Oklo Inc. (OKLO) vs Talen Energy Corporation (TLN)

Oklo Inc. and Talen Energy Corporation are both Utilities Independent Power Producers companies. Talen Energy Corporation is the larger, with a market value of $14.8B against $7.2B — 2.1× the size. Oklo Inc. has the higher net margin (0.00% vs −5.38%) and the lower return on invested capital (−17.0% vs 0.50%). Across the 13 metrics below, Oklo Inc. leads on 7 and Talen Energy Corporation on 6.

Valuation

Metric OKLO TLN Utilities Independent Power Producers median
P/E n/m n/m 25.63
P/S n/m 4.07 2.78
P/B 2.05 8.53 3.29
Price to free cash flow n/m 31.47 —
EV/EBITDA n/m 48.26 13.69
EV/Sales n/m 6.78 3.62
Earnings yield (2.47%) (1.33%) 2.03%
Free cash flow yield (4.11%) 3.18% (1.89%)

Profitability

Metric OKLO TLN Utilities Independent Power Producers median
Gross margin — 53.86% 37.99%
Operating margin 0.00% 2.56% 4.83%
Net margin 0.00% (5.38%) 1.18%
Free cash flow margin 0.00% 12.92% 0.50%
Return on equity (7.70%) (12.82%) 1.70%
Return on assets (7.47%) (1.77%) 0.93%
Return on invested capital (17.00%) 0.50% 2.93%

Growth

Metric OKLO TLN Utilities Independent Power Producers median
Revenue growth (TTM) — 60.83% 12.80%
EPS growth (last fiscal year) 2.70% (127.11%) —
Revenue growth, 5-year CAGR — — 15.82%
Net income growth, 5-year CAGR — — 1.71%

Health

Metric OKLO TLN Utilities Independent Power Producers median
Debt to equity 0.00 5.84 0.74
Current ratio 48.46 0.78 1.21
Net debt to EBITDA 8.63 21.19 3.88

Dividend

Metric OKLO TLN Utilities Independent Power Producers median
Dividend yield — — —
Payout ratio 0.00 — 0.17

Size

Metric OKLO TLN Utilities Independent Power Producers median
Market cap 7.21b 14.81b 11.01b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack