OPAL Fuels Inc (OPAL)vsTransAlta Corp (TAC)
OPAL
OPAL Fuels Inc
$2.22
-2.63%
UTILITIES · Cap: $366.12M
TAC
TransAlta Corp
$12.68
-2.16%
UTILITIES · Cap: $4.23B
Smart Verdict
WallStSmart Research — data-driven comparison
TransAlta Corp generates 556% more annual revenue ($2.21B vs $336.94M). OPAL leads profitability with a 5.7% profit margin vs -7.7%. TAC earns a higher WallStSmart Score of 33/100 (F).
OPAL
Avoid29
out of 100
Grade: F
TAC
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.4%
Fair Value
$4.26
Current Price
$2.22
$2.04 discount
Intrinsic value data unavailable for TAC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 234 in profit
No standout strengths identified
Areas to Watch
Moderate valuation
Trading at 8.2x book value
Smaller company, higher risk/reward
5.7% margin — thin
Trading at 11.3x book value
Weak financial health signals
Expensive relative to growth rate
ROE of -12.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : OPAL
The strongest argument for OPAL centers on Return on Equity.
Bull Case : TAC
TAC has a balanced fundamental profile.
Bear Case : OPAL
The primary concerns for OPAL are P/E Ratio, Price/Book, Market Cap. Debt-to-equity of 54.41 is elevated, increasing financial risk.
Bear Case : TAC
The primary concerns for TAC are Price/Book, Piotroski F-Score, PEG Ratio. Debt-to-equity of 3.17 is elevated, increasing financial risk.
Key Dynamics to Monitor
OPAL profiles as a value stock while TAC is a turnaround play — different risk/reward profiles.
OPAL carries more volatility with a beta of 0.77 — expect wider price swings.
OPAL is growing revenue faster at -14.1% — sustainability is the question.
TAC generates stronger free cash flow (93M), providing more financial flexibility.
Bottom Line
TAC scores higher overall (33/100 vs 29/100). OPAL offers better value entry with a 44.4% margin of safety. Both earn "Avoid" 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.
OPAL Fuels Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
OPAL Fuels Inc. is a leading participant in the renewable natural gas (RNG) sector, specializing in the transformation of organic waste into sustainable energy solutions that contribute to a low-carbon economy. The company boasts a robust portfolio of RNG production facilities and has cultivated strategic partnerships to strengthen its market presence. With a commitment to advanced technologies and innovative practices, OPAL Fuels is well-positioned to meet the growing demand for environmentally friendly energy alternatives, underscoring its potential for significant value creation within the evolving energy landscape.
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.
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