Added to YB: 2025-11-21
Pitch date: 2025-10-16
CEG [bullish]
Constellation Energy Corporation
-9.95%
current return
Author Info
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Company Info
Constellation Energy Corporation produces and sells energy products and services in the United States.
Market Cap
$106.0B
Pitch Price
$390.85
Price Target
N/A
Dividend
0.46%
EV/EBITDA
18.13
P/E
38.86
EV/Sales
4.48
Sector
Electric Utilities
Category
growth
Show full summary:
Aristotle Atlantic Core Equity Strategy New Position: Constellation Energy Corporation
CEG (new position): Largest US carbon-free energy producer with nuclear fleet. Spun from Exelon 2022, acquiring Calpine for gas capacity. Benefits from tax credits, long-term PPAs with tech companies for AI/data centers. Strong cash flow, modest premium justified by clean energy profile & leverage to electrification/decarbonization demand growth.
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