OPAL Fuels Inc.

Report azionario NasdaqCM:OPAL

Capitalizzazione di mercato: US$398.4m

OPAL Fuels Gestione

Criteri Gestione verificati 4/4

OPAL Fuels Il CEO è Adam Comora, nominato in Dec2020, e ha un mandato di 5.42 anni. la retribuzione annua totale è $ 3.01M, composta da 20.4% di stipendio e 79.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.45% delle azioni della società, per un valore di $ 5.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.9 anni e 3.4 anni.

Informazioni chiave

Adam Comora

Amministratore delegato

US$3.0m

Compenso totale

Percentuale dello stipendio del CEO20.42%
Mandato del CEO5.4yrs
Proprietà del CEO1.4%
Durata media del management4.9yrs
Durata media del Consiglio di amministrazione3.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi Apr 26

OPAL: Future Tax Credit Monetization And RNG Execution Will Support Upside

Narrative Update on OPAL Fuels Analysts have adjusted their price targets on OPAL Fuels within a tight range, with one firm trimming its view by $1 and another raising its target to $2.40 from $2.10. These changes reflect updated assumptions around discount rate, revenue growth, profit margin and future P/E, without any change to the $4.00 fair value estimate.
Aggiornamento dell'analisi Apr 10

OPAL: Future Execution On Project Pipeline Will Support Upside Potential

Analysts have trimmed their fair value estimate for OPAL Fuels from $5.00 to $4.00, citing updated assumptions that reflect a slightly lower future P/E multiple, modest adjustments to discount rates and margins, and recent mixed price target moves on the stock. Analyst Commentary Recent Street research on OPAL Fuels reflects a mix of caution around targets and some willingness to assign value to execution and project delivery.
Aggiornamento dell'analisi Mar 27

OPAL: Preferred Capital And Higher P/E Assumptions Will Support Future Upside Potential

Analysts have raised the average price target on OPAL Fuels to $2.40 from $2.10, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent research points to a more constructive view on OPAL Fuels, with the new average price target of US$2.40 reflecting updated assumptions around discount rates, revenue, margins and future P/E multiples.
Seeking Alpha Mar 24

OPAL Fuels: A Tough Business In A Tough Market

Summary OPAL Fuels operates a vertically integrated, nationwide RNG platform targeting heavy-duty transportation and industrial markets with meaningful barriers to entry. Despite consistent topline growth, OPAL stock has underperformed, weighed down by broader de-SPAC sentiment, market skepticism, low margins, and Capex-heavy nature of the industry. OPAL Fuels' recent earnings sparked a stock rally, suggesting latent potential as operational execution continues and market perception may shift. Revenue growth and Insider Buys have triggered a big vote of confidence in the company for me. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Mar 12

OPAL: Preferred Equity Funding And Warrants Will Support Future Upside Potential

Analysts kept their $5.00 price target on OPAL Fuels in place, citing only minor tweaks to inputs such as a slightly lower discount rate and small adjustments to revenue growth, profit margin, and future P/E assumptions that did not materially change their view of fair value. What's in the News OPAL Fuels entered into a Subscription Agreement with Preferred Fuels LLC, an affiliate of Fortistar LLC, to issue 1,800,000 Series A Preferred Units at $100 per unit, for a potential total of up to $180,000,000 in multiple closings on March 6, 2026 (Key Developments).
Aggiornamento dell'analisi Feb 26

OPAL: Steady Fair Value And Slightly Higher Assumptions Will Support Future Upside

Analysts have kept their $5.00 price target for OPAL Fuels unchanged, citing only minor adjustments in assumptions for the discount rate, revenue growth, profit margin, and future P/E ratio as the basis for maintaining their previous view. Valuation Changes Fair Value: Kept unchanged at $5.00 per share, in line with the maintained price target.
Aggiornamento dell'analisi Feb 11

OPAL: Steady Fair Value And Refined Assumptions Will Support Future Upside

Analysts have adjusted their price target for OPAL Fuels to $5.00. The modest change is linked to updated assumptions around discount rate, revenue growth, profit margin and future P/E, even though the fair value estimate remains at $5.00.
Aggiornamento dell'analisi Jan 27

OPAL: Steady Fair Value And Refined Assumptions Will Support Future Upside

Analysts have nudged their price target on OPAL Fuels slightly higher to US$5.00, reflecting modest tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E that together support a steady fair value view. Valuation Changes Fair Value: Held steady at US$5.00 per share, indicating no change in the central valuation outcome.
Aggiornamento dell'analisi Jan 12

OPAL: Higher Future P/E Assumptions Will Support Margin Expansion Potential

Narrative Update on OPAL Fuels Analysts have adjusted their price target for OPAL Fuels to US$5.00 from US$5.00, citing updated assumptions for revenue growth, profit margins, and future P/E that slightly lift the discount rate used in their models. Valuation Changes Fair Value: Unchanged at US$5.00 per share, indicating no adjustment to the central valuation output.
Aggiornamento dell'analisi Dec 26

OPAL: New Landfill Gas Projects Will Drive Future Margin Expansion

Analysts have modestly increased their price target on OPAL Fuels to approximately 5 dollars per share, citing slightly lower discount rate assumptions, marginally stronger long term revenue growth, and a small improvement in expected profit margins and forward earnings multiples. What's in the News OPAL Fuels, South Jersey Industries, and Atlantic County Utilities Authority began commercial operations at a new RNG facility in Egg Harbor Township, New Jersey, converting landfill gas into renewable natural gas for use as a lower carbon fuel alternative (company announcement).
Aggiornamento dell'analisi Dec 12

OPAL: New Landfill RNG Projects Will Drive Long-Term Margin Expansion

Analysts have raised their price target on OPAL Fuels from 5.00 dollars to 5.50 dollars per share, citing a lower perceived risk profile from a reduced discount rate, improved long term profit margin expectations, and a more conservative view on revenue growth and future valuation multiples. What's in the News OPAL Fuels, together with South Jersey Industries and the Atlantic County Utilities Authority, brought a new RNG facility in Egg Harbor Township, New Jersey, into commercial operation, converting landfill gas into renewable natural gas for transportation and utility markets (Key Developments) The Egg Harbor Township facility, located at ACUA's solid waste landfill, has a nameplate capacity of 2,500 SCFM of landfill gas and is expected to produce more than 650,000 MMBtu, or over 4.6 million gasoline gallon equivalent per year of RNG (Key Developments) The project is the first to deliver RNG into the South Jersey Gas pipeline system and marks the inaugural collaboration under the 50/50 joint venture between OPAL Fuels and South Jersey Industries to develop, construct, own, and operate RNG facilities (Key Developments) A second joint venture project, the anticipated Burlington RNG Facility in Florence Township, New Jersey, is in the pipeline as the next collaboration between OPAL Fuels and South Jersey Industries (Key Developments) A ribbon cutting ceremony for the Egg Harbor Township RNG facility is planned for October 2025, with a detailed media advisory to be issued closer to the event (Key Developments) Valuation Changes Fair Value: Unchanged at 5.0 dollars per share, indicating no revision to the intrinsic value estimate.
Articolo di analisi Dec 07

OPAL Fuels Inc. (NASDAQ:OPAL) Soars 26% But It's A Story Of Risk Vs Reward

OPAL Fuels Inc. ( NASDAQ:OPAL ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Articolo di analisi Oct 30

Investors Met With Slowing Returns on Capital At OPAL Fuels (NASDAQ:OPAL)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Aggiornamento dell'analisi Sep 05

Favorable Policies Will Drive RNG Market Expansion

Despite the consensus analyst price target for OPAL Fuels remaining steady at $3.38, a substantial drop in the future P/E ratio from 41.18x to 6.76x signals improved earnings expectations without a corresponding adjustment to fair value. What's in the News OPAL Fuels was added to multiple Russell indexes, including the Russell 2000, 2500, 3000, and Microcap indexes.
Articolo di analisi Aug 15

Earnings Troubles May Signal Larger Issues for OPAL Fuels (NASDAQ:OPAL) Shareholders

NasdaqCM:OPAL 1 Year Share Price vs Fair Value Explore OPAL Fuels's Fair Values from the Community and select yours The...
Articolo di analisi May 06

A Piece Of The Puzzle Missing From OPAL Fuels Inc.'s (NASDAQ:OPAL) 35% Share Price Climb

OPAL Fuels Inc. ( NASDAQ:OPAL ) shareholders are no doubt pleased to see that the share price has bounced 35% in the...
Articolo di analisi Mar 14

OPAL Fuels Inc. (NASDAQ:OPAL) Might Not Be As Mispriced As It Looks After Plunging 27%

To the annoyance of some shareholders, OPAL Fuels Inc. ( NASDAQ:OPAL ) shares are down a considerable 27% in the last...
Articolo di analisi Mar 03

Investors Will Want OPAL Fuels' (NASDAQ:OPAL) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Articolo di analisi Nov 14

Why OPAL Fuels' (NASDAQ:OPAL) Shaky Earnings Are Just The Beginning Of Its Problems

The subdued market reaction suggests that OPAL Fuels Inc.'s ( NASDAQ:OPAL ) recent earnings didn't contain any...
Articolo di analisi Oct 12

These 4 Measures Indicate That OPAL Fuels (NASDAQ:OPAL) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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Nuova analisi Sep 19

Renewable Energy Innovations Propel Revenue And Profitability Surge

Strategic sales practices and expansion of EPA-certified projects suggest a positive revenue trajectory through increased RIN sales.
Articolo di analisi Aug 08

Returns On Capital At OPAL Fuels (NASDAQ:OPAL) Have Stalled

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Mar 28

OPAL Fuels: Well-Developed Business, But Currently Slightly Overvalued

Summary OPAL Fuels operates in the RNG market, with a focus on RNG production, fuel station services, and renewable power. It has made significant investments to increase its RNG production and expand its network of fuel stations. Despite its well-developed verticalized business model, OPAL faces challenges such as low OCF generation, high debt, and the risk of capital dilution. Read the full article on Seeking Alpha
Articolo di analisi Mar 20

There May Be Some Bright Spots In OPAL Fuels' (NASDAQ:OPAL) Earnings

Soft earnings didn't appear to concern OPAL Fuels Inc.'s ( NASDAQ:OPAL ) shareholders over the last week. We think that...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Adam Comora rispetto agli utili di OPAL Fuels?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$3mUS$615k

US$4m

Sep 30 2025n/an/a

US$683k

Jun 30 2025n/an/a

US$2m

Mar 31 2025n/an/a

US$642k

Dec 31 2024US$3mUS$592k

US$561k

Sep 30 2024n/an/a

US$5m

Jun 30 2024n/an/a

US$2m

Mar 31 2024n/an/a

US$20m

Dec 31 2023US$2mUS$568k

US$19m

Sep 30 2023n/an/a

US$20m

Jun 30 2023n/an/a

US$20m

Mar 31 2023n/an/a

US$1m

Dec 31 2022US$2mUS$507k

US$3m

Sep 30 2022n/an/a

US$21m

Jun 30 2022n/an/a

US$23m

Mar 31 2022n/an/a

US$43m

Dec 31 2021US$1mUS$396k

US$42m

Compensazione vs Mercato: La retribuzione totale di Adam ($USD 3.01M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 2.55M ).

Compensazione vs guadagni: La retribuzione di Adam è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Adam Comora

5.4yrs
Mandato
US$3,010,261
Compensazione

Mr. Adam J. Comora serves as Co-Chief Executive Officer of OPAL Fuels Inc. since December 2020 and served as its President. Mr. Comora served as Chief Executive Officer of Opal Fuels LLC (formerly TruStar...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Adam Comora
Co-Chief Executive Officer5.4yrsUS$3.01m1.45%
$ 5.8m
Jonathan Maurer
Co-Chief Executive Officer5.4yrsUS$3.04m1.19%
$ 4.7m
Kazi Hasan
CFO & Principal Accounting Officer1.3yrsUS$3.23m0.46%
$ 1.8m
John Coghlin
General Counsel4.9yrsUS$1.51m0.48%
$ 1.9m
Todd Firestone
Vice President of Investor Relations & Corporate Developmentno dataNessun datoNessun dato
Harrison Feuer
Senior Director of Communications & Public Policyno dataNessun datoNessun dato
David Unger
Executive Vice President of Sustainable Fuels Origination5.4yrsUS$1.29m0.76%
$ 3.0m
Darrell Birck
Executive Vice President of Biogas1.4yrsNessun dato0.091%
$ 364.5k
Brian Stupp
Chief Revenue Officer for Fuel Station Servicesless than a yearNessun datoNessun dato
4.9yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di OPAL è considerato esperto (durata media dell'incarico 4.9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jeffrey Epstein
Independent Directorless than a yearNessun datoNessun dato
James Martell
Independent Director2.9yrsUS$210.00k0.35%
$ 1.4m
Mark Comora
Chairman5.4yrsUS$210.00k0.40%
$ 1.6m
Ashok Vemuri
Independent Director3.8yrsUS$225.00k0.40%
$ 1.6m
Scott Sutton
Directorless than a yearUS$67.92kNessun dato
Scott Dols
Independent Director3.8yrsUS$203.04k0.64%
$ 2.6m
Nadeem Nisar
Director5.4yrsUS$205.00k0.68%
$ 2.7m
Betsy Battle
Director3.8yrsUS$195.00k0.40%
$ 1.6m
Lance Moll
Independent Directorless than a yearUS$82.50kNessun dato
A. Simons
Independent Directorless than a yearNessun datoNessun dato
3.4yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di OPAL sono considerati esperti (durata media dell'incarico 3.4 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 06:59
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

OPAL Fuels Inc. è coperta da 9 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ryan PfingstB. Riley Securities, Inc.
Adam BubesGoldman Sachs
Martin MalloyJohnson Rice & Company, L.L.C.