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 2026-08-06.
Constellation Energy Corporation · Utilities
$265.12
+11.3% upside to fair value
Med Conviction
Grade B-
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
CEG trades at a lower forward P/E
(22.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
HD |
| Current Price |
$265.12 |
$343.30 |
| Fair Value Estimate |
$295.00 |
$462.14 |
| Upside to Fair Value |
+11.3%
|
+34.6%
|
| Market Cap |
$95.2B |
$342.3B |
| Forward P/E |
22.6x
|
24.3x
|
| EV / EBITDA |
12.6x
|
16.5x
|
| Price / Sales |
2.9x
|
2.0x
|
| Price / FCF |
196.2x
|
23.9x
|
| Revenue Growth YoY |
+35.3%
|
+4.8%
|
| Gross Margin |
44.6%
|
33.1%
|
| Operating Margin |
14.6%
|
12.4%
|
| Return on Equity |
11.1%
|
113.3%
|
| Dividend Yield |
0.64% |
0% |
| FCF Yield |
0.51%
|
4.18%
|
| 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…
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
CEG |
HD |
| Zone Low |
$221.00 |
$346.61 |
| Zone High |
$251.00 |
$392.82 |
| In Buy Zone? |
No
|
Yes
|