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 2026-09-24.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
GEV |
| Current Price |
$262.11 |
$951.82 |
| Fair Value Estimate |
$250.98 |
$1,288.67 |
| Upside to Fair Value |
-4.2%
|
+35.4%
|
| Market Cap |
$94.1B |
$253.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
28.2x
|
| Price / Sales |
3.0x
|
6.1x
|
| Price / FCF |
300.3x
|
20.5x
|
| Revenue Growth YoY |
+23.0%
|
+21.9%
|
| Gross Margin |
94.9%
|
20.2%
|
| Operating Margin |
14.7%
|
4.4%
|
| Return on Equity |
14.7%
|
83.4%
|
| Dividend Yield |
0.64% |
0.18% |
| FCF Yield |
0.33%
|
4.88%
|
| 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…
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Accumulation Zones
| Metric |
CEG |
GEV |
| Zone Low |
$188.23 |
$966.50 |
| Zone High |
$213.33 |
$1,095.37 |
| In Buy Zone? |
No
|
Yes
|