Clearway Energy, Inc. (Class C) (CWEN)
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-04
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-04
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 under pressure — Maintain CAFD between $470M and $510M in 2026: Comparison needs review.
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 84% growth a year, above the roughly 14% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCWEN's weak recent performance sits below its industry cohort. Revenue grew 22% year over year in the latest quarter. The company beat earnings expectations by 316.7% in Q2 FY2026. The market is pricing in more growth than we forecast. We cannot anchor a clean multiple for CWEN right now. Our estimated value sits well below the analyst range. The primary pillar is under pressure regarding 2026 CAFD targets. The thesis comparison is not yet verified. Peer multiples imply a price about 84% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. CWEN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering CWEN (as of Nov 2026).
Based on 7 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 4 valuation methods, at three horizons. As of 2026-11-04. 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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $35.71
The last 12 months of price, then the range of analyst 12-month targets from today’s $35.71.
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.