Clearway Energy, Inc.

NYSE:CWEN 株式レポート

時価総額：US$6.4b

Clearway Energy マネジメント

マネジメント 基準チェック /34

Clearway Energyの CEO はCraig Corneliusで、 Jul2024年に任命され、 の在任期間は 2.17年です。 は、会社の株式の0.3%を直接所有しており、その価値は$ 19.12M 。経営陣と取締役会の平均在任期間はそれぞれ1.2年と7.6年です。

主要情報

Craig Cornelius

最高経営責任者

US$2.9m

報酬総額

CEO給与比率n/a
CEO在任期間2.2yrs
CEOの所有権0.3%
経営陣の平均在職期間1.2yrs
取締役会の平均在任期間7.6yrs

経営陣の近況

Recent updates

ナラティブ更新 • Sep 04

CWEN: Future Storage Pipeline And Cash Flow Risks Shape Balanced Outlook

Analysts have trimmed their price target for Clearway Energy to $32.00 from $34.00, reflecting updated views on cash flow risk, sector headwinds in renewables, and a much higher implied future P/E multiple, despite generally supportive commentary on long term growth opportunities in storage and contracted assets. Analyst Commentary Recent research on Clearway Energy shows a split view.
Seeking Alpha • Aug 14

Clearway Energy: Staying The Course

Summary Clearway Energy (CWEN) remains a Buy, offering a compelling mix of yield and growth from its contracted renewable and conventional power assets. Recent share class consolidation simplifies the capital structure, while the dividend yield comfortably exceeds bond yields and is well-covered by CAFD. Management targets $2.90–$3.10 CAFD per share by 2030, supported by a robust project pipeline and disciplined, accretive capital allocation. Despite lowered 2026 guidance due to weather, CWEN's long-term growth outlook, dividend trajectory, and fair valuation make current levels attractive for accumulation. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 26

CWEN: Future Dropdown Pipeline And Equity Funding May Unlock Upside

Analysts have nudged their price targets on Clearway Energy higher into a $45 to $60 range, pointing to updated models that factor in equity issuances tied to additional expected dropdown opportunities later in the decade. Analyst Commentary Recent research updates on Clearway Energy center on how potential future dropdown opportunities and related equity issuances could influence the stock's valuation and execution risk.
分析記事 • Jun 22

Clearway Energy (CWEN) Stock Could Be 18.1% Undervalued After Revenue And Profit Jump

Clearway Energy (CWEN) has drawn fresh attention after reporting a significant year-over-year rise in quarterly revenue and net profit, alongside a high financial health ranking and strong operational efficiency within the renewable electricity sector. See our latest analysis for Clearway Energy. At a share price of $37.42, Clearway Energy has held onto a 10.19% year to date share price return. The 1 year total shareholder return of 24.26% and 5 year total shareholder return of 82.72% point...
新しいナラティブ • Jun 14

Hyperscaler Power Campuses And Late Stage Pipeline Will Transform Long Term Cash Flow Visibility

Catalysts About Clearway Energy Clearway Energy owns and operates a portfolio of contracted renewable power, battery storage and flexible generation assets in the United States. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • May 31

Overreliance On Data Center Power And Tax Equity Will Pressure Future Earnings

Catalysts About Clearway Energy Clearway Energy owns and operates a portfolio of contracted renewable and flexible generation assets, including wind, solar, battery storage and gas fired facilities in the United States. What are the underlying business or industry changes driving this perspective?
分析記事 • May 15

We Think You Can Look Beyond Clearway Energy's (NYSE:CWEN) Lackluster Earnings

Shareholders appeared unconcerned with Clearway Energy, Inc.'s ( NYSE:CWEN ) lackluster earnings report last week. We...
分析記事 • May 11

Earnings Update: Clearway Energy, Inc. (NYSE:CWEN) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

Last week saw the newest quarterly earnings release from Clearway Energy, Inc. ( NYSE:CWEN ), an important milestone in...
分析記事 • May 06

Why Clearway Energy, Inc. (NYSE:CWEN) Could Be Worth Watching

While Clearway Energy, Inc. ( NYSE:CWEN ) might not have the largest market cap around , it received a lot of attention...
新しいナラティブ • May 06

Data Center Power Demand And Long Term PPAs Will Support Future Cash Flows

Catalysts About Clearway Energy Clearway Energy owns and operates a portfolio of renewable and flexible generation and storage assets under long-term contracts in the United States. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Mar 25

Clearway Energy: Solid Operations And Potential Appreciation On The Horizon

Summary Clearway Energy will likely see a strong macroeconomic tailwind in 2025 as the Federal Reserve moves to cut the federal funds rate. The company's strong operations and a robust project pipeline are expected to drive significant DPS growth. Strong DPS growth outlook will amplify the potential macroeconomic tailwind. Read the full article on Seeking Alpha
Seeking Alpha • Jan 23

Clearway Energy: Tactical Liquid Diversifier At 6% Starting Yields

Summary Clearway Energy Inc. trades at a discount to peers, offering high margins and stable FCFs, making it attractive for income-focused portfolios. CWEN's high FCF yields and a near 1:1 pass-thru of this yield to dividend yield supports a buy for the income account. The intrinsic value of CWEN is estimated at $52/share, with projected dividends alone justifying a value of $31.20/share, providing a favorable risk-reward calculus from the price/value dislocation. Adding CWEN tactically to capitalize on 6% starting yields, stable cash flows, and high FCF yields, revising the recommendation to buy. Read the full article on Seeking Alpha
Seeking Alpha • Nov 04

Clearway Energy: A High-Yield Play On America's Renewable Future

Summary Clearway Energy presents an attractive way to profit from U.S. renewable energy growth. It's well-capitalized without the need to issue equity through 2027 and has a strong pipeline of projects. CWEN and CWEN.A are both attractively valued, with the latter sporting a higher dividend yield, setting up the potential for market-beating returns. Read the full article on Seeking Alpha
Seeking Alpha • Aug 14

Clearway Energy: Ambitious Targets, But Compounding Ability Limited

Summary Clearway Energy Inc. stock is up 5% since last publication in May on stronger fundamentals. The company posted Q2 earnings of $336mm in revenue and $353mm in adj. EBITDA. Management aims for a path to $2.15 of CAFD per share, funded internally and through excess corporate debt capacity. Valuations remain unsupportive with the intrinsic worth of the business capped at ~1x EV/IC. Read the full article on Seeking Alpha
Seeking Alpha • May 29

Clearway Energy: Rare Profitable Clean Energy Company But Priced At A Premium

Summary Clearway Energy is a profitable energy company that focuses on renewable energy generation and distribution as it partners with large utility companies. The company has a diverse portfolio of energy assets, including wind and solar generators, battery energy storage, and natural gas facilities. CWEN stock has a 6.1% dividend yield which is supported by its cash flow even though net income is lower, but it's due to the company's high usage of depreciation. Read the full article on Seeking Alpha
Seeking Alpha • Jan 24

Clearway's High Debt Is A Risk, But It Is On My Watch List This Year

Summary Clearway Energy is a potential investment opportunity in the clean energy sector, with a proven record of positive net earnings. The company has shown profitability but is burdened by high levels of debt, which poses a risk to its prospects. Clearway's long-term plan to expand its renewable power business and external factors like increased government incentives could help improve its long-term financial situation. While there are potential upside catalysts for this stock, its debt situation makes it a higher-risk investment.  It is a hold for me right now, but I am on the lookout for a better entry point this year. Read the full article on Seeking Alpha
Seeking Alpha • Dec 18

Clearway Energy: Growth With Aligned Sponsors And Long-Term Contracts

Summary Clearway Energy is a mid-cap stock in the renewable energy sector with strong growth potential. The company is backed by prominent investors and has a visible growth trajectory until 2026 and beyond. I'm cautious of the operational unpredictability and high-interest rate pressure on the cost of capital. Read the full article on Seeking Alpha
Seeking Alpha • Oct 09

Clearway Energy: Misunderstood By The Market With 75% Return Potential

Summary Clearway Energy has lately been punished by the market due to strengthening of the "higher for longer" interest rate scenario, just as any other power producer. Yet, the underlying fundamentals of the Company indicate that the cash flows are largely isolated from the interest rate risk. Instead, there is a solid ground to talk about strong and predictable growth via portfolio expansion, where a notable part of new projects are already funded with cash. The current P/CF multiple of 4.2x does not match the growth bias. Plus, it is below its 3-year average because of the market's incorrect assumption about interest rate risk. Investors now get a chance to invest and expect ~75% returns via multiple expansion / convergence back to the historical norm and ~7.5% dividend, while waiting the thesis to play out. Read the full article on Seeking Alpha
Seeking Alpha • Aug 18

Clearway Energy Has Gotten Cheap On Temporary Headwinds

Summary Clearway Energy owns over 8000 MW of utility scale energy production assets and sells power through long-term contracts. The market has undervalued Clearway Energy due to a significant miss in earnings caused by one-time factors such as low wind and sun resources. Clearway Energy's forward guidance and growth prospects make it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jul 21

Clearway Energy Remains Highly Defensive And Able To Grow

Summary Clearway Energy Inc. has faced challenges due to higher interest rates and weak wind power generation, resulting in a 20% drop in stock value since November 2022. Despite these challenges, the company remains on track to increase its dividend at the upper end of its 5-8% annual target range through 2026, and has a development pipeline 3.6x the size of its current portfolio. Clearway's strategy includes non-recourse, self-amortizing, project-level loans, which provide a defensive balance sheet and allow for the automatic paydown of debt. Read the full article on Seeking Alpha

CEO

Craig Cornelius (46 yo)

2.2yrs
在職期間
US$2,899,181
報酬

Mr. Craig Cornelius is Independent Director of Sunrun Inc. from November 6, 2025. Mr. Cornelius is Chief Executive officer, President & Director of Clearway Energy, Inc. since July 1, 2024. He serves as Se...

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
Craig Cornelius
CEO, President & Director2.2yrsUS$2.90m0.30%
$ 19.1m
Sarah Rubenstein
Executive VP & CFO3.4yrsUS$1.58m0.026%
$ 1.7m
Samantha Prout
Senior Vice President of Accounting & Controllerno dataデータなしデータなし
Michael Brown
Senior VPless than a yearデータなしデータなし
Michael Stanford
Vice President of Accountingno dataデータなしデータなし
Julie Babcock
Senior Environmental Managerno dataデータなしデータなし
Aarty Joshi
Director of Environmental Permittingno dataデータなしデータなし
1.2yrs
平均在職期間
48yo
平均年齢

経験豊富な経営陣: CWENの経営陣は 経験豊富 とはみなされません ( 1.2年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Craig Cornelius
CEO, President & Director2.2yrsUS$2.90m0.30%
$ 19.1m
Ernest O'Neal
Independent Director8.1yrsUS$255.02k0.011%
$ 678.9k
Jonathan Bram
Chairman of the Board8.1yrsデータなしデータなし
Jennifer Lowry
Independent Director4.6yrsUS$255.02k0.00066%
$ 42.2k
Brian Ford
Lead Independent Director13.2yrsUS$290.03k0%
$ 0
Roderick MacLennan
Director8.1yrsデータなしデータなし
Daniel More
Independent Director7.6yrsUS$255.02k0.0021%
$ 136.2k
Nathaniel Anschuetz
Director8.1yrsデータなしデータなし
Marc-Antoine Pignon
Director1.8yrsデータなしデータなし
Olivier Jouny
Director1.9yrsデータなしデータなし
Paige Goodwin
Director1.2yrsデータなしデータなし
7.6yrs
平均在職期間
51.5yo
平均年齢

経験豊富なボード: CWENの 取締役会 は 経験豊富 であると考えられます ( 7.6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2026/09/14 09:31
終値2026/09/11 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 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

Clearway Energy, Inc. 8 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。24

アナリスト機関
Gregg OrrillBarclays
Moses SuttonBNP Paribas
Heidi HauchBNP Paribas