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 2026-08-06.
Constellation Energy Corporation · Utilities
$265.12
+11.3% upside to fair value
Med Conviction
Grade B-
VS
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D
High Quality
QuantHub Verdict
CEG has more upside to fair value
(+11.3%).
HON trades at a lower forward P/E
(15.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CEG |
HON |
| Current Price |
$265.12 |
$222.25 |
| Fair Value Estimate |
$295.00 |
$210.05 |
| Upside to Fair Value |
+11.3%
|
-5.5%
|
| Market Cap |
$95.2B |
$70.4B |
| Forward P/E |
22.6x
|
15.7x
|
| EV / EBITDA |
12.6x
|
13.1x
|
| Price / Sales |
2.9x
|
1.9x
|
| Price / FCF |
196.2x
|
17.1x
|
| Revenue Growth YoY |
+35.3%
|
-6.9%
|
| Gross Margin |
44.6%
|
36.9%
|
| Operating Margin |
14.6%
|
14.9%
|
| Return on Equity |
11.1%
|
23.6%
|
| Dividend Yield |
0.64% |
0% |
| FCF Yield |
0.51%
|
5.84%
|
| Analyst Consensus |
Buy
|
Strong 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…
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
Accumulation Zones
| Metric |
CEG |
HON |
| Zone Low |
$221.00 |
$157.54 |
| Zone High |
$251.00 |
$178.54 |
| In Buy Zone? |
No
|
No
|