Kenon Holdings (KEN)vsPPL Corporation (PPL)
KEN
Kenon Holdings
$88.89
+2.95%
UTILITIES · Cap: $4.50B
PPL
PPL Corporation
$35.91
-2.34%
UTILITIES · Cap: $27.66B
Smart Verdict
WallStSmart Research — data-driven comparison
PPL Corporation generates 937% more annual revenue ($9.04B vs $871.93M). PPL leads profitability with a 13.1% profit margin vs 7.6%. PPL trades at a lower P/E of 23.1x. PPL earns a higher WallStSmart Score of 67/100 (B-).
KEN
Hold40
out of 100
Grade: F
PPL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.5%
Fair Value
$54.68
Current Price
$88.89
$34.21 premium
Margin of Safety
-23.8%
Fair Value
$29.07
Current Price
$35.91
$6.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 43.1% year-over-year
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 49.9% YoY
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%
2.8% revenue growth
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : KEN
The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.
Bull Case : PPL
The strongest argument for PPL centers on Price/Book, EPS Growth. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bear Case : KEN
The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 68.0x leaves little room for execution misses.
Bear Case : PPL
The primary concerns for PPL are Revenue Growth, Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
KEN profiles as a hypergrowth stock while PPL is a value play — different risk/reward profiles.
PPL carries more volatility with a beta of 0.62 — 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
PPL scores higher overall (67/100 vs 40/100). Both earn "Strong 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 →PPL Corporation
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
PPL Corporation is an energy company headquartered in Allentown, Pennsylvania, United States.
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