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Utilities U.S. Investing Ideas
Sunnova Energy International
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Solar Leases And PPA Services Will Drive Future Success
Key Takeaways Sunnova focuses on high-margin services and cost reductions to enhance net margins and earnings, prioritizing margin over growth. Improved cash flow management and enhanced liquidity through strategic financing support operations and potential revenue growth.
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US$1.70
FV
88.5% undervalued
intrinsic discount
17.93%
Revenue growth p.a.
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0
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23
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1 day ago
author updated this narrative
Brookfield Renewable
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Investments In Neoen And Microsoft Partnership Will Leverage AI-driven Energy Demand
Key Takeaways Investment in Neoen and asset recycling enhances position in grid stability and profitability, supporting revenue growth and margin expansion. Landmark agreement with Microsoft and strategic liquidity usage set the stage for stable, long-term earnings and growth opportunities.
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US$33.33
FV
14.0% undervalued
intrinsic discount
13.56%
Revenue growth p.a.
Set Fair Value
1
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11
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1 day ago
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XPLR Infrastructure
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Redeploying Cash Flows Will Drive Attractive Future Returns In Renewable Energy Investments
Key Takeaways Strategic shift to financing growth through retained earnings and debt, suspending distributions to invest in high-return opportunities, and enhancing long-term value for unitholders. Partnership with NextEra offers expertise and access to lucrative markets, enhancing revenue potential and ensuring disciplined capital allocation for sustainable growth.
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US$11.75
FV
30.0% undervalued
intrinsic discount
4.88%
Revenue growth p.a.
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0
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0
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32
users have followed this narrative
1 day ago
author updated this narrative
ReNew Energy Global
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Anticipated Rate Cuts In India Will Lower Borrowing Costs And Boost Infrastructure Project Attractiveness
Key Takeaways Focus on solar plus battery storage systems and cost optimization boosts margins, enhancing competitive edge and future earnings. Increased operational capacity and internalized operations strengthen growth prospects through diversified revenue and improved cash flow.
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US$8.37
FV
23.9% undervalued
intrinsic discount
28.67%
Revenue growth p.a.
Set Fair Value
0
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0
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11
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1 day ago
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Global Water Resources
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Phoenix's 203% Building Permit Increase Will Drive Future Service Growth
Key Takeaways Rate increases and strategic CSA adjustments are set to enhance revenue and earnings stability by addressing inflation and cost reflection. Infrastructure investment, organic growth, and acquisitions aim to expand service capacity, customer base, and improve future earnings potential.
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US$15.50
FV
33.4% undervalued
intrinsic discount
5.50%
Revenue growth p.a.
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0
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0
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4
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1 day ago
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Consolidated Water
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
West Bay, Hawaii And Colorado Projects Will Expand Opportunities
Key Takeaways Strategic expansions and acquisitions in water-stressed regions are expected to enhance recurring revenue and earnings through new contracts and increased capacity. Maintaining a strong balance sheet enables infrastructure investments and strategic acquisitions, improving shareholder value and driving long-term financial growth.
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US$38.50
FV
39.9% undervalued
intrinsic discount
25.15%
Revenue growth p.a.
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0
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0
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20
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1 day ago
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Montauk Renewables
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
EPA Clarity Will Stabilize Renewable Energy Earnings
Key Takeaways Volatile market conditions and delayed project commissioning are creating challenges in revenue forecasting and profitability, affected by regulatory and operational uncertainties. Catalysts About Montauk Renewables Montauk Raenewables, Inc., a renewable energy company, engages in recovery and processing of biogas from landfills and other non-fossil fuel sources.
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US$3.13
FV
31.8% undervalued
intrinsic discount
14.80%
Revenue growth p.a.
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0
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11
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1 day ago
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Suburban Propane Partners
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Heavy Capital Expenditure Will Strain Cash Flows, But Renewable Natural Gas May Boost Future Earnings
Key Takeaways Potential financial strain from high capital spending on RNG projects and propane operations may impact cash flows and net margins before returns materialize. Profitability and revenue depend on successful RNG production, tax credits, and navigating volatile market and regulatory conditions.
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US$17.00
FV
17.9% overvalued
intrinsic discount
3.76%
Revenue growth p.a.
Set Fair Value
0
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0
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4
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1 day ago
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Northwest Natural Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In Modernizing Texas Infrastructure Will Support Future Expansion
Key Takeaways The acquisition of SiEnergy and rate base growth in Texas bolster long-term revenue and earnings growth potential. Integration of renewables and infrastructure investments are set to enhance net margins and positions for future asset growth.
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US$46.80
FV
8.2% undervalued
intrinsic discount
10.86%
Revenue growth p.a.
Set Fair Value
0
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5
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1 day ago
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