WallStSmart

Constellation Energy Corp (CEG)vsTXNM Energy, Inc. (TXNM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Energy Corp generates 1067% more annual revenue ($25.53B vs $2.19B). CEG leads profitability with a 9.1% profit margin vs 6.7%. TXNM appears more attractively valued with a PEG of 2.94. TXNM earns a higher WallStSmart Score of 49/100 (D+).

CEG

Hold

43

out of 100

Grade: D

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

TXNM

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 5.0Value: 3.3Quality: 3.3
Piotroski: 2/9Altman Z: 0.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CEGSignificantly Overvalued (-44.5%)

Margin of Safety

-44.5%

Fair Value

$191.58

Current Price

$303.63

$112.05 premium

UndervaluedFair: $191.58Overvalued
TXNMOvervalued (-10.8%)

Margin of Safety

-10.8%

Fair Value

$53.56

Current Price

$58.99

$5.43 premium

UndervaluedFair: $53.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CEG1 strengths · Avg: 9.0/10
Market CapQuality
$112.78B9/10

Large-cap with strong market position

TXNM1 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

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

Expensive relative to growth rate

P/E RatioValuation
42.0x2/10

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

TXNM4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

Profit MarginProfitability
6.7%3/10

6.7% margin — thin

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. Revenue growth of 12.9% demonstrates continued momentum.

Bull Case : TXNM

The strongest argument for TXNM centers on Price/Book.

Bear Case : CEG

The primary concerns for CEG are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 42.0x leaves little room for execution misses.

Bear Case : TXNM

The primary concerns for TXNM are Revenue Growth, Return on Equity, Profit Margin. A P/E of 42.0x leaves little room for execution misses.

Key Dynamics to Monitor

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

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

TXNM generates stronger free cash flow (-160M), providing more financial flexibility.

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

Bottom Line

TXNM scores higher overall (49/100 vs 43/100). 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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TXNM Energy, Inc.

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

TXNM Energy, Inc., provides electricity and electric services in the United States. The company is headquartered in Albuquerque, New Mexico.

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