WallStSmart

Clearway Energy Inc Class C (CWEN)vsOrmat Technologies Inc (ORA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Clearway Energy Inc Class C generates 28% more annual revenue ($1.49B vs $1.16B). ORA leads profitability with a 11.0% profit margin vs 0.6%. CWEN appears more attractively valued with a PEG of 3.41. ORA earns a higher WallStSmart Score of 54/100 (C-).

CWEN

Hold

43

out of 100

Grade: D

Growth: 8.0Profit: 4.5Value: 2.7Quality: 3.5
Piotroski: 2/9Altman Z: 0.49

ORA

Buy

54

out of 100

Grade: C-

Growth: 8.0Profit: 5.5Value: 3.0Quality: 3.5
Piotroski: 2/9Altman Z: 0.92
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CWENOvervalued (-11.0%)

Margin of Safety

-11.0%

Fair Value

$36.08

Current Price

$39.74

$3.66 premium

UndervaluedFair: $36.08Overvalued

Intrinsic value data unavailable for ORA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CWEN3 strengths · Avg: 8.7/10
EPS GrowthGrowth
556.0%10/10

Earnings expanding 556.0% YoY

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
18.8%8/10

18.8% revenue growth

ORA2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
75.8%10/10

Revenue surging 75.8% year-over-year

Operating MarginProfitability
21.3%8/10

Strong operational efficiency at 21.3%

Areas to Watch

CWEN4 concerns · Avg: 3.0/10
Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Debt/EquityHealth
1.813/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

ORA4 concerns · Avg: 2.8/10
Return on EquityProfitability
5.0%3/10

ROE of 5.0% — below average capital efficiency

Debt/EquityHealth
1.333/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
7.282/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CWEN

The strongest argument for CWEN centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 18.8% demonstrates continued momentum.

Bull Case : ORA

The strongest argument for ORA centers on Revenue Growth, Operating Margin. Revenue growth of 75.8% demonstrates continued momentum.

Bear Case : CWEN

The primary concerns for CWEN are Return on Equity, Profit Margin, Debt/Equity. A P/E of 411.6x leaves little room for execution misses. Debt-to-equity of 1.81 is elevated, increasing financial risk.

Bear Case : ORA

The primary concerns for ORA are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 66.3x leaves little room for execution misses.

Key Dynamics to Monitor

CWEN carries more volatility with a beta of 0.87 — expect wider price swings.

ORA is growing revenue faster at 75.8% — sustainability is the question.

CWEN generates stronger free cash flow (256M), providing more financial flexibility.

Monitor UTILITIES - RENEWABLE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ORA scores higher overall (54/100 vs 43/100) and 75.8% 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.

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Ormat Technologies Inc

UTILITIES · UTILITIES - RENEWABLE · USA

Ormat Technologies, Inc. is engaged in the geothermal and recovered energy business in the United States, Indonesia, Kenya, Turkey, Chile, Guadeloupe, Guatemala, Ethiopia, New Zealand, Honduras and internationally. The company is headquartered in Reno, Nevada.

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