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Added to YB: 2026-06-29

Pitch date: 2026-04-11

CEG [bullish]

Constellation Energy Corporation

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

$94.3B

Pitch Price

N/A

Price Target

N/A

Dividend

0.65%

EV/EBITDA

14.30

P/E

22.55

EV/Sales

3.89

Sector

Electric Utilities

Category

growth

Show full summary:
The Davenport Core Leaders Fund New Position: Constellation Energy Corporation

CEG (new position): Largest US nuclear fleet (~22GW, 180M+ MWh/yr) w/ high barriers, top capacity factors, premium long-term contracts amid data center/electrification demand. Gas, renewables, storage add resilience. IG balance sheet, growing FCF, disciplined capital allocation drive structural power-demand growth.

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