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U.S. Renewable Energy Industry Analysis

UpdatedJun 14, 2025
DataAggregated Company Financials
Companies37
  • 7D-0.4%
  • 3M22.4%
  • 1Y38.6%
  • YTD11.2%

Over the last 7 days, the Renewable Energy industry has risen 2.6%, driven by gains in Brookfield Renewable and Talen Energy of 9.1% and 7.2%, respectively. Meanwhile, XCF Global actually underperformed within the industry, shrinking 84% in the last week. This takes the industry's 12 month performance to a gain of 37%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Jun 2025US$106.9bUS$42.2bUS$3.4b31.8x31.9x2.5x
Mon, 12 May 2025US$88.9bUS$42.1bUS$3.3b27.3x27.3x2.1x
Wed, 09 Apr 2025US$73.9bUS$42.2bUS$5.0b26.8x14.9x1.8x
Fri, 07 Mar 2025US$83.9bUS$42.2bUS$5.0b19.8x16.8x2x
Sun, 02 Feb 2025US$94.2bUS$41.2bUS$3.8b20.9x24.6x2.3x
Tue, 31 Dec 2024US$82.3bUS$36.5bUS$3.6b23.7x22.8x2.3x
Thu, 28 Nov 2024US$94.9bUS$37.8bUS$3.6b27.1x26.2x2.5x
Sat, 26 Oct 2024US$83.5bUS$35.5bUS$1.8b27.7x46.9x2.3x
Mon, 23 Sep 2024US$81.1bUS$35.5bUS$1.8b29.4x44x2.3x
Wed, 21 Aug 2024US$68.2bUS$35.5bUS$1.9b26.8x36.4x1.9x
Fri, 19 Jul 2024US$65.0bUS$34.9bUS$1.2b34.6x54.3x1.9x
Sun, 16 Jun 2024US$70.7bUS$34.9bUS$1.2b35.1x59.4x2x
Tue, 14 May 2024US$71.2bUS$35.2bUS$926.3m41.4x76.9x2x
Thu, 11 Apr 2024US$60.7bUS$36.7bUS$1.2b41.2x48.6x1.7x
Sat, 09 Mar 2024US$56.2bUS$34.9bUS$1.7b31.1x32.5x1.6x
Mon, 05 Feb 2024US$51.0bUS$35.9bUS$1.4b23.2x37.5x1.4x
Wed, 03 Jan 2024US$53.8bUS$35.9bUS$1.4b23.6x39.3x1.5x
Fri, 01 Dec 2023US$47.7bUS$35.9bUS$1.4b24.5x35.1x1.3x
Sun, 29 Oct 2023US$43.4bUS$37.2bUS$1.3b21x33.1x1.2x
Tue, 26 Sep 2023US$49.0bUS$37.1bUS$1.3b30.6x37x1.3x
Thu, 24 Aug 2023US$49.6bUS$37.1bUS$1.3b31.6x37.4x1.3x
Sat, 22 Jul 2023US$55.0bUS$35.0b-US$1,135,958,754.0034.4x-48.4x1.6x
Mon, 19 Jun 2023US$50.0bUS$35.2b-US$1,179,043,594.0030.7x-42.4x1.4x
Wed, 17 May 2023US$48.8bUS$34.6b-US$355,661,940.0026.6x-137.2x1.4x
Fri, 14 Apr 2023US$53.4bUS$32.6b-US$1,133,207,821.0014.3x-47.1x1.6x
Sun, 12 Mar 2023US$50.8bUS$32.7b-US$1,153,661,417.0024.5x-44.1x1.6x
Tue, 07 Feb 2023US$56.3bUS$31.7bUS$55.7m28.9x1010.5x1.8x
Thu, 05 Jan 2023US$55.9bUS$31.7bUS$12.7m28.7x4404.3x1.8x
Sat, 03 Dec 2022US$59.7bUS$32.1b-US$4,258,017,647.0030.5x-14x1.9x
Mon, 31 Oct 2022US$57.8bUS$28.9b-US$671,837,357.0015.8x-86x2x
Wed, 28 Sep 2022US$55.9bUS$28.8b-US$700,001,730.0020.3x-79.9x1.9x
Fri, 26 Aug 2022US$64.3bUS$28.8b-US$706,712,208.0019.1x-91x2.2x
Sun, 24 Jul 2022US$53.5bUS$29.2bUS$343.1m23.4x156.1x1.8x
Tue, 21 Jun 2022US$53.8bUS$29.1bUS$44.5m63.3x1208.3x1.8x
Price to Earnings Ratio

1208.3x


Total Market Cap: US$53.8bTotal Earnings: US$44.5mTotal Revenue: US$29.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 315.9x202320242025
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 31.0x which is lower than its 3-year average PE of 316x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have grown 322% 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 Market-0.60%
Utilities0.22%
Renewable Energy-0.43%
Independent Power Producers and Energy Traders1.64%
Renewable Energy-6.05%
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 10.8x.
    • Analysts are expecting annual earnings growth of 11.1%, 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 39% over the next 5 years.
  • This is better than its past earnings decline of 6.3% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 11% 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
BEPC Brookfield RenewableUS$32.299.1%
+US$909.4m
7.4%PS2.8x
TLN Talen EnergyUS$277.167.2%
+US$847.4m
137.1%PE22.2x
AES AESUS$11.445.1%
+US$391.6m
-40.8%PE6.2x
CWEN.A Clearway EnergyUS$29.754.2%
+US$141.4m
22.7%PE37.3x
ORA Ormat TechnologiesUS$78.941.5%
+US$71.0m
6.8%PE38.2x
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Latest News

TLN

US$277.16

Talen Energy

7D

7.2%

1Y

137.1%

VVPR

US$5.47

VivoPower International

7D

-11.1%

1Y

203.9%

AES

US$11.44

AES

7D

5.1%

1Y

-40.8%

SPRU

US$1.84

Spruce Power Holding

7D

-3.2%

1Y

-44.1%

VST

US$173.75

Vistra

7D

0.07%

1Y

98.4%

RNW

US$6.79

ReNew Energy Global

7D

-1.6%

1Y

6.8%

MNTK

US$2.23

Montauk Renewables

7D

10.4%

1Y

-56.1%

ORA

US$78.94

Ormat Technologies

7D

1.5%

1Y

6.8%

WAVE

US$5.72

Eco Wave Power Global

7D

-4.7%

1Y

70.2%

ELLO

US$14.30

Ellomay Capital

7D

4.2%

1Y

6.0%