Clearway Energy, Inc.

NYSE:CWEN 주식 리포트

시가총액: US$6.9b

Clearway Energy 향후 성장

Future 기준 점검 3/6

Clearway Energy (는) 각각 연간 26.4% 및 9.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.7% 로 예상됩니다.

핵심 정보

26.4%

이익 성장률

24.46%

EPS 성장률

Renewable Energy 이익 성장26.1%
매출 성장률9.8%
향후 자기자본이익률4.67%
애널리스트 커버리지

Good

마지막 업데이트18 Aug 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

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
내러티브 업데이트 • 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.
분석 기사 • 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...
새로운 내러티브 • 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?
새로운 내러티브 • 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?
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
새로운 내러티브 • 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
Seeking Alpha • Feb 22

Clearway Energy Q4 Earnings Preview

Clearway Energy (NYSE:CWEN) is scheduled to announce Q4 earnings results on Thursday, February 23, before market open. The consensus EPS estimate is -$2.06 and the consensus revenue estimate is $359.75M. Over the last 1 year, CWEN has beaten EPS estimates 100% of the time and has beaten revenue estimates 25% of the time. SA author Samuel Smith thinks Clearway's (CWEN) dividend yield and expected per share growth rate in the coming years makes it a clear Buy.

이익 및 매출 성장 예측

NYSE:CWEN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,056104151,2368
12/31/20271,890140771,0818
12/31/20261,708-714421,0327
6/30/20261,5741015321,017N/A
3/31/20261,4859559994N/A
12/31/20251,429169342688N/A
9/30/20251,375266440703N/A
6/30/20251,43266562779N/A
3/31/20251,40687539784N/A
12/31/20241,37188483770N/A
9/30/20241,364122396784N/A
6/30/20241,24990383770N/A
3/31/20241,28977404708N/A
12/31/20231,31479408702N/A
9/30/20231,33354516676N/A
6/30/20231,30282577717N/A
3/31/20231,264614616769N/A
12/31/20221,190582675787N/A
9/30/20221,240562657779N/A
6/30/20221,251551600739N/A
3/31/20221,26316607747N/A
12/31/20211,28651529701N/A
9/30/20211,24834459633N/A
6/30/20211,22944447602N/A
3/31/20211,17857345508N/A
12/31/20201,19925421545N/A
9/30/20201,15444321544N/A
6/30/20201,11852196511N/A
3/31/20201,073-20N/A500N/A
12/31/20191,032-11N/A477N/A
9/30/20191,026-73N/A476N/A
6/30/20191,022-91N/A467N/A
3/31/20191,04512N/A494N/A
12/31/20181,05348N/A498N/A
9/30/20181,05546N/A540N/A
6/30/20181,03254N/A529N/A
3/31/20181,0133N/A518N/A
12/31/20171,009-16N/A517N/A
9/30/20171,02441N/A507N/A
6/30/20171,02745N/A528N/A
3/31/20171,02249N/A552N/A
12/31/20161,03557N/A577N/A
9/30/20161,01381N/A538N/A
6/30/201699765N/A530N/A
3/31/201698743N/A419N/A
12/31/201596833N/A425N/A
9/30/201597822N/A371N/A

애널리스트 향후 성장 전망

수입 대 저축률: CWEN 의 연간 예상 수익 증가율(26.4%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: CWEN 의 연간 수익(26.4%)이 US 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CWEN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: CWEN 의 수익(연간 9.8%)이 US 시장(연간 12.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CWEN 의 수익(연간 9.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CWEN의 자본 수익률은 3년 후 4.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/20 20:46
종가2026/08/20 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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분석가 소스

Clearway Energy, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gregg OrrillBarclays
Moses SuttonBNP Paribas
Heidi HauchBNP Paribas