Professional
Added to YB: 2025-07-18
Pitch date: 2025-06-30
CEG [neutral]
Constellation Energy Corporation
-13.91%
current return
Author Info
No bio for this author
Company Info
Constellation Energy Corporation produces and sells energy products and services in the United States.
Market Cap
$98.0B
Pitch Price
$318.48
Price Target
N/A
Dividend
0.62%
EV/EBITDA
14.75
P/E
23.43
EV/Sales
4.01
Sector
Electric Utilities
Category
special_situation
Munro Climate Change Leaders Fund Portfolio Holding: Constellation Energy Corporation
CEG (holding update): Largest US nuclear operator (55% unregulated capacity, 180TWh/yr) signed 20-yr deal with Meta for 1.1GW at $80-90/MWh. Each 1GW at $90/MWh adds ~$0.85 EPS. Accelerating growth with Three Mile Island restart moved to 2027, exploring SMRs. Biden order supporting nuclear expansion. Meta paying 2x spot price for carbon-free baseload power.
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