CEG vs VRT: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CEG |
VRT |
| Current Price |
$262.11 |
$253.28 |
| Fair Value Estimate |
$250.98 |
$274.15 |
| Upside to Fair Value |
-4.2%
|
+8.2%
|
| Market Cap |
$94.1B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
38.8x
|
| Price / Sales |
3.0x
|
8.5x
|
| Price / FCF |
300.3x
|
33.3x
|
| Revenue Growth YoY |
+23.0%
|
+24.1%
|
| Gross Margin |
94.9%
|
37.5%
|
| Operating Margin |
14.7%
|
19.1%
|
| Return on Equity |
14.7%
|
42.1%
|
| Dividend Yield |
0.64% |
0.1% |
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
CEG |
VRT |
| Zone Low |
$188.23 |
$205.61 |
| Zone High |
$213.33 |
$233.03 |
| In Buy Zone? |
No
|
No
|