undamentalytics Newsletter

Renewable Electricity stocks

11 US-listed companies in renewable electricity, with $6.0bn of combined revenue in their latest fiscal years. Renew Energy Global plc is the largest ($1.5bn). The fastest grower with at least $100m of revenue in both years is Renew Energy Global plc, up 30.4%. The median company grew 8.4% with a net margin of 7.4%.

Companies11
Combined revenue$6.0bn
Median revenue growth8.4%
Median net margin7.4%
Median return on equity3.0%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Renew Energy Global plcRNW $1.5bn 30.4% 7.4% 8.4% 2026
2 Clearway Energy, Inc.CWEN $1.4bn 4.2% 11.8% 3.0% 2025
3 Xplr Infrastructure, LPXIFR $1.2bn −3.4% −2.4% −0.2% 2025
4 Ormat Technologies, Inc.ORA $990m 12.5% 12.5% 5.0% 2025
5 Enlight Renewable Energy Ltd.ENLT $489m 29.3% 27.0% 9.2% 2025
6 Montauk Renewables, Inc.MNTK $176m 0.4% 1.0% 0.7% 2025
7 Spruce Power Holding CorpSPRU $112m 36.2% −23.3% −19.8% 2025
8 Sunation Energy, Inc.SUNE $72m 26.5% −15.1% −66.2% 2025
9 Ellomay Capital Ltd.ELLO $48m 10.6% −5.0% −1.7% 2025
10 Fusion Fuel Green PLCHTOO $16m 838.5% −39.7% −36.5% 2025
11 Ocean Power Technologies, Inc.OPTT $4m −36.2% −1308.9% — 2026

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other utilities industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.