CEG vs GEV: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Constellation Energy Corporation · Utilities
$265.12
+11.3% upside to fair value
Med Conviction
Grade B-
VS
GE Vernova Inc. · Industrials
$1,014.75
-16.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
CEG has more upside to fair value
(+11.3%).
CEG trades at a lower forward P/E
(22.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CEG |
GEV |
| Current Price |
$265.12 |
$1,014.75 |
| Fair Value Estimate |
$295.00 |
$850.00 |
| Upside to Fair Value |
+11.3%
|
-16.2%
|
| Market Cap |
$95.2B |
$270.3B |
| Forward P/E |
22.6x
|
34.3x
|
| EV / EBITDA |
12.6x
|
25.6x
|
| Price / Sales |
2.9x
|
6.6x
|
| Price / FCF |
196.2x
|
22.0x
|
| Revenue Growth YoY |
+35.3%
|
+15.0%
|
| Gross Margin |
44.6%
|
21.3%
|
| Operating Margin |
14.6%
|
5.9%
|
| Return on Equity |
11.1%
|
30.0%
|
| Dividend Yield |
0.64% |
0.17% |
| FCF Yield |
0.51%
|
4.5%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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…
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
Accumulation Zones
| Metric |
CEG |
GEV |
| Zone Low |
$221.00 |
$640.00 |
| Zone High |
$251.00 |
$723.00 |
| In Buy Zone? |
No
|
No
|