Northwest Natural Gas Co (NWN)vsTalen Energy Corporation (TLN)
NWN
Northwest Natural Gas Co
$53.12
-0.47%
UTILITIES · Cap: $2.24B
TLN
Talen Energy Corporation
$351.91
-2.56%
UTILITIES · Cap: $16.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Talen Energy Corporation generates 104% more annual revenue ($2.63B vs $1.29B). NWN leads profitability with a 8.8% profit margin vs -8.3%. NWN earns a higher WallStSmart Score of 64/100 (C+).
NWN
Buy64
out of 100
Grade: C+
TLN
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.4%
Fair Value
$72.25
Current Price
$53.12
$19.13 discount
Intrinsic value data unavailable for TLN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 25.4%
Earnings expanding 24.1% YoY
Revenue surging 58.0% year-over-year
Earnings expanding 34.5% YoY
Areas to Watch
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Negative free cash flow — burning cash
Trading at 14.7x book value
ROE of -17.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : NWN
The strongest argument for NWN centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : TLN
The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 58.0% demonstrates continued momentum.
Bear Case : NWN
The primary concerns for NWN are Return on Equity, Debt/Equity, PEG Ratio. Debt-to-equity of 1.76 is elevated, increasing financial risk.
Bear Case : TLN
The primary concerns for TLN are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
NWN profiles as a value stock while TLN is a hypergrowth play — different risk/reward profiles.
TLN carries more volatility with a beta of 1.78 — expect wider price swings.
TLN is growing revenue faster at 58.0% — sustainability is the question.
TLN generates stronger free cash flow (180M), providing more financial flexibility.
Bottom Line
NWN scores higher overall (64/100 vs 42/100). 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.
Northwest Natural Gas Co
UTILITIES · UTILITIES - REGULATED GAS · USA
Northwest Natural Holding Company, through its subsidiary, Northwest Natural Gas Company, provides regulated natural gas distribution services to residential, commercial, industrial and transportation customers in Oregon and Southwest Washington. The company is headquartered in Portland, Oregon.
Visit Website →Talen Energy Corporation
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Talen Energy Corporation (Ticker: TLN) is a leading power generation and infrastructure company based in the United States, specializing in the development and operation of reliable and sustainable energy solutions. With a diverse portfolio that includes both traditional and renewable energy sources, Talen Energy is committed to supporting the evolving energy landscape while prioritizing environmental stewardship. The company is strategically positioned to meet growing electricity demand, leverage technological advancements, and enhance grid resilience, making it an attractive investment opportunity for institutional investors focused on the energy sector's transformation.
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