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 +25.0% and TRGP reads -1.5%; on dividend yield, CEG reads 0.1% and TRGP reads 1.3%. The rest of the comparable metrics sit closer together. On valuation, today's CEG price has a different growth bar priced in than TRGP (+22.2% implied for CEG vs +9.2% 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 | $298.05 | $286.27 |
| Market cap | $107.3B | $61.6B |
| Sector | Utilities | Utilities |
| Stage | Growth | Mature |
| Implied growth (priced in) | +22.2% | +9.2% |
| P/E | 29.1 | 27.4 |
| P/B | 3.32 | 16.23 |
| P/S | 3.43 | 3.68 |
| EV/EBITDA | 19.5 | 14.8 |
| Revenue growth | +25.0% | -1.5% |
| Operating margin | 7.7% | 27.8% |
| Net margin | 11.1% | 13.5% |
| Return on equity | 10.7% | 59.7% |
| Return on assets | 3.5% | 8.0% |
| Return on invested capital | 6.4% | 12.7% |
| FCF yield | 0.3% | 1.2% |
| Dividend yield | 0.1% | 1.3% |
| Debt / equity | 0.76 | 5.16 |
| Current ratio | 1.46 | 0.77 |
| Altman Z (solvency) | 1.50 | 6.85 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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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.