WallStSmart

TransAlta Corp (TAC)vsEssential Utilities Inc (WTRG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Essential Utilities Inc generates 3% more annual revenue ($2.47B vs $2.40B). WTRG leads profitability with a 24.9% profit margin vs -5.7%. WTRG appears more attractively valued with a PEG of 3.62. WTRG earns a higher WallStSmart Score of 60/100 (C+).

TAC

Avoid

31

out of 100

Grade: F

Growth: 2.0Profit: 3.5Value: 5.7Quality: 3.3
Piotroski: 2/9Altman Z: -0.14

WTRG

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 6.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TACUndervalued (+38.3%)

Margin of Safety

+38.3%

Fair Value

$21.96

Current Price

$12.48

$9.48 discount

UndervaluedFair: $21.96Overvalued
WTRGUndervalued (+47.5%)

Margin of Safety

+47.5%

Fair Value

$71.32

Current Price

$38.03

$33.29 discount

UndervaluedFair: $71.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TAC0 strengths · Avg: 0/10

No standout strengths identified

WTRG5 strengths · Avg: 8.6/10
Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.7%8/10

15.7% revenue growth

Areas to Watch

TAC4 concerns · Avg: 2.8/10
Price/BookValuation
11.2x4/10

Trading at 11.2x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.982/10

Expensive relative to growth rate

Return on EquityProfitability
-9.6%2/10

ROE of -9.6% — below average capital efficiency

WTRG4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.622/10

Expensive relative to growth rate

EPS GrowthGrowth
-30.0%2/10

Earnings declined 30.0%

Free Cash FlowQuality
$-240.78M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : TAC

TAC has a balanced fundamental profile.

Bull Case : WTRG

The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% demonstrates continued momentum.

Bear Case : TAC

The primary concerns for TAC are Price/Book, Piotroski F-Score, PEG Ratio.

Bear Case : WTRG

The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

TAC profiles as a turnaround stock while WTRG is a growth play — different risk/reward profiles.

WTRG carries more volatility with a beta of 0.77 — expect wider price swings.

WTRG is growing revenue faster at 15.7% — sustainability is the question.

TAC generates stronger free cash flow (147M), providing more financial flexibility.

Bottom Line

WTRG scores higher overall (60/100 vs 31/100), backed by strong 24.9% margins and 15.7% revenue growth. TAC offers better value entry with a 38.3% margin of safety. Both earn "Buy" 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.

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.

Essential Utilities Inc

UTILITIES · UTILITIES - REGULATED WATER · USA

Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.

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