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U.S. Renewable Energy Industry Analysis

UpdatedJul 13, 2026
DataAggregated Company Financials
Companies39
  • 7D2.1%
  • 3M-0.9%
  • 1Y-3.4%
  • YTD-5.7%

Over the last 7 days, the Renewable Energy industry has risen 2.1%, driven by gains from Vistra of 1.0%. In the past year, the industry is down 3.4%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026US$122.3bUS$45.1b-US$1,014,915,492.0526.1x-120.5x2.7x
Thu, 11 Jun 2026US$120.5bUS$45.1b-US$909,151,935.0022.8x-132.6x2.7x
Sat, 09 May 2026US$113.2bUS$45.1b-US$816,318,304.1933x-138.7x2.5x
Mon, 06 Apr 2026US$110.3bUS$42.4b-US$481,227,934.7655.4x-229.1x2.6x
Wed, 04 Mar 2026US$116.1bUS$42.4b-US$688,015,111.6352.1x-168.7x2.7x
Fri, 30 Jan 2026US$117.6bUS$41.4bUS$1.5b57.4x78.5x2.8x
Sun, 28 Dec 2025US$113.9bUS$41.4bUS$1.5b51.5x76.5x2.7x
Tue, 25 Nov 2025US$116.8bUS$41.4bUS$1.5b50.8x78.5x2.8x
Thu, 23 Oct 2025US$122.3bUS$43.3bUS$1.4b45.2x86.6x2.8x
Sat, 20 Sep 2025US$128.1bUS$43.2bUS$1.4b41.4x90x3x
Mon, 18 Aug 2025US$121.7bUS$43.3bUS$1.4b41.8x85.5x2.8x
Wed, 16 Jul 2025US$116.2bUS$42.7bUS$3.2b38x36.4x2.7x
Fri, 13 Jun 2025US$104.1bUS$42.2bUS$3.4b31.9x31x2.5x
Sun, 11 May 2025US$88.9bUS$42.1bUS$3.3b27.3x27.3x2.1x
Tue, 08 Apr 2025US$72.2bUS$42.2bUS$5.0b28x14.6x1.7x
Thu, 06 Mar 2025US$84.5bUS$42.2bUS$5.0b19.7x16.9x2x
Sat, 01 Feb 2025US$97.2bUS$41.2bUS$3.8b20.9x25.4x2.4x
Mon, 30 Dec 2024US$82.3bUS$36.5bUS$3.6b23.7x22.8x2.3x
Wed, 27 Nov 2024US$89.7bUS$37.8bUS$3.6b25.3x24.7x2.4x
Fri, 25 Oct 2024US$84.1bUS$35.5bUS$1.8b27.8x47.2x2.4x
Sun, 22 Sep 2024US$81.1bUS$35.5bUS$1.8b29.4x44x2.3x
Tue, 20 Aug 2024US$67.2bUS$35.5bUS$1.9b28.1x35.9x1.9x
Thu, 18 Jul 2024US$70.2bUS$34.9bUS$1.2b34.8x58.6x2x
Sat, 15 Jun 2024US$71.3bUS$34.9bUS$1.2b35.1x59.9x2x
Mon, 13 May 2024US$72.5bUS$35.2bUS$926.2m41.1x78.2x2.1x
Wed, 10 Apr 2024US$62.5bUS$36.7bUS$1.2b42.3x50.1x1.7x
Fri, 08 Mar 2024US$56.4bUS$34.9bUS$1.7b30.5x32.6x1.6x
Sun, 04 Feb 2024US$51.1bUS$35.9bUS$1.4b23.2x37.5x1.4x
Tue, 02 Jan 2024US$53.8bUS$35.9bUS$1.4b27.4x39.6x1.5x
Thu, 30 Nov 2023US$47.5bUS$35.9bUS$1.4b26.6x34.9x1.3x
Sat, 28 Oct 2023US$43.4bUS$37.2bUS$1.3b21x33.1x1.2x
Mon, 25 Sep 2023US$48.6bUS$37.1bUS$1.3b30.8x36.7x1.3x
Wed, 23 Aug 2023US$48.5bUS$36.6bUS$142.8m32.7x339.8x1.3x
Fri, 21 Jul 2023US$54.1bUS$35.0b-US$1,135,972,309.0034.7x-47.6x1.5x
Price to Earnings Ratio

-47.6x


Total Market Cap: US$54.1bTotal Earnings: -US$1,135,972,309.00Total Revenue: US$35.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 65.4x202420252026
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 2.2x is lower than the industry's current PS ratio of 2.7x.
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 8.9% 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 Market0.11%
Utilities0.32%
Renewable Energy2.06%
Independent Power Producers and Energy Traders3.97%
Renewable Energy-1.91%
Industry PE
  • Investors are most optimistic about the Independent Power Producers and Energy Traders industry, which is trading close to its 3-year average PE ratio of 27.4x.
    • Analysts are expecting annual earnings growth of 15.9%, which is higher than its past year's earnings decline of 1.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 49% over the next 5 years.
  • This is better than its past earnings decline of 70% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 16% 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
TLN Talen EnergyUS$396.354.9%
+US$888.9m		40.6%PS5.9x
VST VistraUS$158.120.6%
+US$303.5m		-18.8%PE26x
AES AESUS$14.761.3%
+US$135.5m		17.3%PE7.6x
RNW ReNew Energy GlobalUS$6.163.1%
+US$68.1m		-18.5%PE20.7x
FISN Deep FissionUS$10.375.0%
+US$29.6m		n/aPB7.1x

Latest News

FRVO
US$27.13
Fervo Energy
7D
-2.7%
1Y
n/a
TLN
US$385.80
Talen Energy
7D
2.1%
1Y
36.8%
Seeking Alpha • Jul 11

Talen Energy: A Good Bet On Direct Data Centers Energy

Summary Talen Energy is rated Buy, driven by transformative contracts, accretive acquisitions, and a robust free cash flow growth outlook. TLN's 17-year, $1.4B annual PPA with Amazon anchors long-term cash flows, with $8+ after-tax cash flow per share projected by 2030-2032. The recent $3.5B acquisition of gas plants expands TLN's PJM capacity to 13.1GW, is immediately accretive, and is supported by intelligent refinancing. Capacity market exposure is largely locked in at record rates through 2029, while aggressive share buybacks and debt reduction enhance shareholder returns. Read the full article on Seeking Alpha
ANNA
US$3.18
AleAnna
7D
16.1%
1Y
-32.5%
VIVO
US$5.23
VivoPower
7D
8.7%
1Y
-3.7%
CWEN
US$33.67
Clearway Energy
7D
1.7%
1Y
4.5%
Seeking Alpha • Jul 08

Clearway Energy: The AI Power Bottleneck Will Drive Long-Term Growth

Summary Clearway Energy (CWEN) offers a 5.6% yield, well-covered by distributable cash flow, and benefits from resilient growth prospects despite recent sector sell-offs. AI-driven electricity demand and long-term contracted renewables position CWEN for stable, predictable cash flow and 7-8% annual growth. Management’s disciplined capital allocation, sponsor alignment, and a robust pipeline of solar and storage assets support continued portfolio expansion at attractive cash yields. With no corporate debt maturities until 2028 and trading below historical cash flow multiples, CWEN presents a compelling mid-teens total return opportunity. Read the full article on Seeking Alpha
FISN
US$11.11
Deep Fission
7D
12.4%
1Y
n/a
VST
US$158.86
Vistra
7D
1.0%
1Y
-18.5%
BEPC
US$35.07
Brookfield Renewable
7D
-4.2%
1Y
5.2%
Seeking Alpha • Jul 04

Brookfield Renewable Corporation: The Simplification Catalyst May Favor Brookfield Renewable Partners

Summary Brookfield Renewable Corporation is evaluating a merger with Brookfield Renewable Partners to create a single publicly traded entity. BEPC trades at a 7.7% premium to BEP despite identical economic exposure, payments, and platform access, largely due to structural advantages. I rate BEPC a Hold, preferring BEP until the merger terms clarify whether BEPC's premium will be preserved or eliminated. Brookfield Renewable's operational outlook is strong, with robust liquidity, a large development pipeline, and the pending Boralex acquisition supporting long-term growth. Read the full article on Seeking Alpha
HNRG
US$16.33
Hallador Energy
7D
-0.9%
1Y
5.6%
ORA
US$109.77
Ormat Technologies
7D
-3.1%
1Y
25.4%
WAVE
US$8.92
Eco Wave Power Global
7D
-4.7%
1Y
48.2%
AES
US$14.78
AES
7D
1.4%
1Y
17.5%
Narrative Update • Jun 26

AES: Takeover Terms And Earnings Execution Will Guide Fairly Valued Outlook

The analyst price target for AES has shifted slightly lower from $15.33 to $15.00 as analysts factor in updated expectations for revenue growth, margins, and valuation following recent downgrades ahead of upcoming earnings. Analyst Commentary Recent research around AES centers on how upcoming earnings could affect the company’s ability to execute on its plans, support revenue trends, and justify its current valuation.
MNTK
US$1.61
Montauk Renewables
7D
-3.0%
1Y
-25.1%
Narrative Update • Jun 26

MNTK: Rebased 2026 Outlook Will Balance Margin Upside With Execution Risks

Montauk Renewables' analyst price target has been revised lower, with recent updates from several firms pointing to a shift toward more conservative revenue growth and P/E assumptions, offset by higher projected profit margins, leading to a new target near $1.50 versus the prior $2.00. Analyst Commentary Recent research commentary on Montauk Renewables highlights a more cautious tone, with several bearish analysts trimming price targets and rethinking growth and valuation assumptions.
SPRU
US$2.40
Spruce Power Holding
7D
-2.8%
1Y
41.2%
RNW
US$6.27
ReNew Energy Global
7D
5.0%
1Y
-17.0%
Narrative Update • Jun 22

RNW: Earnings Momentum And Improving Fundamentals Will Drive Future Upside

Analysts have raised their price target for ReNew Energy Global to $8.56 from $8.46, citing updated assumptions for fair value, revenue growth, profit margins and future P/E. What's in the News for ReNew Energy Global Analysts have moved ReNew Energy Global to higher Zacks ranks, recently assigning it a Rank #1 (Strong Buy) and #2 (Buy), based on a consistent upward trend in earnings estimates over the last 60 days.
ELLO
US$18.35
Ellomay Capital
7D
-1.4%
1Y
7.1%