Kenon Holdings (KEN)vsSOLV Energy, Inc. Class A Common Stock (MWH)
KEN
Kenon Holdings
$91.99
-3.72%
UTILITIES · Cap: $4.57B
MWH
SOLV Energy, Inc. Class A Common Stock
$42.27
-6.46%
UTILITIES · Cap: $8.61B
Smart Verdict
WallStSmart Research — data-driven comparison
SOLV Energy, Inc. Class A Common Stock generates 186% more annual revenue ($2.49B vs $871.93M). KEN leads profitability with a 7.6% profit margin vs 6.0%. MWH trades at a lower P/E of 54.5x. MWH earns a higher WallStSmart Score of 51/100 (C-).
KEN
Hold40
out of 100
Grade: F
MWH
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.8%
Fair Value
$54.56
Current Price
$91.99
$37.43 premium
Margin of Safety
+47.2%
Fair Value
$58.51
Current Price
$42.27
$16.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 43.1% year-over-year
Every $100 of equity generates 35 in profit
Revenue surging 80.0% year-over-year
Areas to Watch
ROE of 5.1% — below average capital efficiency
7.6% margin — thin
Premium valuation, high expectations priced in
Earnings declined 93.7%
Trading at 10.8x book value
0.0% earnings growth
6.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : KEN
The strongest argument for KEN centers on Revenue Growth. Revenue growth of 43.1% demonstrates continued momentum.
Bull Case : MWH
The strongest argument for MWH centers on Return on Equity, Revenue Growth. Revenue growth of 80.0% demonstrates continued momentum.
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.
Bear Case : MWH
The primary concerns for MWH are Price/Book, EPS Growth, Profit Margin. A P/E of 54.5x leaves little room for execution misses.
Key Dynamics to Monitor
MWH is growing revenue faster at 80.0% — sustainability is the question.
MWH generates stronger free cash flow (201M), providing more financial flexibility.
Monitor UTILITIES - INDEPENDENT POWER PRODUCERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MWH scores higher overall (51/100 vs 40/100) and 80.0% 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.
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.
Visit Website →SOLV Energy, Inc. Class A Common Stock
UTILITIES · UTILITIES - RENEWABLE · USA
SOLV Energy, Inc. (Ticker: MWH) stands at the forefront of renewable energy solutions, specializing in comprehensive solar energy systems designed for commercial and utility-scale applications. The company is committed to innovation and sustainability, playing a pivotal role in the global transition to cleaner energy. With a robust track record in engineering excellence and project execution, SOLV Energy is strategically positioned to leverage the increasing demand for renewable energy solutions, significantly contributing to decarbonization initiatives across multiple sectors. Its dedication to operational efficiency and customer-centric services enhances its competitive advantage in an ever-evolving energy landscape.
Compare with Other UTILITIES - INDEPENDENT POWER PRODUCERS Stocks
Want to dig deeper into these stocks?