Research Portal

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

Side-by-side research view

Compare names across metrics and research quality

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.

1 stocks in current compare
4 max names side by side
25 shared metrics lined up

Build a compare set

Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.

Clear
Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
CEG Power, Cooling & Grid

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 $269.89
1D change +3.37%
Market cap $95.62B
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.

On smaller screens, swipe this table horizontally to compare the full set.

Metric CEG
Price $269.89
1D Change +3.37%
Market Cap $95.62B
Enterprise Value $119.97B
Trailing P/E 26.4
Forward P/E 20.3
PEG Ratio 3.74x
Price / Sales 3.1
EV / Revenue 3.8
Revenue Growth 23.0%
Earnings Growth -46.8%
Gross Margin 22.1%
Operating Margin 8.7%
Net Margin 11.1%
ROE 15.1%
Free Cash Flow $-6.63B
FCF Margin -21.2%
Debt / Equity 0.76x
Current Ratio 1.46x
Dividend Yield 0.63%
Next Earnings —
Quarterly Revenue $7.50B
Revenue QoQ -32.5%
Quarterly Net Income $513.0M
Net Income QoQ -67.7%

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.