Brookfield Renewable Partners (BEP) Aandelenoverzicht
Brookfield Renewable Partners L.P. bezit een portefeuille van hernieuwbare energieopwekkingsinstallaties in Noord-Amerika, Colombia en Brazilië. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 0/6 |
| Dividenden | 3/6 |
Beloningen
Risicoanalyse
BEP Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Top Community Narratives
US$25.36
FV
30.9% overgewaardeerd intrinsieke korting8.00%
Revenue growth p.a.
15
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Brookfield Renewable Partners L.P. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | CA$33.20 |
| 52 Week Hoogtepunt | CA$38.12 |
| 52 Week Laag | CA$24.13 |
| Bèta | 0.99 |
| 1 maand verandering | 2.69% |
| 3 maanden verandering | -3.57% |
| 1 Jaar Verandering | 33.39% |
| 3 jaar verandering | 25.42% |
| 5 jaar verandering | -13.63% |
| Verandering sinds IPO | 134.51% |
Recent nieuws en updates
Nieuw narratief • Aug 05
Forty Percent Of The Revenue Belongs To Somebody Else
Read the ownership structure before the income statement. Consolidated revenue of $1,710 million in the quarter overstates BEP's economics by roughly 70%.Seeking Alpha • Aug 05
Brookfield Renewable: AI's Power Shortage Is Repricing Flexible Generation
Summary Brookfield Renewable Partners (BEP) earns a Buy rating, driven by its integrated, diversified renewable platform and strategic positioning amid rising deliverable power constraints. BEP's framework agreements with Microsoft and Google, plus the Aypa Power acquisition, enhance its ability to meet large-scale, multi-technology customer demand and boost storage capacity. Double-digit FFO-per-unit growth is visible, supported by contracted revenues, inflation linkage, disciplined capital recycling, and a robust development pipeline. My $41 price target (16.8x 2027 FFO) implies 26% total return potential; thesis risks include project delays, customer conversion, and normalized FFO growth below 6%. Read the full article on Seeking AlphaRecent updates
Nieuw narratief • Aug 05
Forty Percent Of The Revenue Belongs To Somebody Else
Read the ownership structure before the income statement. Consolidated revenue of $1,710 million in the quarter overstates BEP's economics by roughly 70%.Seeking Alpha • Aug 05
Brookfield Renewable: AI's Power Shortage Is Repricing Flexible Generation
Summary Brookfield Renewable Partners (BEP) earns a Buy rating, driven by its integrated, diversified renewable platform and strategic positioning amid rising deliverable power constraints. BEP's framework agreements with Microsoft and Google, plus the Aypa Power acquisition, enhance its ability to meet large-scale, multi-technology customer demand and boost storage capacity. Double-digit FFO-per-unit growth is visible, supported by contracted revenues, inflation linkage, disciplined capital recycling, and a robust development pipeline. My $41 price target (16.8x 2027 FFO) implies 26% total return potential; thesis risks include project delays, customer conversion, and normalized FFO growth below 6%. Read the full article on Seeking AlphaSeeking Alpha • Apr 28
Brookfield Renewable: Check Out That 6.9% Yield
Summary Brookfield Renewable Partners has a 6.9% dividend yield. The company has a 75% cash flow payout ratio, which is pretty sensible. Brookfield Renewable's earnings and cash flows have been growing steadily over time. It recently scored a massive deal with Microsoft that will increase earnings and cash flows further. The company's focus on renewables bodes well for its future. In this article, I explain why I'd buy Brookfield Renewable stock for its 6.9% dividend yield. Read the full article on Seeking AlphaSeeking Alpha • Apr 22
Brookfield Renewable Partners: Buy High Quality At A Discount
Summary Brookfield Renewable Partners offers a compelling value near its 52-week low price with a 6.9% yield and a forward P/FFO of 10.7. BEP's robust fundamentals include 10% FFO growth, significant contributions from new assets, and strong corporate PPAs, highlighting its growth potential. BEP is well-positioned to benefit from rising global renewable energy demand, with a strong development pipeline, inflation-linked cash flows, and a solid balance sheet. For long-term investors, BEP presents an opportunity for solid total returns through high income and growth from its current undervalued price. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Brookfield Renewable Partners: Excellent High-Yield Investment
Summary Brookfield Renewable Partners is a high-quality dividend growth investment, benefiting from growing electricity demand driven by AI and other macro trends. BEP's recent results show strong growth in funds from operations, with a 10% annual growth rate being realistic due to various growth drivers. Despite its strong performance and growth potential, BEP is trading at a low valuation, offering a high dividend yield of 6.5%. BEP's low valuation and high dividend yield create a compelling total return outlook, with the potential for double-digit returns even in bearish scenarios. Read the full article on Seeking AlphaSeeking Alpha • Feb 02
Brookfield Renewable Partners: Misunderstood, Discounted And My Favorite Pick
Summary After Q4, 2024 report, Brookfield Renewable Partners has become my favorite pick that is outside the BDC, REIT, and MLP segments. The recent report clearly proves that the market has just got this wrong. BEP trades now at P/FFO of 11.8x, while having a predictable FFO growth trajectory at around 10% per year. In this article, I explain why the market has, in my view, mispriced BEP and why durable income investors should seriously consider buying the Partnership now. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Brookfield Renewable Partners: Chase The Yield, And The Growth
Summary Brookfield Renewable Partners is experiencing strong secular tailwinds, benefiting from increased electricity demand due to AI adoption and a focus on renewable energy. BEP's distribution units, not common equity shares, are undervalued, due to a projected payout increase and the recent sell-off. BEP is undervalued in both relative and intrinsic value terms, offering an attractive entry point for investors. Despite potential short-term price risks due to interest rate fluctuations, BEP's stable cash flows make it a solid investment purely on the basis of distribution income. Read the full article on Seeking AlphaSeeking Alpha • Jan 04
Brookfield Renewable Partners: I'm Kicking Off 2025 With This Wonderful Bargain
Summary Brookfield Renewable Partners offers a 6.1% dividend yield, strong growth prospects, and a discounted valuation, making it an attractive option for income-focused investors. BEP's diversified renewable energy portfolio, strategic asset recycling, and partnerships for expansion position it well for long-term success, especially in data center-heavy markets. With a robust balance sheet, investment-grade credit rating, and consistent distribution growth, BEP is poised for potentially strong returns. For risk-averse investors, the Series A Preferred Stock offers a higher yield of 7.1% and a 26% discount to par value. Read the full article on Seeking AlphaSeeking Alpha • Dec 08
Brookfield Renewable Partners: One Of My Highest Conviction Investments
Summary Since Trump took the victory home, BEP has lost ~ 9% in its market cap. The reasons are clearly linked to regulatory risks for renewables. Yet, the reality is that BEP's cash flows are largely isolated from these dynamics. Instead, BEP is poised to benefit from surging demand for power as data centers get built up. For me BEP is one of those cases, where I can lock in durable ~ 6% yield knowing that sooner or later I will profit from valuation recovery and benefit from growing distributions going forward. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
NextEra Energy Partners Vs. Brookfield Renewable Partners: I Would Go With Brookfield
Summary BEP has limited near-term debt maturities and has taken advantage of favourable refinancing conditions, reducing its exposure to interest rate risks while maintaining growth through strategic investments in renewable energy. While NEP may offer better valuation metrics, its higher financial risks and potential dividend cuts make BEP the more stable and reliable choice for investors seeking growth and lower risk. NEP faces concerns about CEPF payouts beyond 2026 potentially forcing it to lower distributions and redeploy capital. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Brookfield Renewable: Excellent Outlook For This High-Yielder
Summary Brookfield Renewable Partners is a top-tier renewable energy investment, benefiting from the green energy trend, falling interest rates, and growing demand for alternative assets. The company's stake in nuclear energy firm Westinghouse is a valuable asset, especially with rising demand from major tech companies. A steadily increasing dividend makes Brookfield Renewable Partners an even more attractive investment. With declining interest rates and positive earnings, Brookfield Renewable Partners remains a strong buy. Read the full article on Seeking AlphaSeeking Alpha • Oct 13
Brookfield Renewable Partners: Buy The Dip Hand Over Fist
Summary Patience is key for investors to secure a good price, enhancing margin of safety and dividend yield, as exemplified by Brookfield Renewable Partners' recent dip. BEP's diverse renewable energy portfolio, long-term PPAs, and inflation-indexed revenues support steady cash flow and growth, with a 5.5% yield and strong development pipeline. BEP's financial health is robust, with a BBB+ credit rating, well-staggered debt maturities, and multiple funding options, ensuring sustainable growth. BEP.PR.A preferred stock offers a 6.1% yield and a significant discount to call value, providing a high-yield alternative with precedence over common dividends. Read the full article on Seeking AlphaSeeking Alpha • Oct 02
Brookfield Renewable Partners: A Wonderful Retirement Investment For Income And Growth
Summary Since the release of my initial bull thesis on Brookfield Renewable Partners in March this year, the investment has generated ~26% in total returns. As a result of this, the dividend yield has dropped by 100 basis points and, theoretically, one now has a legitimate ground to question whether the return potential is already exhausted. Looking at the Q2 2024 financials and considering the recent dynamics on the SOFR and energy demand front, I would argue that the case has become even more attractive. In this article, I explain in more detail why I remain bullish on BEP. Read the full article on Seeking AlphaSeeking Alpha • Sep 07
4 Reasons Brookfield Renewable Partners Has Positive Long-Term Prospects
Summary Brookfield Renewable Partners operates in the high-growth green energy sector, with significant renewable energy assets and promising likelihood for future capacity expansion, supported by favourable policies. What it lacks in past price performance, BEP has more than made up for in total returns, owing to its FFO growth and aim to increase distributions annually. Even though its net loss and higher EV/EBITDA compared to similar stocks can work against it for now, over the longer term it's still an attractive investing opportunity. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
Brookfield Renewable: A Buy Despite Earnings Noise
Summary Despite a stagnant share price and negative earnings, Brookfield Renewable is positioned to lead in the global renewable energy market. My bull case rests on the company's strong FFO growth, commitment to expansion, and anticipated benefits from falling interest rates. With an adjusted NAV per share of $51.55, I believe the company offers a compelling buy opportunity in contrast to others' Sell ratings. Read the full article on Seeking AlphaSeeking Alpha • Jul 22
Brookfield Renewable Partners: Too Cheap To Ignore, Buy The Dip
Summary Pullback opportunities in stock market provide second chances for investors. One such example is Brookfield Renewable Partners, which offers stable revenue streams and global demand for renewable energy. Recent dip in BEP stock price to $24.06 presents a buying opportunity with 5.9% yield, strong financials, and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Jun 28
BEP: This 5.5% Yielding New Energy Company Has An AI-Catalyst
Summary Brookfield Renewable Partners owns wind, solar, and hydro assets, offering passive income investors a globally-diversified portfolio with growing funds from operations. The company has delivered double-digit funds from operations growth since 2016 and is selling at a moderate FFO multiple, making it compelling for investors. Brookfield Renewable Partners profits from growing energy demand from AI-focused data centers, positioning it well for long-term growth in the renewable energy sector. Read the full article on Seeking AlphaSeeking Alpha • Jun 19
Brookfield Renewable: An Excellent High-Yield Investment
Summary Brookfield Renewable Partners offers an attractive income yield, reliable dividend growth, and industry tailwinds at a reasonable valuation. Global energy consumption is growing, with massive investments in green energies expected to drive future growth for companies like BEP. BEP is a strong dividend growth stock with a current yield of 5.7%, reliable dividend growth, and potential for future growth through development projects and M&A opportunities. Read the full article on Seeking AlphaSeeking Alpha • May 22
Brookfield's Microsoft Agreement Is A Big Deal
Summary Brookfield Renewable signed a global renewable energy agreement with Microsoft, setting the stage for over 10.5 GW of solar and wind capacity, largely in the US. The deal highlights Brookfield's position for similar agreements with other data center companies. The increased use of solar and wind in the US, led by companies like Brookfield, is transforming the energy landscape. Read the full article on Seeking AlphaSeeking Alpha • May 07
Brookfield Renewable Partners: Growing Value Stock That Is Worth Considering After Q1 2024
Summary Brookfield Renewable Partners has generated ~13% in total returns since March this year, when I published my bull thesis on this stock. The depressed share price, strong pipeline, exposure to CPI component, and fortress balance sheet continue to render BEP an enticing investment case for me. Besides this, Q1 2024 earnings results show an uptick in FFO, benefit from long-dated debt financings, and a promising deal with Microsoft. In a nutshell, in this article, I elaborate on why I think that BEP's return prospects have improved after the Q1 2024 report. Read the full article on Seeking AlphaRendement voor aandeelhouders
| BEP | US Renewable Energy | US Markt | |
|---|---|---|---|
| 7D | 1.0% | 0.03% | 4.2% |
| 1Y | 33.4% | -15.8% | 20.6% |
Rendement versus industrie: BEP overtrof de US Renewable Energy industrie, die het afgelopen jaar een rendement -15.8 % opleverde.
Rendement versus markt: BEP overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.6 %.
Prijsvolatiliteit
| BEP volatility | |
|---|---|
| BEP Average Weekly Movement | 3.4% |
| Renewable Energy Industry Average Movement | 8.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: BEP heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van BEP is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1999 | 5,870 | Connor Teskey | www.bep.brookfield.com |
Brookfield Renewable Partners L.P. bezit een portefeuille van duurzame energieopwekkingsinstallaties in Noord-Amerika, Colombia en Brazilië. Het bedrijf wekt elektriciteit op door middel van waterkracht, wind, zon, gedistribueerde opwekking en pompaccumulatie en biedt duurzame oplossingen, zoals hernieuwbaar aardgas, koolstofopvang en -opslag, recycling, warmtekrachtkoppeling, biomassa, nucleaire diensten, eFuels en energieomzetting. Het bedrijf is actief als de algemene partner van Brookfield Renewable Partners L.P.
Brookfield Renewable Partners L.P. Samenvatting
| BEP fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$22.66b |
| Inkomsten(TTM) | -US$80.00m |
| Inkomsten(TTM) | US$6.36b |
3.6x
P/S-verhouding-283.3x
Koers/WinstverhoudingIs BEP overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BEP resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$6.36b |
| Kosten van inkomsten | US$3.09b |
| Brutowinst | US$3.27b |
| Overige uitgaven | US$3.35b |
| Inkomsten | -US$80.00m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -0.12 |
| Brutomarge | 51.39% |
| Nettowinstmarge | -1.26% |
| Schuld/Eigen Vermogen Verhouding | 105.1% |
Hoe presteerde BEP op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
4.7%
Huidig dividendrendement-1,308%
UitbetalingsratioBetaalt BEP een betrouwbaar dividend?
Zie BEP dividendgeschiedenis en benchmarks| Brookfield Renewable Partners dividenddata | |
|---|---|
| Ex Dividend Datum | Aug 31 2026 |
| Betaaldatum dividend | Sep 29 2026 |
| Dagen tot Ex-dividend | 21 days |
| Dagen tot dividendbetaaldatum | 50 days |
Betaalt BEP een betrouwbaar dividend?
Zie BEP dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/09 13:05 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Brookfield Renewable Partners L.P. wordt gevolgd door 34 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Harshit Gupta | Accountability Research Corporation |
| Mark Westby | ATB Cormark |
| Christine Cho | Barclays |