Returns On Capital Signal Tricky Times Ahead For Clearway Energy (NYSE:CWEN.A)
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U.S. Renewable Energy Industry Analysis
UpdatedApr 18, 2025
DataAggregated Company Financials
Companies35
- 7D4.8%
- 3M-21.4%
- 1Y31.7%
- YTD-16.1%
The Renewable Energy industry is up 4.8% in the last week, with Vistra up 5.6%. This takes the industry's 12 month performance to a gain of 32%. Looking forward, earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the U.S. Renewable Energy Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 18 Apr 2025 | US$79.3b | US$42.0b | US$5.0b | 29.9x | 16x | 1.9x |
| Sun, 16 Mar 2025 | US$85.0b | US$42.2b | US$5.0b | 22.9x | 17.1x | 2x |
| Tue, 11 Feb 2025 | US$94.2b | US$41.1b | US$3.8b | 22.9x | 24.6x | 2.3x |
| Thu, 09 Jan 2025 | US$96.5b | US$41.3b | US$2.2b | 20.6x | 44.4x | 2.3x |
| Sat, 07 Dec 2024 | US$94.6b | US$37.7b | US$3.6b | 23.1x | 26.1x | 2.5x |
| Mon, 04 Nov 2024 | US$79.7b | US$35.5b | US$2.0b | 24x | 39.2x | 2.2x |
| Wed, 02 Oct 2024 | US$85.6b | US$35.5b | US$1.8b | 28.3x | 46.4x | 2.4x |
| Fri, 30 Aug 2024 | US$68.6b | US$35.5b | US$1.8b | 27.7x | 37.2x | 1.9x |
| Sun, 28 Jul 2024 | US$63.8b | US$34.9b | US$1.2b | 36.2x | 51.2x | 1.8x |
| Tue, 25 Jun 2024 | US$69.8b | US$34.9b | US$1.2b | 36.3x | 58.6x | 2x |
| Thu, 23 May 2024 | US$73.8b | US$34.9b | US$1.2b | 34.7x | 62.2x | 2.1x |
| Sat, 20 Apr 2024 | US$56.9b | US$36.7b | US$1.2b | 36.7x | 45.5x | 1.5x |
| Mon, 18 Mar 2024 | US$54.4b | US$36.5b | US$1.7b | 30.2x | 31.8x | 1.5x |
| Wed, 14 Feb 2024 | US$49.7b | US$35.9b | US$1.4b | 21.4x | 36.5x | 1.4x |
| Fri, 12 Jan 2024 | US$52.4b | US$35.9b | US$1.4b | 22.1x | 38.3x | 1.5x |
| Sun, 10 Dec 2023 | US$47.6b | US$35.9b | US$1.4b | 26.1x | 35x | 1.3x |
| Tue, 07 Nov 2023 | US$47.2b | US$37.0b | US$1.1b | 22x | 43.1x | 1.3x |
| Thu, 05 Oct 2023 | US$43.3b | US$37.1b | US$1.3b | 25.9x | 32.4x | 1.2x |
| Sat, 02 Sep 2023 | US$50.2b | US$37.1b | US$1.3b | 32x | 37.9x | 1.4x |
| Mon, 31 Jul 2023 | US$53.2b | US$35.0b | -US$1,351,712,531.00 | 35.5x | -39.3x | 1.5x |
| Wed, 28 Jun 2023 | US$48.8b | US$35.2b | -US$1,180,034,087.00 | 29.5x | -41.4x | 1.4x |
| Fri, 26 May 2023 | US$48.3b | US$34.6b | -US$354,613,757.00 | 29.3x | -136.3x | 1.4x |
| Sun, 23 Apr 2023 | US$52.0b | US$32.6b | -US$1,132,558,873.00 | 13.6x | -45.9x | 1.6x |
| Tue, 21 Mar 2023 | US$49.9b | US$32.7b | -US$1,152,241,683.00 | 21.5x | -43.3x | 1.5x |
| Thu, 16 Feb 2023 | US$56.9b | US$31.7b | US$55.5m | 28.7x | 1024.6x | 1.8x |
| Sat, 14 Jan 2023 | US$58.1b | US$31.7b | US$9.4m | 30.9x | 6158.3x | 1.8x |
| Mon, 12 Dec 2022 | US$58.0b | US$32.1b | -US$4,255,883,373.00 | 30.4x | -13.6x | 1.8x |
| Wed, 09 Nov 2022 | US$58.5b | US$31.7b | US$45.0m | 14.1x | 1298.5x | 1.8x |
| Fri, 07 Oct 2022 | US$56.7b | US$28.8b | -US$699,335,829.00 | 17.8x | -81x | 2x |
| Sun, 04 Sep 2022 | US$61.9b | US$28.8b | -US$707,594,776.00 | 18.2x | -87.4x | 2.1x |
| Tue, 02 Aug 2022 | US$59.2b | US$29.3b | US$367.3m | 25.8x | 161.2x | 2x |
| Thu, 30 Jun 2022 | US$53.9b | US$29.1b | US$47.9m | 65.8x | 1125.9x | 1.9x |
| Sat, 28 May 2022 | US$59.5b | US$29.1b | US$46.0m | 72.6x | 1294.4x | 2x |
| Mon, 25 Apr 2022 | US$56.1b | US$28.9b | -US$1,981,061,392.00 | 74.2x | -28.3x | 1.9x |
Price to Earnings Ratio
-28.3x
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 16.0x which is lower than its 3-year average PE of 432x.
- The industry is trading close to its 3-year average PS ratio of 1.8x.
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 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 Market | -0.047% | |
| Utilities | 3.26% | |
| Renewable Energy | 4.82% | |
| Renewable Energy | 5.87% | |
| Independent Power Producers and Energy Traders | 4.38% | |
Industry PE
- Investors are most optimistic about the Independent Power Producers and Energy Traders industry even though it's trading below its 3-year average PE ratio of 13.6x.
- Analysts are expecting annual earnings growth of 4.6%, which is lower than the prior year's growth of 596.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings decline of 18% per year.
- In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 4.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VST Vistra | US$115.42 | 5.6% +US$2.1b | 75.2% | PE15.9x | |
| BEPC Brookfield Renewable | US$27.16 | 4.7% +US$417.4m | 22.6% | PE39.1x | |
| TLN Talen Energy | US$203.46 | 3.6% +US$321.8m | 118.8% | PE9.3x | |
| ORA Ormat Technologies | US$71.59 | 4.5% +US$185.5m | 13.8% | PE35.1x | |
| CWEN.A Clearway Energy | US$27.32 | 5.9% +US$177.3m | 30.0% | PE36.5x |
