CEG/Commercial & Retail — Scenario Model
Blue = input assumption|Black = computed

Commercial & Retail — Scenario Model

Current Price
$282
Commercial & Retail Component
$60/sh
Market Implies
95% chance of upside scenarios
5% bear probability

Scenario Overview

ScenarioEV$/shProbRevenue BOperating Margin %FcfKey Gate
bull$7B$775%
base$4B$420%
bear($0B)$05%

Full Year-by-Year Models

Blue = input · Black = computed · Click to expand

Market-Implied Probability Reconciliation

Given these scenario EVs, what probability weights would the market need to assign to produce the current market-implied value of $60/share?

ScenarioCommercial & Retail EVPer ShareImplied Prob.Weighted Contrib.
bull$7B$2275.0%$17
base$4B$1120.0%$2
bear($0B)$-05.0%$-0
Total100%$19/sh

Note: These probabilities apply to Commercial & Retail's contribution to CEG equity. Nuclear Fleet, Clean Energy Premium, and net cash contribute separately.

Target contribution: $60/sh. Residual: $41.0/sh.