CEG vs XOM: Which Is the Better Buy?

Side-by-side comparison of Constellation Energy Corporation and Exxon Mobil 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
Exxon Mobil Corporation · Energy
$163.18
+10.3% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
XOM has more upside to fair value (+10.3%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CEG XOM
Current Price $262.11 $163.18
Fair Value Estimate $250.98 $179.98
Upside to Fair Value -4.2% +10.3%
Market Cap $94.1B $676.3B
Forward P/E — —
EV / EBITDA 13.9x 9.9x
Price / Sales 3.0x 1.9x
Price / FCF 300.3x 22.3x
Revenue Growth YoY +23.0% +44.1%
Gross Margin 94.9% 25.1%
Operating Margin 14.7% 10.7%
Return on Equity 14.7% 12.7%
Dividend Yield 0.64% 2.52%
FCF Yield 0.33% 4.49%
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…
XOM — Exxon Mobil Corporation
Exxon Mobil is the largest integrated oil and gas major in the United States, operating across Upstream exploration and production, Downstream refining and fuels marketing, and Chemical manufacturing, with roughly 57,900 employees and a portfolio that spans conventional crude and natural gas, LNG, petrochemicals, and early-stage carbon capture, hydrogen, and biofuels ventures. The business qualit…
Accumulation Zones
Metric CEG XOM
Zone Low $188.23 $134.98
Zone High $213.33 $152.98
In Buy Zone? No No
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