Head to Head

CEG vs SHLS: which is the better buy in 2026?

On Alexandria's Compass, Shoals Technologies Group, Inc. has the edge with a 82/100 score versus 81/100 for CEG. Here is how they stack up, factor by factor.

Constellation Energy

NASDAQ:CEG

81/100 Compass
True NorthAccumulate$96.4B

The only US generator with 22GW of dispatchable nuclear baseload at the exact moment hyperscalers will pay any price for it.

Full CEG analysis

Shoals Technologies Group, Inc.

NASDAQ:SHLS

Edge
82/100 Compass
True NorthAccumulate$1.6B

The picks-and-shovels play on utility-scale solar buildout, finally trading like the business has turned, not the stock.

Full SHLS analysis

Factor by factor

FactorCEGSHLS
Revenue Growth9898
Profitability4843
Valuation7465
Momentum3258
Theme Purity8772
Moat3245
Catalysts9380
Market Position3650

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is CEG or SHLS the better buy in 2026?

By Compass Score, Shoals Technologies Group, Inc. (NASDAQ:SHLS) edges it at 82/100 versus 81/100 for CEG. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare CEG and SHLS?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.