WallStSmart

Constellation Energy Corp (CEG)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Energy Corp generates 3198% more annual revenue ($25.53B vs $774.30M). KEN leads profitability with a 63.8% profit margin vs 9.1%. KEN earns a higher WallStSmart Score of 44/100 (D).

CEG

Hold

43

out of 100

Grade: D

Growth: 6.0Profit: 6.5Value: 4.7Quality: 7.0
Piotroski: 6/9Altman Z: 1.14

KEN

Hold

44

out of 100

Grade: D

Growth: 5.3Profit: 7.5Value: 5.0Quality: 9.0
Piotroski: 7/9Altman Z: 2.05
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CEGSignificantly Overvalued (-450.2%)

Margin of Safety

-450.2%

Fair Value

$50.32

Current Price

$281.99

$231.67 premium

UndervaluedFair: $50.32Overvalued

Intrinsic value data unavailable for KEN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CEG1 strengths · Avg: 9.0/10
Market CapQuality
$110.62B9/10

Large-cap with strong market position

KEN2 strengths · Avg: 9.5/10
Profit MarginProfitability
63.8%10/10

Keeps 64 of every $100 in revenue as profit

Return on EquityProfitability
24.1%9/10

Every $100 of equity generates 24 in profit

Areas to Watch

CEG4 concerns · Avg: 2.0/10
PEG RatioValuation
3.742/10

Expensive relative to growth rate

P/E RatioValuation
41.3x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-48.9%2/10

Earnings declined 48.9%

Free Cash FlowQuality
$-181.00M2/10

Negative free cash flow — burning cash

KEN2 concerns · Avg: 1.5/10
EPS GrowthGrowth
-95.6%2/10

Earnings declined 95.6%

Operating MarginProfitability
-102.0%1/10

Operating margin of -102.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : CEG

The strongest argument for CEG centers on Market Cap. Revenue growth of 12.9% demonstrates continued momentum.

Bull Case : KEN

The strongest argument for KEN centers on Profit Margin, Return on Equity. Profitability is solid with margins at 63.8% and operating margin at -102.0%.

Bear Case : CEG

The primary concerns for CEG are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 41.3x leaves little room for execution misses.

Bear Case : KEN

The primary concerns for KEN are EPS Growth, Operating Margin.

Key Dynamics to Monitor

CEG profiles as a value stock while KEN is a mature play — different risk/reward profiles.

CEG carries more volatility with a beta of 1.11 — expect wider price swings.

CEG is growing revenue faster at 12.9% — sustainability is the question.

KEN generates stronger free cash flow (71M), providing more financial flexibility.

Bottom Line

KEN scores higher overall (44/100 vs 43/100), backed by strong 63.8% margins. Both earn "Hold" and "Hold" 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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