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

U.S. Renewable Energy Industry Analysis

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies38
  • 7D-0.9%
  • 3M10.6%
  • 1Y39.0%
  • YTD34.2%

In the last week, Renewable Energy has been flat. The past year has been better, since the industry has gained 39% in that time. 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
Sat, 27 Sep 2025US$124.8bUS$43.2bUS$1.4b43x87.7x2.9x
Mon, 25 Aug 2025US$119.2bUS$43.3bUS$1.4b42.4x83.7x2.8x
Wed, 23 Jul 2025US$117.3bUS$42.7bUS$3.2b38.5x36.7x2.7x
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
Price to Earnings Ratio

-79.7x


Total Market Cap: US$55.9bTotal Earnings: -US$700,935,932.00Total Revenue: US$28.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 283.3x202320242025
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 87.7x which is lower than its 3-year average PE of 283x.
  • 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 Market-0.61%
Utilities2.45%
Renewable Energy-0.93%
Renewable Energy2.27%
Independent Power Producers and Energy Traders-1.80%
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 10.1x.
    • Analysts are expecting annual earnings growth of 22.6%, 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 23% 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$34.562.4%
+US$271.5m		5.1%PS3x
ORA Ormat TechnologiesUS$94.872.6%
+US$144.5m		22.5%PE43.9x
AES AESUS$13.241.5%
+US$135.3m		-34.0%PE10.3x
CWEN.A Clearway EnergyUS$27.201.8%
+US$56.6m		-3.9%PE42.2x
RNW ReNew Energy GlobalUS$7.701.2%
+US$32.6m		22.4%PE28.5x

Latest News

SPRU
US$2.08
Spruce Power Holding
7D
18.2%
1Y
-27.3%

Spruce Power Holding Corporation (NYSE:SPRU) Held Back By Insufficient Growth Even After Shares Climb 41%

Sep 27
Spruce Power Holding Corporation (NYSE:SPRU) Held Back By Insufficient Growth Even After Shares Climb 41%
HNRG
US$19.14
Hallador Energy
7D
-1.8%
1Y
97.3%
ORA
US$94.87
Ormat Technologies
7D
2.6%
1Y
22.5%
BEPC
US$34.56
Brookfield Renewable
7D
2.4%
1Y
5.1%

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

Analysts have raised Brookfield Renewable’s price target to $36.20 on expectations of a September Fed rate cut and sector recovery, reflecting increased confidence in renewable infrastructure despite only a modest upward revision in fair value. Analyst Commentary Anticipation of a potential September Fed rate cut serving as a short-term catalyst for the sector.
TLN
US$411.23
Talen Energy
7D
-2.9%
1Y
125.7%

US Electricity Demand And Nuclear Expansion Will Shape Markets

Analysts have raised Talen Energy's price target to $428.47, citing upside from conservative long-term guidance, incremental value from new PPAs (particularly with data center clients), strong PJM market positioning, and enhanced capital returns, while noting some need for increased disclosure on gas marketing and contracts. Analyst Commentary Bullish analysts highlight conservative long-term guidance through 2028, suggesting upside potential as the company executes beyond stated targets.
VST
US$207.22
Vistra
7D
-1.9%
1Y
76.0%

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.
ELLO
US$17.28
Ellomay Capital
7D
-1.6%
1Y
43.9%
CWEN.A
US$27.20
Clearway Energy
7D
1.8%
1Y
-3.9%
RNW
US$7.70
ReNew Energy Global
7D
1.2%
1Y
22.4%
ANNA
US$4.30
AleAnna
7D
0.7%
1Y
-61.3%
MNTK
US$2.02
Montauk Renewables
7D
-3.3%
1Y
-62.0%
AES
US$13.24
AES
7D
1.5%
1Y
-34.0%
VVPR
US$4.68
VivoPower International
7D
-3.1%
1Y
341.5%
WAVE
US$8.12
Eco Wave Power Global
7D
-4.7%
1Y
67.8%