CEG vs RTX: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and RTX 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
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
CEG has more upside to fair value
(+11.3%).
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 |
RTX |
| Current Price |
$265.12 |
$185.60 |
| Fair Value Estimate |
$295.00 |
$138.81 |
| Upside to Fair Value |
+11.3%
|
-25.2%
|
| Market Cap |
$95.2B |
$249.9B |
| Forward P/E |
22.6x
|
34.3x
|
| EV / EBITDA |
12.6x
|
18.3x
|
| Price / Sales |
2.9x
|
2.8x
|
| Price / FCF |
196.2x
|
29.9x
|
| Revenue Growth YoY |
+35.3%
|
+8.7%
|
| Gross Margin |
44.6%
|
20.2%
|
| Operating Margin |
14.6%
|
10.9%
|
| Return on Equity |
11.1%
|
11.2%
|
| Dividend Yield |
0.64% |
0% |
| FCF Yield |
0.51%
|
3.34%
|
| Analyst Consensus |
Buy
|
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…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
CEG |
RTX |
| Zone Low |
$221.00 |
$104.11 |
| Zone High |
$251.00 |
$117.99 |
| In Buy Zone? |
No
|
No
|