WallStSmart

Kenon Holdings (KEN)vsTransAlta Corp (TAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TransAlta Corp generates 211% more annual revenue ($2.40B vs $774.30M). KEN leads profitability with a 63.8% profit margin vs -5.7%. KEN earns a higher WallStSmart Score of 44/100 (D).

KEN

Hold

44

out of 100

Grade: D

Growth: 5.3Profit: 7.5Value: 5.0Quality: 9.0
Piotroski: 7/9Altman Z: 2.05

TAC

Avoid

31

out of 100

Grade: F

Growth: 2.0Profit: 5.0Value: 4.0Quality: 3.3
Piotroski: 2/9Altman Z: -0.14

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KEN2 strengths · Avg: 9.5/10
Profit MarginProfitability
63.8%10/10

Keeps 64 of every $100 in revenue as profit

Return on EquityProfitability
24.1%9/10

Every $100 of equity generates 24 in profit

TAC0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

KEN2 concerns · Avg: 1.5/10
EPS GrowthGrowth
-95.6%2/10

Earnings declined 95.6%

Operating MarginProfitability
-102.0%1/10

Operating margin of -102.0%

TAC4 concerns · Avg: 2.8/10
Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.982/10

Expensive relative to growth rate

Return on EquityProfitability
-9.6%2/10

ROE of -9.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : KEN

The strongest argument for KEN centers on Profit Margin, Return on Equity. Profitability is solid with margins at 63.8% and operating margin at -102.0%.

Bull Case : TAC

TAC has a balanced fundamental profile.

Bear Case : KEN

The primary concerns for KEN are EPS Growth, Operating Margin.

Bear Case : TAC

The primary concerns for TAC are Price/Book, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

KEN profiles as a mature stock while TAC is a turnaround play — different risk/reward profiles.

KEN carries more volatility with a beta of 0.49 — expect wider price swings.

KEN is growing revenue faster at 8.3% — sustainability is the question.

TAC generates stronger free cash flow (147M), providing more financial flexibility.

Bottom Line

KEN scores higher overall (44/100 vs 31/100), backed by strong 63.8% margins. Both earn "Hold" and "Avoid" 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 →

TransAlta Corp

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

TransAlta Corporation owns, operates and develops a diverse fleet of electric power generation assets in Canada, the United States and Australia. The company is headquartered in Calgary, Canada.

Want to dig deeper into these stocks?