OPAL Fuels Inc.

NasdaqCM:OPAL 株式レポート

時価総額:US$398.4m

OPAL Fuels マネジメント

マネジメント 基準チェック /44

OPAL Fuelsの CEO はAdam Comoraで、 Dec2020年に任命され、 の在任期間は 5.42年です。 の年間総報酬は$ 3.01Mで、 20.4%給与と79.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.45%を直接所有しており、その価値は$ 5.77M 。経営陣と取締役会の平均在任期間はそれぞれ4.9年と3.4年です。

主要情報

Adam Comora

最高経営責任者

US$3.0m

報酬総額

CEO給与比率20.42%
CEO在任期間5.4yrs
CEOの所有権1.4%
経営陣の平均在職期間4.9yrs
取締役会の平均在任期間3.4yrs

経営陣の近況

Recent updates

ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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.
分析記事 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...
分析記事 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...
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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
分析記事 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...

CEO報酬分析

OPAL Fuels の収益と比較して、Adam Comora の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Adamの 総報酬 ($USD 3.01M ) は、 US市場 ($USD 2.55M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Adamの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Adam Comora

5.4yrs
在職期間
US$3,010,261
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 dataデータなしデータなし
Harrison Feuer
Senior Director of Communications & Public Policyno dataデータなしデータなし
David Unger
Executive Vice President of Sustainable Fuels Origination5.4yrsUS$1.29m0.76%
$ 3.0m
Darrell Birck
Executive Vice President of Biogas1.4yrsデータなし0.091%
$ 364.5k
Brian Stupp
Chief Revenue Officer for Fuel Station Servicesless than a yearデータなしデータなし
4.9yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: OPALの経営陣は 経験豊富 であると考えられます ( 4.9年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Jeffrey Epstein
Independent Directorless than a yearデータなしデータなし
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$67.92kデータなし
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$82.50kデータなし
A. Simons
Independent Directorless than a yearデータなしデータなし
3.4yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: OPALの 取締役会経験豊富 であると考えられます ( 3.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 13:28
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

OPAL Fuels Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Ryan PfingstB. Riley Securities, Inc.
Adam BubesGoldman Sachs
Martin MalloyJohnson Rice & Company, L.L.C.