Clearway Energy, Inc. (CWEN) AI Stock Analysis

Clearway Energy, Inc. is a renewable energy company based in Princeton, New Jersey, that was established in 2012 and formerly known as NRG Yield, Inc. The company focuses on operating and managing a clean energy portfolio that includes approximately 5,000 net megawatts from installed wind and solar generation facilities. It also oversees approximately 2,500 net megawatts of natural gas generation facilities. As a subsidiary of Clearway Energy Group LLC, the company expands its renewable generation assets and improves operational efficiencies to meet rising clean energy demand.

Revenue rose from $1.29B in FY2021 to $1.19B in FY2022, $1.31B in FY2023, $1.37B in FY2024, and $1.43B in FY2025, reflecting a 5-year revenue CAGR of 3.6%. Gross margin was 64.9% in FY2021, 63.4% in FY2022, 64.0% in FY2023, and 63.5% in FY2024, before declining to 15.2% in FY2025. Operating margin finished FY2025 at 12.3%, while net income reached $169.0M with a net margin of 11.8%. For the latest quarter ended June 30, 2026, quarterly revenue growth was 22.7% year-over-year and quarterly earnings growth was 296.6% year-over-year, supported by trailing twelve months revenue of $1.57B.

As of June 30, 2026, Clearway Energy held cash and short-term investments of $251.0M against total debt of $9.89B, resulting in net debt of $9.64B and a debt-to-equity ratio of 1.81. Total assets stood at $16.77B, shareholders' equity was $5.47B, and the current ratio was 1.21. During FY2025, operating cash flow generated was $688.0M and free cash flow was $369.0M. The company directed capital toward capital expenditures of $319.0M and paid dividends of $358.0M.

Clearway Energy carries a market cap of $7.38B and an enterprise value of $15.93B. Its trailing P/E ratio of 38.9x and forward P/E of 39.4x stand above the median of its US-listed Utilities peers of 20.6x and 17.2x, respectively. The company's price-to-sales ratio is 4.7x compared to the peer median of 2.4x, and EV-to-EBITDA is 13.3x versus the peer median of 12.1x. Over the past year, CWEN delivered a return of -2.3%, trailing the S&P 500 return of 16.8%.

Clearway Energy pays a quarterly dividend with an annual dividend forward of $1.86, representing a dividend yield of 6.20%. The company has recorded 12 consecutive years paid and a 5-year annualized dividend growth of 11.0%. Its payout ratio stands at 2.0%, with the last ex-dividend date on September 1, 2026.

Wall Street coverage consists of 10 StrongBuy, 3 Buy, and 1 Hold ratings. The mean price target is $41.50, representing an upside of 38.7% from the last close of $29.93 on October 16, 2026. Clearway Energy has beaten EPS expectations in 2 of the last 4 quarters. For the current fiscal year ending December 31, 2026, consensus revenue is $1.69B with EPS estimated at $1.20, and the next earnings date is scheduled for November 3, 2026.

This page is an AI-written research summary of Clearway Energy, Inc. (CWEN). 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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