CEG vs TMO: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Thermo Fisher Scientific Inc. — 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
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
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.
See all research →
Valuation & Fundamentals
| Metric |
CEG |
TMO |
| Current Price |
$265.12 |
$464.61 |
| Fair Value Estimate |
$295.00 |
$498.27 |
| Upside to Fair Value |
+11.3%
|
+7.2%
|
| Market Cap |
$95.2B |
$172.7B |
| Forward P/E |
22.6x
|
25.2x
|
| EV / EBITDA |
12.6x
|
19.1x
|
| Price / Sales |
2.9x
|
3.8x
|
| Price / FCF |
196.2x
|
25.6x
|
| Revenue Growth YoY |
+35.3%
|
+6.2%
|
| Gross Margin |
44.6%
|
39.4%
|
| Operating Margin |
14.6%
|
17.8%
|
| Return on Equity |
11.1%
|
13.3%
|
| Dividend Yield |
0.64% |
0% |
| FCF Yield |
0.51%
|
3.91%
|
| 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…
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
CEG |
TMO |
| Zone Low |
$221.00 |
$373.70 |
| Zone High |
$251.00 |
$423.53 |
| In Buy Zone? |
No
|
No
|