Talen Energy (TLN)
Utilities · Independent Power Producer (IPP)
A nuclear and fossil-fuel independent power producer generating and selling electricity into wholesale markets with significant capacity in the Northeast and West.
What Talen Energy does
Talen Energy is an independent power producer that owns and operates nuclear, coal, and natural gas generation facilities across the United States. The company generates electricity and sells it into wholesale power markets, along with capacity revenues from regional transmission organization contracts. It owns interests in several major generating stations, including Susquehanna (nuclear), and jointly-owned facilities like Conemaugh, Keystone, and Colstrip. The company's operations are primarily concentrated in the Northeast and Western regions.
Themes: ["nuclear power","wholesale power markets","capacity markets","independent power production","fossil fuels"]
Fundamentals
- Price$384.44 as of 2026-07-09 close
- Market cap$17.5B as of 2026-07-10
- 1-year return+41.3% as of 2026-07-09 close
- Net margin-0.6% as of 2026-07-10
- Gross margin+63.8% as of 2026-07-10
- ROE-1.7% as of 2026-07-10
- Debt / equity6.34 as of 2026-07-10
- Revenue growth (YoY)+66.3% as of 2026-07-10
- Revenue CAGR (3y)-5.8% SEC XBRL
- Beta1.65 as of 2026-07-10
Key risks (from latest filing)
["Exposure to wholesale electricity price volatility and market conditions that could adversely impact revenues and profitability","Regulatory and environmental compliance costs associated with nuclear operations, closure, and remediation of retired generation units","Dependence on minority ownership positions in jointly-operated facilities where co-owners control operations and key decisions, limiting operational control and creating financing dependencies"]
Competitors & peers
- Vistra Corp (VST)
- NextEra Energy Resources
- Ørsted
- NRG Energy (NRG)
- AES Corporation (AES)
- Brookfield Renewable (BEP)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.