Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Renewable Energy Industry Analysis

UpdatedSep 19, 2025
DataAggregated Company Financials
Companies38
  • 7D2.6%
  • 3M16.1%
  • 1Y60.0%
  • YTD35.2%

The Renewable Energy industry is up 2.6% in the last week, with Vistra up 3.0%. This takes the industry's 12 month performance to a gain of 60%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Sep 2025US$126.4bUS$43.2bUS$1.4b42.2x88.8x2.9x
Sun, 17 Aug 2025US$121.7bUS$43.3bUS$1.4b41.8x85.5x2.8x
Tue, 15 Jul 2025US$116.4bUS$42.7bUS$3.2b38x36.5x2.7x
Thu, 12 Jun 2025US$103.4bUS$42.2bUS$3.4b30.9x30.8x2.5x
Sat, 10 May 2025US$90.2bUS$42.1bUS$3.3b27.3x27.6x2.1x
Mon, 07 Apr 2025US$72.2bUS$42.2bUS$5.0b28.4x14.6x1.7x
Wed, 05 Mar 2025US$83.3bUS$42.2bUS$5.0b21.4x16.7x2x
Fri, 31 Jan 2025US$89.2bUS$41.3bUS$2.3b23.6x38.5x2.2x
Sun, 29 Dec 2024US$82.3bUS$36.5bUS$3.6b23.7x22.8x2.3x
Tue, 26 Nov 2024US$92.2bUS$37.8bUS$3.6b25x25.4x2.4x
Thu, 24 Oct 2024US$84.2bUS$35.5bUS$1.8b28.2x47.2x2.4x
Sat, 21 Sep 2024US$75.3bUS$35.5bUS$1.8b29.4x40.8x2.1x
Mon, 19 Aug 2024US$67.2bUS$35.5bUS$1.9b26.8x35.9x1.9x
Wed, 17 Jul 2024US$68.9bUS$34.9bUS$1.2b35.2x57.5x2x
Fri, 14 Jun 2024US$71.3bUS$34.9bUS$1.2b35.8x59.9x2x
Sun, 12 May 2024US$72.5bUS$35.2bUS$926.2m41.1x78.2x2.1x
Tue, 09 Apr 2024US$62.4bUS$36.7bUS$1.2b41.5x50x1.7x
Thu, 07 Mar 2024US$55.2bUS$34.9bUS$1.7b30.4x31.9x1.6x
Sat, 03 Feb 2024US$51.1bUS$35.9bUS$1.4b23.2x37.5x1.4x
Mon, 01 Jan 2024US$53.8bUS$35.9bUS$1.4b27.4x39.6x1.5x
Wed, 29 Nov 2023US$46.5bUS$35.9bUS$1.4b26.6x34.2x1.3x
Fri, 27 Oct 2023US$44.3bUS$37.2bUS$1.3b26.7x33.8x1.2x
Sun, 24 Sep 2023US$48.6bUS$37.1bUS$1.3b30.8x36.7x1.3x
Tue, 22 Aug 2023US$49.1bUS$36.6bUS$142.8m32.5x343.6x1.3x
Thu, 20 Jul 2023US$54.4bUS$35.0b-US$1,135,952,531.0035x-47.9x1.6x
Sat, 17 Jun 2023US$50.0bUS$34.7b-US$313,043,594.0030.7x-159.7x1.4x
Mon, 15 May 2023US$50.1bUS$34.5b-US$256,518,529.0017.4x-195.4x1.5x
Wed, 12 Apr 2023US$53.0bUS$32.6b-US$1,132,557,032.0014.2x-46.8x1.6x
Fri, 10 Mar 2023US$52.8bUS$32.7b-US$1,153,558,635.0025.1x-45.8x1.6x
Sun, 05 Feb 2023US$56.3bUS$31.7bUS$55.0m28.9x1024.6x1.8x
Tue, 03 Jan 2023US$56.9bUS$31.7bUS$12.6m29.3x4504.6x1.8x
Thu, 01 Dec 2022US$60.7bUS$31.7bUS$14.6m32.4x4162x1.9x
Sat, 29 Oct 2022US$57.5bUS$28.9b-US$733,837,357.0016.7x-78.4x2x
Mon, 26 Sep 2022US$58.3bUS$28.8b-US$701,699,570.0019x-83.1x2x
Price to Earnings Ratio

-83.1x


Total Market Cap: US$58.3bTotal Earnings: -US$701,699,570.00Total Revenue: US$28.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 282.1x202320242025
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 88.8x which is lower than its 3-year average PE of 282x.
  • The 3-year average PS ratio of 1.9x 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 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 Market0.71%
Utilities-0.45%
Renewable Energy2.60%
Independent Power Producers and Energy Traders2.97%
Renewable Energy1.29%
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 9.7x.
    • Analysts are expecting annual earnings growth of 22.3%, 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 22% 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$210.163.0%
+US$2.1b		126.6%PE32.4x
TLN Talen EnergyUS$415.253.6%
+US$654.7m		136.8%PE101.4x
BEPC Brookfield RenewableUS$34.642.2%
+US$257.9m		14.9%PS3x
ORA Ormat TechnologiesUS$94.002.3%
+US$126.3m		25.6%PE43.5x
HNRG Hallador EnergyUS$19.1612.0%
+US$88.2m		185.5%PS2x

Latest News

VST
US$210.16
Vistra
7D
3.0%
1Y
126.6%

Increasing AI And Data Center Demand Will Energize Grid Flexibility

Upward revisions to Vistra's price target reflect bullish sentiment driven by record PJM capacity prices, growing power demand from AI adoption and data centers, higher expected EBITDA, and regulatory tailwinds, resulting in a new analyst consensus fair value of $221.57. Analyst Commentary Bullish analysts cite record PJM capacity market prices for the 2026-2027 delivery year and a favorable shift in power market dynamics, leading to valuation upside.
HNRG
US$19.16
Hallador Energy
7D
12.0%
1Y
185.5%

Hallador Energy Company's (NASDAQ:HNRG) Shares May Have Run Too Fast Too Soon

Sep 16
Hallador Energy Company's (NASDAQ:HNRG) Shares May Have Run Too Fast Too Soon
TLN
US$415.25
Talen Energy
7D
3.6%
1Y
136.8%
ELLO
US$18.20
Ellomay Capital
7D
-0.1%
1Y
52.3%
CWEN.A
US$26.79
Clearway Energy
7D
-1.5%
1Y
-0.9%
BEPC
US$34.64
Brookfield Renewable
7D
2.2%
1Y
14.9%

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

Despite broader sector optimism driven by anticipated Fed rate cuts, policy recovery, and reduced commodity uncertainty, Brookfield Renewable's analyst price target remained unchanged at $35.80. Analyst Commentary Anticipation of a potential September Fed rate cut serving as a near-term catalyst for renewable infrastructure stocks.
ORA
US$94.00
Ormat Technologies
7D
2.3%
1Y
25.6%

US Permitting Reforms And Tax Credits Will Ignite Geothermal Expansion

With both the future P/E and discount rate remaining nearly flat, there is little fundamental change to Ormat Technologies' outlook, reflected in the analyst price target holding steady at $94.60. What's in the News Commenced commercial operations at the 60MW/120MWh Lower Rio energy storage facility in Texas, securing a seven-year tolling agreement and monetizing $25 million in tax credits through a partnership with Morgan Stanley Renewables.
RNW
US$7.72
ReNew Energy Global
7D
1.4%
1Y
17.5%
ANNA
US$4.25
AleAnna
7D
-3.2%
1Y
-61.5%
MNTK
US$2.30
Montauk Renewables
7D
9.5%
1Y
-54.2%
AES
US$12.95
AES
7D
0.8%
1Y
-31.5%
WAVE
US$8.49
Eco Wave Power Global
7D
-11.3%
1Y
146.1%