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TLN

BEARISH
$346.26 Live
Talen Energy Corporation · NASDAQ
Target $467.77 (+35.1%)
$194.53 52W Range $451.28

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 21, 2026
Market cap
$15.82B
P/E
N/A
ROE
-17.7%
Profit margin
-8.3%
Debt/Equity
6.25
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Talen Energy exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9 and an alarming Debt/Equity ratio of 6.25, which is nearly four times the sector average. While revenue growth is exceptional at 58% YoY, the company is struggling with negative profit margins (-8.34%) and extreme earnings volatility, including a recent quarterly surprise of -391%. The stock trades at a massive premium to book value (P/B 14.47), suggesting the current price is driven by speculative growth expectations rather than financial stability. Despite a 'Strong Buy' analyst consensus, the deterministic health metrics indicate significant solvency and operational risks.

Key Strengths

Exceptional YoY revenue growth of 58.00%
Strong Q/Q revenue momentum (57.99%)
High analyst conviction with a 'Strong Buy' recommendation
Significant upside potential to analyst target price ($467.77)
Strong 1-year price performance (+80.9%)

Key Risks

Extreme leverage with Debt/Equity at 6.25
Critical financial health (Piotroski F-Score 2/9)
Severe earnings instability and frequent large misses
Negative operating margin (-36.06%) and ROE (-17.66%)
Extreme valuation premium (Price/Book of 14.47)

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
29
Weak
Value
20
Future
80
Past
30
Health
15
Dividend
0
AI Verdict
Speculative/High Risk
Key drivers: Extreme Debt/Equity, Hyper-growth Revenue, Poor F-Score, Valuation Disconnect
Confidence
90%
Value
20/100

Ref P/E, P/B, and lack of Graham Number

Positives
  • Forward P/E of 12.19 is reasonable if earnings stabilize
Watchpoints
  • P/B of 14.47 is unsustainable for a utility
  • P/S of 6.03 is high for the industry
Future
80/100

Ref Revenue Growth and Analyst Targets

Positives
  • Massive revenue growth (58%)
  • Strong analyst target price
Watchpoints
  • Unpredictable earnings trajectory
Past
30/100

Ref Historical EPS and ROE

Positives
  • Strong 5-year price appreciation
Watchpoints
  • Erratic EPS surprises
  • Negative ROE and ROA
Health
15/100

Ref Piotroski F-Score and Debt/Equity

Positives
  • Current ratio above 1.0 (1.28)
Watchpoints
  • Piotroski F-Score 2/9 (Weak)
  • Debt/Equity 6.25 (Critical)
Dividend
0/100

Ref Dividend Yield and Payout

Positives
No standout positives identified.
Watchpoints
  • No dividend yield
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$346.26
Analyst Target
$467.77
Upside/Downside
+35.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for TLN and closest competitors.

Updated 2026-04-20
TLN
Talen Energy Corporation
Primary
5Y
+644.6%
3Y
+644.6%
1Y
+80.9%
6M
-14.9%
1M
+14.3%
1W
+6.2%
LNT
Alliant Energy Corporation
Peer
5Y
+58.6%
3Y
+47.1%
1Y
+25.3%
6M
+9.6%
1M
+3.2%
1W
+0.3%
EVR
Evergy, Inc.
Peer
5Y
+67.8%
3Y
+50.7%
1Y
+34.2%
6M
+9.1%
1M
+1.2%
1W
+1.4%
AES
The AES Corporation
Peer
5Y
-34.7%
3Y
-39.8%
1Y
+31.2%
6M
+6.0%
1M
+2.1%
1W
+0.4%
ENL
Enlight Renewable Energy Ltd
Peer
5Y
+3524.5%
3Y
+322.9%
1Y
+372.8%
6M
+114.4%
1M
-9.3%
1W
+0.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
12.19
PEG Ratio
N/A
P/B Ratio
14.47
P/S Ratio
6.03
EV/Revenue
8.37
EV/EBITDA
68.43
Market Cap
$15.82B

Profitability

Profit margins and return metrics

Profit Margin -8.34%
Operating Margin -36.06%
Gross Margin 38.12%
ROE -17.66%
ROA -0.4%

Growth

Revenue and earnings growth rates

Revenue Growth +58.0%
Earnings Growth N/A
Q/Q Revenue Growth +57.99%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
6.25
High debt
Current Ratio
1.28
Good
Quick Ratio
0.84
Poor
Cash/Share
$15.08

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.8B
Gross Margin
47.1%
Op. Margin
-33.9%
Net Margin
-47.1%
Total Assets
$10.9B
Liabilities
$9.8B
Equity
$1.1B
Debt/Equity
8.98x
Operating CF
$0.3B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
86%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-02-26
$-7.75
-391.0% surprise
2025-11-05
$3.29
-10.3% surprise
2025-08-07
$1.5
+213.2% surprise

Utilities Sector Comparison

Comparing TLN against 40 companies in the Utilities sector (2 bullish, 23 neutral, 15 bearish)
Return on Equity (ROE)
-17.66%
This Stock
vs
-6.56%
Sector Avg
+169.4% (Excellent)
Profit Margin
-8.34%
This Stock
vs
3.71%
Sector Avg
-324.9% (Weaker)
Debt to Equity
6.25
This Stock
vs
1.74
Sector Avg
+258.7% (Higher)
Revenue Growth
58.0%
This Stock
vs
18.94%
Sector Avg
+206.2% (Fast Growth)
Current Ratio
1.28
This Stock
vs
1.21
Sector Avg
+6.0% (Better)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-17

Talen Energy likely reported its first-quarter financial results for 2026.

DEF 14A
DEF 14A
2026-03-19

TLN filed a definitive proxy statement (DEF 14A) on March 19, 2026, providing shareholders with necessary information to vote on corporate matters.

8-K
8-K
2026-02-26

Talen Energy filed an 8-K likely reporting its fourth-quarter and full-year financial results.

10-K
10-K
2026-02-26

TLN's 10-K filing dated February 26, 2026, does not provide specific financial highlights in the provided excerpts. However, the company identifies significant risks associated with operating in a highly competitive and rapidly changing environment. These factors contribute to inherent uncertainties regarding the company's future performance and the reliability of its forward-looking statements.

8-K/A
8-K/A
2026-02-09

Talen Energy filed an amendment to a previously submitted Current Report on Form 8-K.

8-K
8-K
2026-01-15
8-K
8-K
2025-12-17
8-K
8-K
2025-12-15
8-K
8-K
2025-11-25
10-Q
10-Q
2025-11-05
8-K
8-K
2025-11-05

Talen Energy likely filed this 8-K to announce its third-quarter 2025 financial results.

8-K
8-K
2025-10-27
8-K
8-K
2025-10-10
8-K
8-K
2025-10-10
8-K
8-K
2025-10-06
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
15 analysts
JP Morgan
2026-03-19
Maintains
Overweight Overweight
Barclays
2026-02-11
Maintains
Overweight Overweight
Wells Fargo
2026-01-20
Maintains
Overweight Overweight
Morgan Stanley
2026-01-16
Maintains
Overweight Overweight
Barclays
2026-01-09
Maintains
Overweight Overweight
Wells Fargo
2025-11-06
Maintains
Overweight Overweight
Morgan Stanley
2025-10-28
Maintains
Overweight Overweight
Wells Fargo
2025-10-28
init
Overweight

Past News Coverage

Recent headlines mentioning TLN from our newsroom.

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