Clearway Energy Inc Class C (CWEN)vsNRG Energy Inc. (NRG)
CWEN
Clearway Energy Inc Class C
$38.14
-0.91%
UTILITIES · Cap: $9.16B
NRG
NRG Energy Inc.
$141.86
-5.83%
UTILITIES · Cap: $30.18B
Smart Verdict
WallStSmart Research — data-driven comparison
NRG Energy Inc. generates 2049% more annual revenue ($30.71B vs $1.43B). CWEN leads profitability with a 11.8% profit margin vs 2.8%. NRG appears more attractively valued with a PEG of 1.34. NRG earns a higher WallStSmart Score of 56/100 (C).
CWEN
Hold47
out of 100
Grade: D+
NRG
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.2%
Fair Value
$39.19
Current Price
$38.14
$1.05 premium
Margin of Safety
+58.9%
Fair Value
$391.20
Current Price
$141.86
$249.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 556.0% YoY
Reasonable price relative to book value
Revenue surging 21.1% year-over-year
Every $100 of equity generates 42 in profit
Areas to Watch
Moderate valuation
Elevated debt levels
Expensive relative to growth rate
ROE of -4.0% — below average capital efficiency
Distress zone — elevated risk
2.8% margin — thin
Operating margin of 4.3%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CWEN
The strongest argument for CWEN centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 21.1% demonstrates continued momentum.
Bull Case : NRG
The strongest argument for NRG centers on Return on Equity. Revenue growth of 13.7% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : CWEN
The primary concerns for CWEN are P/E Ratio, Debt/Equity, PEG Ratio. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : NRG
The primary concerns for NRG are Altman Z-Score, Profit Margin, Operating Margin. A P/E of 157.6x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CWEN profiles as a growth stock while NRG is a value play — different risk/reward profiles.
NRG carries more volatility with a beta of 1.31 — expect wider price swings.
CWEN is growing revenue faster at 21.1% — sustainability is the question.
CWEN generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
NRG scores higher overall (56/100 vs 47/100) and 13.7% revenue growth. 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.
Clearway Energy Inc Class C
UTILITIES · UTILITIES - RENEWABLE · USA
Clearway Energy, Inc., participates in the renewable energy businesses in the United States.
Visit Website →NRG Energy Inc.
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
NRG Energy, Inc. is a large American energy company, headquartered in Houston, Texas. It was formerly the wholesale arm of Northern States Power Company (NSP), which became Xcel Energy, but became independent in 2000. NRG Energy is involved in energy generation and retail electricity.
Compare with Other UTILITIES - RENEWABLE Stocks
Want to dig deeper into these stocks?