CEG vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
ORCL |
| Current Price |
$262.11 |
$149.12 |
| Fair Value Estimate |
$250.98 |
$216.22 |
| Upside to Fair Value |
-4.2%
|
+45.0%
|
| Market Cap |
$94.1B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
14.6x
|
| Price / Sales |
3.0x
|
6.0x
|
| Price / FCF |
300.3x
|
—
|
| Revenue Growth YoY |
+23.0%
|
+29.6%
|
| Gross Margin |
94.9%
|
63.9%
|
| Operating Margin |
14.7%
|
32.4%
|
| Return on Equity |
14.7%
|
42.6%
|
| Dividend Yield |
0.64% |
1.34% |
| FCF Yield |
0.33%
|
—
|
| 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…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
CEG |
ORCL |
| Zone Low |
$188.23 |
$162.16 |
| Zone High |
$213.33 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|