Clearway Energy, Inc. (Class C) (CWEN)
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-05
$34.28-4.00%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRenewable UtilitiesSnapshot 2026-11-05
QuarterlyIQ Insights · CWEN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within utilities on a research-validated quality screen. As of 2026-11-05.
The screen ranks CWEN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated weak grew net income 56% of the time over the next year (vs 67% for the rest of the cohort, n=1121).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"Since last quarter, we have completed two additional accretive revenue contracts in our Texas operating fleet, received a dropdown offer for Honeycomb Phase II, and our sponsor has secured over 2 GW…
Stated in 1 of 1 supplied quarters. Management reported: “"Since last quarter, we have completed two additional accretive revenue contracts in our Texas operating fleet, received a dropdown offer for Honeycomb Phase II, and our sponsor has secured over 2 GW of new contracts recently signed for the 2027-2030 COD vintages, further crystallizing our long-term financial objectives.”
“"Since last quarter, we have completed two additional accretive revenue contracts in our Texas operating fleet, received a dropdown offer for Honeycomb Phase II, and our sponsor has secured over 2 GW…”
While we are lowering our 2026 financial guidance due to factors outlined in our mid-July operational preview, our team is focused on maintaining our trademark operational excellence to uphold our hi…
Stated in 1 of 1 supplied quarters. Management reported: “While we are lowering our 2026 financial guidance due to factors outlined in our mid-July operational preview, our team is focused on maintaining our trademark operational excellence to uphold our historic track record of meeting our financial targets," said Craig Cornelius, Clearway Energy, Inc.'s President and Chief Executive Officer.” “Generation in the Renewables & Storage segment during the second quarter of 2026 was 16% higher than the second quarter of 2025 primarily due to the contribution of growth investments.”
Financial Guidance The Company is revising its 2026 full year CAFD guidance to a range of $430 million to $470 million.
Stated in 1 of 1 supplied quarters. Management reported: “Financial Guidance The Company is revising its 2026 full year CAFD guidance to a range of $430 million to $470 million.” “The midpoint of the 2026 financial guidance range is based on updated renewable energy production estimates for the remainder of the year, while the range reflects a range of potential distributions of outcomes on resource and performance.”
“Financial Guidance The Company is revising its 2026 full year CAFD guidance to a range of $430 million to $470 million.”
Maintain financial discipline to meet revised 2026 full year Cash Available for Distribution guidance of $430M to $470M.
Accelerate growth via new contracts, project investments, and pipeline expansion including Honeycomb Phase II and Chimney Canyon projects.
Over the trailing year it converted -6.31x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Utilities names rated neutral grew net income 63% of the time over the next year (vs 65% for the rest of the cohort, n=1366).
Not investment advice. As of 2026-11-05.
“While we are lowering our 2026 financial guidance due to factors outlined in our mid-July operational preview, our team is focused on maintaining our trademark operational excellence to uphold our hi…”