Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Renewable Energy Industry Analysis

UpdatedAug 19, 2025
DataAggregated Company Financials
Companies38
  • 7D0.7%
  • 3M24.3%
  • 1Y69.4%
  • YTD29.0%

Last week, the Renewable Energy industry hasn't moved much but AES is up 4.4% in that time. The past year has been better, since the industry has gained 69% in that time. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Aug 2025US$121.7bUS$43.3bUS$1.4b42.6x85.5x2.8x
Thu, 17 Jul 2025US$115.2bUS$42.7bUS$3.2b38x36.1x2.7x
Sat, 14 Jun 2025US$106.9bUS$42.2bUS$3.4b31.8x31.9x2.5x
Mon, 12 May 2025US$88.9bUS$42.1bUS$3.3b27.3x27.3x2.1x
Wed, 09 Apr 2025US$73.9bUS$42.2bUS$5.0b26.8x14.9x1.8x
Fri, 07 Mar 2025US$83.9bUS$42.2bUS$5.0b19.8x16.8x2x
Sun, 02 Feb 2025US$94.2bUS$41.2bUS$3.8b20.9x24.6x2.3x
Tue, 31 Dec 2024US$82.3bUS$36.5bUS$3.6b23.7x22.8x2.3x
Thu, 28 Nov 2024US$94.9bUS$37.8bUS$3.6b27.1x26.2x2.5x
Sat, 26 Oct 2024US$83.5bUS$35.5bUS$1.8b27.7x46.9x2.3x
Mon, 23 Sep 2024US$81.1bUS$35.5bUS$1.8b29.4x44x2.3x
Wed, 21 Aug 2024US$68.2bUS$35.5bUS$1.9b26.8x36.4x1.9x
Fri, 19 Jul 2024US$65.0bUS$34.9bUS$1.2b34.6x54.3x1.9x
Sun, 16 Jun 2024US$70.7bUS$34.9bUS$1.2b35.1x59.4x2x
Tue, 14 May 2024US$71.2bUS$35.2bUS$926.3m41.4x76.9x2x
Thu, 11 Apr 2024US$60.7bUS$36.7bUS$1.2b41.2x48.6x1.7x
Sat, 09 Mar 2024US$56.2bUS$34.9bUS$1.7b31.1x32.5x1.6x
Mon, 05 Feb 2024US$51.0bUS$35.9bUS$1.4b23.2x37.5x1.4x
Wed, 03 Jan 2024US$53.8bUS$35.9bUS$1.4b23.6x39.3x1.5x
Fri, 01 Dec 2023US$47.7bUS$35.9bUS$1.4b24.5x35.1x1.3x
Sun, 29 Oct 2023US$43.4bUS$37.2bUS$1.3b21x33.1x1.2x
Tue, 26 Sep 2023US$49.0bUS$37.1bUS$1.3b30.6x37x1.3x
Thu, 24 Aug 2023US$49.6bUS$37.1bUS$1.3b31.6x37.4x1.3x
Sat, 22 Jul 2023US$55.0bUS$35.0b-US$1,135,958,754.0034.4x-48.4x1.6x
Mon, 19 Jun 2023US$50.0bUS$35.2b-US$1,179,043,594.0030.7x-42.4x1.4x
Wed, 17 May 2023US$48.8bUS$34.6b-US$355,661,940.0026.6x-137.2x1.4x
Fri, 14 Apr 2023US$53.4bUS$32.6b-US$1,133,207,821.0014.3x-47.1x1.6x
Sun, 12 Mar 2023US$50.8bUS$32.7b-US$1,153,661,417.0024.5x-44.1x1.6x
Tue, 07 Feb 2023US$56.3bUS$31.7bUS$55.7m28.9x1010.5x1.8x
Thu, 05 Jan 2023US$55.9bUS$31.7bUS$12.7m28.7x4404.3x1.8x
Sat, 03 Dec 2022US$59.7bUS$32.1b-US$4,258,017,647.0030.5x-14x1.9x
Mon, 31 Oct 2022US$57.8bUS$28.9b-US$671,837,357.0015.8x-86x2x
Wed, 28 Sep 2022US$55.9bUS$28.8b-US$700,001,730.0020.3x-79.9x1.9x
Fri, 26 Aug 2022US$64.3bUS$28.8b-US$706,712,208.0019.1x-91x2.2x
Price to Earnings Ratio

-91x


Total Market Cap: US$64.3bTotal Earnings: -US$706,712,208.00Total Revenue: US$28.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 277.1x202320242025
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 85.5x which is lower than its 3-year average PE of 277x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.8x.
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 14% 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 Market1.26%
Utilities-1.07%
Renewable Energy0.66%
Renewable Energy2.26%
Independent Power Producers and Energy Traders0.20%
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 8.0x.
    • Analysts are expecting annual earnings growth of 25.5%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 8.0% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 25% 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
AES AESUS$13.364.4%
+US$398.7m		-23.1%PE10.4x
TLN Talen EnergyUS$376.891.9%
+US$317.1m		173.8%PE92.1x
ORA Ormat TechnologiesUS$92.025.1%
+US$271.4m		23.9%PE42.6x
BEPC Brookfield RenewableUS$33.731.6%
+US$183.2m		19.4%PS2.9x
RNW ReNew Energy GlobalUS$7.743.1%
+US$83.4m		40.5%PE28.2x

Latest News

ORA
US$92.02
Ormat Technologies
7D
5.1%
1Y
23.9%
RNW
US$7.74
ReNew Energy Global
7D
3.1%
1Y
40.5%
SPRU
US$1.41
Spruce Power Holding
7D
-2.8%
1Y
-55.2%
CWEN.A
US$27.77
Clearway Energy
7D
1.0%
1Y
2.9%
HNRG
US$16.18
Hallador Energy
7D
-17.5%
1Y
171.5%
ANNA
US$4.23
AleAnna
7D
-10.0%
1Y
-61.6%
BEPC
US$33.73
Brookfield Renewable
7D
1.6%
1Y
19.4%

Investments In Neoen And Microsoft Partnership Will Leverage AI-driven Energy Demand

Brookfield Renewable’s net profit margin improved and its future P/E multiple declined, indicating stronger profitability and a more attractive valuation, but these positive trends were not enough to prompt a change in the consensus analyst price target, which remains at $35.00. Valuation Changes Summary of Valuation Changes for Brookfield Renewable The Consensus Analyst Price Target remained effectively unchanged, at $35.00.
MNTK
US$2.01
Montauk Renewables
7D
9.8%
1Y
-56.0%
VST
US$198.96
Vistra
7D
-0.6%
1Y
146.4%

Increasing AI And Data Center Demand Will Energize Grid Flexibility

The consensus analyst price target for Vistra has increased to $207.22, primarily reflecting an improved net profit margin, despite a slight reduction in revenue growth forecasts. What's in the News Vistra completed the repurchase of 1,705,797 shares for $273.13 million, totaling 163,499,236 shares (39.89% of shares outstanding) bought back for $5,350 million under its ongoing buyback program.
TLN
US$376.89
Talen Energy
7D
1.9%
1Y
173.8%
AES
US$13.36
AES
7D
4.4%
1Y
-23.1%
ELLO
US$17.95
Ellomay Capital
7D
0.9%
1Y
32.4%
WAVE
US$7.32
Eco Wave Power Global
7D
-4.3%
1Y
100.5%