Comfortable leader
7 companies value 185 bn revenue 88 bn margin 7.4% free cash flow 3.4 bn avg. score 2.7
CEG holds 50.3% of the group's value, 1.9x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy United States · score 3.8 | 50% | 93 bn | 31 bn | 11.1% | 0.3 bn | 0.3% | 0.6% | Nuclear power generation and sales to large customers · Largest US nuclear operator; direct contracts with AI data centers | |
| 2 | VST | Vistra Corp. United States · score 5.4 | 27% | 50 bn | 19 bn | 11.6% | 2.3 bn | 4.5% | 0.6% | Power generation and retail electricity sales · Major unregulated power generator; leveraged to rising power prices | |
| 3 | NRG | NRG Energy United States · score 3.1 | 11% | 21 bn | 33 bn | 2.6% | 0.3 bn | 1.7% | 2.0% | Retail power, gas and home services · Unregulated power generator with supply contracts for data centers | |
| 4 | TLN | Talen Energy United States · score 1.9 | 9% | 17 bn | 3.4 bn | -5.4% | 0.6 bn | 3.4% | — | Independent power generation, including nuclear · Nuclear power with a direct supply contract for an Amazon data center | |
| 5 | KEN | Kenon Holdings Ltd. Singapore · score 4.4 | 2% | 3.2 bn | 0.9 bn | 17.0% | 0.2 bn | 5.2% | 8.3% | 46% stake in power generation in Israel and the US · Singapore — revenue of $872m | |
| 6 | HNRG | HALLADOR ENERGY CO United States · score 0.5 | 0% | 0.5 bn | 0.5 bn | -0.2% | -0.1 bn | -9.2% | — | Independent power and coal producer in Indiana · Indiana — revenue of $455m | |
| 7 | NPWR | Net Power Inc. United States · score 0.0 | 0% | 0.2 bn | 0.0 bn | — | -0.2 bn | -73.4% | — | Developing natural gas power plants in Texas, with carbon capture in later phases · Texas |
Other industries in the same sector
- Sector overview
- Regulated electric utilities 27 companies
- Multi-utilities 13 companies
- Gas and multi-utilities 11 companies
- Water utilities 14 companies
- Hydrogen and fuel cells 4 companies
- Canadian utilities 4 companies
- Solar manufacturing 16 companies
- Latin American electric utilities 6 companies
- Renewables (contracted generation) 16 companies
- Small modular reactors (SMR) 9 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.