CEG vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Johnson & Johnson — 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
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
JNJ |
| Current Price |
$262.11 |
$270.68 |
| Fair Value Estimate |
$250.98 |
$286.05 |
| Upside to Fair Value |
-4.2%
|
+5.7%
|
| Market Cap |
$94.1B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
20.2x
|
| Price / Sales |
3.0x
|
6.7x
|
| Price / FCF |
300.3x
|
35.3x
|
| Revenue Growth YoY |
+23.0%
|
+6.6%
|
| Gross Margin |
94.9%
|
67.9%
|
| Operating Margin |
14.7%
|
26.8%
|
| Return on Equity |
14.7%
|
25.7%
|
| Dividend Yield |
0.64% |
1.95% |
| FCF Yield |
0.33%
|
2.83%
|
| 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…
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
CEG |
JNJ |
| Zone Low |
$188.23 |
$214.54 |
| Zone High |
$213.33 |
$243.14 |
| In Buy Zone? |
No
|
No
|