Brookfield Renewable Partners LP (BEP)vsNational Grid PLC ADR (NGG)
BEP
Brookfield Renewable Partners LP
$36.52
-0.27%
UTILITIES · Cap: $23.45B
NGG
National Grid PLC ADR
$81.86
-1.54%
UTILITIES · Cap: $81.17B
Smart Verdict
WallStSmart Research — data-driven comparison
National Grid PLC ADR generates 179% more annual revenue ($17.69B vs $6.34B). NGG leads profitability with a 18.3% profit margin vs 0.3%. NGG appears more attractively valued with a PEG of 1.02. NGG earns a higher WallStSmart Score of 60/100 (C+).
BEP
Hold45
out of 100
Grade: D
NGG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.8%
Fair Value
$70.77
Current Price
$36.52
$34.25 discount
Intrinsic value data unavailable for NGG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 4511.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 32.6%
Large-cap with strong market position
Areas to Watch
ROE of 4.6% — below average capital efficiency
0.3% margin — thin
Expensive relative to growth rate
Revenue declined 4.2%
Trading at 8.2x book value
2.0% revenue growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BEP
The strongest argument for BEP centers on EPS Growth, Price/Book.
Bull Case : NGG
The strongest argument for NGG centers on Operating Margin, Market Cap. Profitability is solid with margins at 18.3% and operating margin at 32.6%. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bear Case : BEP
The primary concerns for BEP are Return on Equity, Profit Margin, PEG Ratio. Debt-to-equity of 8.73 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.
Bear Case : NGG
The primary concerns for NGG are Price/Book, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
BEP carries more volatility with a beta of 0.99 — expect wider price swings.
NGG is growing revenue faster at 2.0% — sustainability is the question.
BEP generates stronger free cash flow (-1.1B), providing more financial flexibility.
Monitor UTILITIES - RENEWABLE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NGG scores higher overall (60/100 vs 45/100), backed by strong 18.3% margins. BEP offers better value entry with a 55.8% 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.
National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
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