PortfoliosLab logoPortfoliosLab logo
CEG vs. PM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CEG vs. PM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Constellation Energy Corp (CEG) and Philip Morris International Inc. (PM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CEG achieves a -27.96% return, which is significantly lower than PM's 15.93% return.


CEG

1D
2.86%
1M
-5.03%
YTD
-27.96%
6M
-27.70%
1Y
-14.08%
3Y*
40.06%
5Y*
10Y*

PM

1D
1.95%
1M
-2.80%
YTD
15.93%
6M
22.12%
1Y
3.53%
3Y*
31.18%
5Y*
18.78%
10Y*
11.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CEG vs. PM - Yearly Performance Comparison


2026 (YTD)2025202420232022
CEG
Constellation Energy Corp
-27.96%58.80%92.71%37.24%73.87%
PM
Philip Morris International Inc.
15.93%37.99%34.34%-1.85%3.33%

Correlation

The correlation between CEG and PM is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (All Time)
Calculated using the full available price history since Feb 2, 2022

0.07

The correlation between CEG and PM shifts across timeframes, from -0.07 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CEG:

$89.83B

PM:

$288.03B

EPS

CEG:

$8.13

PM:

$7.12

PE Ratio

CEG:

31.23

PM:

25.90

PEG Ratio

CEG:

0.54

PM:

2.81

PS Ratio

CEG:

3.31

PM:

6.93

Total Revenue (TTM)

CEG:

$24.82B

PM:

$41.49B

Gross Profit (TTM)

CEG:

$20.98B

PM:

$27.93B

EBITDA (TTM)

CEG:

$5.87B

PM:

$17.74B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CEG vs. PM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CEG
CEG Risk / Return Rank: 2929
Overall Rank
CEG Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
CEG Sortino Ratio Rank: 2828
Sortino Ratio Rank
CEG Omega Ratio Rank: 2828
Omega Ratio Rank
CEG Calmar Ratio Rank: 3131
Calmar Ratio Rank
CEG Martin Ratio Rank: 2828
Martin Ratio Rank

PM
PM Risk / Return Rank: 4444
Overall Rank
PM Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PM Sortino Ratio Rank: 4141
Sortino Ratio Rank
PM Omega Ratio Rank: 4141
Omega Ratio Rank
PM Calmar Ratio Rank: 4747
Calmar Ratio Rank
PM Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CEG vs. PM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Constellation Energy Corp (CEG) and Philip Morris International Inc. (PM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CEGPMDifference
Sharpe ratioReturn per unit of total volatility

-0.46

Sortino ratioReturn per unit of downside risk

-0.53

Omega ratioGain probability vs. loss probability

0.98

1.05

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.38

0.18

-0.56

Martin ratioReturn relative to average drawdown

-0.78

0.34

-1.12

CEG vs. PM - Sharpe Ratio Comparison

The current CEG Sharpe Ratio is -0.32, which is lower than the PM Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of CEG and PM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CEG vs. PM - Drawdown Comparison

The maximum CEG drawdown since its inception was -50.70%, which is greater than PM's maximum drawdown of -42.87%. Use the drawdown chart below to compare losses from any high point for CEG and PM.


Loading charts...

Drawdown Indicators


CEGPMDifference

Max Drawdown

Largest peak-to-trough decline

-50.70%

-42.87%

-7.83%

Max Drawdown (1Y)

Largest decline over 1 year

-39.77%

-20.64%

-19.13%

Max Drawdown (3Y)

Largest decline over 3 years

-50.70%

-20.64%

-30.06%

Max Drawdown (5Y)

Largest decline over 5 years

-22.78%

Max Drawdown (10Y)

Largest decline over 10 years

-42.87%

Current Drawdown

Current decline from peak

-36.93%

-3.94%

-32.99%

Average Drawdown

Average peak-to-trough decline

-11.67%

-10.02%

-1.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.38%

10.81%

+8.57%

Volatility

CEG vs. PM - Volatility Comparison

Constellation Energy Corp (CEG) has a higher volatility of 15.26% compared to Philip Morris International Inc. (PM) at 7.76%. This indicates that CEG's price experiences larger fluctuations and is considered to be riskier than PM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CEGPMDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.26%

7.76%

+7.50%

Volatility (6M)

Calculated over the trailing 6-month period

37.72%

21.07%

+16.65%

Volatility (1Y)

Calculated over the trailing 1-year period

46.66%

27.73%

+18.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.38%

22.73%

+26.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.38%

24.46%

+24.92%

Dividends

CEG vs. PM - Dividend Comparison

CEG's dividend yield for the trailing twelve months is around 0.64%, less than PM's 3.13% yield.


PositionTTM20252024202320222021202020192018201720162015
CEG
Constellation Energy Corp
0.64%0.44%0.63%0.97%0.65%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PM
Philip Morris International Inc.
3.13%3.52%4.40%5.46%4.98%5.16%5.73%5.43%6.73%3.99%4.50%4.60%

Financials

CEG vs. PM - Financials Comparison

This section allows you to compare key financial metrics between Constellation Energy Corp and Philip Morris International Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00B5.00B6.00B7.00B8.00B9.00B10.00B11.00B20222023202420252026
6.07B
10.15B
(CEG) Total Revenue
(PM) Total Revenue
Values in USD except per share items

CEG vs. PM - Profitability Comparison

The chart below illustrates the profitability comparison between Constellation Energy Corp and Philip Morris International Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%20222023202420252026
40.8%
68.1%
Portfolio components
CEG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Constellation Energy Corp reported a gross profit of 2.48B and revenue of 6.07B. Therefore, the gross margin over that period was 40.8%.

PM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported a gross profit of 6.91B and revenue of 10.15B. Therefore, the gross margin over that period was 68.1%.

CEG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Constellation Energy Corp reported an operating income of 598.00M and revenue of 6.07B, resulting in an operating margin of 9.9%.

PM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported an operating income of 3.89B and revenue of 10.15B, resulting in an operating margin of 38.4%.

CEG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Constellation Energy Corp reported a net income of 432.00M and revenue of 6.07B, resulting in a net margin of 7.1%.

PM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported a net income of 2.44B and revenue of 10.15B, resulting in a net margin of 24.0%.


Frequently Asked Questions


CEG and PM have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CEG has higher volatility (15.26%) compared to PM (7.76%). In terms of maximum drawdown, CEG dropped -50.70% vs PM's -42.87%.

PM currently has the higher Sharpe Ratio (0.13 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CEG and PM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer