Brookfield Renewable Partners LP (BEP)vsTalen Energy Corporation (TLN)
BEP
Brookfield Renewable Partners LP
$36.52
-0.27%
UTILITIES · Cap: $23.45B
TLN
Talen Energy Corporation
$364.74
-3.53%
UTILITIES · Cap: $16.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Renewable Partners LP generates 96% more annual revenue ($6.34B vs $3.24B). BEP leads profitability with a 0.3% profit margin vs -0.7%. TLN earns a higher WallStSmart Score of 48/100 (D+).
BEP
Hold45
out of 100
Grade: D
TLN
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.8%
Fair Value
$70.77
Current Price
$36.52
$34.25 discount
Intrinsic value data unavailable for TLN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 4511.0% YoY
Reasonable price relative to book value
Revenue surging 96.7% year-over-year
Earnings expanding 34.5% YoY
Areas to Watch
ROE of 4.6% — below average capital efficiency
0.3% margin — thin
Expensive relative to growth rate
Revenue declined 4.2%
Trading at 15.4x book value
Weak financial health signals
ROE of -2.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BEP
The strongest argument for BEP centers on EPS Growth, Price/Book.
Bull Case : TLN
The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 96.7% demonstrates continued momentum.
Bear Case : BEP
The primary concerns for BEP are Return on Equity, Profit Margin, PEG Ratio. Debt-to-equity of 8.73 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.
Bear Case : TLN
The primary concerns for TLN are Price/Book, Piotroski F-Score, Return on Equity. Debt-to-equity of 6.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
BEP profiles as a value stock while TLN is a hypergrowth play — different risk/reward profiles.
TLN carries more volatility with a beta of 1.60 — expect wider price swings.
TLN is growing revenue faster at 96.7% — sustainability is the question.
TLN generates stronger free cash flow (392M), providing more financial flexibility.
Bottom Line
TLN scores higher overall (48/100 vs 45/100) and 96.7% revenue growth. BEP offers better value entry with a 55.8% margin of safety. 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.
Talen Energy Corporation
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Talen Energy Corporation (Ticker: TLN) is a prominent power generation and infrastructure firm based in the United States, focused on delivering reliable and sustainable energy solutions through a diverse portfolio that encompasses both traditional and renewable sources. The company's strategic initiatives are aimed at addressing the increasing demand for electricity while enhancing environmental sustainability and grid resilience. With a commitment to innovation and technological advancement, Talen Energy is well-positioned to capitalize on the evolving energy landscape, making it an appealing investment opportunity for institutional investors seeking exposure to the transition toward cleaner energy alternatives.
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