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U.S. Renewable Energy Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies38
  • 7D0.8%
  • 3M-0.8%
  • 1Y14.7%
  • YTD24.8%

Over the last 7 days, the Renewable Energy industry has remained flat, although notably Talen Energy gained 6.2%. The past year has been better, since the industry has gained 24% in that time. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Nov 2025US$119.7bUS$41.4bUS$1.5b49.7x80.4x2.9x
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
Tue, 07 Mar 2023US$53.4bUS$32.7b-US$1,154,066,210.0026.5x-46.3x1.6x
Thu, 02 Feb 2023US$57.1bUS$31.7bUS$53.4m29x1069.2x1.8x
Sat, 31 Dec 2022US$57.6bUS$31.7bUS$12.6m29.3x4560.6x1.8x
Mon, 28 Nov 2022US$60.5bUS$31.7bUS$15.1m34x4016.2x1.9x
Price to Earnings Ratio

4016.2x


Total Market Cap: US$60.5bTotal Earnings: US$15.1mTotal Revenue: US$31.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 264.1x202320242025
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 80.4x which is lower than its 3-year average PE of 264x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have grown 362% per year over the last three years.
  • Revenues for these companies have grown 9.3% 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-3.20%
Utilities-1.05%
Renewable Energy0.85%
Independent Power Producers and Energy Traders1.48%
Renewable Energy-0.84%
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 13.1x.
    • Analysts are expecting annual earnings growth of 29.0%, which is higher than its past year's earnings decline of 48.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 48% per year.
  • In contrast, the Renewable Energy 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
VST VistraUS$173.791.3%
+US$755.6m		4.3%PE61.3x
TLN Talen EnergyUS$369.104.0%
+US$642.4m		67.9%PE74.6x
RNW ReNew Energy GlobalUS$7.502.0%
+US$54.6m		33.2%PE28.7x
CWEN.A Clearway EnergyUS$33.580.1%
+US$6.0m		26.0%PE14.5x

Latest News

BEPC
US$41.53
Brookfield Renewable
7D
-0.9%
1Y
30.7%
VST
US$173.79
Vistra
7D
1.3%
1Y
4.3%

VST: Accelerating Power Demand From Data Centers Will Drive Next Phase

Vistra's analyst price target has been raised slightly to approximately $228. Analysts cite robust earnings prospects supported by surging power demand, higher expected growth rates, and industry tailwinds from evolving utility and data center markets.
HNRG
US$20.03
Hallador Energy
7D
-4.4%
1Y
55.2%
RNW
US$7.50
ReNew Energy Global
7D
2.0%
1Y
33.2%

RNW: Future Profit Margins And Discount Rate Will Influence Fair Value

Analysts have raised their price target for ReNew Energy Global slightly, from $7.96 to $8.00. They attribute this change to revised estimates for key financial metrics and updated valuation assumptions.
ORA
US$106.57
Ormat Technologies
7D
-1.2%
1Y
33.1%
CWEN.A
US$33.58
Clearway Energy
7D
0.1%
1Y
26.0%
MNTK
US$1.61
Montauk Renewables
7D
-18.5%
1Y
-63.8%

Montauk Renewables, Inc. (NASDAQ:MNTK) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough

Nov 07
Montauk Renewables, Inc. (NASDAQ:MNTK) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough
AES
US$13.51
AES
7D
-1.2%
1Y
2.0%

AES: Sector Outperformance and Major Acquisition Talks Will Shape the Outlook

The analyst price target for AES has increased by $0.75 to $24.00. Analysts cite an improved fair value and outlook for the utility sector, driven by evolving data center demands and sector outperformance.
TLN
US$369.10
Talen Energy
7D
4.0%
1Y
67.9%
ELLO
US$19.80
Ellomay Capital
7D
-4.4%
1Y
19.3%
VVPR
US$2.08
VivoPower International
7D
-34.4%
1Y
131.7%
ANNA
US$3.16
AleAnna
7D
-2.8%
1Y
-71.5%