Professional
Added to YB: 2025-01-10
Pitch date: 2025-01-10
TLN [bullish]
Talen Energy Corporation
+62.72%
current return
Author Info
No bio for this author
Company Info
Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.
Market Cap
$16.5B
Pitch Price
$219.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.68
P/E
79.26
EV/Sales
8.10
Sector
Independent Power and Renewable Electricity Producers
Category
value
ClearBridge Value Strategy New Position: Talen Energy Corporation
TLN: Independent power producer selling to wholesale markets. Replaces Constellation Energy in portfolio. Both benefit from AI data center-driven power price hikes, but Talen has lower expectations, offering better risk/reward. Positioned for long-term power price increases.
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