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 2026-08-06.
Constellation Energy Corporation · Utilities
$265.12
+11.3% upside to fair value
Med Conviction
Grade B-
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
CEG trades at a lower forward P/E
(22.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
ORCL |
| Current Price |
$265.12 |
$184.31 |
| Fair Value Estimate |
$295.00 |
$210.13 |
| Upside to Fair Value |
+11.3%
|
+14.0%
|
| Market Cap |
$95.2B |
$530.1B |
| Forward P/E |
22.6x
|
31.0x
|
| EV / EBITDA |
12.6x
|
20.4x
|
| Price / Sales |
2.9x
|
7.9x
|
| Price / FCF |
196.2x
|
-22.4x
|
| Revenue Growth YoY |
+35.3%
|
+20.6%
|
| Gross Margin |
44.6%
|
65.8%
|
| Operating Margin |
14.6%
|
30.8%
|
| Return on Equity |
11.1%
|
50.4%
|
| Dividend Yield |
0.64% |
0% |
| FCF Yield |
0.51%
|
—
|
| Analyst Consensus |
Buy
|
Strong 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
CEG |
ORCL |
| Zone Low |
$221.00 |
$157.60 |
| Zone High |
$251.00 |
$178.61 |
| In Buy Zone? |
No
|
No
|