Nuclear Stock Face-Off: Is Constellation Energy or Vistra the Better Buy Right Now?
Constellation Energy has the bigger nuclear platform, but Vistra's valuation and growth catalysts keep the race close.
Overview
Constellation Energy (NASDAQ: CEG) operates the largest U.S. nuclear power portfolio, with over 22 gigawatts of capacity at the end of fiscal 2025. Although Vistra's (NYSE: VST) nuclear portfolio is smaller, with 6,448 megawatts of capacity, its contracted opportunity is substantial. Both companies have been signing long-term deals with technology companies that need reliable electricity for data centers.
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But the better stock is not simply the company with more nuclear capacity. Constellation Energy and Vistra trade at roughly 22.4 times and 14.4 times forward one-year earnings, respectively. The significant valuation gap is an important factor in deciding which stock offers the better opportunity today.
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Originally published at www.fool.com.