Brookfield Renewable Partners L.P. (BEP) AI Stock Analysis

Brookfield Renewable Partners L.P. manages a diverse portfolio of renewable power generating facilities across North America, Colombia, Brazil, Europe, India, and China. Operating under the stewardship of Brookfield Renewable Partners Limited, the partnership utilizes technologies including hydroelectric, wind, solar, distributed generation, pumped storage, cogeneration, and biomass. With an aggregate installed capacity of approximately 21,000 megawatts, the partnership focuses on meeting global energy demand through sustainable power production. Established in 1999 and rebranded in May 2016, the company is headquartered in Hamilton, Bermuda.

Between FY2020 and FY2025, BEP generated a revenue CAGR of 11.3%. Annual revenue expanded from $4.10B in FY2021 to $6.52B in FY2025, reflecting a 10.9% increase in FY2025. However, gross margin contracted from 66.7% in FY2021 to 16.8% in FY2025, while operating margin fell from 21.2% to 13.4%. Net income remained negative across the five-year period, registering at -$19.3M in FY2025 with an EPS of -$0.26. Over the trailing twelve months ended June 30, 2026, revenue stood at $6.36B with an operating margin of 17.1% and a profit margin of -1.3%. For the latest quarter ended June 30, 2026, quarterly revenue grew 1.1% year-over-year.

As of June 30, 2026, BEP held $2.77B in cash and short-term investments against total debt of $36.94B, resulting in net debt of $34.17B. Total assets stood at $96.63B against shareholders' equity of $4.38B, leading to a debt-to-equity ratio of 8.43 and a current ratio of 0.80. In FY2025, the business generated $1.52B in operating cash flow. Cash outflows included capital expenditures of $6.70B, which drove free cash flow to -$5.18B, alongside dividends paid of $1.16B and share buybacks of $34.0M.

BEP shares closed at $28.40 on October 16, 2026, representing a market capitalization of $13.84B and an enterprise value of $43.35B. The stock trades at an EV to EBITDA multiple of 9.4x, which is lower than the 12.1x median of its US-listed Utilities peers. Its forward P/E of 181.8x sits well above the peer median of 17.2x, while its price-to-sales multiple of 2.2x compares to the peer median of 2.4x. Over the past 1 year, the stock returned 3.8%, trailing the S&P 500 return of 16.8%. Over 5 years, BEP fell 4.4% compared to an 83.0% gain for the benchmark.

BEP offers a forward annual dividend of $1.57 per unit, providing a dividend yield of 5.52%. Dividends are distributed on a quarterly basis, with the last ex-dividend date recorded on August 31, 2026. The partnership has paid dividends for 18 consecutive years and generated a 5-year annualized dividend growth rate of 5.2%.

Wall Street coverage includes 5 Strong Buy, 4 Buy, 5 Hold, 1 Sell, and 1 Strong Sell recommendations. The mean price target is $34.23, which is 20.5% above the last close of $28.40. For the fiscal year ending December 31, 2026, consensus expectations project revenue of $6.60B and an EPS estimate of -$1.75. For the next fiscal year, 5 analysts forecast revenue of $7.31B and an EPS of -$1.85. The partnership has beaten EPS estimates in 3 of the last 4 quarters, with the next earnings date scheduled for November 4, 2026.

This page is an AI-written research summary of Brookfield Renewable Partners L.P. (BEP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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