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 2026-09-22.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CEG |
TMO |
| Current Price |
$262.11 |
$658.32 |
| Fair Value Estimate |
$250.98 |
$863.34 |
| Upside to Fair Value |
-4.2%
|
+31.1%
|
| Market Cap |
$94.1B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
25.9x
|
| Price / Sales |
3.0x
|
5.3x
|
| Price / FCF |
300.3x
|
33.4x
|
| Revenue Growth YoY |
+23.0%
|
+10.5%
|
| Gross Margin |
94.9%
|
40.4%
|
| Operating Margin |
14.7%
|
17.7%
|
| Return on Equity |
14.7%
|
13.4%
|
| Dividend Yield |
0.64% |
0.28% |
| FCF Yield |
0.33%
|
3.0%
|
| 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…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
CEG |
TMO |
| Zone Low |
$188.23 |
$647.50 |
| Zone High |
$213.33 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|