CEG vs VRTV: Which Is the Better Buy?

Side-by-side comparison of Constellation Energy Corporation and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction Grade D
QuantHub Verdict
CEG has more upside to fair value (-4.2%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CEG VRTV
Current Price $262.11 $169.99
Fair Value Estimate $250.98 $93.49
Upside to Fair Value -4.2% -45.0%
Market Cap $94.1B $2.3B
Forward P/E — —
EV / EBITDA 13.9x 5.4x
Price / Sales 3.0x 0.4x
Price / FCF 300.3x 10.4x
Revenue Growth YoY +23.0% -19.0%
Gross Margin 94.9% 22.7%
Operating Margin 14.7% 5.9%
Return on Equity 14.7% 48.6%
Dividend Yield 0.64% 1.48%
FCF Yield 0.33% 9.57%
Analyst Consensus Strong Buy Hold
Investment Thesis
CEG — Constellation Energy Corporation
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…
VRTV — Veritiv Corporation
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
Metric CEG VRTV
Zone Low $188.23 $70.12
Zone High $213.33 $79.47
In Buy Zone? No No
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