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U.S. Renewable Energy Industry Analysis

UpdatedOct 09, 2025
DataAggregated Company Financials
Companies38
  • 7D3.0%
  • 3M14.6%
  • 1Y47.9%
  • YTD39.8%

The Renewable Energy industry is up 3.0% in the last week, with Vistra up 3.6%. Meanwhile, Ellomay Capital actually underperformed within the industry, shrinking 10% in the last week. This takes the industry's 12 month performance to a gain of 48%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Oct 2025US$128.8bUS$43.2bUS$1.4b46.6x91.3x3x
Sat, 06 Sep 2025US$118.9bUS$43.2bUS$1.4b42.1x83.6x2.7x
Mon, 04 Aug 2025US$126.0bUS$42.6bUS$1.7b38.4x72.8x3x
Wed, 02 Jul 2025US$114.8bUS$42.3bUS$3.4b33.7x33.9x2.7x
Fri, 30 May 2025US$98.2bUS$42.2bUS$3.4b29.9x29.2x2.3x
Sun, 27 Apr 2025US$83.9bUS$42.0bUS$5.0b32.4x16.9x2x
Tue, 25 Mar 2025US$88.8bUS$42.2bUS$4.9b33.5x18x2.1x
Thu, 20 Feb 2025US$94.2bUS$41.2bUS$3.8b23.1x24.6x2.3x
Sat, 18 Jan 2025US$98.2bUS$41.3bUS$2.2b19.7x45.2x2.4x
Mon, 16 Dec 2024US$85.6bUS$36.6bUS$3.6b24.7x23.8x2.3x
Wed, 13 Nov 2024US$89.3bUS$37.7bUS$3.4b22.7x26.3x2.4x
Fri, 11 Oct 2024US$84.3bUS$35.5bUS$1.8b26.2x45.7x2.4x
Sun, 08 Sep 2024US$64.3bUS$35.5bUS$1.8b27.3x34.9x1.8x
Tue, 06 Aug 2024US$64.8bUS$34.9bUS$1.5b33x42.7x1.9x
Thu, 04 Jul 2024US$70.3bUS$34.9bUS$1.2b33x58.7x2x
Sat, 01 Jun 2024US$79.0bUS$34.9bUS$1.2b37x66.6x2.3x
Mon, 29 Apr 2024US$60.9bUS$36.7bUS$1.4b38.8x44.7x1.7x
Wed, 27 Mar 2024US$59.4bUS$36.6bUS$1.2b31.6x47.8x1.6x
Fri, 23 Feb 2024US$50.8bUS$35.8bUS$849.7m22.9x59.8x1.4x
Sun, 21 Jan 2024US$49.6bUS$35.9bUS$1.4b20x36.2x1.4x
Tue, 19 Dec 2023US$52.6bUS$35.9bUS$1.4b26.9x38.7x1.5x
Thu, 16 Nov 2023US$46.7bUS$36.0bUS$1.1b26.5x42.9x1.3x
Sat, 14 Oct 2023US$42.3bUS$37.1bUS$1.3b25.1x31.6x1.1x
Mon, 11 Sep 2023US$48.0bUS$37.1bUS$1.3b30.3x36.2x1.3x
Wed, 09 Aug 2023US$50.4bUS$35.0b-US$1,712,022,511.0037x-29.4x1.4x
Fri, 07 Jul 2023US$48.7bUS$35.0b-US$1,135,144,574.0031.2x-42.9x1.4x
Sun, 04 Jun 2023US$48.9bUS$34.6b-US$355,332,016.0031.5x-137.7x1.4x
Tue, 02 May 2023US$49.7bUS$32.7b-US$1,318,293,552.0015.6x-37.7x1.5x
Thu, 30 Mar 2023US$51.6bUS$32.7b-US$1,153,102,012.0021.2x-44.8x1.6x
Sat, 25 Feb 2023US$52.5bUS$31.8bUS$89.1m26.1x588.8x1.6x
Mon, 23 Jan 2023US$56.9bUS$31.7bUS$8.8m30.8x6451.6x1.8x
Wed, 21 Dec 2022US$57.2bUS$32.1b-US$4,255,548,488.0029.4x-13.4x1.8x
Fri, 18 Nov 2022US$58.3bUS$31.7bUS$12.6m32.2x4626x1.8x
Sun, 16 Oct 2022US$52.5bUS$28.8b-US$698,649,951.0016.8x-75.2x1.8x
Price to Earnings Ratio

-75.2x


Total Market Cap: US$52.5bTotal Earnings: -US$698,649,951.00Total Revenue: US$28.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 285.2x202320242025
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 91.3x which is lower than its 3-year average PE of 285x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 3.0x.
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 15% 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 Market0.82%
Utilities3.14%
Renewable Energy3.01%
Renewable Energy6.03%
Independent Power Producers and Energy Traders2.11%
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 10.6x.
    • Analysts are expecting annual earnings growth of 23.6%, 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 29% 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 24% 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
VST VistraUS$210.003.6%
+US$2.5b		69.2%PE32.4x
BEPC Brookfield RenewableUS$38.106.7%
+US$807.6m		28.5%PS3.3x
TLN Talen EnergyUS$444.502.4%
+US$476.5m		164.8%PE108.6x
ORA Ormat TechnologiesUS$106.646.7%
+US$407.5m		42.1%PE49.3x
AES AESUS$14.572.0%
+US$199.4m		-15.9%PE11.3x

Latest News

BEPC
US$38.10
Brookfield Renewable
7D
6.7%
1Y
28.5%

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

Analysts have modestly raised their price target for Brookfield Renewable from $38 to $39, citing expectations of a potential Fed rate cut and improving conditions for renewable infrastructure as primary drivers for the revision. Analyst Commentary Recent updates from analysts have provided a balanced view of Brookfield Renewable’s future prospects.
ORA
US$106.64
Ormat Technologies
7D
6.7%
1Y
42.1%

US Permitting Reforms And Tax Credits Will Ignite Geothermal Expansion

Analysts have raised their price target for Ormat Technologies from $94.60 to $98.10, citing subtle improvements in projected revenue growth as well as a slight decrease in the discount rate applied to future cash flows. What's in the News Ormat commenced commercial operations at its Lower Rio energy storage facility in Texas.
TLN
US$444.50
Talen Energy
7D
2.4%
1Y
164.8%

US Electricity Demand And Nuclear Expansion Will Shape Markets

Talen Energy’s analyst price target has increased from approximately $428 to $434 per share. Analysts cite stronger guidance, bullish peer trends, and a robust backdrop for power producers as drivers behind the upward revision.
ELLO
US$18.52
Ellomay Capital
7D
-10.1%
1Y
42.5%
VST
US$210.00
Vistra
7D
3.6%
1Y
69.2%

Increasing AI And Data Center Demand Will Energize Grid Flexibility

Vistra's analyst price target has risen by approximately $2 to just under $224, as analysts cite updated EBITDA estimates, new power agreements, and favorable market fundamentals for the upgrade. Analyst Commentary Recent Street research on Vistra reflects a dynamic mix of optimism and caution among analysts as the company continues to secure long-term power agreements, increase capacity, and benefit from evolving power market fundamentals.
CWEN.A
US$29.88
Clearway Energy
7D
5.5%
1Y
16.6%
AES
US$14.57
AES
7D
2.0%
1Y
-15.9%
VVPR
US$4.87
VivoPower International
7D
-13.3%
1Y
522.8%
HNRG
US$19.93
Hallador Energy
7D
6.5%
1Y
101.9%
MNTK
US$2.26
Montauk Renewables
7D
11.9%
1Y
-59.8%
WAVE
US$8.28
Eco Wave Power Global
7D
-3.0%
1Y
45.9%