Margin |
14.7%
|
21.4%
|
| Return on Equity |
14.7%
|
20.2%
|
| Dividend Yield |
0.64% |
0.73% |
| FCF Yield |
0.33%
|
7.82%
|
| Analyst Consensus |
Strong Buy
|
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…
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
Accumulation Zones
| Metric |
CEG |
CRM |
| Zone Low |
$188.23 |
$197.91 |
| Zone High |
$213.33 |
$224.30 |
| In Buy Zone? |
No
|
No
|