Clearway Energy, Inc.

NYSE:CWEN 주식 리포트

시가총액: US$6.7b

Clearway Energy 과거 순이익 실적

과거 기준 점검 2/6

Clearway Energy 의 수입은 연평균 -16.5%의 비율로 감소해 온 반면, Renewable Energy 산업은 연평균 6%의 비율로 증가했습니다. 매출은 연평균 4%의 비율로 증가해 왔습니다.

핵심 정보

-16.49%

순이익 성장률

-16.80%

주당순이익(EPS) 성장률

Renewable Energy 산업 성장률-5.84%
매출 성장률4.03%
자기자본이익률-3.16%
순이익률6.42%
최근 순이익 업데이트30 Jun 2026

최근 과거 실적 업데이트

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...

Recent updates

Seeking Alpha • Jul 08

Clearway Energy: The AI Power Bottleneck Will Drive Long-Term Growth

Summary Clearway Energy (CWEN) offers a 5.6% yield, well-covered by distributable cash flow, and benefits from resilient growth prospects despite recent sector sell-offs. AI-driven electricity demand and long-term contracted renewables position CWEN for stable, predictable cash flow and 7-8% annual growth. Management’s disciplined capital allocation, sponsor alignment, and a robust pipeline of solar and storage assets support continued portfolio expansion at attractive cash yields. With no corporate debt maturities until 2028 and trading below historical cash flow multiples, CWEN presents a compelling mid-teens total return opportunity. 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.
Seeking Alpha • Feb 15

Is Defensive Dividend Growth Machine Clearway Energy A Buy?

Summary We owned CWEN.A previously at High Yield Investor and sold it for a 126% annualized gain. Since then, the stock has traded pretty flat while the underlying earnings power and dividend stream have grown and it continues to have a very promising growth runway. We give the stock a fresh look and discuss at what price we would consider re-adding it to our portfolio. As we discussed recently, at High Yield Investor we love to buy infrastructure stocks (IFRA). The sector has a very impressive growth runway driven by several factors, including strong economic growth in developing markets, aging infrastructure in developed economies, and the de-carbonization of the global economy. Renewable energy infrastructure businesses like Clearway Energy (CWEN)(CWEN.A) benefit from all three of these trends. We owned CWEN.A previously at High Yield Investor and sold it for a 126% annualized gain. Since then, the stock has traded pretty flat while the underlying earnings power and dividend stream have grown. Furthermore, with its focus on and expertise in renewable energy infrastructure, it continues to have a very promising growth runway for many years to come. In this article, we give the stock a fresh look and discuss at what price we would consider re-adding it to our portfolio. CWEN Stock's Substantial Growth Potential As the United States' 5th largest renewable energy company, Clearway Energy Group (CWEN's sponsor) has a substantial growth runway that only got more impressive with French energy powerhouse TotalEnergies (TTE) acquiring a 50% stake in the company last year in an effort to accelerate its own renewables exposure. This should help provide greater access to and potentially a lower cost of capital for the firm alongside the owner of the other half of the company (Global Infrastructure Partners). The bottom line is that CWEN should not lack for deal flow given the bullish macro trends in the industry and its backing from such larger industry players. This is evidenced by the fact that its 9 GW growth pipeline exceeds its already large 7.7 GW operational portfolio. Given that it is pouring capital into attractive investments that offer ~9.5% CAFD yields and very long power purchase agreements, it is able to grow its CAFD per share at a high single digits CAGR while also enjoying substantial cash flow stability and visibility well into the future. As a result, management is confident that it will be able to deliver dividend per share growth near the upper end of its 5-8% targeted CAGR through 2026 at least. Wall Street analysts also appear to be buying CWEN's growth guidance, with the consensus forecasting a 7.6% CAFD per share CAGR and a 7.9% dividend per share CAGR through 2026. CWEN Stock's Value Proposition While its growth guidance remains very attractive and quite achievable, its BB credit rating from S&P is a bit of a cause for concern. However, we are not terribly concerned by the junk credit rating given that - while it is heavily leveraged and its assets are mostly not perpetual in nature - its balance sheet is conservatively structured at the corporate level. The vast majority of its debt is non-recourse to the corporate balance sheet and it has no corporate level debt maturing until 2028. Perhaps best of all in the current environment is that practically all (~99%) of its total debt has fixed interest rates. As a result, we have little concern that the company's growth investment and dividend per share growth trajectory will be undermined by its balance sheet. The current forward dividend yield is also attractive at 4.8% based on expected growth this year. When combined with the expected 7-8% annualized dividend per share and CAFD per share CAGRs, the total return profile is clearly in the 12-13% annualized range. That said, however, the valuation multiple appears to be a bit elevated relative to historical norms with the EV/EBITDA at 10.61x currently compared to the five-year average of 9.44x. While it is true that the growth profile has improved over that time span given the passage of the so-called Inflation Reduction Act and its recent backing by TTE, interest rates have also risen substantially over that period of time.

매출 및 비용 세부 내역

Clearway Energy가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:CWEN 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 261,574101460
31 Mar 261,4859420
31 Dec 251,429169410
30 Sep 251,375266410
30 Jun 251,43266400
31 Mar 251,40687380
31 Dec 241,37188390
30 Sep 241,364122370
30 Jun 241,24990370
31 Mar 241,28977370
31 Dec 231,31479360
30 Sep 231,33354370
30 Jun 231,30282360
31 Mar 231,264614381
31 Dec 221,190582402
30 Sep 221,240562413
30 Jun 221,251551436
31 Mar 221,26316426
31 Dec 211,28651406
30 Sep 211,24834346
30 Jun 211,22944335
31 Mar 211,17857355
31 Dec 201,19925345
30 Sep 201,15444395
30 Jun 201,11852374
31 Mar 201,073-20325
31 Dec 191,032-11295
30 Sep 191,026-73236
30 Jun 191,022-91226
31 Mar 191,04512214
31 Dec 181,05348203
30 Sep 181,05546221
30 Jun 181,03254200
31 Mar 181,0133200
31 Dec 171,009-16190
30 Sep 171,02441200
30 Jun 171,02745200
31 Mar 171,02249170
31 Dec 161,03557160
30 Sep 161,01381130
30 Jun 1699765120
31 Mar 1698743120
31 Dec 1596833120
30 Sep 1597822100

양질의 수익: CWEN는 $58.0M 규모의 큰 일회성 손실이 있어 30th June, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: CWEN의 현재 순 이익률 (6.4%)은 지난해 (4.6%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: CWEN의 수익은 지난 5년 동안 연평균 16.5% 감소했습니다.

성장 가속화: 지난 1년간 CWEN 의 수익 증가율(53%)은 연간 평균(-16.5%)을 초과합니다.

수익 대 산업: CWEN의 지난 1년 수익 증가율(53%)은 Renewable Energy 업계 평균(80.5%)을 능가하지 못했습니다.

자기자본이익률

높은 ROE: CWEN의 자본 수익률(-3.2%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/10 17:41
종가2026/08/07 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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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