WallStSmart

Clearway Energy Inc Class C (CWEN)vsTalen Energy Corporation (TLN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Talen Energy Corporation generates 138% more annual revenue ($3.74B vs $1.57B). CWEN leads profitability with a 6.4% profit margin vs -5.0%. CWEN earns a higher WallStSmart Score of 55/100 (C-).

CWEN

Buy

55

out of 100

Grade: C-

Growth: 8.0Profit: 5.5Value: 3.3Quality: 3.5
Piotroski: 2/9Altman Z: 0.49

TLN

Hold

44

out of 100

Grade: D

Growth: 8.0Profit: 2.5Value: 5.0Quality: 2.5
Piotroski: 3/9Altman Z: 0.30
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CWENFair Value (-2.4%)

Margin of Safety

-2.4%

Fair Value

$39.14

Current Price

$30.82

$8.32 premium

UndervaluedFair: $39.14Overvalued

Intrinsic value data unavailable for TLN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CWEN4 strengths · Avg: 8.5/10
EPS GrowthGrowth
296.6%10/10

Earnings expanding 296.6% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.2%8/10

Strong operational efficiency at 25.2%

Revenue GrowthGrowth
22.7%8/10

Revenue surging 22.7% year-over-year

TLN2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
111.2%10/10

Revenue surging 111.2% year-over-year

EPS GrowthGrowth
34.5%8/10

Earnings expanding 34.5% YoY

Areas to Watch

CWEN4 concerns · Avg: 3.3/10
P/E RatioValuation
38.5x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
6.4%3/10

6.4% margin — thin

Debt/EquityHealth
1.813/10

Elevated debt levels

TLN4 concerns · Avg: 2.8/10
Price/BookValuation
8.7x4/10

Trading at 8.7x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-11.4%2/10

ROE of -11.4% — below average capital efficiency

Free Cash FlowQuality
$-546.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CWEN

The strongest argument for CWEN centers on EPS Growth, Price/Book, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.

Bull Case : TLN

The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 111.2% demonstrates continued momentum.

Bear Case : CWEN

The primary concerns for CWEN are P/E Ratio, Return on Equity, Profit Margin. Debt-to-equity of 1.81 is elevated, increasing financial risk.

Bear Case : TLN

The primary concerns for TLN are Price/Book, Piotroski F-Score, Return on Equity. Debt-to-equity of 5.92 is elevated, increasing financial risk.

Key Dynamics to Monitor

CWEN profiles as a growth stock while TLN is a hypergrowth play — different risk/reward profiles.

TLN carries more volatility with a beta of 1.63 — expect wider price swings.

TLN is growing revenue faster at 111.2% — sustainability is the question.

CWEN generates stronger free cash flow (200M), providing more financial flexibility.

Bottom Line

CWEN scores higher overall (55/100 vs 44/100) and 22.7% 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.

Clearway Energy Inc Class C

UTILITIES · UTILITIES - RENEWABLE · USA

Clearway Energy, Inc., participates in the renewable energy businesses in the United States.

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Talen Energy Corporation

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Talen Energy Corporation (Ticker: TLN) is a prominent player in the U.S. power generation and infrastructure sector, committed to delivering reliable energy solutions through a robust portfolio that includes both traditional and renewable resources. The company emphasizes environmental sustainability and grid resilience, adapting to the increasing demand for electricity in a rapidly evolving energy landscape. With a strategic focus on innovation and advanced technology, Talen is well-positioned to capitalize on the transition to cleaner energy alternatives, making it an attractive investment opportunity for institutional investors.

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