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U.S. Renewable Energy Industry Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies39
  • 7D-2.5%
  • 3M0.09%
  • 1Y18.0%
  • YTD25.3%

Over the last 7 days, the Renewable Energy industry has dropped 2.5%, driven by a pullback from Talen Energy of 6.7%. On the other hand Ellomay Capital is actually up 9.4%. This takes the industry's 12 month performance to a gain of 18%. 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
Sat, 06 Dec 2025US$118.8bUS$41.4bUS$1.5b51.2x79.8x2.9x
Mon, 03 Nov 2025US$125.0bUS$43.2bUS$1.4b46.5x89.5x2.9x
Wed, 01 Oct 2025US$124.6bUS$43.2bUS$1.4b43.1x87.6x2.9x
Fri, 29 Aug 2025US$121.4bUS$43.3bUS$1.4b42.9x85.3x2.8x
Sun, 27 Jul 2025US$120.2bUS$42.7bUS$3.2b37.1x37.6x2.8x
Tue, 24 Jun 2025US$110.8bUS$42.3bUS$3.4b32.9x32.7x2.6x
Thu, 22 May 2025US$97.7bUS$42.2bUS$3.4b29.1x29.1x2.3x
Sat, 19 Apr 2025US$79.6bUS$42.0bUS$5.0b29.9x16.1x1.9x
Mon, 17 Mar 2025US$82.6bUS$42.2bUS$5.0b22.9x16.6x2x
Wed, 12 Feb 2025US$94.8bUS$41.2bUS$3.8b22.8x24.8x2.3x
Fri, 10 Jan 2025US$94.6bUS$41.3bUS$2.2b20.6x43.6x2.3x
Sun, 08 Dec 2024US$94.0bUS$37.7bUS$3.6b23.1x25.9x2.5x
Tue, 05 Nov 2024US$79.7bUS$35.5bUS$2.0b25x39.2x2.2x
Thu, 03 Oct 2024US$85.6bUS$35.5bUS$1.8b28.3x46.4x2.4x
Sat, 31 Aug 2024US$69.4bUS$35.5bUS$1.8b27.8x37.6x2x
Mon, 29 Jul 2024US$63.8bUS$34.9bUS$1.2b36.2x51.2x1.8x
Wed, 26 Jun 2024US$70.8bUS$34.9bUS$1.2b35.6x59.5x2x
Fri, 24 May 2024US$74.0bUS$34.9bUS$1.2b35x62.4x2.1x
Sun, 21 Apr 2024US$57.1bUS$36.7bUS$1.2b36.9x45.7x1.6x
Tue, 19 Mar 2024US$54.5bUS$36.5bUS$1.7b30x31.9x1.5x
Thu, 15 Feb 2024US$49.6bUS$35.9bUS$1.4b21.7x36.5x1.4x
Sat, 13 Jan 2024US$51.7bUS$35.9bUS$1.4b22.1x37.8x1.4x
Mon, 11 Dec 2023US$47.6bUS$35.9bUS$1.4b26.1x35x1.3x
Wed, 08 Nov 2023US$46.2bUS$37.0bUS$1.1b22.4x42.2x1.2x
Fri, 06 Oct 2023US$41.0bUS$37.1bUS$1.3b25.8x30.6x1.1x
Sun, 03 Sep 2023US$50.2bUS$37.1bUS$1.3b32x37.9x1.4x
Tue, 01 Aug 2023US$53.4bUS$35.0b-US$1,351,868,199.0036.2x-39.5x1.5x
Thu, 29 Jun 2023US$48.0bUS$35.2b-US$1,179,784,175.0030.8x-40.7x1.4x
Sat, 27 May 2023US$47.7bUS$34.6b-US$354,775,759.0029.2x-134.5x1.4x
Mon, 24 Apr 2023US$52.0bUS$32.6b-US$1,132,558,873.0013.6x-46x1.6x
Wed, 22 Mar 2023US$50.5bUS$32.7b-US$1,152,166,505.0022.4x-43.9x1.5x
Fri, 17 Feb 2023US$56.1bUS$31.7bUS$55.5m28.2x1010.6x1.8x
Sun, 15 Jan 2023US$58.1bUS$31.7bUS$9.4m30.9x6180.3x1.8x
Tue, 13 Dec 2022US$59.2bUS$32.1b-US$4,255,453,702.0031.5x-13.9x1.8x
Price to Earnings Ratio

-13.9x


Total Market Cap: US$59.2bTotal Earnings: -US$4,255,453,702.00Total Revenue: US$32.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 224x202320242025
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 79.8x which is lower than its 3-year average PE of 224x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.9x.
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 8.9% 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 Market0.81%
Utilities-2.97%
Renewable Energy-2.45%
Independent Power Producers and Energy Traders-2.41%
Renewable Energy-2.58%
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 14.1x.
    • Analysts are expecting annual earnings growth of 29.0%, which is higher than its past year's earnings decline of 48.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 48% per year.
  • In contrast, the Renewable Energy 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
ELLO Ellomay CapitalUS$21.588.5%
+US$23.3m		40.6%PS6.2x
MNTK Montauk RenewablesUS$1.714.9%
+US$11.4m		-56.2%PS1.5x
ANNA AleAnnaUS$3.396.3%
+US$8.1m		-69.9%PS8.3x
SPRU Spruce Power HoldingUS$5.306.6%
+US$6.0m		91.3%PS0.9x

Latest News

HNRG
US$19.62
Hallador Energy
7D
-1.4%
1Y
57.2%
TLN
US$367.93
Talen Energy
7D
-6.7%
1Y
66.2%

TLN: Rising Data Center Demand Will Drive Long-Term Cash Flow Expansion

Analysts have nudged their blended price target for Talen Energy slightly higher to about $450 per share, citing the anticipated earnings uplift from the Caithness acquisition by late 2025, stronger forward PJM power prices, and ongoing data center driven demand tailwinds. Analyst Commentary Street research remains broadly constructive on Talen, with a steady cadence of target hikes and positive rating reiterations tied to improving fundamentals in PJM, growing data center demand, and the integration of the Caithness assets.
VST
US$176.07
Vistra
7D
-1.6%
1Y
10.1%

VST: Long-Term Power Deals And Buybacks Will Drive Strength Ahead

Analysts have moderately increased their price target for Vistra, raising fair value from $228.26 to $230.71 per share. This change reflects expectations for stable earnings growth and sector tailwinds, despite slightly tempered revenue outlooks.
RNW
US$7.51
ReNew Energy Global
7D
-1.3%
1Y
22.3%

RNW: Stable Metrics And Outlook Will Support Fair Value Assessment

Analysts have maintained their price target for ReNew Energy Global at $8.00, citing stable expectations for the company's revenue growth and profit margin outlook, even though there have been minor adjustments in future earnings estimates. Valuation Changes Fair Value estimate remains unchanged at $8.00.
VVPR
US$2.66
VivoPower International
7D
1.1%
1Y
137.5%
CWEN.A
US$31.91
Clearway Energy
7D
-5.8%
1Y
18.7%

CWEN.A: Ongoing M&A Execution And Solar Acquisition Will Support Distribution Outlook

Analysts have raised Clearway Energy's fair value estimate slightly to $36.90. This update is supported by recent price target lifts as the company continues to outperform expectations and enhance long-term visibility.
BEPC
US$40.06
Brookfield Renewable
7D
-2.6%
1Y
31.1%
AES
US$13.93
AES
7D
0.1%
1Y
4.8%

AES: Data Center Demand and Takeover Talks Will Drive Future Momentum

The analyst price target for AES has increased from $23 to $24. This reflects a modest shift based on analysts' positive outlook on utility sector performance and expectations tied to data center expansion and interconnection trends.
ORA
US$112.28
Ormat Technologies
7D
-0.3%
1Y
43.6%

ORA: Revenue Guidance Increase And Partnerships Will Drive Balanced Outlook Through 2025

Analysts have raised their price target for Ormat Technologies from $105.70 to $117.10. They cite expectations for improved revenue growth and profit margins.
WAVE
US$6.79
Eco Wave Power Global
7D
-0.4%
1Y
-39.9%
SPRU
US$5.09
Spruce Power Holding
7D
2.4%
1Y
83.8%
MNTK
US$1.77
Montauk Renewables
7D
8.6%
1Y
-54.6%

Montauk Renewables, Inc. (NASDAQ:MNTK) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough

Nov 07
Montauk Renewables, Inc. (NASDAQ:MNTK) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough
ELLO
US$21.75
Ellomay Capital
7D
9.4%
1Y
41.7%
ANNA
US$3.25
AleAnna
7D
1.9%
1Y
-71.1%