Loading...
BEP logo

Brookfield Renewable Partners L.P.NYSE:BEP 주식 보고서

시가총액 US$23.5b
주가
US$34.03
US$32.01
6.3% 고평가 내재 할인율
1Y52.1%
7D4.3%
포트폴리오 가치
보기

Brookfield Renewable Partners L.P.

NYSE:BEP 주식 리포트

시가총액: US$23.5b

Brookfield Renewable Partners (BEP) 주식 개요

Brookfield Renewable Partners L.P.는 북미, 콜롬비아, 브라질에서 재생 에너지 발전 시설 포트폴리오를 소유하고 있습니다. 자세히 보기

BEP 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장0/6
과거 실적2/6
재무 건전성0/6
배당3/6

BEP Community Fair Values

Create Narrative

See what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.

Brookfield Renewable Partners L.P. 경쟁사

가격 이력 및 성과

Brookfield Renewable Partners 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가CA$34.54
52주 최고가CA$35.97
52주 최저가CA$22.37
베타0.96
1개월 변동5.24%
3개월 변동13.36%
1년 변동52.09%
3년 변동9.41%
5년 변동-0.66%
IPO 이후 변동143.97%

최근 뉴스 및 업데이트

Recent updates

Seeking Alpha Feb 10

Brookfield Renewable: Hold Forever On AI Energy Demand Ramp-Up

Summary Brookfield Renewable Corporation is rated Hold due to a high FFO multiple and a negative yield spread versus U.S. Treasuries. Brookfield Renewable Corporation's FFO grew 13.8% year-over-year, driven by diversified hydro, solar, and wind assets, and a 47,203 MW operating capacity. Despite a 5.1% dividend hike, Brookfield Renewable Corporation's 3.74% yield trails the U.S. 10-year Treasury yield, making its current valuation less attractive. Brookfield Renewable Corporation's 200 GW development pipeline and AI-driven energy demand position it for long-term FFO growth, but near-term upside appears limited. 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

주주 수익률

BEPUS Renewable EnergyUS 시장
7D4.3%-1.0%2.1%
1Y52.1%23.0%30.6%

수익률 대 산업: BEP은 지난 1년 동안 23%의 수익을 기록한 US Renewable Energy 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BEP은 지난 1년 동안 30.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is BEP's price volatile compared to industry and market?
BEP volatility
BEP Average Weekly Movement4.2%
Renewable Energy Industry Average Movement7.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: BEP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BEP의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19995,870Connor Teskeywww.bep.brookfield.com

Brookfield Renewable Partners L.P.는 북미, 콜롬비아, 브라질에서 재생 가능한 발전 시설 포트폴리오를 소유하고 있습니다. 이 회사는 수력, 풍력, 태양광, 분산 발전 및 양수 발전을 통해 전기를 생산하고 재생 천연가스, 탄소 포집 및 저장, 재활용, 열병합 발전, 바이오매스, 원자력 서비스, eFuels 및 전력 변환과 같은 지속 가능한 솔루션을 제공합니다. Brookfield Renewable Partners L.P.의 일반 파트너로 운영되고 있으며, 이전에는 Brookfield Renewable Energy Partners L.P.로 알려지다가 2016년 5월에 Brookfield Renewable Partners L.P.로 사명을 변경했습니다.

Brookfield Renewable Partners L.P. 기초 지표 요약

Brookfield Renewable Partners의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BEP 기초 통계
시가총액US$23.52b
순이익 (TTM)US$22.00m
매출 (TTM)US$6.34b
1,076x
주가수익비율(P/E)
3.7x
주가매출비율(P/S)

BEP는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BEP 손익계산서 (TTM)
매출US$6.34b
매출원가US$3.01b
총이익US$3.33b
기타 비용US$3.31b
순이익US$22.00m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.032
총이익률52.58%
순이익률0.35%
부채/자본 비율106.0%

BEP의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.5%
현재 배당 수익률
4,699%
배당 성향

BEP는 안정적으로 배당을 지급합니까?

BEP 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 BEP를 매수해야 하나요?
Brookfield Renewable Partners 배당 일정
배당락일May 29 2026
배당 지급일Jun 30 2026
배당락일까지 남은 일수19 days
배당 지급일까지 남은 일수51 days

BEP는 안정적으로 배당을 지급합니까?

BEP 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 19:12
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Brookfield Renewable Partners L.P.는 36명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Harshit GuptaAccountability Research Corporation
Mark WestbyATB Cormark
Ross FowlerBarclays