Brookfield Renewable Partners LP (BEP)vsTransAlta Corp (TAC)
BEP
Brookfield Renewable Partners LP
$30.39
-0.39%
UTILITIES · Cap: $15.31B
TAC
TransAlta Corp
$12.08
-0.82%
UTILITIES · Cap: $3.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Renewable Partners LP generates 181% more annual revenue ($6.36B vs $2.27B). TAC leads profitability with a -1.0% profit margin vs -1.3%. BEP appears more attractively valued with a PEG of 3.51. BEP earns a higher WallStSmart Score of 49/100 (D+).
BEP
Hold49
out of 100
Grade: D+
TAC
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.5%
Fair Value
$70.34
Current Price
$30.39
$39.95 discount
Intrinsic value data unavailable for TAC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 4511.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 33.3%
Areas to Watch
1.1% revenue growth
ROE of 3.3% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Weak financial health signals
Expensive relative to growth rate
ROE of -12.1% — below average capital efficiency
Earnings declined 71.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BEP
The strongest argument for BEP centers on EPS Growth, Price/Book.
Bull Case : TAC
The strongest argument for TAC centers on Operating Margin. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : BEP
The primary concerns for BEP are Revenue Growth, Return on Equity, PEG Ratio. Debt-to-equity of 8.43 is elevated, increasing financial risk.
Bear Case : TAC
The primary concerns for TAC are Piotroski F-Score, PEG Ratio, Return on Equity. Debt-to-equity of 2.38 is elevated, increasing financial risk.
Key Dynamics to Monitor
BEP carries more volatility with a beta of 0.98 — expect wider price swings.
TAC is growing revenue faster at 12.5% — sustainability is the question.
TAC generates stronger free cash flow (17M), providing more financial flexibility.
Monitor UTILITIES - RENEWABLE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BEP scores higher overall (49/100 vs 43/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Renewable Partners LP
UTILITIES · UTILITIES - RENEWABLE · USA
Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamilton, Bermuda.
TransAlta Corp
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
TransAlta Corporation owns, operates and develops a diverse fleet of electric power generation assets in Canada, the United States and Australia. The company is headquartered in Calgary, Canada.
Compare with Other UTILITIES - RENEWABLE Stocks
Want to dig deeper into these stocks?