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TLN vs GEV vs EMR vs EXC
Revenue, margins, valuation, and 5-year total return — side by side.
Renewable Utilities
Industrial - Machinery
Regulated Electric
TLN vs GEV vs EMR vs EXC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Independent Power Producers | Renewable Utilities | Industrial - Machinery | Regulated Electric |
| Market Cap | $17.85B | $281.02B | $79.02B | $45.43B |
| Revenue (TTM) | $3.02B | $39.38B | $18.32B | $24.79B |
| Net Income (TTM) | $-21M | $9.38B | $2.44B | $2.78B |
| Gross Margin | 35.2% | 19.9% | 52.7% | 29.5% |
| Operating Margin | 8.1% | 3.9% | 19.8% | 21.0% |
| Forward P/E | 17.8x | 37.6x | 21.7x | 15.6x |
| Total Debt | $6.81B | $0.00 | $13.76B | $50.55B |
| Cash & Equiv. | $752M | $8.85B | $1.54B | $1.15B |
TLN vs GEV vs EMR vs EXC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 24 | May 26 | Return |
|---|---|---|---|
| Talen Energy Corpor… (TLN) | 100 | 413.9 | +313.9% |
| GE Vernova Inc. (GEV) | 100 | 764.7 | +664.7% |
| Emerson Electric Co. (EMR) | 100 | 124.4 | +24.4% |
| Exelon Corporation (EXC) | 100 | 118.2 | +18.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TLN vs GEV vs EMR vs EXC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TLN is the clearest fit if your priority is long-term compounding.
- 7.4% 10Y total return vs GEV's 7.0%
- 21.8% revenue growth vs EMR's 3.0%
GEV carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 8.9%, EPS growth 217.0%, 3Y rev CAGR 8.7%
- 23.8% margin vs TLN's -0.7%
- +157.4% vs EXC's -0.7%
- 15.2% ROA vs TLN's -0.2%, ROIC 27.9% vs -0.9%
EMR is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 37 yrs, beta 1.52, yield 1.5%
- Lower volatility, beta 1.52, Low D/E 67.8%, current ratio 0.88x
- Beta 1.52, yield 1.5%, current ratio 0.88x
- Beta 1.52 vs GEV's 1.76
EXC is the clearest fit if your priority is valuation efficiency.
- PEG 2.44 vs EMR's 4.81
- Lower P/E (15.6x vs 37.6x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.8% revenue growth vs EMR's 3.0% | |
| Value | Lower P/E (15.6x vs 37.6x) | |
| Quality / Margins | 23.8% margin vs TLN's -0.7% | |
| Stability / Safety | Beta 1.52 vs GEV's 1.76 | |
| Dividends | 1.5% yield, 37-year raise streak, vs EXC's 3.6%, (1 stock pays no dividend) | |
| Momentum (1Y) | +157.4% vs EXC's -0.7% | |
| Efficiency (ROA) | 15.2% ROA vs TLN's -0.2%, ROIC 27.9% vs -0.9% |
TLN vs GEV vs EMR vs EXC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
TLN vs GEV vs EMR vs EXC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EXC leads in 1 of 6 categories
GEV leads 1 • TLN leads 1 • EMR leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — GEV and EMR each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GEV is the larger business by revenue, generating $39.4B annually — 13.0x TLN's $3.0B. GEV is the more profitable business, keeping 23.8% of every revenue dollar as net income compared to TLN's -0.7%. On growth, TLN holds the edge at +78.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $3.0B | $39.4B | $18.3B | $24.8B |
| EBITDAEarnings before interest/tax | $396M | $2.2B | $4.7B | $8.9B |
| Net IncomeAfter-tax profit | -$21M | $9.4B | $2.4B | $2.8B |
| Free Cash FlowCash after capex | -$2.8B | $3.6B | $3.1B | -$2.2B |
| Gross MarginGross profit ÷ Revenue | +35.2% | +19.9% | +52.7% | +29.5% |
| Operating MarginEBIT ÷ Revenue | +8.1% | +3.9% | +19.8% | +21.0% |
| Net MarginNet income ÷ Revenue | -0.7% | +23.8% | +13.3% | +11.2% |
| FCF MarginFCF ÷ Revenue | -93.4% | +9.2% | +17.0% | -8.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +78.9% | +16.1% | +2.9% | +7.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +145.2% | +18.2% | +28.2% | 0.0% |
Valuation Metrics
EXC leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 16.2x trailing earnings, EXC trades at a 73% valuation discount to GEV's 59.1x P/E. Adjusting for growth (PEG ratio), EXC offers better value at 2.54x vs EMR's 7.73x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $17.8B | $281.0B | $79.0B | $45.4B |
| Enterprise ValueMkt cap + debt − cash | $23.9B | $272.2B | $91.2B | $94.8B |
| Trailing P/EPrice ÷ TTM EPS | -81.53x | 59.12x | 34.92x | 16.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.76x | 37.62x | 21.71x | 15.57x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 7.73x | 2.54x |
| EV / EBITDAEnterprise value multiple | 114.93x | 121.45x | 18.07x | 10.79x |
| Price / SalesMarket cap ÷ Revenue | 7.07x | 7.38x | 4.39x | 1.87x |
| Price / BookPrice ÷ Book value/share | 16.33x | 23.47x | 3.94x | 1.56x |
| Price / FCFMarket cap ÷ FCF | — | 75.73x | 29.63x | — |
Profitability & Efficiency
GEV leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
GEV delivers a 79.7% return on equity — every $100 of shareholder capital generates $80 in annual profit, vs $-2 for TLN. EMR carries lower financial leverage with a 0.68x debt-to-equity ratio, signaling a more conservative balance sheet compared to TLN's 6.23x. On the Piotroski fundamental quality scale (0–9), EMR scores 7/9 vs TLN's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -1.7% | +79.7% | +12.1% | +9.8% |
| ROA (TTM)Return on assets | -0.2% | +15.2% | +5.8% | +2.4% |
| ROICReturn on invested capital | -0.9% | +27.9% | +8.2% | +5.1% |
| ROCEReturn on capital employed | -0.9% | +6.6% | +10.0% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 7 | 5 |
| Debt / EquityFinancial leverage | 6.23x | — | 0.68x | 1.76x |
| Net DebtTotal debt minus cash | $6.1B | -$8.8B | $12.2B | $49.4B |
| Cash & Equiv.Liquid assets | $752M | $8.8B | $1.5B | $1.2B |
| Total DebtShort + long-term debt | $6.8B | $0 | $13.8B | $50.6B |
| Interest CoverageEBIT ÷ Interest expense | 0.45x | — | 6.46x | 2.42x |
Total Returns (Dividends Reinvested)
TLN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TLN five years ago would be worth $83,989 today (with dividends reinvested), compared to $15,945 for EMR. Over the past 12 months, GEV leads with a +157.4% total return vs EXC's -0.7%. The 3-year compound annual growth rate (CAGR) favors TLN at 103.3% vs EXC's 4.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -1.6% | +54.0% | +4.3% | +2.1% |
| 1-Year ReturnPast 12 months | +68.8% | +157.4% | +30.4% | -0.7% |
| 3-Year ReturnCumulative with dividends | +739.9% | +698.3% | +75.9% | +14.6% |
| 5-Year ReturnCumulative with dividends | +739.9% | +698.3% | +59.5% | +61.8% |
| 10-Year ReturnCumulative with dividends | +739.9% | +698.3% | +206.6% | +125.0% |
| CAGR (3Y)Annualised 3-year return | +103.3% | +99.9% | +20.7% | +4.7% |
Risk & Volatility
Evenly matched — GEV and EXC each lead in 1 of 2 comparable metrics.
Risk & Volatility
EXC is the less volatile stock with a -0.14 beta — it tends to amplify market swings less than GEV's 1.76 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GEV currently trades 88.5% from its 52-week high vs EMR's 85.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.53x | 1.76x | 1.52x | -0.14x |
| 52-Week HighHighest price in past year | $451.28 | $1181.95 | $165.15 | $50.65 |
| 52-Week LowLowest price in past year | $220.59 | $387.03 | $108.37 | $41.71 |
| % of 52W HighCurrent price vs 52-week peak | +86.5% | +88.5% | +85.4% | +87.7% |
| RSI (14)Momentum oscillator 0–100 | 69.9 | 66.5 | 61.3 | 33.7 |
| Avg Volume (50D)Average daily shares traded | 717K | 2.4M | 2.8M | 8.3M |
Analyst Outlook
Evenly matched — EMR and EXC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: TLN as "Buy", GEV as "Buy", EMR as "Buy", EXC as "Hold". Consensus price targets imply 21.8% upside for TLN (target: $476) vs 7.1% for GEV (target: $1120). For income investors, EXC offers the higher dividend yield at 3.60% vs EMR's 1.49%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $475.80 | $1119.95 | $161.92 | $49.18 |
| # AnalystsCovering analysts | 12 | 28 | 41 | 35 |
| Dividend YieldAnnual dividend ÷ price | — | +0.1% | +1.5% | +3.6% |
| Dividend StreakConsecutive years of raises | 1 | 1 | 37 | 1 |
| Dividend / ShareAnnual DPS | — | $1.00 | $2.10 | $1.60 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.6% | +1.2% | +1.6% | 0.0% |
EXC leads in 1 of 6 categories (Valuation Metrics). GEV leads in 1 (Profitability & Efficiency). 3 tied.
TLN vs GEV vs EMR vs EXC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is TLN or GEV or EMR or EXC a better buy right now?
For growth investors, Talen Energy Corporation (TLN) is the stronger pick with 21.
8% revenue growth year-over-year, versus 3. 0% for Emerson Electric Co. (EMR). Exelon Corporation (EXC) offers the better valuation at 16. 2x trailing P/E (15. 6x forward), making it the more compelling value choice. Analysts rate Talen Energy Corporation (TLN) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TLN or GEV or EMR or EXC?
On trailing P/E, Exelon Corporation (EXC) is the cheapest at 16.
2x versus GE Vernova Inc. at 59. 1x. On forward P/E, Exelon Corporation is actually cheaper at 15. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Exelon Corporation wins at 2. 44x versus Emerson Electric Co. 's 4. 81x.
03Which is the better long-term investment — TLN or GEV or EMR or EXC?
Over the past 5 years, Talen Energy Corporation (TLN) delivered a total return of +739.
9%, compared to +59. 5% for Emerson Electric Co. (EMR). Over 10 years, the gap is even starker: TLN returned +739. 9% versus EXC's +125. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TLN or GEV or EMR or EXC?
By beta (market sensitivity over 5 years), Exelon Corporation (EXC) is the lower-risk stock at -0.
14β versus GE Vernova Inc. 's 1. 76β — meaning GEV is approximately -1352% more volatile than EXC relative to the S&P 500. On balance sheet safety, Emerson Electric Co. (EMR) carries a lower debt/equity ratio of 68% versus 6% for Talen Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — TLN or GEV or EMR or EXC?
By revenue growth (latest reported year), Talen Energy Corporation (TLN) is pulling ahead at 21.
8% versus 3. 0% for Emerson Electric Co. (EMR). On earnings-per-share growth, the picture is similar: GE Vernova Inc. grew EPS 217. 0% year-over-year, compared to -127. 1% for Talen Energy Corporation. Over a 3-year CAGR, EMR leads at 9. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — TLN or GEV or EMR or EXC?
GE Vernova Inc.
(GEV) is the more profitable company, earning 12. 8% net margin versus -8. 7% for Talen Energy Corporation — meaning it keeps 12. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EXC leads at 21. 2% versus -2. 8% for TLN. At the gross margin level — before operating expenses — EMR leads at 52. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is TLN or GEV or EMR or EXC more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Exelon Corporation (EXC) is the more undervalued stock at a PEG of 2. 44x versus Emerson Electric Co. 's 4. 81x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Exelon Corporation (EXC) trades at 15. 6x forward P/E versus 37. 6x for GE Vernova Inc. — 22. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TLN: 21. 8% to $475. 80.
08Which pays a better dividend — TLN or GEV or EMR or EXC?
In this comparison, EXC (3.
6% yield), EMR (1. 5% yield) pay a dividend. TLN, GEV do not pay a meaningful dividend and should not be held primarily for income.
09Is TLN or GEV or EMR or EXC better for a retirement portfolio?
For long-horizon retirement investors, Exelon Corporation (EXC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
14), 3. 6% yield, +125. 0% 10Y return). GE Vernova Inc. (GEV) carries a higher beta of 1. 76 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (EXC: +125. 0%, GEV: +698. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between TLN and GEV and EMR and EXC?
These companies operate in different sectors (TLN (Utilities) and GEV (Utilities) and EMR (Industrials) and EXC (Utilities)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: TLN is a mid-cap high-growth stock; GEV is a large-cap quality compounder stock; EMR is a mid-cap quality compounder stock; EXC is a mid-cap deep-value stock. EMR, EXC pay a dividend while TLN, GEV do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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