WallStSmart

Brookfield Renewable Partners LP (BEP)vsEnlight Renewable Energy Ltd. Ordinary Shares (ENLT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Renewable Partners LP generates 987% more annual revenue ($6.36B vs $585.20M). ENLT leads profitability with a 15.3% profit margin vs -1.3%. ENLT earns a higher WallStSmart Score of 60/100 (C+).

BEP

Hold

49

out of 100

Grade: D+

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

ENLT

Buy

60

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 4.0Quality: 3.0
Piotroski: 2/9Altman Z: 0.76
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

Intrinsic value data unavailable for ENLT.

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

ENLT3 strengths · Avg: 10.0/10
Operating MarginProfitability
54.5%10/10

Strong operational efficiency at 54.5%

Revenue GrowthGrowth
43.0%10/10

Revenue surging 43.0% year-over-year

EPS GrowthGrowth
1900.0%10/10

Earnings expanding 1900.0% YoY

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

ENLT4 concerns · Avg: 2.5/10
Return on EquityProfitability
4.1%3/10

ROE of 4.1% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
129.4x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-654.17M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : BEP

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

Bull Case : ENLT

The strongest argument for ENLT centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 15.3% and operating margin at 54.5%. Revenue growth of 43.0% 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 : ENLT

The primary concerns for ENLT are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 129.4x leaves little room for execution misses. Debt-to-equity of 2.96 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

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

ENLT is growing revenue faster at 43.0% — sustainability is the question.

ENLT generates stronger free cash flow (-654M), providing more financial flexibility.

Bottom Line

ENLT scores higher overall (60/100 vs 49/100), backed by strong 15.3% margins and 43.0% 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.

Enlight Renewable Energy Ltd. Ordinary Shares

UTILITIES · UTILITIES - RENEWABLE · USA

Enlight Renewable Energy Ltd operates in the field of renewable energy in the United States, Europe, and Israel. The company is headquartered in Rosh Ha'ayin, Israel.

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