CEG vs MU: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Micron Technology, Inc. — 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
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
MU |
| Current Price |
$262.11 |
$1,080.53 |
| Fair Value Estimate |
$250.98 |
$1,124.98 |
| Upside to Fair Value |
-4.2%
|
+4.1%
|
| Market Cap |
$94.1B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
17.6x
|
| Price / Sales |
3.0x
|
13.5x
|
| Price / FCF |
300.3x
|
46.6x
|
| Revenue Growth YoY |
+23.0%
|
+345.7%
|
| Gross Margin |
94.9%
|
72.6%
|
| Operating Margin |
14.7%
|
65.7%
|
| Return on Equity |
14.7%
|
70.5%
|
| Dividend Yield |
0.64% |
0.05% |
| FCF Yield |
0.33%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
CEG |
MU |
| Zone Low |
$188.23 |
$843.74 |
| Zone High |
$213.33 |
$956.23 |
| In Buy Zone? |
No
|
No
|