CONSTELLATION ENERGY CORPORATION vs TARGA RESOURCES CORP., two Utilities stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CEG and TRGP diverge most: on revenue growth, CEG reads +22.1% and TRGP reads +2.3%; on dividend yield, CEG reads 0.1% and TRGP reads 1.4%. The rest of the comparable metrics sit closer together. On valuation, today's CEG price has a different growth bar priced in than TRGP (+24.2% implied for CEG vs +10.8% for TRGP); the higher figure is the steeper assumption to clear, not a better or worse stock. What CEG's price implies is a somewhat stretched bet versus history (whole-company basis). What TRGP's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CEG | TRGP |
|---|---|---|
| Price | $262.75 | $270.50 |
| Market cap | $94.9B | $58.3B |
| Sector | Utilities | Utilities |
| Stage | Growth | Mature |
| Implied growth (priced in) | +24.2% | +10.8% |
| P/E | 22.8 | 27.6 |
| P/B | 2.81 | 17.83 |
| P/S | 3.18 | 3.52 |
| EV/EBITDA | 21.5 | 14.8 |
| Revenue growth | +22.1% | +2.3% |
| Operating margin | 21.0% | 20.7% |
| Net margin | 12.7% | 12.9% |
| Return on equity | 11.2% | 65.2% |
| Return on assets | 3.9% | 7.9% |
| Return on invested capital | 7.0% | 12.9% |
| FCF yield | 1.2% | 0.5% |
| Dividend yield | 0.1% | 1.4% |
| Debt / equity | 0.65 | 5.85 |
| Current ratio | 1.36 | 0.72 |
| Altman Z (solvency) | 1.46 | 6.80 |
| 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.