CEG vs WDC: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
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 |
WDC |
| Current Price |
$262.11 |
$441.36 |
| Fair Value Estimate |
$250.98 |
$367.30 |
| Upside to Fair Value |
-4.2%
|
-16.8%
|
| Market Cap |
$94.1B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
17.4x
|
| Price / Sales |
3.0x
|
11.8x
|
| Price / FCF |
300.3x
|
47.3x
|
| Revenue Growth YoY |
+23.0%
|
+43.8%
|
| Gross Margin |
94.9%
|
48.9%
|
| Operating Margin |
14.7%
|
34.9%
|
| Return on Equity |
14.7%
|
118.6%
|
| Dividend Yield |
0.64% |
0.12% |
| FCF Yield |
0.33%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
CEG |
WDC |
| Zone Low |
$188.23 |
$275.48 |
| Zone High |
$213.33 |
$312.20 |
| In Buy Zone? |
No
|
No
|