WallStSmart

Constellation Energy Corp (CEG)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellation Energy Corp generates 2869% more annual revenue ($29.87B vs $1.01B). CEG leads profitability with a 12.7% profit margin vs 8.0%. CEG trades at a lower P/E of 23.4x. CEG earns a higher WallStSmart Score of 72/100 (B).

CEG

Strong Buy

72

out of 100

Grade: B

Growth: 8.0Profit: 6.5Value: 4.3Quality: 5.0
Piotroski: 5/9Altman Z: 1.12

KEN

Buy

51

out of 100

Grade: C-

Growth: 9.3Profit: 4.0Value: 3.7Quality: 6.0
Piotroski: 2/9Altman Z: 1.88
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CEG.

KENSignificantly Overvalued (-60.0%)

Margin of Safety

-60.0%

Fair Value

$47.69

Current Price

$75.10

$27.41 premium

UndervaluedFair: $47.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CEG5 strengths · Avg: 9.0/10
Revenue GrowthGrowth
63.8%10/10

Revenue surging 63.8% year-over-year

EPS GrowthGrowth
1091.0%10/10

Earnings expanding 1091.0% YoY

Market CapQuality
$96.25B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
21.9%8/10

Strong operational efficiency at 21.9%

KEN3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
73.2%10/10

Revenue surging 73.2% year-over-year

EPS GrowthGrowth
122.7%10/10

Earnings expanding 122.7% YoY

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

CEG3 concerns · Avg: 2.0/10
PEG RatioValuation
3.742/10

Expensive relative to growth rate

Free Cash FlowQuality
$-850.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.122/10

Distress zone — elevated risk

KEN4 concerns · Avg: 3.3/10
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

Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Operating MarginProfitability
1.3%3/10

Operating margin of 1.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : CEG

The strongest argument for CEG centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 63.8% demonstrates continued momentum.

Bull Case : KEN

The strongest argument for KEN centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 73.2% demonstrates continued momentum.

Bear Case : CEG

The primary concerns for CEG are PEG Ratio, Free Cash Flow, Altman Z-Score.

Bear Case : KEN

The primary concerns for KEN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 47.0x leaves little room for execution misses. Debt-to-equity of 1.64 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

CEG carries more volatility with a beta of 1.09 — expect wider price swings.

KEN is growing revenue faster at 73.2% — sustainability is the question.

KEN generates stronger free cash flow (-144M), providing more financial flexibility.

Bottom Line

CEG scores higher overall (72/100 vs 51/100) and 63.8% revenue growth. Both earn "Strong 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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