WallStSmart

Constellation Energy Corp (CEG)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Energy Corp generates 2528% more annual revenue ($31.27B vs $1.19B). CEG leads profitability with a 11.1% profit margin vs 10.0%. CEG trades at a lower P/E of 27.9x. KEN earns a higher WallStSmart Score of 54/100 (C-).

CEG

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 4.3Quality: 5.0
Piotroski: 5/9Altman Z: 1.12

KEN

Buy

54

out of 100

Grade: C-

Growth: 9.3Profit: 5.0Value: 4.3Quality: 5.5
Piotroski: 2/9Altman Z: 1.88
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CEG.

KENSignificantly Overvalued (-35.4%)

Margin of Safety

-35.4%

Fair Value

$56.34

Current Price

$65.38

$9.04 premium

UndervaluedFair: $56.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CEG3 strengths · Avg: 8.3/10
Market CapQuality
$101.32B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.0%8/10

Revenue surging 23.0% year-over-year

KEN3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
93.4%10/10

Revenue surging 93.4% year-over-year

EPS GrowthGrowth
803.0%10/10

Earnings expanding 803.0% YoY

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

CEG4 concerns · Avg: 2.5/10
P/E RatioValuation
27.9x4/10

Moderate valuation

PEG RatioValuation
3.742/10

Expensive relative to growth rate

EPS GrowthGrowth
-46.8%2/10

Earnings declined 46.8%

Free Cash FlowQuality
$-118.00M2/10

Negative free cash flow — burning cash

KEN4 concerns · Avg: 3.5/10
P/E RatioValuation
30.0x4/10

Moderate valuation

Altman Z-ScoreHealth
1.884/10

Grey zone — moderate risk

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CEG

The strongest argument for CEG centers on Market Cap, Price/Book, Revenue Growth. Revenue growth of 23.0% demonstrates continued momentum.

Bull Case : KEN

The strongest argument for KEN centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 93.4% demonstrates continued momentum.

Bear Case : CEG

The primary concerns for CEG are P/E Ratio, PEG Ratio, EPS Growth.

Bear Case : KEN

The primary concerns for KEN are P/E Ratio, Altman Z-Score, Return on Equity. Debt-to-equity of 2.02 is elevated, increasing financial risk.

Key Dynamics to Monitor

CEG carries more volatility with a beta of 1.12 — expect wider price swings.

KEN is growing revenue faster at 93.4% — sustainability is the question.

CEG generates stronger free cash flow (-118M), providing more financial flexibility.

Monitor UTILITIES - INDEPENDENT POWER PRODUCERS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KEN scores higher overall (54/100 vs 52/100) and 93.4% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Constellation Energy Corp

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Constellation Energy Corporation is an energy producer in the United States. The company is headquartered in Baltimore, Maryland.

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Kenon Holdings

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.

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