Verdict: Side-by-side breakdown using the Bull Rankings model. OGS scored 67.7, TLN scored 36.6 — OGS leads.
Compare another set
OGS
ONE Gas, Inc.
Utilities - Regulated Gas · Quality-Growth
67.7
$72.50 · $4.6B
fundamentals as of
Score gap
31.1
OGS leads
TLN
Talen Energy Corporation
Utilities - Independent Power Producers · Quality-Growth
36.6
$378.57 · $17.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestOGS1.8x
Fastest growthTLN+108.9%
Strongest balance sheetOGS0.96
Highest qualityOGS46 / 100
Side by side · every name on one set of axes
Growth against the P/S multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
OGS
stronger →← stronger
TLN
46
Qualityreturns · margins · balance sheet
28
80
Growthrevenue & earnings expansion
68
84
Valuevaluation vs sector peers
26
OGS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
OGS
TLN
-$173mF
FCF
$568mC+
+42.5%A
Rev
+108.9%A
0.96A-
D/E
5.84D
1.8xB+
P/S
4.6xC
6.16D
PEG
—
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
OGS
TLN
—
Price vs fair valuelower is cheaper
104% above
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~35%/yr
—
1-yr DCF upside
-62%
—
5-yr DCF upside
-51%
—
10-yr DCF upside
-30%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OGS
Why this score
Diluting shareholders
TLN
Why this score
Diluting shareholders
The companies
OGSONE Gas, Inc.
Utilities - Regulated Gas · $72.50 · beta 0.63
Why now
Utilities - Regulated Gas · market cap $4.6b. Down 20% from 52-week high of $90.78 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $86.17 (implying +19% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$173m) — capital raises or debt issuance likely required; dilution / leverage risk. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
TLNTalen Energy Corporation
Utilities - Independent Power Producers · $378.57 · beta 1.62
Why now
Utilities - Independent Power Producers · market cap $17.9b. 16% off the 52-week high of $449.84. Revenue growing +109% — in hypergrowth territory. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $455.65 (implying +20% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 5.84 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -4.7%) — path to GAAP profitability is the core thesis risk. Beta 1.62 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where OGS and TLN diverge
On the headline score the gap is 31.1 points in favor of OGS. The widest single difference is Value, where OGS leads by 58.2 points.
ValueOGS 84.3 · TLN 26.1OGS +58.2
QualityOGS 45.7 · TLN 27.6OGS +18.1
GrowthOGS 80.4 · TLN 68.1OGS +12.3
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is OGS or TLN the better stock?
OGS scores higher: OGS 67.7, TLN 36.6 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do OGS and TLN differ most?
The widest gap is value, where OGS leads by 58 points on the 0–100 pillar scale. OGS leads all three pillars, so the gap is broad rather than a single-measure difference.
How are OGS and TLN scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.