Clearway Energy 경영진
경영진 기준 점검 3/4
Clearway Energy CEO는 Craig Cornelius, Jul2024 에 임명되었습니다 의 임기는 2.17 년입니다. 는 $19.39M 가치에 해당하는 회사 주식의 0.3% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 1.2 년과 7.6 년입니다.
핵심 정보
Craig Cornelius
최고경영자
US$2.9m
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | 2.2yrs |
| CEO 지분 보유율 | 0.3% |
| 경영진 평균 재임 기간 | 1.2yrs |
| 이사회 평균 재임 기간 | 7.6yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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
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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO
Craig Cornelius (46 yo)
2.2yrs
재임 기간
US$2,899,181
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 2.2yrs | US$2.90m | 0.30% $ 19.4m | |
| Executive VP & CFO | 3.4yrs | US$1.58m | 0.026% $ 1.7m | |
| Senior Vice President of Accounting & Controller | no data | 데이터 없음 | 데이터 없음 | |
| Senior VP | less than a year | 데이터 없음 | 데이터 없음 | |
| Vice President of Accounting | no data | 데이터 없음 | 데이터 없음 | |
| Senior Environmental Manager | no data | 데이터 없음 | 데이터 없음 | |
| Director of Environmental Permitting | no data | 데이터 없음 | 데이터 없음 |
1.2yrs
평균 재임 기간
48yo
평균 나이
경험이 풍부한 관리: CWEN의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.2 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | 2.2yrs | US$2.90m | 0.30% $ 19.4m | |
| Independent Director | 8.1yrs | US$255.02k | 0.011% $ 688.7k | |
| Chairman of the Board | 8.1yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 4.6yrs | US$255.02k | 0.00066% $ 42.8k | |
| Lead Independent Director | 13.2yrs | US$290.03k | 0% $ 0 | |
| Director | 8.1yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 7.6yrs | US$255.02k | 0.0021% $ 138.1k | |
| Director | 8.1yrs | 데이터 없음 | 데이터 없음 | |
| Director | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Director | 1.9yrs | 데이터 없음 | 데이터 없음 | |
| Director | 1.2yrs | 데이터 없음 | 데이터 없음 |
7.6yrs
평균 재임 기간
51.5yo
평균 나이
경험이 풍부한 이사회: CWEN의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.6 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/11 19:24 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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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.
| 분석가 | 기관 |
|---|---|
| Gregg Orrill | Barclays |
| Moses Sutton | BNP Paribas |
| Heidi Hauch | BNP Paribas |