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U.S. Renewable Energy Industry Analysis

UpdatedFeb 19, 2025
DataAggregated Company Financials
Companies38
  • 7D2.0%
  • 3M3.0%
  • 1Y83.6%
  • YTD6.1%

The Renewable Energy industry is up 2.0% in the last week, with Vistra up 1.6%. This takes the industry's 12 month performance to a gain of 84%. As for the next few years, earnings are expected to grow by 4.4% per annum.

Industry Valuation and Performance

Has the U.S. Renewable Energy Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025US$94.2bUS$41.2bUS$3.8b23.1x24.6x2.3x
Sun, 19 Jan 2025US$97.1bUS$41.3bUS$2.2b19.7x44.6x2.4x
Tue, 17 Dec 2024US$85.6bUS$36.6bUS$3.6b24.2x23.8x2.3x
Thu, 14 Nov 2024US$86.9bUS$37.8bUS$3.4b21x25.5x2.3x
Sat, 12 Oct 2024US$83.6bUS$35.5bUS$1.8b27.2x45.3x2.4x
Mon, 09 Sep 2024US$64.3bUS$35.5bUS$1.8b27.3x34.9x1.8x
Wed, 07 Aug 2024US$62.9bUS$34.9bUS$1.5b34x41.5x1.8x
Fri, 05 Jul 2024US$70.3bUS$34.9bUS$1.2b33x58.7x2x
Sun, 02 Jun 2024US$76.8bUS$34.9bUS$1.2b37x64.7x2.2x
Tue, 30 Apr 2024US$60.9bUS$36.7bUS$1.4b39.8x44.7x1.7x
Thu, 28 Mar 2024US$59.4bUS$36.6bUS$1.2b32.2x47.9x1.6x
Sat, 24 Feb 2024US$50.8bUS$35.8bUS$874.7m22.6x58.1x1.4x
Mon, 22 Jan 2024US$49.6bUS$35.9bUS$1.4b20x36.2x1.4x
Wed, 20 Dec 2023US$53.1bUS$35.9bUS$1.4b26.9x39x1.5x
Fri, 17 Nov 2023US$46.3bUS$36.0bUS$1.1b20.9x42.4x1.3x
Sun, 15 Oct 2023US$42.3bUS$37.1bUS$1.3b25.1x31.6x1.1x
Tue, 12 Sep 2023US$49.9bUS$37.1bUS$1.3b30.8x37.7x1.3x
Thu, 10 Aug 2023US$51.0bUS$35.0b-US$1,711,958,239.0036.9x-29.8x1.5x
Sat, 08 Jul 2023US$48.8bUS$35.0b-US$1,135,393,716.0032.3x-43x1.4x
Mon, 05 Jun 2023US$48.9bUS$34.6b-US$355,311,036.0031.5x-137.7x1.4x
Wed, 03 May 2023US$48.8bUS$32.7b-US$1,318,337,605.0015.3x-37x1.5x
Fri, 31 Mar 2023US$51.0bUS$32.7b-US$1,153,414,051.0021.2x-44.2x1.6x
Sun, 26 Feb 2023US$52.5bUS$31.8bUS$89.1m26.1x588.4x1.6x
Tue, 24 Jan 2023US$57.1bUS$31.7bUS$9.9m30.9x5793.1x1.8x
Thu, 22 Dec 2022US$58.1bUS$31.7bUS$12.8m30x4534.7x1.8x
Sat, 19 Nov 2022US$58.5bUS$31.7bUS$12.2m32.1x4806.8x1.8x
Mon, 17 Oct 2022US$52.5bUS$28.8b-US$698,649,951.0016.8x-75.2x1.8x
Wed, 14 Sep 2022US$65.6bUS$28.8b-US$708,828,567.0019.6x-92.5x2.3x
Fri, 12 Aug 2022US$62.2bUS$28.7b-US$714,287,880.0021.3x-87.1x2.2x
Sun, 10 Jul 2022US$55.7bUS$29.1bUS$48.4m68.3x1151x1.9x
Tue, 07 Jun 2022US$61.0bUS$29.1bUS$44.2m70.4x1380.1x2.1x
Thu, 05 May 2022US$56.4bUS$29.0b-US$1,987,285,804.0073.5x-28.4x1.9x
Sat, 02 Apr 2022US$63.4bUS$28.9b-US$1,916,223,466.0091.4x-33.1x2.2x
Mon, 28 Feb 2022US$55.6bUS$28.8b-US$1,990,832,027.0079.9x-27.9x1.9x
Price to Earnings Ratio

-27.9x


Total Market Cap: US$55.6bTotal Earnings: -US$1,990,832,027.00Total Revenue: US$28.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 429.7x202320242025
Current Industry PE
  • Investors are pessimistic on the American Renewable Energy industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 24.6x which is lower than its 3-year average PE of 430x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • Total earnings for the Renewable Energy industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 13% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Utilities industry?

US Market1.21%
Utilities0.55%
Renewable Energy2.00%
Renewable Energy2.78%
Independent Power Producers and Energy Traders1.80%
Industry PE
  • Investors are most optimistic about the Independent Power Producers and Energy Traders industry which is trading above its 3-year average PE ratio of 11.9x.
    • Analysts are expecting annual earnings growth of 4.6%, which is lower than the prior year's growth of 44.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 4.6% over the next 5 years.
  • However this is lower than its past earnings growth rate of 45% per year.
  • In contrast, the Renewable Energy industry is expected to see its earnings grow by 3.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ORA Ormat TechnologiesUS$69.2910.2%
+US$387.2m
8.3%PE35.3x
AES AESUS$10.675.2%
+US$376.8m
-33.3%PE7.4x
BEPC Brookfield RenewableUS$29.366.8%
+US$271.0m
18.1%PE18x
CWEN.A Clearway EnergyUS$25.523.0%
+US$86.9m
21.4%PE24.6x
MNTK Montauk RenewablesUS$4.464.0%
+US$24.2m
-25.8%PE27.7x
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Latest News

CWEN.A

US$25.52

Clearway Energy

7D

3.0%

1Y

21.4%

NOVA

US$2.05

Sunnova Energy International

7D

7.9%

1Y

-76.1%

MNTK

US$4.46

Montauk Renewables

7D

4.0%

1Y

-25.8%

AMPS

US$4.93

Altus Power

7D

1.0%

1Y

-22.6%

ORA

US$69.29

Ormat Technologies

7D

10.2%

1Y

8.3%

WAVE

US$8.86

Eco Wave Power Global

7D

-5.7%

1Y

520.7%

ELLO

US$16.07

Ellomay Capital

7D

1.1%

1Y

-8.8%

VVPR

US$0.80

VivoPower International

7D

-10.2%

1Y

-45.0%