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 2026-08-06.
Constellation Energy Corporation · Utilities
$265.12
+11.3% upside to fair value
Med Conviction Grade B-
VS
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
CEG has more upside to fair value (+11.3%). VRTV trades at a lower forward P/E (7.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CEG VRTV
Current Price $265.12 $169.99
Fair Value Estimate $295.00 $96.38
Upside to Fair Value +11.3% -43.3%
Market Cap $95.2B $2.3B
Forward P/E 22.6x 7.1x
EV / EBITDA 12.6x 5.4x
Price / Sales 2.9x 0.3x
Price / FCF 196.2x 10.0x
Revenue Growth YoY +35.3% -19.0%
Gross Margin 44.6% 22.7%
Operating Margin 14.6% 5.9%
Return on Equity 11.1% 48.6%
Dividend Yield 0.64% 0%
FCF Yield 0.51% 9.99%
Analyst Consensus Buy Hold
Investment Thesis
CEG — Constellation Energy Corporation
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…
VRTV — Veritiv Corporation
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
Metric CEG VRTV
Zone Low $221.00 $72.28
Zone High $251.00 $81.92
In Buy Zone? No No
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