CEG vs MCD: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and McDonald's Corporation — 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
McDonald's Corporation · Consumer Cyclical
$267.71
+20.6% upside to fair value
Med Conviction
Grade C+
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
MCD |
| Current Price |
$265.12 |
$267.71 |
| Fair Value Estimate |
$295.00 |
$322.85 |
| Upside to Fair Value |
+11.3%
|
+20.6%
|
| Market Cap |
$95.2B |
$190.2B |
| Forward P/E |
22.6x
|
—
|
| EV / EBITDA |
12.6x
|
16.4x
|
| Price / Sales |
2.9x
|
6.9x
|
| Price / FCF |
196.2x
|
27.0x
|
| Revenue Growth YoY |
+35.3%
|
+9.4%
|
| Gross Margin |
44.6%
|
57.4%
|
| Operating Margin |
14.6%
|
46.0%
|
| Return on Equity |
11.1%
|
-433.9%
|
| Dividend Yield |
0.64% |
2.75% |
| FCF Yield |
0.51%
|
3.7%
|
| 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…
McDonald's is a global quick-service restaurant franchisor and real-estate platform whose approximately 95% franchised restaurant base generates unusually high-margin, recurring royalty and rent income, supporting a 46.0% operating margin and 31.6% net margin. Business quality is high because its brand, global purchasing scale, nearly 29,000 drive-thrus, digital ecosystem and 210 million 90-day a…
Accumulation Zones
| Metric |
CEG |
MCD |
| Zone Low |
$221.00 |
$242.14 |
| Zone High |
$251.00 |
$274.42 |
| In Buy Zone? |
No
|
Yes
|