Brookfield Renewable Partners L.P.

NYSE:BEP 株式レポート

時価総額：US$22.7b

Brookfield Renewable Partners バランスシートの健全性

財務の健全性 基準チェック /06

Brookfield Renewable Partnersの総株主資本は$35.8B 、総負債は$37.7Bで、負債比率は105.1%となります。総資産と総負債はそれぞれ$96.7Bと$60.9Bです。 Brookfield Renewable Partnersの EBIT は$661.0Mで、利息カバレッジ比率0.3です。現金および短期投資は$2.7Bです。

主要情報

105.10%

負債資本比率

US$37.68b

負債

インタレスト・カバレッジ・レシオ0.3x
現金US$2.69b
エクイティUS$35.85b
負債合計US$60.90b
総資産US$96.75b

財務の健全性に関する最新情報

更新なし

Recent updates

新しいナラティブ • Aug 05

Forty Percent Of The Revenue Belongs To Somebody Else

Read the ownership structure before the income statement. Consolidated revenue of $1,710 million in the quarter overstates BEP's economics by roughly 70%.
Seeking Alpha • Aug 05

Brookfield Renewable: AI's Power Shortage Is Repricing Flexible Generation

Summary Brookfield Renewable Partners (BEP) earns a Buy rating, driven by its integrated, diversified renewable platform and strategic positioning amid rising deliverable power constraints. BEP's framework agreements with Microsoft and Google, plus the Aypa Power acquisition, enhance its ability to meet large-scale, multi-technology customer demand and boost storage capacity. Double-digit FFO-per-unit growth is visible, supported by contracted revenues, inflation linkage, disciplined capital recycling, and a robust development pipeline. My $41 price target (16.8x 2027 FFO) implies 26% total return potential; thesis risks include project delays, customer conversion, and normalized FFO growth below 6%. 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

財務状況分析

短期負債: BEPの 短期資産 ( $10.8B ) は 短期負債 ( $13.4B ) をカバーしていません。

長期負債: BEPの短期資産 ( $10.8B ) は 長期負債 ( $47.5B ) をカバーしていません。

デット・ツー・エクイティの歴史と分析

負債レベル: BEPの 純負債対資本比率 ( 97.6% ) は 高い と見なされます。

負債の削減: BEPの負債対資本比率は、過去 5 年間で89.2%から105.1%に増加しました。

貸借対照表

キャッシュ・ランウェイ分析

過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。

安定したキャッシュランウェイ: BEPは、現在の フリーキャッシュフロー に基づくと、キャッシュランウェイ が 1 年未満です。

キャッシュランウェイの予測: BEPの フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。

健全な企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/09 14:11
終値2026/08/07 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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

Brookfield Renewable Partners L.P. 7 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。34

アナリスト機関
Harshit GuptaAccountability Research Corporation
Mark WestbyATB Cormark
Christine ChoBarclays