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 2026-09-22.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
McDonald's Corporation · Consumer Cyclical
$252.78
+40.7% upside to fair value
Med Conviction
Grade A
High Quality
QuantHub Verdict
MCD has more upside to fair value
(+40.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CEG |
MCD |
| Current Price |
$262.11 |
$252.78 |
| Fair Value Estimate |
$250.98 |
$355.71 |
| Upside to Fair Value |
-4.2%
|
+40.7%
|
| Market Cap |
$94.1B |
$179.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
15.5x
|
| Price / Sales |
3.0x
|
6.5x
|
| Price / FCF |
300.3x
|
23.1x
|
| Revenue Growth YoY |
+23.0%
|
+3.8%
|
| Gross Margin |
94.9%
|
57.4%
|
| Operating Margin |
14.7%
|
45.8%
|
| Return on Equity |
14.7%
|
-561.2%
|
| Dividend Yield |
0.64% |
2.94% |
| FCF Yield |
0.33%
|
4.32%
|
| 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…
McDonald's operates a globally scaled, approximately 95% franchised restaurant system with 46,028 restaurants in more than 100 countries, combining a powerful consumer brand, real-estate-backed franchise economics, supplier scale and digital loyalty reach. Business quality is high despite meaningful leverage: TTM gross, operating and net margins are 57.4%, 45.8% and 31.7%, respectively, while loy…
Accumulation Zones
| Metric |
CEG |
MCD |
| Zone Low |
$188.23 |
$266.78 |
| Zone High |
$213.33 |
$302.35 |
| In Buy Zone? |
No
|
Yes
|