WallStSmart

Clearway Energy Inc Class C (CWEN)vsOklo Inc. (OKLO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Clearway Energy Inc Class C generates 129983% more annual revenue ($1.57B vs $1.21M). CWEN leads profitability with a 6.4% profit margin vs 0.0%. CWEN earns a higher WallStSmart Score of 55/100 (C-).

CWEN

Buy

55

out of 100

Grade: C-

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

OKLO

Avoid

32

out of 100

Grade: F

Growth: 5.7Profit: 2.5Value: 5.0Quality: 8.5
Piotroski: 3/9Altman Z: 17.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CWENFair Value (-2.4%)

Margin of Safety

-2.4%

Fair Value

$39.14

Current Price

$30.82

$8.32 premium

UndervaluedFair: $39.14Overvalued

Intrinsic value data unavailable for OKLO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

OKLO4 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
17.4610/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

Areas to Watch

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

OKLO4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-0.1%2/10

ROE of -0.1% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CWEN

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

Bull Case : OKLO

The strongest argument for OKLO centers on Debt/Equity, Altman Z-Score, Price/Book.

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.

Bear Case : OKLO

The primary concerns for OKLO are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

CWEN profiles as a growth stock while OKLO is a value play — different risk/reward profiles.

OKLO carries more volatility with a beta of 1.20 — 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 32/100) and 22.7% revenue growth. Both earn "Buy" and "Avoid" 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.

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Oklo Inc.

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. The company is headquartered in Santa Clara, California.

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