Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · HASI
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-06. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $38 HASI trades at 13× p/e, in line with its 12× p/e peer median, and our $40 fair value agrees. We hold it with medium confidence: our number sits below the analyst range. Analysts target $44–$60. Note: our $40 fair value sits below the entire analyst range ($44–$60). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $54.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $282.95 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $61.26 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $32.94 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
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 long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$44.00 – $60.00 (median $54.00) · 4 analysts · as of 2026-09-04
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $35.09 |
| — |
| — |
| TTM |
| high |
| Peer P/B | 12M | $24.86 | 1.3 | 18.55 | TTM | high |
| Peer P/FCF | 12M | $9.25 | 11.1 | 0.84 | TTM | high |
| Peer P/E | 12M | $27.72 | 11.1 | 2.50 | ntm analyst | high |
| Peer P/S | 12M | $9.32 | 2.9 | 3.24 | TTM | high |
| residual income | 12M | $24.57 | — | — | TTM | high |
| Own P/E history | 12M | $42.12 | 14.3 | 2.95 | TTM | high |
| triangulated | 12M | $36.20 | 12.4 | 2.92 | Triangulated | high |
| Peer P/B | 3Y | $33.04 | 1.3 | 24.65 | Hist. CAGR(prov.) | medium |
| Peer P/FCF | 3Y | $11.90 | 11.1 | 1.08 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $8.90 | 11.1 | 0.80 | Analyst | medium |
| Own P/E history | 3Y | $22.86 | 14.3 | 1.60 | Analyst | medium |
| Peer P/B | 5Y | $39.94 | 1.3 | 29.80 | Hist. CAGR(prov.) | high |
| Peer P/FCF | 5Y | $14.07 | 11.1 | 1.27 | Hist. CAGR(prov.) | high |
| Own P/E history | 5Y | $15.21 | 14.3 | 1.07 | Analyst | high |