Brookfield Renewable Partners L.P. (BEP)
Brookfield Renewable Partners L.P. is a leading global owner and operator of renewable power generating facilities, with a diverse portfolio that spans multiple continents. The company is well-positioned to capitalize on the growing demand for sustainable energy solutions.
Company Overview
Brookfield Renewable Partners L.P. (BEP) is a premier global leader in renewable energy, boasting a robust portfolio of 21,000 megawatts of installed capacity across hydroelectric, wind, and solar sources, poised to benefit from the accelerating shift towards sustainable energy.
Investment Thesis
Investors should consider Brookfield Renewable Partners L.P. as a compelling opportunity due to its strong market positioning in the renewable energy sector, highlighted by a market capitalization of $9.32 billion and a P/E ratio of 41.18. The company’s diversified portfolio, consisting of approximately 21,000 megawatts of installed capacity, provides a stable revenue stream, supported by a profit margin of 3.3% and a gross margin of 17.1%. With a dividend yield of 4.90%, Brookfield Renewable offers attractive income potential for investors. The ongoing global transition towards sustainable energy solutions serves as a significant growth catalyst, positioning the company to benefit from increased demand for renewable power generation. As countries implement stricter regulations on carbon emissions and invest in green technologies, Brookfield Renewable is poised to expand its operations and capture a larger share of the market. The company's strategic focus on hydroelectric, wind, and solar energy sources aligns with global trends, making it a strong candidate for long-term investment.
Key Highlights
- Market capitalization of $9.32 billion, indicating strong investor interest in renewable energy.
- P/E ratio of 41.18, reflecting the premium investors are willing to pay for growth in the renewable sector.
- Profit margin of 3.3%, demonstrating operational efficiency in a competitive market.
- Gross margin of 17.1%, indicating healthy profitability in its operations.
- Dividend yield of 4.90%, providing attractive income for investors seeking yield in a low-interest-rate environment.
Competitors
Strengths
- Extensive portfolio of renewable energy assets across multiple continents.
- Strong operational expertise in managing diverse energy generation technologies.
- Established brand reputation and investor trust in renewable energy markets.
- Attractive dividend yield providing income to investors.
Weaknesses
- High P/E ratio may deter value-focused investors.
- Profit margins are lower compared to traditional energy sectors.
- Dependence on government policies and incentives for renewable energy.
- Exposure to regulatory changes in various international markets.
Catalysts
- Upcoming: Expansion of renewable energy projects in emerging markets such as India and Brazil.
- Ongoing: Increased global investment in clean energy technologies and infrastructure.
- Upcoming: Strategic partnerships to enhance operational capabilities and market reach.
- Ongoing: Government incentives and regulations supporting renewable energy adoption.
- Upcoming: Integration of advanced energy storage solutions into existing operations.
Risks
- Potential: Changes in government policies affecting renewable energy incentives.
- Ongoing: Market volatility impacting energy prices and revenue stability.
- Potential: Technological advancements by competitors could disrupt market positioning.
- Ongoing: Regulatory challenges in international markets may impact operations.
Growth Opportunities
- Growth opportunity 1: The global renewable energy market is projected to reach $2 trillion by 2025, driven by increasing investments in clean technologies and government incentives. Brookfield Renewable Partners is strategically positioned to capture this growth through its extensive portfolio of renewable power generating facilities, enhancing its market share in key regions such as North America and Europe.
- Growth opportunity 2: The demand for solar energy is expected to grow significantly, with the market projected to increase at a CAGR of 20% through 2027. Brookfield's investments in solar power generation facilities will enable the company to capitalize on this trend, offering a diversified energy mix that meets the evolving needs of consumers and businesses.
- Growth opportunity 3: As countries implement stricter regulations on carbon emissions, the demand for renewable energy sources will continue to rise. Brookfield Renewable Partners can leverage its expertise in hydroelectric and wind energy to expand its operations in emerging markets such as India and Brazil, where energy demand is surging.
- Growth opportunity 4: The increasing adoption of battery storage technologies presents a significant opportunity for Brookfield Renewable. By integrating energy storage solutions into its renewable energy portfolio, the company can enhance its operational efficiency and provide reliable power supply, positioning itself as a leader in the energy transition.
- Growth opportunity 5: The global push towards decarbonization is creating opportunities for innovative energy solutions, including distributed generation and cogeneration. Brookfield Renewable Partners can expand its offerings in these areas, tapping into new revenue streams and enhancing its competitive positioning in the renewable utilities sector.
Opportunities
- Growing global demand for renewable energy solutions.
- Expansion into emerging markets with increasing energy needs.
- Integration of energy storage technologies to enhance operational efficiency.
- Potential for innovative energy solutions such as distributed generation.
Threats
- Intense competition from other renewable energy providers.
- Regulatory changes that could impact profitability.
- Market volatility affecting energy prices and demand.
- Technological advancements by competitors that could outpace Brookfield's offerings.
Competitive Advantages
- Diverse portfolio of renewable energy sources reduces reliance on any single technology.
- Strong operational expertise and experience in managing large-scale energy projects.
- Strategic geographic diversification across key markets enhances resilience.
- Established brand reputation as a leader in renewable energy investments.
- Long-term contracts with customers provide stable revenue streams.
About
Brookfield Renewable Partners L.P. was founded in 1999 and is headquartered in Hamilton, Bermuda. The company has evolved significantly since its inception, originally known as Brookfield Renewable Energy Partners L.P. until its rebranding in May 2016. Brookfield Renewable Partners L.P. owns a diverse portfolio of renewable power generating facilities primarily located in North America, Colombia, Brazil, Europe, India, and China. The company generates electricity through various renewable sources, including hydroelectric, wind, solar, distributed generation, pumped storage, cogeneration, and biomass. With approximately 21,000 megawatts of installed capacity, Brookfield Renewable Partners is a key player in the renewable utilities sector. The company operates as a master limited partnership, with Brookfield Renewable Partners Limited serving as its general partner. This structure allows Brookfield Renewable to attract capital efficiently while distributing a significant portion of its earnings to unit holders. As global efforts to combat climate change intensify, Brookfield Renewable Partners is well-positioned to capitalize on the increasing demand for clean energy solutions. The company’s strategic focus on renewable energy, combined with its extensive operational expertise and geographic diversification, enhances its competitive positioning in the rapidly evolving energy landscape.
What They Do
- Owns and operates a diverse portfolio of renewable power generating facilities.
- Generates electricity from hydroelectric, wind, solar, biomass, and other renewable sources.
- Operates approximately 21,000 megawatts of installed capacity across multiple continents.
- Focuses on sustainable energy solutions to meet global demand.
- Engages in strategic partnerships and investments to expand its renewable energy footprint.
- Provides stable income through dividends to its investors.
Business Model
- Generates revenue through the sale of electricity produced from renewable sources.
- Operates under a master limited partnership structure, allowing for efficient capital raising.
- Distributes a significant portion of earnings to unit holders as dividends.
- Invests in the development and acquisition of renewable energy projects.
- Leverages operational expertise to optimize performance and reduce costs.
Industry Context
The renewable utilities industry is experiencing robust growth, driven by increasing global demand for sustainable energy solutions and government initiatives to reduce carbon emissions. The market for renewable energy is expected to expand significantly, with estimates projecting a compound annual growth rate (CAGR) of over 8% through 2030. Brookfield Renewable Partners L.P. is well-positioned within this landscape, leveraging its diverse portfolio and operational expertise to capitalize on emerging opportunities. The competitive landscape includes peers such as AES, BEPC, BIP, CWEN, and ELPC, each vying for market share in the rapidly evolving energy sector. As the world shifts towards cleaner energy sources, Brookfield Renewable's extensive geographic reach and diversified energy generation capabilities provide a competitive advantage.
Key Customers
- Utilities and energy companies seeking to purchase renewable energy.
- Government entities and municipalities focused on sustainable energy initiatives.
- Commercial and industrial customers looking for reliable and clean energy solutions.
- Residential consumers interested in renewable energy options.
- Investors seeking stable income through dividends from renewable energy investments.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $1.56B | $416M | $1.45 |
| Q3 2025 | $1.60B | -$57M | $-0.20 |
| Q2 2025 | $1.69B | -$54M | $-0.19 |
| Q1 2025 | $1.58B | -$93M | $-0.32 |
Source: Company filings
Chart & Info
Price Chart
Brookfield Renewable Partners L.P. (BEP) stock price: $27.94 (+0.01, +0.04%)
Why Bull
- •Brookfield Renewable's focus on green energy is a long-term play, and that sector is only going to grow as governments and industries look to decarbonize.
- •Insiders seem to be holding steady, which suggests they believe in the company's direction and future prospects. That's always a good sign.
- •The general buzz seems positive. People are talking about renewables and BEP is a name that keeps popping up, which means it's on people's radar.
- •They're positioned well to benefit from infrastructure spending and subsidies aimed at renewable energy projects. Government support can be a huge tailwind.
Why Bear
- •Renewable energy projects are capital intensive, and rising interest rates could make financing future growth more challenging.
- •Market sentiment can be fickle. The 'green' trend is hot now, but if something else catches investors' eyes, BEP could lose momentum.
- •Even though insiders are holding, there hasn't been aggressive buying lately, which might indicate a lack of strong conviction about immediate upside.
- •The renewable energy space is getting crowded. More competition could put pressure on margins and market share for BEP.
Latest News
-
The Smartest Dividend Stock to Buy With $31 Right Now
Motley Fool · Feb 14, 2026
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RBC Reiterates Brookfield Renewable Partners L.P.'s Outperform Rating
MT Newswires · Feb 2, 2026
-
Earnings Scheduled For January 30, 2026
benzinga · Jan 30, 2026
-
The Best Artificial Intelligence (AI) Data Center Play You've Never Heard of for 2026
Motley Fool · Jan 28, 2026
Technical Analysis
Rationale
AI-generated technical analysis for BEP including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
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Sentiment
Community sentiment and discussion activity for BEP.
Make a Prediction
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Current price: $27.94
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BEP.
Price Targets
Median: $35.00 (+23.9% from current price)
Insider Flow (30d)
No insider trades in the last 30 days.
MoonshotScore
Score Factors
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Revenue Growth 4/100
Revenue grew only 10.9% YoY, suggesting the company is in a slower growth phase.
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Gross Margin 8/100
Gross margin at 44.8% indicates good unit economics and healthy profitability per sale.
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Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
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Cash Runway 8/100
Strong cash reserves of $2.1B provide a solid financial cushion for growth investments and market downturns.
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R&D Intensity 5/100
R&D spending data is currently unavailable for this company.
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Insider Activity 6/100
No significant insider buying or selling recently, which is neutral for the stock outlook.
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Short Interest 7/100
Lower turnover at 0.21% means fewer daily trades, which may widen bid-ask spreads.
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Price Momentum 6/100
Mixed technical signals (above sma50, above sma200); price trend is inconclusive and may consolidate.
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News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates BEP's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Latest News
The Smartest Dividend Stock to Buy With $31 Right Now
RBC Reiterates Brookfield Renewable Partners L.P.'s Outperform Rating
Earnings Scheduled For January 30, 2026
The Best Artificial Intelligence (AI) Data Center Play You've Never Heard of for 2026
Frequently Asked Questions
What does Brookfield Renewable Partners L.P. do?
Brookfield Renewable Partners L.P. is a leading global owner and operator of renewable power generating facilities. The company generates electricity through a diverse portfolio that includes hydroelectric, wind, solar, and biomass sources, with approximately 21,000 megawatts of installed capacity across multiple continents.
Is BEP stock a good buy?
BEP stock presents a compelling investment opportunity due to its strong market position in the renewable energy sector, evidenced by a market capitalization of $9.32 billion and a P/E ratio of 41.18. The company offers an attractive dividend yield of 4.90%, making it appealing for income-focused investors, while its diverse portfolio positions it well for future growth.
What are the main risks for BEP?
Brookfield Renewable Partners faces several risks, including potential changes in government policies that could impact renewable energy incentives, ongoing market volatility affecting energy prices, and regulatory challenges in international markets. Additionally, advancements by competitors in renewable technologies could pose a threat to Brookfield's market positioning.
Is BEP a good stock to buy?
Whether BEP is a good investment depends on your financial goals, risk tolerance, and investment horizon. Review the Investment Thesis, SWOT analysis, and Risk sections on this page. Always do your own research and consult a financial advisor before investing.
What is the BEP MoonshotScore?
MoonshotScore is our proprietary AI-powered rating system that evaluates stocks based on growth potential, financial health, market momentum, and risk factors. It helps investors quickly identify high-potential opportunities. Check the MoonshotScore badge on this page for the current rating.
How often is BEP data updated?
Stock prices are updated in real-time during market hours (9:30 AM - 4:00 PM ET). Company fundamentals, analyst ratings, and AI insights are refreshed daily. News is updated continuously throughout the day.
What are the growth catalysts for BEP?
Growth catalysts vary by company and may include new product launches, market expansion, earnings surprises, partnerships, or industry tailwinds. Check the Catalysts section on this page for specific drivers relevant to Brookfield Renewable Partners L.P..
Who are BEP's main competitors?
Brookfield Renewable Partners L.P.'s competitors depend on its industry and market segments. Check the Competitors section on this page for a list of direct competitors and how BEP compares.
What do analysts say about BEP?
Analyst ratings and price targets for BEP are aggregated from multiple sources. Check the Analyst Consensus tab for buy/hold/sell ratings and the current consensus price target.
What is BEP's market cap?
Market capitalization reflects the total market value of BEP's outstanding shares. Check the Key Statistics section at the top of this page for the current market cap and other key financial metrics.
How has BEP stock performed recently?
Check the Chart & Info tab for BEP's recent price action, including daily, weekly, and monthly performance charts with technical indicators.
What are the risks of investing in BEP?
Every stock carries risk. Check the Risks and Weaknesses sections on this page for BEP-specific risk factors. Consider macroeconomic conditions, industry trends, and company-specific challenges.
Are insiders buying or selling BEP?
Insider activity can signal management confidence. Check the Insider Flow tab for recent insider buys, sells, and exercise transactions for BEP.
Is BEP a good stock for beginners?
Brookfield Renewable Partners L.P. (BEP) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is BEP for first-time investors?
Every stock carries risk, including Brookfield Renewable Partners L.P. (BEP). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like BEP.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Data is based on the latest available information as of October 2023.