WallStSmart

DTE Energy Company (DTE)vsKenon Holdings (KEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DTE Energy Company generates 1794% more annual revenue ($16.52B vs $871.93M). DTE leads profitability with a 7.7% profit margin vs 7.6%. DTE trades at a lower P/E of 24.4x. DTE earns a higher WallStSmart Score of 53/100 (C-).

DTE

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 5.0Value: 4.0Quality: 5.5
Piotroski: 5/9Altman Z: 0.74

KEN

Hold

40

out of 100

Grade: F

Growth: 6.7Profit: 4.5Value: 3.0Quality: 7.5
Piotroski: 5/9Altman Z: 2.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DTESignificantly Overvalued (-18.4%)

Margin of Safety

-18.4%

Fair Value

$118.02

Current Price

$140.60

$22.58 premium

UndervaluedFair: $118.02Overvalued
KENSignificantly Overvalued (-39.5%)

Margin of Safety

-39.5%

Fair Value

$54.68

Current Price

$88.89

$34.21 premium

UndervaluedFair: $54.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DTE3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

KEN2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
43.1%10/10

Revenue surging 43.1% year-over-year

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

DTE4 concerns · Avg: 2.8/10
PEG RatioValuation
2.074/10

Expensive relative to growth rate

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

EPS GrowthGrowth
-44.4%2/10

Earnings declined 44.4%

Free Cash FlowQuality
$-321.00M2/10

Negative free cash flow — burning cash

KEN4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

P/E RatioValuation
68.0x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-93.7%2/10

Earnings declined 93.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : DTE

The strongest argument for DTE centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.

Bull Case : KEN

The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.

Bear Case : DTE

The primary concerns for DTE are PEG Ratio, Profit Margin, EPS 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.

Key Dynamics to Monitor

DTE profiles as a growth stock while KEN is a hypergrowth play — different risk/reward profiles.

DTE carries more volatility with a beta of 0.43 — 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

DTE scores higher overall (53/100 vs 40/100) and 15.8% 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.

DTE Energy Company

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

DTE Energy (formerly Detroit Edison until 1996) is a Detroit-based diversified energy company involved in the development and management of energy-related businesses and services in the United States and Canada.

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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.

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