Clearway Energy, Inc. (CWEN) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Clearway Energy, Inc. (CWEN) Utility Operations & Dividend Profile

Clearway Energy, Inc. (CWEN) is a leading renewable energy company in the U.S., managing a diverse portfolio of wind, solar, and natural gas generation assets. Formerly NRG Yield, the company focuses on sustainable energy infrastructure, offering a stable dividend yield and operating as a subsidiary of Clearway Energy Group LLC.

What Is the Investment Thesis for CWEN?

The company's focus on wind and solar generation, coupled with its natural gas facilities, provides a diversified energy portfolio. Key value drivers include the long-term contracts with utilities, ensuring predictable revenue, and the potential for growth through acquisitions and development of new renewable energy projects. The company's beta of 0.87 suggests lower volatility compared to the broader market. However, investors may want to evaluate the company's high P/E ratio of 41.57 and modest profit margin of 0.1% as potential areas of concern. Upcoming catalysts include potential expansions in renewable energy infrastructure, while ongoing risks involve regulatory changes and competition in the renewable energy sector.

Based on FMP financials and quantitative analysis

CWEN Key Highlights

Market capitalization of $6.49B, reflecting substantial investor interest in renewable energy assets.

• Dividend yield of 4.37%, providing a steady income stream for investors.
• Gross margin of 51.4%, indicating efficient management of energy generation costs.
• Approximately 5,000 net MW of installed wind and solar generation projects, showcasing a strong commitment to renewable energy.
• Approximately 2,500 net MW of natural gas generation facilities, providing diversification in energy sources.

Who Are CWEN's Competitors?

CWEN is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are CWEN's Key Strengths?

Diversified portfolio of renewable and natural gas assets.

• Long-term contracts provide stable revenue.
• Strategic focus on renewable energy.
• Experienced management team.

What Are CWEN's Weaknesses?

High P/E ratio.

• Modest profit margin.
• Dependence on regulatory environment.
• Exposure to weather-related risks.

What Could Drive CWEN Stock Higher?

Potential acquisitions of new renewable energy projects.

• Expansion of existing wind and solar generation facilities.
• Favorable government policies and incentives for renewable energy.
• Integration of energy storage solutions with renewable energy projects.

What Are the Key Risks for CWEN?

Financial-distress signal — its Altman Z-Score of 0.51 sits in the distress zone (elevated bankruptcy risk).

• Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
• Rich valuation — a P/E of 41.57 runs well above the Utilities sector’s ~16.60x, leaving little room for a miss.
• Changes in regulatory environment impacting renewable energy development.
• Competition from other renewable energy companies.
• Fluctuations in energy prices affecting profitability.
• Equipment failures and operational risks.
• Weather-related risks impacting energy generation.

What Are the Growth Opportunities for CWEN?

• Expansion of Renewable Energy Portfolio: Clearway Energy has the opportunity to expand its portfolio of wind and solar generation projects. The global renewable energy market is projected to reach $1.1 trillion by 2027, driven by government policies and increasing demand for clean energy. By investing in new projects and acquisitions, Clearway Energy can increase its generation capacity and revenue streams. Timeline: Ongoing.
• Technological Advancements: The company can leverage technological advancements in renewable energy to improve efficiency and reduce costs. Innovations in solar panel technology, wind turbine design, and energy storage solutions can enhance the performance of Clearway Energy's assets. By adopting these technologies, the company can increase its competitiveness and profitability. Timeline: Ongoing.
• Strategic Acquisitions: Clearway Energy can pursue strategic acquisitions of existing renewable energy projects and companies. This can provide access to new markets, technologies, and customer relationships. By carefully selecting acquisition targets, Clearway Energy can accelerate its growth and diversify its portfolio. Timeline: Ongoing.
• Government Incentives and Policies: Clearway Energy can benefit from government incentives and policies that support renewable energy development. Tax credits, subsidies, and renewable energy mandates can reduce the cost of projects and increase demand for renewable energy. By actively engaging with policymakers and advocating for supportive policies, Clearway Energy can create a favorable business environment. Timeline: Ongoing.
• Energy Storage Solutions: Integrating energy storage solutions with its renewable energy projects can enhance the reliability and value of Clearway Energy's assets. Energy storage can help to balance the intermittency of wind and solar power, providing a more consistent supply of electricity. By investing in energy storage, Clearway Energy can increase its competitiveness and attract new customers. The energy storage market is expected to grow significantly, reaching $620 billion by 2041. Timeline: Upcoming.

What Are CWEN's Competitive Advantages?

• Long-term contracts with utilities provide stable revenue streams.
• Diversified portfolio of wind, solar, and natural gas generation assets.
• Strategic focus on renewable energy aligns with growing demand.
• Established relationships with key customers and partners.

What Does CWEN Do?

Clearway Energy, Inc., established in 2012 and based in Princeton, New Jersey, is a significant player in the renewable energy sector in the United States. Originally incorporated as NRG Yield, Inc., the company rebranded to Clearway Energy, Inc. in August 2018 to better reflect its strategic focus on clean energy. As a subsidiary of Clearway Energy Group LLC, Clearway Energy, Inc. owns and operates a diverse portfolio of energy generation facilities. This includes approximately 5,000 net megawatts (MW) of installed wind and solar generation projects, alongside roughly 2,500 net MW of natural gas generation facilities. The company's operations are centered on acquiring and managing contracted assets that generate stable, long-term cash flows. These assets are primarily contracted with utilities and other large energy consumers under long-term agreements, providing a predictable revenue stream. Clearway Energy's strategic emphasis on renewable energy sources aligns with the growing global demand for sustainable power solutions. The company continues to invest in and optimize its existing assets while exploring opportunities for expansion in the renewable energy market. Clearway Energy aims to provide reliable and clean energy to its customers while delivering consistent returns to its shareholders.

What Products and Services Does CWEN Offer?

• Operates wind and solar generation projects.
• Manages natural gas generation facilities.
• Acquires and manages contracted energy assets.
• Generates and sells electricity to utilities and other large consumers.
• Focuses on renewable energy sources.
• Maintains long-term contracts for stable revenue.
• Invests in new renewable energy projects.

How Does CWEN Make Money?

• Generates revenue through long-term contracts with utilities and other energy consumers.
• Owns and operates renewable energy and natural gas generation facilities.
• Acquires and develops new energy projects.
• Focuses on contracted assets to ensure stable cash flows.

What Industry Does CWEN Operate In?

Clearway Energy, Inc. operates within the renewable utilities sector, a rapidly growing segment of the broader utilities industry. The increasing global focus on reducing carbon emissions and transitioning to cleaner energy sources drives the demand for renewable energy. The market is characterized by long-term contracts, government incentives, and technological advancements. Clearway Energy competes with other renewable energy companies like Brookfield Renewable Partners L.P. (BEP) and Ormat Technologies, Inc. (ORA), as well as traditional utility companies. The company's focus on contracted assets and strategic investments in wind and solar positions it favorably in this evolving landscape.

Who Are CWEN's Key Customers?

• Large energy consumers
• Municipalities
• Commercial and industrial customers

Clearway Energy, Inc. (CWEN) Valuation Context

Valued at $6.49B, CWEN is classified as a mid-cap stock. Analyst price targets span from $38.00 to $58.00, with a consensus of $43.67. At the current price of $31.59, that implies approximately 38% upside potential. Relative to its peer group, CWEN's quantitative score of 26/100 is below the peer average of 46/100.

CWEN Revenue & Earnings Trend

In Q2 FY2026, CWEN generated $481.0M in top-line revenue, marking a sequential increase of 35.9%. The company recorded net income of $122.0M, with diluted EPS of $1.01. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this mid-cap Utilities company. Across the four most recent quarters, CWEN averaged $0.19 in diluted EPS.

Company Profile

Clearway Energy, Inc. operates in the Utilities - Renewable industry within the Utilities sector. It is headquartered in Princeton, United States.

Return on equity for Clearway Energy, Inc. stands at 0.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. Its free cash flow yield is 7.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.11 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.

Clearway Energy, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.51 places it in the distress zone, a signal of elevated financial risk.

Clearway Energy, Inc. has missed Wall Street's EPS estimate in 5 of its last 8 reported quarters — a mixed record worth weighing. Reported results have landed about 32.4% above estimates on average.

Over the past six months, Clearway Energy, Inc. insiders filed 78 SEC Form 4 transactions — 23 sales and 55 purchases. On net that is roughly 513K shares disposed (about $26.8M), a signal worth weighing alongside the fundamentals.

CWEN Financials

CWEN Latest News

CWEN Analyst Consensus

CWEN MoonshotScore

Clearway Energy, Inc. Utilities Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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