TransAlta Corporation

TSX:TA Voorraadrapport

Marktkapitalisatie: CA$5.3b

TransAlta Inkomsten in het verleden

Verleden criteriumcontroles 0/6

TransAlta is de winst gegroeid met een gemiddeld jaarlijks percentage van 29.7%, terwijl de Renewable Energy industrie de winst jaarlijks groeide met 10.1%. De inkomsten zijn gedaald met een gemiddelde van 0.2% per jaar.

Belangrijke informatie

29.70%

Groei van de winst

30.81%

Groei van de winst per aandeel

Renewable Energy Groei van de industrie16.24%
Inkomstengroei-0.17%
Rendement op eigen vermogen-12.40%
Nettomarge-10.08%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Opbrengsten en kosten

Hoe TransAlta geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

TSX:TA Opbrengsten, kosten en inkomsten (CAD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 262,212-22300
31 Dec 252,405-19000
30 Sep 252,484-19300
30 Jun 252,507-16700
31 Mar 252,656100
31 Dec 242,84517700
30 Sep 242,79115800
30 Jun 243,17056600
31 Mar 243,21357200
31 Dec 233,35564400
30 Sep 233,58556500
30 Jun 233,49725400
31 Mar 233,33011200
31 Dec 222,976400
30 Sep 222,7328900
30 Jun 222,653-42800
31 Mar 222,814-36000
31 Dec 212,721-57600
30 Sep 212,655-66500
30 Jun 212,319-34500
31 Mar 212,137-39300
31 Dec 202,101-33600
30 Sep 202,166-10300
30 Jun 202,2458400
31 Mar 202,30514400
31 Dec 192,3475200
30 Sep 192,360-13600
30 Jun 192,360-27300
31 Mar 192,309-37800
31 Dec 182,249-24800
30 Sep 182,265-27100
30 Jun 182,260-21200
31 Mar 182,317-12500
31 Dec 172,307-19000
30 Sep 172,3861600
30 Jun 172,4183100
31 Mar 172,4075500
31 Dec 162,39711700
30 Sep 162,2754900
30 Jun 162,29621500
31 Mar 162,2427800
31 Dec 152,267-2400
30 Sep 152,39013100
30 Jun 152,388-2900

Kwaliteitswinsten: TA is momenteel verliesgevend.

Groeiende winstmarge: TA is momenteel verliesgevend.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: TA is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 29.7% per jaar verminderd.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van TA over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: TA is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Renewable Energy industrie ( -9.2% ).


Rendement op eigen vermogen

Hoge ROE: TA heeft een negatief Return on Equity ( -12.4% ), omdat het momenteel verliesgevend is.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 13:10
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

TransAlta Corporation wordt gevolgd door 20 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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