Clearway Energy, Inc. (Class C) (CWEN)
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-09-04
$31.82+1.11%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-09-04
Research Workspace
Put CWEN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Maintain CAFD between $470M and $510M in 2026: FY26 CAFD guidance $430M-$470M vs target $470M-$510M.
View ThesisRevenue growth is slowing — up about 10% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 44% growth a year, above the roughly 12% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCWEN's growth relies on maintaining cash available for distribution (CAFD) between $470M and $510M in 2026. Recent guidance lowered CAFD expectations to $430M-$470M, indicating a significant challenge. Revenue grew 22% year over year, and the last quarter beat expectations. CWEN trades at a premium, with peer multiples implying a price about 44% below where it trades. The primary risk is the broken pillar of maintaining CAFD guidance, which could lead to further valuation pressure. This read is provisional.
Trailing returns as of 2026-09-04. CWEN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering CWEN (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for CWEN in the last 4 months.
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Compare CWEN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CWEN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Renewable Electricity — fair value, gap to price, and forward P/E.
Compare the value case
Put CWEN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $31.82
The last 12 months of price, then the range of analyst 12-month targets from today’s $31.82.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.