CEG vs HD: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and The Home Depot, Inc. — 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
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
HD |
| Current Price |
$262.11 |
$292.18 |
| Fair Value Estimate |
$250.98 |
$421.26 |
| Upside to Fair Value |
-4.2%
|
+44.2%
|
| Market Cap |
$94.1B |
$291.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
14.7x
|
| Price / Sales |
3.0x
|
1.7x
|
| Price / FCF |
300.3x
|
19.2x
|
| Revenue Growth YoY |
+23.0%
|
+5.7%
|
| Gross Margin |
94.9%
|
33.2%
|
| Operating Margin |
14.7%
|
12.4%
|
| Return on Equity |
14.7%
|
102.7%
|
| Dividend Yield |
0.64% |
3.18% |
| FCF Yield |
0.33%
|
5.2%
|
| 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…
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Accumulation Zones
| Metric |
CEG |
HD |
| Zone Low |
$188.23 |
$315.94 |
| Zone High |
$213.33 |
$358.07 |
| In Buy Zone? |
No
|
Yes
|