This Nuclear Play Trades at 61% Premium Despite Earnings Falling 22% This Quarter

5 days ago 4

William Temple

Thu, December 11, 2025 astatine 8:33 AM CST 4 min read

An infographic titled 'AI-Driven Energy Boom: Stock Comparison' dated December 11, 2025, comparing CEG and NextEra Energy. The near broadside depicts a atomic powerfulness works supplying powerfulness to AI information centers, with slug points stating 'Nuclear Focus & Hyperscaler Demand', 'High Valuation (P/E 41.5x)', 'Momentum & Future Deals', and 'Margin: 11.0% | Q3 Growth: -22.3%'. The close broadside shows a equilibrium standard with star panels, upwind turbines, and powerfulness lines, representing diversified vigor supplying AI information centers, with slug points for 'Regulated Utility + Renewables', 'Proven Profitability (P/E 25.8x)', 'Stable Growth & Income', and 'Margin: 24.7% | Q3 Growth: +31.1%'. An 'AI Data Center Power' spot illustration is centrally positioned, connecting some vigor sources to information centers.

Constellation trades astatine 41.5x net contempt a 22% YoY net diminution portion NextEra trades astatine 25.8x with 31% net growth.
NextEra’s 24.7% nett borderline doubles Constellation’s 11.0% owed to its regulated Florida inferior basal backing renewable expansion.
Constellation’s Three Mile Island restart won’t present powerfulness until 2028 contempt the $1B authorities indebtedness and Microsoft agreement.
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Constellation Energy (Nasdaq: CEG) and NextEra Energy (NYSE: NEE) some missed Q3 2025 gross expectations, but the stories uncover fundamentally antithetic concern models competing for the AI-driven vigor boom.

Constellation posted $6.57 cardinal successful gross and $3.04 per stock successful adjusted earnings, some beneath Wall Street targets. CEO Joe Dominguez called it "outstanding performance" from the atomic fleet, which generated 46,477 gigawatt-hours successful Q3, up from 45,510 a twelvemonth earlier. Renewable seizure rates improved to 96.8%. The institution secured a $1 cardinal authorities indebtedness to restart the Three Mile Island reactor, backed by a Microsoft powerfulness acquisition agreement.

NextEra delivered $7.97 cardinal successful gross but bushed connected net astatine $1.13 per stock versus the $1.05 estimate. The institution added 3 gigawatts to its renewables backlog and announced a 25-year atomic proviso woody with Google to powerfulness Iowa information centers. Florida Power & Light contributed $1.46 cardinal successful nett income, providing the unchangeable regulated basal that funds NextEra Energy Resources' renewable expansion. Management maintained 2025 net guidance of $3.45 to $3.70 per stock and projected astir 10% yearly dividend maturation done 2026.

Business Driver	CEG	NEE
Core Growth Engine	Nuclear fleet performance	FPL regulated basal + renewables
Q3 Earnings Growth	-22.3% YoY	+31.1% YoY
Profit Margin	11.0%	24.7%
Dividend Yield	0.42%	2.78%

Constellation trades astatine 41.5x trailing net compared to NextEra's 25.8x multiple, a 61% premium reflecting capitalist enthusiasm for atomic vulnerability to hyperscaler demand. The banal climbed 49% year-to-date done aboriginal December versus NextEra's 14% gain. That rally occurred contempt a 22% net diminution successful Q3, portion NextEra grew net 31%.

This infographic compares Constellation Energy (CEG) and NextEra Energy (NEE) crossed Q3 performance, valuation, and aboriginal strategies, highlighting their chiseled concern models successful the AI-driven vigor sector.