CEG vs ISRG: Which Is the Better Buy?

Side-by-side comparison of Constellation Energy Corporation and Intuitive Surgical, 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
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
ISRG has more upside to fair value (+45.0%). CEG trades at a lower forward P/E (22.6x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CEG ISRG
Current Price $265.12 $388.97
Fair Value Estimate $295.00 $564.01
Upside to Fair Value +11.3% +45.0%
Market Cap $95.2B $137.8B
Forward P/E 22.6x 46.5x
EV / EBITDA 12.6x 31.4x
Price / Sales 2.9x 13.0x
Price / FCF 196.2x 48.6x
Revenue Growth YoY +35.3% +23.0%
Gross Margin 44.6% 66.3%
Operating Margin 14.6% 30.5%
Return on Equity 11.1% 17.0%
Dividend Yield 0.64% 0%
FCF Yield 0.51% 2.06%
Analyst Consensus Buy Strong Buy
Investment Thesis
CEG — Constellation Energy Corporation
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…
ISRG — Intuitive Surgical, Inc.
Intuitive Surgical, Inc. operates in the healthcare sector, specializing in medical devices with a strong focus on robotic-assisted surgery systems. The company demonstrates high business quality with a durable competitive moat supported by a 17.0% return on equity, robust gross margin of 66.3%, and solid operating margin of 30.5%. Revenue and earnings growth in the most recent quarter were impre…
Accumulation Zones
Metric CEG ISRG
Zone Low $221.00 $423.01
Zone High $251.00 $479.41
In Buy Zone? No Yes
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