Brookfield Renewable Partners L.P.

NYSE:BEP Rapport sur les actions

Capitalisation boursière : US$23.3b

Brookfield Renewable Partners Résultats passés

Passé contrôle des critères 2/6

Brookfield Renewable Partners a connu une croissance annuelle moyenne de ses bénéfices de 10.1%, tandis que le secteur Renewable Energy a vu ses bénéfices augmenter de en hausse à 17.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 10.9% par an. Le rendement des capitaux propres de Brookfield Renewable Partners est 1.5% et ses marges nettes sont de 0.3%.

Informations clés

10.09%

Taux de croissance des bénéfices

10.85%

Taux de croissance du BPA

Renewable Energy Croissance de l'industrie-5.84%
Taux de croissance des recettes10.89%
Rendement des fonds propres1.49%
Marge nette0.35%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Seeking Alpha • May 15

Brookfield Renewable Set To Have Single Corporate Structure As Inflation Spikes

Summary Brookfield Renewable FFO rose 19% year-over-year to $375 million, with per-unit FFO growth over the same time period at 15%. The merger of BEP and BEPC is under review to boost liquidity and index eligibility, with an update expected later this year. Rising inflation should provide a boost to BEP's earnings, as 70% of its revenues are indexed to inflation, but investors might demand a higher yield for holding its securities. Read the full article on Seeking Alpha
Seeking Alpha • Apr 28

Brookfield Renewable: Check Out That 6.9% Yield

Summary Brookfield Renewable Partners has a 6.9% dividend yield. The company has a 75% cash flow payout ratio, which is pretty sensible. Brookfield Renewable's earnings and cash flows have been growing steadily over time. It recently scored a massive deal with Microsoft that will increase earnings and cash flows further. The company's focus on renewables bodes well for its future. In this article, I explain why I'd buy Brookfield Renewable stock for its 6.9% dividend yield. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

Brookfield Renewable Partners: Buy High Quality At A Discount

Summary Brookfield Renewable Partners offers a compelling value near its 52-week low price with a 6.9% yield and a forward P/FFO of 10.7. BEP's robust fundamentals include 10% FFO growth, significant contributions from new assets, and strong corporate PPAs, highlighting its growth potential. BEP is well-positioned to benefit from rising global renewable energy demand, with a strong development pipeline, inflation-linked cash flows, and a solid balance sheet. For long-term investors, BEP presents an opportunity for solid total returns through high income and growth from its current undervalued price. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

Brookfield Renewable Partners: Excellent High-Yield Investment

Summary Brookfield Renewable Partners is a high-quality dividend growth investment, benefiting from growing electricity demand driven by AI and other macro trends. BEP's recent results show strong growth in funds from operations, with a 10% annual growth rate being realistic due to various growth drivers. Despite its strong performance and growth potential, BEP is trading at a low valuation, offering a high dividend yield of 6.5%. BEP's low valuation and high dividend yield create a compelling total return outlook, with the potential for double-digit returns even in bearish scenarios. Read the full article on Seeking Alpha
Seeking Alpha • Feb 02

Brookfield Renewable Partners: Misunderstood, Discounted And My Favorite Pick

Summary After Q4, 2024 report, Brookfield Renewable Partners has become my favorite pick that is outside the BDC, REIT, and MLP segments. The recent report clearly proves that the market has just got this wrong. BEP trades now at P/FFO of 11.8x, while having a predictable FFO growth trajectory at around 10% per year. In this article, I explain why the market has, in my view, mispriced BEP and why durable income investors should seriously consider buying the Partnership now. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Brookfield Renewable Partners: Chase The Yield, And The Growth

Summary Brookfield Renewable Partners is experiencing strong secular tailwinds, benefiting from increased electricity demand due to AI adoption and a focus on renewable energy. BEP's distribution units, not common equity shares, are undervalued, due to a projected payout increase and the recent sell-off. BEP is undervalued in both relative and intrinsic value terms, offering an attractive entry point for investors. Despite potential short-term price risks due to interest rate fluctuations, BEP's stable cash flows make it a solid investment purely on the basis of distribution income. Read the full article on Seeking Alpha
Seeking Alpha • Jan 04

Brookfield Renewable Partners: I'm Kicking Off 2025 With This Wonderful Bargain

Summary Brookfield Renewable Partners offers a 6.1% dividend yield, strong growth prospects, and a discounted valuation, making it an attractive option for income-focused investors. BEP's diversified renewable energy portfolio, strategic asset recycling, and partnerships for expansion position it well for long-term success, especially in data center-heavy markets. With a robust balance sheet, investment-grade credit rating, and consistent distribution growth, BEP is poised for potentially strong returns. For risk-averse investors, the Series A Preferred Stock offers a higher yield of 7.1% and a 26% discount to par value. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

Brookfield Renewable Partners: One Of My Highest Conviction Investments

Summary Since Trump took the victory home, BEP has lost ~ 9% in its market cap. The reasons are clearly linked to regulatory risks for renewables. Yet, the reality is that BEP's cash flows are largely isolated from these dynamics. Instead, BEP is poised to benefit from surging demand for power as data centers get built up. For me BEP is one of those cases, where I can lock in durable ~ 6% yield knowing that sooner or later I will profit from valuation recovery and benefit from growing distributions going forward. Read the full article on Seeking Alpha
Seeking Alpha • Nov 04

NextEra Energy Partners Vs. Brookfield Renewable Partners: I Would Go With Brookfield

Summary BEP has limited near-term debt maturities and has taken advantage of favourable refinancing conditions, reducing its exposure to interest rate risks while maintaining growth through strategic investments in renewable energy. While NEP may offer better valuation metrics, its higher financial risks and potential dividend cuts make BEP the more stable and reliable choice for investors seeking growth and lower risk. NEP faces concerns about CEPF payouts beyond 2026 potentially forcing it to lower distributions and redeploy capital. Read the full article on Seeking Alpha
Seeking Alpha • Oct 21

Brookfield Renewable: Excellent Outlook For This High-Yielder

Summary Brookfield Renewable Partners is a top-tier renewable energy investment, benefiting from the green energy trend, falling interest rates, and growing demand for alternative assets. The company's stake in nuclear energy firm Westinghouse is a valuable asset, especially with rising demand from major tech companies. A steadily increasing dividend makes Brookfield Renewable Partners an even more attractive investment. With declining interest rates and positive earnings, Brookfield Renewable Partners remains a strong buy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13

Brookfield Renewable Partners: Buy The Dip Hand Over Fist

Summary Patience is key for investors to secure a good price, enhancing margin of safety and dividend yield, as exemplified by Brookfield Renewable Partners' recent dip. BEP's diverse renewable energy portfolio, long-term PPAs, and inflation-indexed revenues support steady cash flow and growth, with a 5.5% yield and strong development pipeline. BEP's financial health is robust, with a BBB+ credit rating, well-staggered debt maturities, and multiple funding options, ensuring sustainable growth. BEP.PR.A preferred stock offers a 6.1% yield and a significant discount to call value, providing a high-yield alternative with precedence over common dividends. Read the full article on Seeking Alpha
Seeking Alpha • Oct 02

Brookfield Renewable Partners: A Wonderful Retirement Investment For Income And Growth

Summary Since the release of my initial bull thesis on Brookfield Renewable Partners in March this year, the investment has generated ~26% in total returns. As a result of this, the dividend yield has dropped by 100 basis points and, theoretically, one now has a legitimate ground to question whether the return potential is already exhausted. Looking at the Q2 2024 financials and considering the recent dynamics on the SOFR and energy demand front, I would argue that the case has become even more attractive. In this article, I explain in more detail why I remain bullish on BEP. Read the full article on Seeking Alpha
Seeking Alpha • Sep 07

4 Reasons Brookfield Renewable Partners Has Positive Long-Term Prospects

Summary Brookfield Renewable Partners operates in the high-growth green energy sector, with significant renewable energy assets and promising likelihood for future capacity expansion, supported by favourable policies. What it lacks in past price performance, BEP has more than made up for in total returns, owing to its FFO growth and aim to increase distributions annually. Even though its net loss and higher EV/EBITDA compared to similar stocks can work against it for now, over the longer term it's still an attractive investing opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Aug 28

Brookfield Renewable: A Buy Despite Earnings Noise

Summary Despite a stagnant share price and negative earnings, Brookfield Renewable is positioned to lead in the global renewable energy market. My bull case rests on the company's strong FFO growth, commitment to expansion, and anticipated benefits from falling interest rates. With an adjusted NAV per share of $51.55, I believe the company offers a compelling buy opportunity in contrast to others' Sell ratings. Read the full article on Seeking Alpha
Seeking Alpha • Jul 22

Brookfield Renewable Partners: Too Cheap To Ignore, Buy The Dip

Summary Pullback opportunities in stock market provide second chances for investors. One such example is Brookfield Renewable Partners, which offers stable revenue streams and global demand for renewable energy. Recent dip in BEP stock price to $24.06 presents a buying opportunity with 5.9% yield, strong financials, and growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Jun 28

BEP: This 5.5% Yielding New Energy Company Has An AI-Catalyst

Summary Brookfield Renewable Partners owns wind, solar, and hydro assets, offering passive income investors a globally-diversified portfolio with growing funds from operations. The company has delivered double-digit funds from operations growth since 2016 and is selling at a moderate FFO multiple, making it compelling for investors. Brookfield Renewable Partners profits from growing energy demand from AI-focused data centers, positioning it well for long-term growth in the renewable energy sector. Read the full article on Seeking Alpha
Seeking Alpha • Jun 19

Brookfield Renewable: An Excellent High-Yield Investment

Summary Brookfield Renewable Partners offers an attractive income yield, reliable dividend growth, and industry tailwinds at a reasonable valuation. Global energy consumption is growing, with massive investments in green energies expected to drive future growth for companies like BEP. BEP is a strong dividend growth stock with a current yield of 5.7%, reliable dividend growth, and potential for future growth through development projects and M&A opportunities. Read the full article on Seeking Alpha
Seeking Alpha • May 22

Brookfield's Microsoft Agreement Is A Big Deal

Summary Brookfield Renewable signed a global renewable energy agreement with Microsoft, setting the stage for over 10.5 GW of solar and wind capacity, largely in the US. The deal highlights Brookfield's position for similar agreements with other data center companies. The increased use of solar and wind in the US, led by companies like Brookfield, is transforming the energy landscape. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Brookfield Renewable Partners: Growing Value Stock That Is Worth Considering After Q1 2024

Summary Brookfield Renewable Partners has generated ~13% in total returns since March this year, when I published my bull thesis on this stock. The depressed share price, strong pipeline, exposure to CPI component, and fortress balance sheet continue to render BEP an enticing investment case for me. Besides this, Q1 2024 earnings results show an uptick in FFO, benefit from long-dated debt financings, and a promising deal with Microsoft. In a nutshell, in this article, I elaborate on why I think that BEP's return prospects have improved after the Q1 2024 report. Read the full article on Seeking Alpha
Seeking Alpha • Apr 04

Enterprise Products Vs. Brookfield Renewable: Only One Is A Strong Buy

Summary Both Enterprise Products Partners and Brookfield Renewable are phenomenal energy infrastructure distribution growth stocks. We compare them side by side across several metrics. We share which one we think is a Strong Buy right now. Read the full article on Seeking Alpha
Seeking Alpha • Mar 25

Brookfield Renewable Partners: Discounted 6% Yielder That Is Subject To Growth

Summary Brookfield Renewable Partners offers a pure-play renewable energy exposure with a sound capital allocation strategy that leads to predictable FFO growth. In the past 3-year period, BEP has lost close to half of its market cap due to unfavorable market (macro-level) conditions. Despite the decline in stock price, the underlying cash generation has remained stable, making the current dividend of ~6% attractive both in absolute and relative (to its historic levels) terms. Given the fundamental dynamics at BEP end coupled with a largely secured and PPA-linked three-year pipeline, the stock is inherently an attractive case. I elaborate on the key challenges and opportunities, explaining why, in my opinion, BEP is a clear buy. Read the full article on Seeking Alpha

Ventilation des recettes et des dépenses

Comment Brookfield Renewable Partners gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NYSE:BEP Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 266,341222470
31 Dec 256,407552230
30 Sep 256,300-3642090
30 Jun 256,174-4252110
31 Mar 255,964-4672080
31 Dec 245,876-3902040
30 Sep 245,767-3472070
30 Jun 245,476-2301910
31 Mar 245,199-1171930
31 Dec 235,038-302050
30 Sep 234,911-1461990
30 Jun 234,837-2192140
31 Mar 234,906-1772240
31 Dec 224,711-2222430
30 Sep 224,614-1982630
30 Jun 224,475-1772760
31 Mar 224,220-2422830
31 Dec 214,096-3012880
30 Sep 213,967-3673080
30 Jun 213,868-4183020
31 Mar 213,791-4012760
31 Dec 203,820-2502350
30 Sep 203,805-2071950
30 Jun 203,873-1051660
31 Mar 204,246-801540
31 Dec 194,030-591350
30 Sep 193,8631041310
30 Jun 193,6021051170
31 Mar 193,0221161040
31 Dec 183,850118940
30 Sep 182,859-801120
30 Jun 182,793-701110
31 Mar 182,741-331110
01 Jan 182,778-281100
30 Sep 172,539-11970
30 Jun 172,511-4920
31 Mar 172,455-74860
31 Dec 162,452-50850
30 Sep 162,273-32780
30 Jun 162,030-21730
31 Mar 161,86121710
31 Dec 151,6284700
30 Sep 151,63659720
30 Jun 151,64443750

Des revenus de qualité: BEP a un important ponctuel gain de $258.0M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.

Augmentation de la marge bénéficiaire: BEP est devenu rentable dans le passé.

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: BEP est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 10.1% par an.

Accélération de la croissance: BEP est devenu rentable au cours de l'année dernière, ce qui rend le taux de croissance des bénéfices difficile à comparer à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: BEP est devenue rentable au cours de l'année dernière, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Renewable Energy ( -3.3% ).

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de BEP ( 1.5% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

Découvrir des entreprises performantes dans le passé

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 09:11
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Brookfield Renewable Partners L.P. est couverte par 36 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Harshit GuptaAccountability Research Corporation
Mark WestbyATB Cormark
Christine ChoBarclays