TransAlta Corporation

Informe acción TSX:TA

Capitalización de mercado: CA$5.2b

TransAlta Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de TransAlta de 110.4% y 0.6% respectivamente, mientras que el BPA crecerá en un 105.8% al año.

Información clave

110.4%

Tasa de crecimiento de los beneficios

105.79%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Renewable Energy8.3%
Tasa de crecimiento de los ingresos0.6%
Rentabilidad financiera futuran/a
Cobertura de analistas

Low

Última actualización07 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización del análisis May 01

TA: Data Centre Expansion And Dividend Increase Are Expected To Cap Future Upside

Analysts have fine tuned their model for TransAlta, keeping fair value around CA$15.39 while adjusting assumptions such as a slightly higher discount rate, a modestly weaker revenue growth outlook, a somewhat stronger profit margin, and a marginally lower future P/E. Together, these factors inform the latest price target update.
Actualización del análisis Apr 17

TA: Capital Intensive Data Centre Plans Will Likely Restrain Future Share Returns

Analysts have trimmed their CA$ fair value estimate for TransAlta to about CA$15.39 from roughly CA$15.72. This reflects updated assumptions for softer revenue growth, stronger profit margins and a lower expected future P/E multiple.
Actualización del análisis Apr 02

TA: Data Centre Expansion At Keephills Will Drive Long Term Upside

Analysts have lifted their fair value estimate for TransAlta to CA$28.00 from CA$20.00, citing updated assumptions for revenue growth, profit margins and future P/E that they state support a higher long term price target. What's in the News Management outlined a focus on disciplined growth at the 2026 Investor Day, highlighting plans to advance legacy projects such as Centralia and Alberta data centers, pursue value accretive M&A, and progress a defined project development pipeline for long term opportunities.
Actualización del análisis Mar 19

TA: Keephills Data Centre Development Will Drive Long Term Margin Expansion

Analysts have kept their CA$23.45 price target for TransAlta unchanged, citing only small model tweaks, including a slightly higher discount rate and a marginally adjusted forward P/E assumption. What's in the News TransAlta signed a Memorandum of Understanding with CPP Investments and Brookfield to advance data centre development at the Keephills site in Alberta, with TransAlta as the exclusive site and power provider.
Actualización del análisis Mar 05

TA: Centralia Gas Conversion And Tolling Will Drive Long Term Margin Expansion

Analysts have modestly lifted their CA$23.45 price target on TransAlta as they factor in a lower discount rate, slightly higher revenue growth expectations of 1.07%, a reduced profit margin outlook of 7.94%, and a higher assumed future P/E of 44.42x. What's in the News Signed a Memorandum of Understanding with Canada Pension Plan Investment Board and Brookfield for data centre development at the Keephills site in Alberta, where TransAlta would be the exclusive site and power provider, with an initial power purchase agreement for about 230 MW and potential evaluation of up to 1 GW of total load, subject to regulatory approvals and definitive agreements (Key Developments).
Actualización del análisis Feb 19

TA: Centralia Gas Conversion And Tolling Agreement Will Support Long Term Margin Expansion

Analysts have made a minor adjustment to their fair value estimate for TransAlta, trimming the target from CA$23.55 to CA$23.45. This reflects updated views on discount rates and future P/E assumptions.
Actualización del análisis Feb 04

TA: Centralia Conversion To Gas Will Support Long Term Margin Expansion

Analysts have adjusted their fair value estimate for TransAlta from about $24.27 to $23.55 per share, reflecting updated views on revenue growth expectations, profit margin assumptions near 9.1% and a slightly lower forward P/E of roughly 39.2x. What's in the News TransAlta signed a long term tolling agreement with Puget Sound Energy to convert its 700 MW Centralia Unit 2 facility from coal to natural gas generation.
Actualización del análisis Jan 21

TA: Future Coal Conversion Spending Will Support Weak Share Return Prospects

Analysts have lifted their price target on TransAlta from $13.50 to about $15.72, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and a lower future P/E estimate as key drivers of the change. What's in the News TransAlta signed a long term tolling agreement with Puget Sound Energy to convert its 700 MW Centralia Unit 2 facility from coal to natural gas, with about US$600 million of capital expenditures expected and a target commercial operation date in late 2028, subject to regulatory approvals (Key Developments).
Actualización del análisis Jan 07

TA: Centralia Conversion Agreement Will Support Long Term Margin Expansion

Analysts now see only a slight change in TransAlta's fair value estimate, with the price target shifting from $24.00 to about $24.27 as small adjustments to discount rate, profit margin and forward P/E expectations filter through their models. What's in the News TransAlta signed a long term tolling agreement with Puget Sound Energy to convert its 700 MW Centralia Unit 2 facility from coal to natural gas.
Actualización del análisis Dec 22

TA: Long Term Centralia Conversion Will Support Margin Expansion And Upside

Analysts have raised their price target on TransAlta modestly from 23.59 dollars to 24.00 dollars, citing expectations for stronger profit margins that more than offset slightly lower projected revenue growth and a modestly higher discount rate. What's in the News Signed a long term tolling agreement with Puget Sound Energy to convert the 700 MW Centralia Unit 2 plant from coal to natural gas.
Actualización del análisis Dec 08

TA: Leadership Transition And Strong Power Production Will Support Future Upside

Analysts have modestly refined their valuation model for TransAlta, leaving the fair value estimate effectively unchanged at approximately $23.59 per share. Slight reductions in the discount rate and future P E assumption offset one another in their outlook.
Actualización del análisis Nov 24

TA: Upcoming Leadership Shift And Rising Production Will Drive Future Upside

Analysts have slightly raised their price target for TransAlta from $23.36 to $23.59. They cite expectations for stronger revenue growth, despite a more conservative profit margin outlook and higher projected future price-to-earnings ratios.
Actualización del análisis Nov 09

TA: Leadership Transition And Profitability Trends Will Shape Future Performance

Narrative Update on TransAlta Analyst Price Target The analyst price target for TransAlta has increased moderately from $22.82 to $23.36. Analysts cite improved projected revenue growth and expanding profit margins in their updated assessments.
Actualización del análisis Oct 26

Share Buybacks and Expanding Demand Will Shape Renewable Outlook

TransAlta's analyst price target has been revised upward from $19.77 to $22.82. Analysts cite improved revenue growth expectations and a slight decrease in the perceived discount rate as key drivers of this increase.
Actualización del análisis Oct 12

Alberta Data Center Demand Will Drive Renewable Expansion

Analysts have raised their price target for TransAlta from $18.95 to $19.77. They cite improved profit margin expectations and a slightly lower discount rate as key factors behind the revision.
Artículo de análisis Oct 07

Subdued Growth No Barrier To TransAlta Corporation's (TSE:TA) Price

There wouldn't be many who think TransAlta Corporation's ( TSE:TA ) price-to-sales (or "P/S") ratio of 2.4x is worth a...
Actualización del análisis Sep 18

Alberta Data Center Demand Will Drive Renewable Expansion

TransAlta’s consensus price target has edged down to CA$18.95, reflecting minor changes in valuation as both its future P/E ratio and discount rate remained essentially stable. What's in the News From April 1, 2025 to May 30, 2025, TransAlta repurchased 1,638,600 shares (0.55%) for CAD 20 million, completing a total of 8,263,000 shares (2.75%) for CAD 101.66 million under the buyback announced on May 27, 2024.
Actualización del análisis Sep 03

Alberta Data Center Demand Will Drive Renewable Expansion

The slight increase in TransAlta's future P/E implies a modestly stronger earnings outlook, supporting the upward revision in the consensus analyst price target from CA$18.77 to CA$19.25. What's in the News TransAlta completed the repurchase of 8,263,000 shares (2.75%) for CAD 101.66 million under the buyback announced on May 27, 2024.
Artículo de análisis May 08

Why Investors Shouldn't Be Surprised By TransAlta Corporation's (TSE:TA) Low P/S

When you see that almost half of the companies in the Renewable Energy industry in Canada have price-to-sales ratios...
Artículo de análisis Jan 28

The Market Doesn't Like What It Sees From TransAlta Corporation's (TSE:TA) Revenues Yet As Shares Tumble 25%

TransAlta Corporation ( TSE:TA ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...
Artículo de análisis Jan 23

Does TransAlta (TSE:TA) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nuevo análisis Dec 28

Despite Data Center Ambitions In Alberta, Regulatory Hurdles And Oversupply Threaten Earnings

Regulatory hurdles and Alberta market conditions could delay synergies and compress margins, impacting earnings despite mitigation strategies.
Artículo de análisis Dec 07

TransAlta Corporation's (TSE:TA) Shares Climb 31% But Its Business Is Yet to Catch Up

TransAlta Corporation ( TSE:TA ) shares have continued their recent momentum with a 31% gain in the last month alone...
Artículo de análisis Oct 31

What Does TransAlta Corporation's (TSE:TA) Share Price Indicate?

TransAlta Corporation ( TSE:TA ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Oct 12

If EPS Growth Is Important To You, TransAlta (TSE:TA) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Sep 26

Little Excitement Around TransAlta Corporation's (TSE:TA) Earnings

With a price-to-earnings (or "P/E") ratio of 7.4x TransAlta Corporation ( TSE:TA ) may be sending very bullish signals...
Artículo de análisis Jul 30

Is TransAlta Corporation (TSE:TA) Potentially Undervalued?

TransAlta Corporation ( TSE:TA ), might not be a large cap stock, but it saw a decent share price growth of 15% on the...

Previsiones de crecimiento de beneficios e ingresos

TSX:TA - Estimaciones futuras de los analistas y datos financieros pasados (CAD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20282,2941983637672
12/31/20272,0751274856853
12/31/20262,096294106082
3/31/20262,212-223505762N/A
12/31/20252,405-190384646N/A
9/30/20252,484-193348630N/A
6/30/20252,507-167303608N/A
3/31/20252,6561267559N/A
12/31/20242,845177469796N/A
9/30/20242,791158442891N/A
6/30/20243,1705668031,343N/A
3/31/20243,2135725761,246N/A
12/31/20233,3556445761,464N/A
9/30/20233,5855654141,505N/A
6/30/20233,497254-1791,028N/A
3/31/20233,330112-255888N/A
12/31/20222,9764-72877N/A
9/30/20222,73289-69580N/A
6/30/20222,653-428493986N/A
3/31/20222,814-3607121,195N/A
12/31/20212,721-5765121,001N/A
9/30/20212,655-6654931,057N/A
6/30/20212,319-345136704N/A
3/31/20212,137-393220745N/A
12/31/20202,101-336202702N/A
9/30/20202,166-103391773N/A
6/30/20202,24584411844N/A
3/31/20202,305144513981N/A
12/31/20192,34752N/A849N/A
9/30/20192,360-136N/A800N/A
6/30/20192,360-273N/A631N/A
3/31/20192,309-378N/A477N/A
12/31/20182,249-248N/A820N/A
9/30/20182,265-271N/A769N/A
6/30/20182,260-212N/A811N/A
3/31/20182,317-125N/A770N/A
12/31/20172,307-190N/A626N/A
9/30/20172,38616N/A667N/A
6/30/20172,41831N/A694N/A
3/31/20172,40755N/A750N/A
12/31/20162,397117N/A744N/A
9/30/20162,27549N/A740N/A
6/30/20162,296215N/A712N/A
3/31/20162,24278N/A554N/A
12/31/20152,267-24N/A432N/A
9/30/20152,390131N/A564N/A
6/30/20152,388-29N/A580N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que TA sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3%).

Beneficios vs. Mercado: Se prevé que TA sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que TA sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (0.6% al año) de TA crezcan más despacio que el mercado de Canadian (4.9% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 0.6% al año) de TA crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de TA se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 06:00
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

TransAlta Corporation está cubierta por 20 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Nathan HeywoodATB Cormark
Benjamin PhamBMO Capital Markets Equity Research
Julien Dumoulin-SmithBofA Global Research