CEG vs UNH: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and UnitedHealth Group Incorporated — 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
UnitedHealth Group Incorporated · Healthcare
$423.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
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 |
UNH |
| Current Price |
$265.12 |
$423.38 |
| Fair Value Estimate |
$295.00 |
$613.90 |
| Upside to Fair Value |
+11.3%
|
+45.0%
|
| Market Cap |
$95.2B |
$384.5B |
| Forward P/E |
22.6x
|
27.2x
|
| EV / EBITDA |
12.6x
|
13.8x
|
| Price / Sales |
2.9x
|
0.8x
|
| Price / FCF |
196.2x
|
19.6x
|
| Revenue Growth YoY |
+35.3%
|
+0.4%
|
| Gross Margin |
44.6%
|
18.8%
|
| Operating Margin |
14.6%
|
4.2%
|
| Return on Equity |
11.1%
|
12.4%
|
| Dividend Yield |
0.64% |
0% |
| FCF Yield |
0.51%
|
5.12%
|
| 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…
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
CEG |
UNH |
| Zone Low |
$221.00 |
$460.42 |
| Zone High |
$251.00 |
$521.81 |
| In Buy Zone? |
No
|
Yes
|