CEG vs GE: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and GE Aerospace — 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
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GE has more upside to fair value
(+3.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
GE |
| Current Price |
$262.11 |
$312.90 |
| Fair Value Estimate |
$250.98 |
$323.41 |
| Upside to Fair Value |
-4.2%
|
+3.4%
|
| Market Cap |
$94.1B |
$324.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
27.4x
|
| Price / Sales |
3.0x
|
6.4x
|
| Price / FCF |
300.3x
|
38.7x
|
| Revenue Growth YoY |
+23.0%
|
+21.1%
|
| Gross Margin |
94.9%
|
35.4%
|
| Operating Margin |
14.7%
|
20.8%
|
| Return on Equity |
14.7%
|
49.0%
|
| Dividend Yield |
0.64% |
0.53% |
| FCF Yield |
0.33%
|
2.58%
|
| 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…
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Accumulation Zones
| Metric |
CEG |
GE |
| Zone Low |
$188.23 |
$242.56 |
| Zone High |
$213.33 |
$274.90 |
| In Buy Zone? |
No
|
No
|