WallStSmart

Constellation Energy Corp (CEG)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Energy Corp generates 2828% more annual revenue ($25.53B vs $871.93M). CEG leads profitability with a 9.1% profit margin vs 7.6%. CEG trades at a lower P/E of 41.6x. CEG earns a higher WallStSmart Score of 43/100 (D).

CEG

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 6.5Value: 2.7Quality: 6.0
Piotroski: 6/9Altman Z: 1.14

KEN

Hold

40

out of 100

Grade: F

Growth: 6.7Profit: 4.5Value: 3.0Quality: 7.5
Piotroski: 5/9Altman Z: 2.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CEGSignificantly Overvalued (-45.1%)

Margin of Safety

-45.1%

Fair Value

$190.83

Current Price

$307.81

$116.98 premium

UndervaluedFair: $190.83Overvalued
KENSignificantly Overvalued (-39.8%)

Margin of Safety

-39.8%

Fair Value

$54.56

Current Price

$93.04

$38.48 premium

UndervaluedFair: $54.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CEG1 strengths · Avg: 9.0/10
Market CapQuality
$111.52B9/10

Large-cap with strong market position

KEN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
43.1%10/10

Revenue surging 43.1% year-over-year

Areas to Watch

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

Expensive relative to growth rate

P/E RatioValuation
41.6x2/10

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

KEN4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

P/E RatioValuation
69.1x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-93.7%2/10

Earnings declined 93.7%

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 Revenue Growth. Revenue growth of 43.1% demonstrates continued momentum.

Bear Case : CEG

The primary concerns for CEG are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 41.6x leaves little room for execution misses.

Bear Case : KEN

The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 69.1x leaves little room for execution misses.

Key Dynamics to Monitor

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

CEG carries more volatility with a beta of 1.16 — expect wider price swings.

KEN is growing revenue faster at 43.1% — sustainability is the question.

KEN generates stronger free cash flow (53M), providing more financial flexibility.

Bottom Line

CEG scores higher overall (43/100 vs 40/100) and 12.9% revenue growth. 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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