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U.S. Renewable Energy Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies35
  • 7D0.006%
  • 3M1.3%
  • 1Y39.3%
  • YTD3.7%

Over the last 7 days, the Renewable Energy industry has remained flat, although notably AES gained 4.7%. As for the the longer term, the industry is up 39% over the past 12 months. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Mar 2026US$118.2bUS$42.2b-US$567,002,817.2050.9x-208.5x2.8x
Tue, 27 Jan 2026US$114.2bUS$41.4bUS$1.5b56.1x76.2x2.8x
Thu, 25 Dec 2025US$114.1bUS$41.4bUS$1.5b52.1x76.7x2.8x
Sat, 22 Nov 2025US$118.5bUS$41.4bUS$1.5b49.5x79.6x2.9x
Mon, 20 Oct 2025US$129.3bUS$43.3bUS$1.4b46.3x91.6x3x
Wed, 17 Sep 2025US$128.7bUS$43.3bUS$1.4b41.8x90.4x3x
Fri, 15 Aug 2025US$124.4bUS$43.3bUS$1.4b41.5x90.1x2.9x
Sun, 13 Jul 2025US$113.6bUS$42.7bUS$3.2b37.8x35.6x2.7x
Tue, 10 Jun 2025US$103.8bUS$42.2bUS$3.4b30.9x30.9x2.5x
Thu, 08 May 2025US$91.1bUS$42.2bUS$3.9b27x23.6x2.2x
Sat, 05 Apr 2025US$78.7bUS$42.2bUS$5.0b28.4x15.9x1.9x
Mon, 03 Mar 2025US$82.4bUS$42.2bUS$5.0b19.2x16.6x2x
Wed, 29 Jan 2025US$83.0bUS$41.3bUS$2.3b19.7x35.8x2x
Fri, 27 Dec 2024US$84.4bUS$36.5bUS$3.6b22.1x23.4x2.3x
Sun, 24 Nov 2024US$94.5bUS$37.8bUS$3.6b23.9x26x2.5x
Tue, 22 Oct 2024US$86.4bUS$35.5bUS$1.8b28.7x46.8x2.4x
Thu, 19 Sep 2024US$74.5bUS$35.5bUS$1.8b28.6x40.4x2.1x
Sat, 17 Aug 2024US$68.0bUS$35.5bUS$1.9b26.8x36.3x1.9x
Mon, 15 Jul 2024US$72.9bUS$34.9bUS$1.2b35.3x60.9x2.1x
Wed, 12 Jun 2024US$72.0bUS$34.9bUS$1.2b37.7x60.5x2.1x
Fri, 10 May 2024US$69.7bUS$35.2bUS$918.7m41.9x75.9x2x
Sun, 07 Apr 2024US$96.0bUS$70.1bUS$816.9m41.3x117.5x1.4x
Tue, 05 Mar 2024US$54.7bUS$34.9bUS$1.7b30.1x31.6x1.6x
Thu, 01 Feb 2024US$50.1bUS$35.9bUS$1.4b22.9x36.6x1.4x
Sat, 30 Dec 2023US$54.2bUS$35.9bUS$1.4b27.4x39.9x1.5x
Mon, 27 Nov 2023US$46.5bUS$35.9bUS$1.4b25.6x34.2x1.3x
Wed, 25 Oct 2023US$42.3bUS$37.1bUS$1.3b26.7x31.7x1.1x
Fri, 22 Sep 2023US$49.1bUS$37.1bUS$1.3b30.2x37x1.3x
Sun, 20 Aug 2023US$49.1bUS$36.6bUS$142.8m32.9x343.6x1.3x
Tue, 18 Jul 2023US$49.9bUS$35.0b-US$1,135,871,120.0033.3x-43.9x1.4x
Thu, 15 Jun 2023US$49.3bUS$34.7b-US$312,596,915.0031.9x-157.7x1.4x
Sat, 13 May 2023US$50.1bUS$34.5b-US$256,520,856.0017.4x-195.3x1.5x
Mon, 10 Apr 2023US$51.9bUS$32.6b-US$1,132,856,991.0014.7x-45.8x1.6x
Wed, 08 Mar 2023US$53.7bUS$32.7b-US$1,153,472,337.0026.4x-46.5x1.6x
Price to Earnings Ratio

-46.5x


Total Market Cap: US$53.7bTotal Earnings: -US$1,153,472,337.00Total Revenue: US$32.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 77.4x202420252026
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 2.0x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have improved over the last three years.
  • Revenues for these companies have grown 9.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.

Industry Trends

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

US Market-0.57%
Utilities2.62%
Renewable Energy0.006%
Independent Power Producers and Energy Traders0.98%
Renewable Energy-2.81%
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 20.5x.
    • Analysts are expecting annual earnings growth of 26.0%, which is higher than its past year's earnings decline of 36.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 26% 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
AES AESUS$17.284.7%
+US$548.3m		49.1%PE11.4x
VST VistraUS$173.891.5%
+US$518.3m		30.1%PE77.9x
RNW ReNew Energy GlobalUS$5.522.2%
+US$43.7m		-12.4%PE15.1x
ANNA AleAnnaUS$2.859.2%
+US$9.8m		-54.8%PS7x

Latest News

ORA
US$103.70
Ormat Technologies
7D
-10.5%
1Y
48.5%
AES
US$17.28
AES
7D
4.7%
1Y
49.1%
VST
US$173.89
Vistra
7D
1.5%
1Y
30.1%
TLN
US$370.97
Talen Energy
7D
-3.0%
1Y
78.4%
MNTK
US$1.54
Montauk Renewables
7D
-8.3%
1Y
-55.1%

MNTK: Higher Required Return Will Still Support Undervalued Bullish Setup

Analysts have adjusted their price target on Montauk Renewables to $2.00, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions, while keeping the fair value at $2.00. Valuation Changes Fair Value: held steady at $2.00, with no change between the prior and updated estimates.
ANNA
US$2.85
AleAnna
7D
9.2%
1Y
-54.8%
CWEN.A
US$36.02
Clearway Energy
7D
-2.6%
1Y
36.1%
RNW
US$5.52
ReNew Energy Global
7D
2.2%
1Y
-12.4%
BEPC
US$42.73
Brookfield Renewable
7D
-0.2%
1Y
53.4%
HNRG
US$18.18
Hallador Energy
7D
-1.2%
1Y
88.2%
SPRU
US$4.03
Spruce Power Holding
7D
-3.4%
1Y
64.5%

Spruce Power Holding Corporation's (NYSE:SPRU) Shares Bounce 28% But Its Business Still Trails The Industry

Jan 29
Spruce Power Holding Corporation's (NYSE:SPRU) Shares Bounce 28% But Its Business Still Trails The Industry
ELLO
US$24.09
Ellomay Capital
7D
-5.9%
1Y
50.1%