WallStSmart

Talen Energy Corporation (TLN)vsVistra Energy Corp (VST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vistra Energy Corp generates 575% more annual revenue ($17.74B vs $2.63B). VST leads profitability with a 5.3% profit margin vs -8.3%. VST earns a higher WallStSmart Score of 53/100 (C-).

TLN

Hold

42

out of 100

Grade: D

Growth: 8.0Profit: 2.0Value: 5.0Quality: 5.3
Piotroski: 4/9Altman Z: 0.70

VST

Buy

53

out of 100

Grade: C-

Growth: 3.3Profit: 6.0Value: 3.3Quality: 2.5
Piotroski: 2/9Altman Z: 0.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for TLN.

VSTSignificantly Overvalued (-53.8%)

Margin of Safety

-53.8%

Fair Value

$100.71

Current Price

$155.28

$54.57 premium

UndervaluedFair: $100.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TLN2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
58.0%10/10

Revenue surging 58.0% year-over-year

EPS GrowthGrowth
34.5%8/10

Earnings expanding 34.5% YoY

VST1 strengths · Avg: 9.0/10
Market CapQuality
$52.57B9/10

Large-cap with strong market position

Areas to Watch

TLN4 concerns · Avg: 2.3/10
Price/BookValuation
15.6x4/10

Trading at 15.6x book value

Return on EquityProfitability
-17.7%2/10

ROE of -17.7% — below average capital efficiency

Altman Z-ScoreHealth
0.702/10

Distress zone — elevated risk

Profit MarginProfitability
-8.3%1/10

Currently unprofitable

VST4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
71.6x2/10

Premium valuation, high expectations priced in

Price/BookValuation
20.0x2/10

Trading at 20.0x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : TLN

The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 58.0% demonstrates continued momentum.

Bull Case : VST

The strongest argument for VST centers on Market Cap. Revenue growth of 13.6% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.

Bear Case : TLN

The primary concerns for TLN are Price/Book, Return on Equity, Altman Z-Score.

Bear Case : VST

The primary concerns for VST are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 71.6x leaves little room for execution misses. Debt-to-equity of 3.36 is elevated, increasing financial risk.

Key Dynamics to Monitor

TLN profiles as a hypergrowth stock while VST is a value play — different risk/reward profiles.

TLN carries more volatility with a beta of 1.78 — expect wider price swings.

TLN is growing revenue faster at 58.0% — sustainability is the question.

TLN generates stronger free cash flow (180M), providing more financial flexibility.

Bottom Line

VST scores higher overall (53/100 vs 42/100) and 13.6% 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.

Talen Energy Corporation

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Talen Energy Corporation (Ticker: TLN) is a leading power generation and infrastructure company based in the United States, specializing in the development and operation of reliable and sustainable energy solutions. With a diverse portfolio that includes both traditional and renewable energy sources, Talen Energy is committed to supporting the evolving energy landscape while prioritizing environmental stewardship. The company is strategically positioned to meet growing electricity demand, leverage technological advancements, and enhance grid resilience, making it an attractive investment opportunity for institutional investors focused on the energy sector's transformation.

Vistra Energy Corp

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Vistra Corp. The company is headquartered in Irving, Texas.

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