Sectivia

Constellation Energyvs.Vistra

CEG vs VST · both in Utilities & power producers, part of the Energy, grid & critical infrastructure value chain: Electricity utilities and large power producers, from nuclear to renewable portfolios.

Constellation Energy is about 2.0× larger than Vistra by market cap; Vistra trades at the lower P/E (22.1 vs 28.5); year to date, Vistra leads (−15.9% vs −22.6%).

Side by side

CEGVST
Market cap$98.7B$49.5B
Price$278.42$139.03
Today+1.8%+2.5%
Return YTD−22.6%−15.9%
Return 1Y−11.8%−28.8%
P/E28.522.1
P/S3.22.7
P/B3.18.8

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

Constellation EnergyCEG

NASDAQ · USA

No US company generates more nuclear power. Its carbon-free baseload increasingly goes to data centre operators on long-term contracts, the clearest case being Microsoft's deal to restart Three Mile Island.

Nuclear utilityCO2-free baseloadData centre exposure
Full CEG profile →

VistraVST

NYSE · USA

Owns gas and nuclear generation alongside battery storage, and sells electricity to retail customers. Rising consumption from data centres is the demand it is exposed to.

Nuclear utilityPower generationData centre exposure
Full VST profile →

More CEG & VST comparisons

Other head-to-heads in the Utilities & power producers segment.

See where CEG and VST sit in the full Energy, grid & critical infrastructure map: every segment from suppliers to end markets.Open the Energy value chain →