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U.S. Renewable Energy Industry Analysis

UpdatedAug 04, 2026
DataAggregated Company Financials
Companies38
  • 7D3.9%
  • 3M-6.1%
  • 1Y-14.3%
  • YTD-10.4%

In the last week, the Renewable Energy industry is up 3.9%, with Vistra up 4.9%. However, the industry is down 14% over the past year. 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, 04 Aug 2026US$116.0bUS$45.1b-US$1,080,664,510.2728.4x-107.3x2.6x
Thu, 02 Jul 2026US$121.7bUS$45.1b-US$935,400,125.1825.2x-130.1x2.7x
Sat, 30 May 2026US$129.0bUS$45.1b-US$909,061,816.7326.4x-141.9x2.9x
Mon, 27 Apr 2026US$116.4bUS$42.4b-US$479,363,656.0540.5x-242.8x2.7x
Wed, 25 Mar 2026US$107.6bUS$42.3b-US$484,401,214.1953.9x-222.2x2.5x
Fri, 20 Feb 2026US$121.7bUS$41.3bUS$202.4m57.8x600.9x2.9x
Sun, 18 Jan 2026US$116.2bUS$41.4bUS$1.5b53.8x77.5x2.8x
Tue, 16 Dec 2025US$115.8bUS$41.4bUS$1.5b51.7x77.9x2.8x
Thu, 13 Nov 2025US$122.1bUS$42.3bUS$1.1b39.3x114.7x2.9x
Sat, 11 Oct 2025US$131.9bUS$43.2bUS$1.4b45.5x93.5x3.1x
Mon, 08 Sep 2025US$119.3bUS$43.2bUS$1.4b42.1x83.9x2.8x
Wed, 06 Aug 2025US$129.0bUS$42.6bUS$1.7b37.3x74.5x3x
Fri, 04 Jul 2025US$115.3bUS$42.7bUS$3.2b38.5x36.1x2.7x
Sun, 01 Jun 2025US$95.1bUS$42.2bUS$3.4b29.8x28.3x2.3x
Tue, 29 Apr 2025US$83.9bUS$42.0bUS$5.0b32.8x16.9x2x
Thu, 27 Mar 2025US$89.1bUS$42.2bUS$4.9b30.4x18x2.1x
Sat, 22 Feb 2025US$88.3bUS$41.2bUS$3.8b23.5x23.1x2.1x
Mon, 20 Jan 2025US$97.1bUS$41.3bUS$2.2b19.7x44.6x2.4x
Wed, 18 Dec 2024US$85.6bUS$36.6bUS$3.6b23.6x23.8x2.3x
Fri, 15 Nov 2024US$87.0bUS$37.8bUS$3.4b21.6x25.5x2.3x
Sun, 13 Oct 2024US$83.7bUS$35.5bUS$1.8b27.2x45.4x2.4x
Tue, 10 Sep 2024US$64.2bUS$35.5bUS$1.8b26.4x34.8x1.8x
Thu, 08 Aug 2024US$65.0bUS$34.9bUS$1.5b33.8x42.9x1.9x
Sat, 06 Jul 2024US$70.3bUS$34.9bUS$1.2b33.2x58.7x2x
Mon, 03 Jun 2024US$76.8bUS$34.9bUS$1.2b37x64.7x2.2x
Wed, 01 May 2024US$62.5bUS$36.7bUS$1.4b38.3x45.8x1.7x
Fri, 29 Mar 2024US$95.2bUS$36.9bUS$1.2b32.1x78.4x2.6x
Sun, 25 Feb 2024US$50.8bUS$35.8bUS$874.7m22.6x58.1x1.4x
Tue, 23 Jan 2024US$49.7bUS$35.9bUS$1.4b20.7x36.3x1.4x
Thu, 21 Dec 2023US$53.2bUS$35.9bUS$1.4b28.2x39.1x1.5x
Sat, 18 Nov 2023US$46.1bUS$36.0bUS$1.1b21x42.2x1.3x
Mon, 16 Oct 2023US$42.3bUS$37.1bUS$1.3b25.1x31.6x1.1x
Wed, 13 Sep 2023US$49.9bUS$37.1bUS$1.3b33x37.7x1.3x
Fri, 11 Aug 2023US$51.2bUS$36.6bUS$110.9m43.1x461.6x1.4x
Price to Earnings Ratio

461.6x


Total Market Cap: US$51.2bTotal Earnings: US$110.9mTotal Revenue: US$36.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 64x202420252026
Current Industry PE
  • Investors are optimistic on the American Renewable Energy industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • Total earnings for the Renewable Energy industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 7.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market2.39%
Utilities-2.32%
Renewable Energy3.87%
Independent Power Producers and Energy Traders4.22%
Renewable Energy3.06%
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 28.2x.
    • Analysts are expecting annual earnings growth of 16.5%, which is higher than its past year's earnings decline of 1.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 17% 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$155.944.9%
+US$2.5b		-25.6%PE25.7x
TLN Talen EnergyUS$344.495.7%
+US$883.2m		-10.4%PS5.1x
BEPC Brookfield RenewableUS$34.165.0%
+US$554.2m		-0.5%PS3.2x
FRVO Fervo EnergyUS$22.195.1%
+US$315.3m		n/aPS32855.1x
CWEN Clearway EnergyUS$32.062.0%
+US$75.1m		1.4%PE431.6x

Latest News

VST
US$155.94
Vistra
7D
4.9%
1Y
-25.6%
RNW
US$6.29
ReNew Energy Global
7D
3.3%
1Y
-15.6%
BEPC
US$34.16
Brookfield Renewable
7D
5.0%
1Y
-0.5%
FRVO
US$22.19
Fervo Energy
7D
5.1%
1Y
n/a
HNRG
US$14.94
Hallador Energy
7D
2.3%
1Y
-20.0%
VIVO
US$3.73
VivoPower
7D
-3.9%
1Y
-0.8%
MNTK
US$1.70
Montauk Renewables
7D
-6.6%
1Y
-17.9%
AES
US$14.71
AES
7D
-0.8%
1Y
15.6%
CWEN
US$32.06
Clearway Energy
7D
2.0%
1Y
1.4%
TLN
US$344.49
Talen Energy
7D
5.7%
1Y
-10.4%
Narrative Update • Jul 16

TLN: PJM Capacity Auction Reliance Will Constrain Upside From Current Levels

Talen Energy's updated analyst price target framework reflects a higher Street range, with several firms lifting targets into the $470 to $508 area. The internal fair value estimate adjusts to $333.82 as analysts temper revenue growth, margin, and future P/E assumptions in light of mixed signals from recent PJM auction outcomes and evolving contracted cash flow expectations.
ORA
US$98.02
Ormat Technologies
7D
-0.5%
1Y
15.0%
ELLO
US$20.75
Ellomay Capital
7D
3.8%
1Y
21.6%