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U.S. Renewable Energy Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies34
  • 7D1.3%
  • 3M-1.9%
  • 1Y27.7%
  • YTD-5.0%

In the last week, the Renewable Energy industry is up 1.3%, with Vistra up 1.6%. During this same period, the Hallador Energy underperformed, falling 10.0%. In the last 12 months, the industry was up 28%. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$108.7bUS$42.4b-US$483,790,660.4955.8x-224.7x2.6x
Sat, 28 Feb 2026US$123.1bUS$42.2b-US$567,002,958.2450.9x-217.1x2.9x
Mon, 26 Jan 2026US$114.2bUS$41.4bUS$1.5b56.2x76.2x2.8x
Wed, 24 Dec 2025US$113.4bUS$41.4bUS$1.5b51.7x76.2x2.7x
Fri, 21 Nov 2025US$121.9bUS$41.4bUS$1.5b48.6x81.9x2.9x
Sun, 19 Oct 2025US$129.3bUS$43.3bUS$1.4b46.3x91.6x3x
Tue, 16 Sep 2025US$126.9bUS$43.2bUS$1.4b42.3x89.2x2.9x
Thu, 14 Aug 2025US$125.5bUS$43.1bUS$1.3b41.7x94x2.9x
Sat, 12 Jul 2025US$117.2bUS$42.7bUS$3.2b38.1x36.7x2.7x
Mon, 09 Jun 2025US$103.8bUS$42.2bUS$3.4b31.1x30.9x2.5x
Wed, 07 May 2025US$88.6bUS$41.7bUS$4.1b25.6x21.7x2.1x
Fri, 04 Apr 2025US$87.0bUS$42.2bUS$5.0b27.8x17.6x2.1x
Sun, 02 Mar 2025US$82.4bUS$42.2bUS$5.0b19.2x16.6x2x
Tue, 28 Jan 2025US$104.1bUS$41.3bUS$2.2b19.7x47.9x2.5x
Thu, 26 Dec 2024US$84.4bUS$36.5bUS$3.6b22.1x23.4x2.3x
Sat, 23 Nov 2024US$96.3bUS$37.8bUS$3.6b23.9x26.5x2.6x
Mon, 21 Oct 2024US$86.4bUS$35.5bUS$1.8b29x46.8x2.4x
Wed, 18 Sep 2024US$73.7bUS$35.5bUS$1.8b29.1x40x2.1x
Fri, 16 Aug 2024US$66.5bUS$35.5bUS$1.9b27.1x34.8x1.9x
Sun, 14 Jul 2024US$72.9bUS$34.9bUS$1.2b35.3x60.9x2.1x
Tue, 11 Jun 2024US$72.0bUS$34.9bUS$1.2b37.3x60.5x2.1x
Thu, 09 May 2024US$66.6bUS$35.2bUS$911.2m41.5x73.1x1.9x
Sat, 06 Apr 2024US$95.4bUS$70.1bUS$796.7m41.3x119.7x1.4x
Mon, 04 Mar 2024US$53.0bUS$35.0bUS$1.7b30.2x30.6x1.5x
Wed, 31 Jan 2024US$50.2bUS$35.9bUS$1.4b23x36.7x1.4x
Fri, 29 Dec 2023US$53.9bUS$35.9bUS$1.4b26.8x39.7x1.5x
Sun, 26 Nov 2023US$46.5bUS$35.9bUS$1.4b25.6x34.2x1.3x
Tue, 24 Oct 2023US$42.3bUS$37.1bUS$1.3b26.7x31.7x1.1x
Thu, 21 Sep 2023US$49.5bUS$37.1bUS$1.3b33.4x37.4x1.3x
Sat, 19 Aug 2023US$48.9bUS$36.6bUS$105.7m32.9x463.2x1.3x
Mon, 17 Jul 2023US$49.9bUS$35.0b-US$1,135,770,119.0032.4x-43.9x1.4x
Wed, 14 Jun 2023US$49.6bUS$34.7b-US$312,288,097.0033.2x-158.7x1.4x
Fri, 12 May 2023US$49.8bUS$34.5b-US$256,756,617.0017x-193.9x1.4x
Sun, 09 Apr 2023US$51.9bUS$32.6b-US$1,145,197,771.0014.7x-45.3x1.6x
Price to Earnings Ratio

-45.3x


Total Market Cap: US$51.9bTotal Earnings: -US$1,145,197,771.00Total Revenue: US$32.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 72.7x202420252026
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 2.1x 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 improved over the last three years.
  • Revenues for these companies have grown 9.1% 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-0.32%
Utilities1.67%
Renewable Energy1.27%
Renewable Energy1.73%
Independent Power Producers and Energy Traders1.08%
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 22.6x.
    • Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings decline of 56.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings growth rate of 0.1% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 25% 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$153.961.6%
+US$829.4m		21.0%PE69.3x
BEPC Brookfield RenewableUS$40.411.5%
+US$200.2m		41.9%PS3.7x
ORA Ormat TechnologiesUS$113.642.7%
+US$178.9m		59.4%PE55.8x
AES AESUS$14.201.0%
+US$99.8m		13.8%PE10.8x
CWEN.A Clearway EnergyUS$39.751.7%
+US$79.8m		38.2%PE28.4x

Latest News

BEPC
US$40.41
Brookfield Renewable
7D
1.5%
1Y
41.9%
VST
US$153.96
Vistra
7D
1.6%
1Y
21.0%
WAVE
US$6.25
Eco Wave Power Global
7D
-0.2%
1Y
-8.8%
SPRU
US$4.11
Spruce Power Holding
7D
4.8%
1Y
93.9%
ORA
US$113.64
Ormat Technologies
7D
2.7%
1Y
59.4%
AES
US$14.20
AES
7D
1.0%
1Y
13.8%

AES: Take Private Offer And Data Center Commitments Will Shape Future Upside

The analyst fair value estimate for AES has been revised from $8.50 to $15.00. Analysts are pointing to the $15 per share take-private offer and a cluster of recent downgrades and Neutral ratings that now anchor expectations around the deal price.
CWEN.A
US$39.75
Clearway Energy
7D
1.7%
1Y
38.2%

CWEN.A: Long Term Contracts And Data Center Demand Will Support Distributions

Narrative Update The analyst price target for Clearway Energy has moved from $40.20 to $41.00, with analysts pointing to recent target increases across several firms following Q4 results and improving visibility on long term cash available for distribution and project development. Analyst Commentary Recent research has focused on how Clearway Energy is executing against its cash available for distribution targets and project pipeline, and what that might imply for valuation and growth reliability.
RNW
US$4.79
ReNew Energy Global
7D
0.6%
1Y
-20.7%

RNW: New Private Placement Will Support Future Clean Energy Upside

Analysts have raised their price target for ReNew Energy Global from about $8.00 to about $8.98, citing updated expectations for revenue growth, profit margins, and future P/E assumptions. What's in the News ReNew Energy Global Plc announced a private placement of common shares for gross proceeds of US$95,000,000 on March 16, 2026.
TLN
US$328.08
Talen Energy
7D
-0.06%
1Y
52.8%

TLN: PJM Power Prices And Data Center Demand Will Recast Earnings Power

Analysts have adjusted the Talen Energy price target to $548, trimming their fair value view while citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that reflect recent shifts in sector research and company specific debates across firms such as JPMorgan, BNP Paribas, Morgan Stanley, Wells Fargo, and Seaport Research. Analyst Commentary Recent Street research around Talen Energy centers on how quickly analysts are recalibrating their models, with several firms revisiting price targets in light of updated sector work, valuation frameworks, and upcoming earnings discussions.
HNRG
US$15.87
Hallador Energy
7D
-10.0%
1Y
28.9%
ELLO
US$24.31
Ellomay Capital
7D
-3.9%
1Y
65.9%
ANNA
US$7.26
AleAnna
7D
4.2%
1Y
-12.7%
VIVO
US$2.08
VivoPower
7D
-27.3%
1Y
-44.4%