CONSTELLATION ENERGY CORPORATION vs KINDER MORGAN, INC., two Utilities stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CEG and KMI diverge most: on dividend yield, CEG reads 0.1% and KMI reads 3.6%; on fcf yield, CEG reads 1.2% and KMI reads 4.4%. The rest of the comparable metrics sit closer together. On valuation, today's CEG price has a different growth bar priced in than KMI (+21.4% implied for CEG vs +12.5% for KMI); the higher figure is the steeper assumption to clear, not a better or worse stock. What CEG's price implies is a bet that sits within the historical range (whole-company basis). What KMI's price implies is a somewhat stretched bet versus history (segment-resolved basis). The bull and bear cases for each are in their full reports below.
| Metric | CEG | KMI |
|---|---|---|
| Price | $262.75 | $32.17 |
| Market cap | $94.9B | $71.6B |
| Sector | Utilities | Utilities |
| Stage | Growth | Mature |
| Implied growth (priced in) | +21.4% | +12.5% |
| P/E | 22.8 | 20.6 |
| P/B | 2.81 | 2.18 |
| P/S | 3.18 | 3.99 |
| EV/EBITDA | 21.5 | 13.5 |
| Revenue growth | +22.1% | +12.4% |
| Operating margin | 21.0% | 30.1% |
| Net margin | 12.7% | 19.3% |
| Return on equity | 11.2% | 10.5% |
| Return on assets | 3.9% | 4.7% |
| Return on invested capital | 7.0% | 6.1% |
| FCF yield | 1.2% | 4.4% |
| Dividend yield | 0.1% | 3.6% |
| Debt / equity | 0.65 | 0.98 |
| Current ratio | 1.36 | 0.46 |
| Altman Z (solvency) | 1.46 | 1.11 |
| Piotroski F (quality) | 5 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.