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U.S. Renewable Energy Industry Analysis

UpdatedJun 20, 2025
DataAggregated Company Financials
Companies37
  • 7D2.2%
  • 3M23.7%
  • 1Y43.9%
  • YTD13.7%

The Renewable Energy industry is up 2.2% in the last week, with Vistra up 4.2%. Meanwhile, AES actually underperformed within the industry, shrinking 8.0% in the last week. This takes the industry's 12 month performance to a gain of 44%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Jun 2025US$109.2bUS$42.3bUS$3.4b32.7x32.2x2.6x
Sun, 18 May 2025US$98.4bUS$42.2bUS$3.4b29.9x29.3x2.3x
Tue, 15 Apr 2025US$78.1bUS$42.2bUS$5.0b32.3x15.8x1.8x
Thu, 13 Mar 2025US$81.1bUS$42.2bUS$5.0b18.9x16.2x1.9x
Sat, 08 Feb 2025US$95.5bUS$41.1bUS$3.8b22.8x25x2.3x
Mon, 06 Jan 2025US$92.2bUS$36.5bUS$3.4b24.1x26.8x2.5x
Wed, 04 Dec 2024US$92.2bUS$37.7bUS$3.6b25.6x25.4x2.4x
Fri, 01 Nov 2024US$83.5bUS$35.7bUS$1.8b24.7x47.6x2.3x
Sun, 29 Sep 2024US$85.7bUS$35.5bUS$1.8b29.4x46.5x2.4x
Tue, 27 Aug 2024US$71.0bUS$35.5bUS$1.8b27.6x38.5x2x
Thu, 25 Jul 2024US$67.4bUS$34.9bUS$1.2b35.7x56.3x1.9x
Sat, 22 Jun 2024US$70.2bUS$34.9bUS$1.2b35.5x59x2x
Mon, 20 May 2024US$73.9bUS$34.9bUS$1.2b33.7x62.3x2.1x
Wed, 17 Apr 2024US$57.5bUS$36.7bUS$1.2b37.2x46x1.6x
Fri, 15 Mar 2024US$55.4bUS$34.9bUS$1.7b29x32x1.6x
Sun, 11 Feb 2024US$49.8bUS$35.9bUS$1.4b21.5x36.6x1.4x
Tue, 09 Jan 2024US$52.6bUS$35.9bUS$1.4b23.4x38.4x1.5x
Thu, 07 Dec 2023US$49.3bUS$35.9bUS$1.4b25.3x36.3x1.4x
Sat, 04 Nov 2023US$47.2bUS$37.0bUS$1.1b22x43.1x1.3x
Mon, 02 Oct 2023US$45.1bUS$37.1bUS$1.3b28.4x33.8x1.2x
Wed, 30 Aug 2023US$50.5bUS$37.1bUS$1.3b33.2x38.1x1.4x
Fri, 28 Jul 2023US$54.2bUS$35.0b-US$1,307,090,183.0036.7x-41.4x1.5x
Sun, 25 Jun 2023US$48.2bUS$35.2b-US$1,180,026,633.0030.7x-40.8x1.4x
Tue, 23 May 2023US$49.0bUS$34.6b-US$354,555,577.0028.7x-138.2x1.4x
Thu, 20 Apr 2023US$52.0bUS$32.6b-US$1,132,137,289.0013.1x-46x1.6x
Sat, 18 Mar 2023US$49.7bUS$32.7b-US$1,152,326,523.0022x-43.1x1.5x
Mon, 13 Feb 2023US$55.9bUS$31.7bUS$55.2m28.2x1012.6x1.8x
Wed, 11 Jan 2023US$56.6bUS$31.7bUS$10.3m29.1x5473.4x1.8x
Fri, 09 Dec 2022US$58.2bUS$32.1b-US$4,256,221,213.0031.1x-13.7x1.8x
Sun, 06 Nov 2022US$58.1bUS$28.9b-US$658,362,043.0014.4x-88.3x2x
Tue, 04 Oct 2022US$55.9bUS$28.8b-US$700,935,932.0018.2x-79.7x1.9x
Thu, 01 Sep 2022US$61.8bUS$28.8b-US$708,382,202.0018.3x-87.2x2.1x
Sat, 30 Jul 2022US$59.7bUS$29.3bUS$368.6m26.3x161.9x2x
Mon, 27 Jun 2022US$55.4bUS$29.1bUS$45.6m61.8x1216.9x1.9x
Price to Earnings Ratio

1216.9x


Total Market Cap: US$55.4bTotal Earnings: US$45.6mTotal Revenue: US$29.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 309.5x202320242025
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 32.2x which is lower than its 3-year average PE of 309x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have grown 321% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market0.33%
Utilities-0.97%
Renewable Energy2.24%
Independent Power Producers and Energy Traders3.07%
Renewable Energy-0.21%
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 10.4x.
    • Analysts are expecting annual earnings growth of 11.7%, which is lower than the prior year's growth of 152.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings growth rate of 22% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 12% 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$181.134.2%
+US$2.5b		108.5%PE27.5x
TLN Talen EnergyUS$290.384.8%
+US$601.6m		143.8%PE23.2x
ORA Ormat TechnologiesUS$84.967.6%
+US$365.2m		17.4%PE41.1x
CWEN.A Clearway EnergyUS$30.181.4%
+US$50.7m		27.1%PE37.8x
ELLO Ellomay CapitalUS$14.984.8%
+US$8.7m		26.5%PS4.1x

Latest News

SAFX
US$1.85
XCF Global
7D
-47.1%
1Y
-82.5%
ORA
US$84.96
Ormat Technologies
7D
7.6%
1Y
17.4%
VST
US$181.13
Vistra
7D
4.2%
1Y
108.5%
RNW
US$6.70
ReNew Energy Global
7D
-1.3%
1Y
6.9%
CWEN.A
US$30.18
Clearway Energy
7D
1.4%
1Y
27.1%
TLN
US$290.38
Talen Energy
7D
4.8%
1Y
143.8%
VVPR
US$5.07
VivoPower International
7D
-7.3%
1Y
213.0%
AES
US$10.52
AES
7D
-8.0%
1Y
-43.0%
SPRU
US$1.95
Spruce Power Holding
7D
6.0%
1Y
-38.7%
MNTK
US$2.08
Montauk Renewables
7D
-6.7%
1Y
-62.1%
WAVE
US$5.16
Eco Wave Power Global
7D
-9.8%
1Y
105.6%
BEPC
US$31.75
Brookfield Renewable
7D
-1.7%
1Y
9.4%

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May 25
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ANNA
US$7.80
AleAnna
7D
-12.2%
1Y
-28.7%

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Apr 06
Is AleAnna (NASDAQ:ANNA) In A Good Position To Invest In Growth?
ELLO
US$14.98
Ellomay Capital
7D
4.8%
1Y
26.5%