CEG vs NFLX: Which Is the Better Buy?

Side-by-side comparison of Constellation Energy Corporation and Netflix, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-08-06.
Constellation Energy Corporation Β· Utilities
$265.12
+11.3% upside to fair value
Med Conviction Grade B-
VS
Netflix, Inc. Β· Communication Services
$73.68
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NFLX has more upside to fair value (+45.0%). CEG trades at a lower forward P/E (22.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric CEG NFLX
Current Price $265.12 $73.68
Fair Value Estimate $295.00 $106.84
Upside to Fair Value +11.3% +45.0%
Market Cap $95.2B $310.2B
Forward P/E 22.6x 23.3x
EV / EBITDA 12.6x 9.2x
Price / Sales 2.9x 6.6x
Price / FCF 196.2x 26.1x
Revenue Growth YoY +35.3% +16.2%
Gross Margin 44.6% 49.0%
Operating Margin 14.6% 29.7%
Return on Equity 11.1% 49.2%
Dividend Yield 0.64% 0%
FCF Yield 0.51% 3.83%
Analyst Consensus Buy Strong Buy
Investment Thesis
CEG β€” 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…
NFLX β€” Netflix, Inc.
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
Accumulation Zones
Metric CEG NFLX
Zone Low $221.00 $80.13
Zone High $251.00 $90.81
In Buy Zone? No Yes
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