WallStSmart

Brookfield Renewable Partners LP (BEP)vsClearway Energy Inc Class C (CWEN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Renewable Partners LP generates 304% more annual revenue ($6.36B vs $1.57B). CWEN leads profitability with a 6.4% profit margin vs -1.3%. CWEN appears more attractively valued with a PEG of 3.41. CWEN earns a higher WallStSmart Score of 55/100 (C-).

BEP

Hold

49

out of 100

Grade: D+

Growth: 7.3Profit: 4.5Value: 5.7Quality: 3.8
Piotroski: 4/9

CWEN

Buy

55

out of 100

Grade: C-

Growth: 8.0Profit: 5.5Value: 3.3Quality: 3.5
Piotroski: 2/9Altman Z: 0.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BEPUndervalued (+55.5%)

Margin of Safety

+55.5%

Fair Value

$70.34

Current Price

$30.39

$39.95 discount

UndervaluedFair: $70.34Overvalued
CWENFair Value (-2.6%)

Margin of Safety

-2.6%

Fair Value

$39.05

Current Price

$31.14

$7.91 premium

UndervaluedFair: $39.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BEP2 strengths · Avg: 9.0/10
EPS GrowthGrowth
4511.0%10/10

Earnings expanding 4511.0% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

CWEN4 strengths · Avg: 8.5/10
EPS GrowthGrowth
296.6%10/10

Earnings expanding 296.6% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.2%8/10

Strong operational efficiency at 25.2%

Revenue GrowthGrowth
22.7%8/10

Revenue surging 22.7% year-over-year

Areas to Watch

BEP4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.512/10

Expensive relative to growth rate

Free Cash FlowQuality
$-780.92M2/10

Negative free cash flow — burning cash

CWEN4 concerns · Avg: 3.3/10
P/E RatioValuation
38.5x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
6.4%3/10

6.4% margin — thin

Debt/EquityHealth
1.813/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BEP

The strongest argument for BEP centers on EPS Growth, Price/Book.

Bull Case : CWEN

The strongest argument for CWEN centers on EPS Growth, Price/Book, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.

Bear Case : BEP

The primary concerns for BEP are Revenue Growth, Return on Equity, PEG Ratio. Debt-to-equity of 8.43 is elevated, increasing financial risk.

Bear Case : CWEN

The primary concerns for CWEN are P/E Ratio, Return on Equity, Profit Margin. Debt-to-equity of 1.81 is elevated, increasing financial risk.

Key Dynamics to Monitor

BEP profiles as a turnaround stock while CWEN is a growth play — different risk/reward profiles.

BEP carries more volatility with a beta of 0.98 — expect wider price swings.

CWEN is growing revenue faster at 22.7% — sustainability is the question.

CWEN generates stronger free cash flow (200M), providing more financial flexibility.

Bottom Line

CWEN scores higher overall (55/100 vs 49/100) and 22.7% revenue growth. BEP offers better value entry with a 55.5% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brookfield Renewable Partners LP

UTILITIES · UTILITIES - RENEWABLE · USA

Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamilton, Bermuda.

Clearway Energy Inc Class C

UTILITIES · UTILITIES - RENEWABLE · USA

Clearway Energy, Inc., participates in the renewable energy businesses in the United States.

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