CEG vs HON: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
CEG has more upside to fair value
(-4.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CEG |
HON |
| Current Price |
$262.11 |
$212.55 |
| Fair Value Estimate |
$250.98 |
$194.50 |
| Upside to Fair Value |
-4.2%
|
-8.5%
|
| Market Cap |
$94.1B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
7.4x
|
| Price / Sales |
3.0x
|
1.9x
|
| Price / FCF |
300.3x
|
16.4x
|
| Revenue Growth YoY |
+23.0%
|
-6.1%
|
| Gross Margin |
94.9%
|
36.6%
|
| Operating Margin |
14.7%
|
14.1%
|
| Return on Equity |
14.7%
|
41.7%
|
| Dividend Yield |
0.64% |
2.09% |
| FCF Yield |
0.33%
|
6.11%
|
| 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…
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Accumulation Zones
| Metric |
CEG |
HON |
| Zone Low |
$188.23 |
$145.88 |
| Zone High |
$213.33 |
$165.32 |
| In Buy Zone? |
No
|
No
|