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U.S.-listed market research with live data and structured thesis notes.

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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 $281.99
1D change -10.90%
Market cap $102.08B
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.

Metric CEG
Price $281.99
1D Change -10.90%
Market Cap $102.08B
Enterprise Value $108.27B
Trailing P/E 38.2
Forward P/E 20.5
Price / Sales 4.0
EV / Revenue 4.2
Revenue Growth 12.9%
Earnings Growth -48.9%
Gross Margin 18.4%
Operating Margin 9.6%
Net Margin 9.1%
ROE 16.4%
Free Cash Flow $1.26B
FCF Margin 4.9%
Debt / Equity 0.64x
Current Ratio 1.53x
Dividend Yield 60.00%
Next Earnings May 11, 2026
Quarterly Revenue $6.07B
Revenue QoQ -7.5%
Quarterly Net Income $432.0M
Net Income QoQ -53.5%

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.