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U.S. Renewable Energy Industry Analysis

UpdatedJun 08, 2026
DataAggregated Company Financials
Companies32
  • 7D0.2%
  • 3M5.1%
  • 1Y29.2%
  • YTDn/a

The Renewable Energy is pretty flat in the last 7 days, but Fervo Energy has stood out, gaining 4.6%. As for the the longer term, the industry is up 29% over the past 12 months. Looking forward, earnings are forecast to grow by 50% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jun 2026US$44.9bUS$9.5b-US$4,323,098,810.5443.8x-10.4x4.7x
Thu, 07 May 2026US$32.1bUS$9.3b-US$4,184,577,280.2244.4x-7.7x3.5x
Sat, 04 Apr 2026US$33.3bUS$9.3b-US$1,990,494,249.7968.2x-16.7x3.6x
Mon, 02 Mar 2026US$32.7bUS$9.3b-US$2,005,321,817.2050.9x-16.3x3.5x
Wed, 28 Jan 2026US$32.2bUS$9.3b-US$592,614,839.5039.8x-54.3x3.5x
Fri, 26 Dec 2025US$30.8bUS$9.3b-US$596,259,221.9936.7x-51.7x3.3x
Sun, 23 Nov 2025US$29.3bUS$9.3b-US$595,988,442.7939.3x-49.2x3.1x
Tue, 21 Oct 2025US$31.5bUS$10.2b-US$1,686,643,264.2248.5x-18.7x3.1x
Thu, 18 Sep 2025US$27.5bUS$10.2b-US$1,675,460,169.9342.7x-16.4x2.7x
Sat, 16 Aug 2025US$27.0bUS$10.2b-US$1,675,485,347.0242.2x-16.1x2.7x
Mon, 14 Jul 2025US$27.4bUS$10.0b-US$695,963,085.3141.3x-39.4x2.7x
Wed, 11 Jun 2025US$28.4bUS$9.0b-US$379,276,181.4838.2x-74.9x3.1x
Fri, 09 May 2025US$24.1bUS$9.9b-US$676,130,328.3934.2x-35.6x2.4x
Sun, 06 Apr 2025US$23.3bUS$10.7b-US$196,245,091.4135x-118.5x2.2x
Tue, 04 Mar 2025US$19.3bUS$10.6b-US$142,203,232.7920.4x-135.6x1.8x
Thu, 30 Jan 2025US$18.8bUS$10.8b-US$1,659,126,287.5423.2x-11.3x1.7x
Sat, 28 Dec 2024US$15.7bUS$6.0b-US$370,365,366.9223.7x-42.4x2.6x
Mon, 25 Nov 2024US$19.3bUS$7.2b-US$345,141,604.8926.7x-55.9x2.7x
Wed, 23 Oct 2024US$19.9bUS$6.9b-US$232,862,865.0934.5x-85.6x2.9x
Fri, 20 Sep 2024US$21.1bUS$6.9b-US$233,107,454.5834.8x-90.5x3x
Sun, 18 Aug 2024US$20.5bUS$6.9b-US$206,015,129.8433.4x-99.6x3x
Tue, 16 Jul 2024US$20.0bUS$6.8b-US$298,082,866.9836.6x-67.2x2.9x
Thu, 13 Jun 2024US$20.0bUS$6.8b-US$304,781,157.6837.5x-65.8x2.9x
Sat, 11 May 2024US$19.3bUS$6.9b-US$323,221,919.4541.1x-59.7x2.8x
Mon, 08 Apr 2024US$17.7bUS$6.8b-US$470,806,461.6542.7x-37.6x2.6x
Wed, 06 Mar 2024US$18.4bUS$6.6b-US$393,056,610.3131.3x-46.7x2.8x
Fri, 02 Feb 2024US$20.2bUS$6.8bUS$99.6m41.6x203x3x
Sun, 31 Dec 2023US$23.4bUS$6.8bUS$98.7m46.4x237.7x3.5x
Tue, 28 Nov 2023US$19.4bUS$6.8bUS$99.0m40.6x196x2.9x
Thu, 26 Oct 2023US$18.7bUS$6.6b-US$84,181,085.0036.3x-221.7x2.8x
Sat, 23 Sep 2023US$22.5bUS$6.5b-US$70,790,039.0040.5x-318x3.5x
Mon, 21 Aug 2023US$22.9bUS$6.5b-US$69,213,634.0042x-330.3x3.5x
Wed, 19 Jul 2023US$26.0bUS$6.4bUS$633.1m34x41x4x
Fri, 16 Jun 2023US$26.2bUS$6.6bUS$590.0m31.8x44.3x3.9x
Price to Earnings Ratio

44.3x


Total Market Cap: US$26.2bTotal Earnings: US$590.0mTotal Revenue: US$6.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average -44x202420252026
Current Industry PE
  • Investors are optimistic on the American Renewable Electricity industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • Total earnings for the Renewable Electricity industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 13% 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 Comparison

How does U.S. Renewable Energy compare with similar industries?

US Market-2.49%
Utilities1.74%
Renewable Energy-2.08%
Renewable Energy0.24%
Independent Power Producers and Energy Traders-3.37%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

Latest News

FRVO
US$33.96
Fervo Energy
7D
-4.5%
1Y
n/a
RNW
US$5.95
ReNew Energy Global
7D
-8.7%
1Y
-14.4%
Narrative Update • Jun 06

RNW: Earnings Momentum And Buyout Proposal Will Support Future Upside Potential

Analysts have trimmed their price target for ReNew Energy Global to about $7.87 from roughly $7.87, reflecting updated assumptions around revenue growth, profitability, and future price-to-earnings (P/E) expectations. What's in the News Zacks upgraded ReNew Energy Global to a Rank #1 (Strong Buy), citing an upward trend in earnings estimates and what it views as improved underlying business conditions that could influence the stock price over time.
VIVO
US$4.77
VivoPower
7D
-27.7%
1Y
-30.3%
CWEN
US$38.91
Clearway Energy
7D
-3.6%
1Y
27.7%
New Narrative • May 31

Overreliance On Data Center Power And Tax Equity Will Pressure Future Earnings

Catalysts About Clearway Energy Clearway Energy owns and operates a portfolio of contracted renewable and flexible generation assets, including wind, solar, battery storage and gas fired facilities in the United States. What are the underlying business or industry changes driving this perspective?
MNTK
US$1.72
Montauk Renewables
7D
-3.9%
1Y
-20.0%
Narrative Update • May 28

MNTK: 2026 Earnings And Production Guidance Will Reframe Long Term Upside Potential

Analysts have trimmed Montauk Renewables' consensus price target by about $1.50, citing lower assumed profit margins and higher future P/E multiples, while revenue growth expectations and discount rate inputs remain relatively stable in updated models. Analyst Commentary Bullish analysts are still pointing to several positives around Montauk Renewables, even as they trim price targets and factor in lower profit margins in their models.
ANNA
US$3.05
AleAnna
7D
-8.4%
1Y
-65.5%
BEPC
US$38.57
Brookfield Renewable
7D
-0.9%
1Y
21.2%
ELLO
US$21.94
Ellomay Capital
7D
-7.6%
1Y
62.5%