WallStSmart

IDACORP Inc (IDA)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

IDACORP Inc generates 108% more annual revenue ($1.81B vs $871.93M). IDA leads profitability with a 17.8% profit margin vs 7.6%. IDA trades at a lower P/E of 24.7x. IDA earns a higher WallStSmart Score of 52/100 (C-).

IDA

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 4.0Quality: 4.3
Piotroski: 3/9Altman Z: 1.07

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

IDASignificantly Overvalued (-56.1%)

Margin of Safety

-56.1%

Fair Value

$88.23

Current Price

$147.74

$59.51 premium

UndervaluedFair: $88.23Overvalued
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

IDA1 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

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

IDA4 concerns · Avg: 3.3/10
PEG RatioValuation
2.334/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.8%4/10

1.8% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-216.20M2/10

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 : IDA

The strongest argument for IDA centers on Price/Book. Profitability is solid with margins at 17.8% and operating margin at 12.9%.

Bull Case : KEN

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

Bear Case : IDA

The primary concerns for IDA are PEG Ratio, Revenue Growth, Piotroski F-Score.

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

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

IDA carries more volatility with a beta of 0.54 — 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

IDA scores higher overall (52/100 vs 40/100), backed by strong 17.8% margins. 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.

IDACORP Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

IDACORP, Inc. is dedicated to the generation, transmission, distribution, purchase and sale of electrical energy in the United States. The company is headquartered in Boise, Idaho.

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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