WallStSmart

Kenon Holdings (KEN)vsEverpure, Inc. (P)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Everpure, Inc. generates 320% more annual revenue ($3.66B vs $871.93M). KEN leads profitability with a 7.6% profit margin vs 5.1%. KEN trades at a lower P/E of 68.0x. P earns a higher WallStSmart Score of 55/100 (C-).

KEN

Hold

40

out of 100

Grade: F

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

P

Buy

55

out of 100

Grade: C-

Growth: 8.0Profit: 4.0Value: 3.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KENSignificantly Overvalued (-39.5%)

Margin of Safety

-39.5%

Fair Value

$54.68

Current Price

$88.89

$34.21 premium

UndervaluedFair: $54.68Overvalued

Intrinsic value data unavailable for P.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

P2 strengths · Avg: 9.0/10
EPS GrowthGrowth
139.7%10/10

Earnings expanding 139.7% YoY

Revenue GrowthGrowth
20.4%8/10

Revenue surging 20.4% year-over-year

Areas to Watch

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%

P4 concerns · Avg: 3.3/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

Price/BookValuation
17.8x4/10

Trading at 17.8x book value

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

P/E RatioValuation
138.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : KEN

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

Bull Case : P

The strongest argument for P centers on EPS Growth, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.

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.

Bear Case : P

The primary concerns for P are PEG Ratio, Price/Book, Profit Margin. A P/E of 138.3x leaves little room for execution misses.

Key Dynamics to Monitor

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

P carries more volatility with a beta of 1.44 — expect wider price swings.

KEN is growing revenue faster at 43.1% — sustainability is the question.

P generates stronger free cash flow (201M), providing more financial flexibility.

Bottom Line

P scores higher overall (55/100 vs 40/100) and 20.4% 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.

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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Everpure, Inc.

TECHNOLOGY · COMPUTER HARDWARE · USA

Pandora Media, Inc. provides music discovery platform services in the United States and internationally. The company is headquartered in Oakland, California.

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