TransAlta Corporation

TSX:TA 주식 리포트

시가총액: CA$5.5b

TransAlta 향후 성장

Future 기준 점검 3/6

TransAlta은 연간 수입과 매출이 각각 88.3%와 3.4% 증가할 것으로 예상되고 EPS는 연간 106%만큼 증가할 것으로 예상됩니다.

핵심 정보

88.3%

이익 성장률

106.03%

EPS 성장률

Renewable Energy 이익 성장7.5%
매출 성장률3.4%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트18 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 22

TA: Data Centre Expansion Will Limit Upside Despite Dividend Increase

Analysts have nudged their price target on TransAlta slightly higher to CA$15.50 from CA$15.39, citing updated assumptions around modest revenue growth, stronger profit margins and a lower future P/E multiple. What's in the News TransAlta plans to pursue M&A opportunities while advancing projects such as the Centralia and Alberta data centers.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

TSX:TA - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,4563153367683
12/31/20272,1721864856804
12/31/20262,1491244106203
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

애널리스트 향후 성장 전망

수입 대 저축률: TA 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: TA (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: TA 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: TA 의 수익(연간 3.4%)이 Canadian 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TA 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 13:33
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

TransAlta Corporation는 20명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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