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Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

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Compute Stack AI Platforms Power Buildout Robotics
CEG Power, Analog & Electrification

Constellation Energy

Large-scale clean power for data centers

Detail page

Constellation can benefit if large data-center customers increasingly seek reliable long-duration power.

Price $281.26
1D change +7.90%
Market cap $101.59B
Sector Utilities

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric CEG
Price $281.26
1D Change +7.90%
Market Cap $101.59B
Enterprise Value $123.53B
Trailing P/E 24.4
Forward P/E 20.7
Price / Sales 3.4
EV / Revenue 4.1
Revenue Growth 63.8%
Earnings Growth 1091.0%
Gross Margin 23.3%
Operating Margin 21.9%
Net Margin 12.7%
ROE 16.1%
Free Cash Flow $-4.48B
FCF Margin -15.0%
Debt / Equity 0.66x
Current Ratio 1.36x
Dividend Yield 61.00%
Next Earnings Aug 10, 2026
Quarterly Revenue $11.12B
Revenue QoQ +83.1%
Quarterly Net Income $1.59B
Net Income QoQ +268.1%

CEG thesis lens

Large-scale clean power for data centers

Why it could benefit

  • Constellation can benefit if large data-center customers increasingly seek reliable long-duration power.
  • Its generation base gives it a credible role in AI-related electricity demand growth.
  • This is a cleaner, larger-cap utility-like expression of the power-scarcity thesis.

Moat / edge

  • Large generation fleet and customer relationships.
  • Ability to participate in long-term power arrangements.
  • Scale and reputation can matter when power reliability is strategic.

What to watch

  • Commercial demand linked to data-center markets.
  • Contracting, pricing, and generation reliability.
  • Capital-return and reinvestment choices.

Key risks

  • Power-market and regulatory dynamics can dominate short-term results.
  • The AI upside may be harder to isolate than in equipment names.