WallStSmart

Emera Incorporated (EMA)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Emera Incorporated generates 907% more annual revenue ($8.78B vs $871.93M). EMA leads profitability with a 12.4% profit margin vs 7.6%. EMA trades at a lower P/E of 21.3x. EMA earns a higher WallStSmart Score of 60/100 (C).

EMA

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 7.3Quality: 5.0

KEN

Hold

40

out of 100

Grade: F

Growth: 6.7Profit: 4.5Value: 3.0Quality: 7.5
Piotroski: 5/9Altman Z: 2.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EMAUndervalued (+36.9%)

Margin of Safety

+36.9%

Fair Value

$77.78

Current Price

$52.53

$25.25 discount

UndervaluedFair: $77.78Overvalued
KENSignificantly Overvalued (-40.1%)

Margin of Safety

-40.1%

Fair Value

$54.44

Current Price

$87.72

$33.28 premium

UndervaluedFair: $54.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EMA1 strengths · Avg: 8.0/10
Price/BookValuation
1.8x8/10

Reasonable price relative to book value

KEN2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
43.1%10/10

Revenue surging 43.1% year-over-year

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

EMA2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-56.9%2/10

Earnings declined 56.9%

Free Cash FlowQuality
$-753.39M2/10

Negative free cash flow — burning cash

KEN4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

P/E RatioValuation
69.1x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-93.7%2/10

Earnings declined 93.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : EMA

The strongest argument for EMA centers on Price/Book. Revenue growth of 13.8% demonstrates continued momentum. PEG of 1.19 suggests the stock is reasonably priced for its growth.

Bull Case : KEN

The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.

Bear Case : EMA

The primary concerns for EMA are EPS Growth, Free Cash Flow.

Bear Case : KEN

The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 69.1x leaves little room for execution misses.

Key Dynamics to Monitor

EMA profiles as a value stock while KEN is a hypergrowth play — different risk/reward profiles.

EMA carries more volatility with a beta of 0.46 — expect wider price swings.

KEN is growing revenue faster at 43.1% — sustainability is the question.

KEN generates stronger free cash flow (53M), providing more financial flexibility.

Bottom Line

EMA scores higher overall (60/100 vs 40/100) and 13.8% revenue growth. Both earn "Buy" 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.

Emera Incorporated

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Emera Incorporated, an energy and services company, invests in generation, transmission, and distribution of electricity in the United States, Canada, Barbados, and the Bahamas. The company is headquartered in Halifax, Canada.

Kenon Holdings

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.

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