WallStSmart

Brookfield Renewable Partners LP (BEP)vsRenew Energy Global PLC (RNW)

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Smart Verdict

WallStSmart Research — data-driven comparison

Renew Energy Global PLC generates 2067% more annual revenue ($137.78B vs $6.36B). RNW leads profitability with a 7.7% profit margin vs -1.3%. RNW earns a higher WallStSmart Score of 64/100 (C+).

BEP

Hold

49

out of 100

Grade: D+

Growth: 7.3Profit: 4.5Value: 5.7Quality: 3.8
Piotroski: 4/9

RNW

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 6.0Value: 5.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.21
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BEPUndervalued (+55.5%)

Margin of Safety

+55.5%

Fair Value

$70.34

Current Price

$30.39

$39.95 discount

UndervaluedFair: $70.34Overvalued

Intrinsic value data unavailable for RNW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BEP2 strengths · Avg: 9.0/10
EPS GrowthGrowth
4511.0%10/10

Earnings expanding 4511.0% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

RNW2 strengths · Avg: 9.0/10
Operating MarginProfitability
46.9%10/10

Strong operational efficiency at 46.9%

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

BEP4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

PEG RatioValuation
3.512/10

Expensive relative to growth rate

Free Cash FlowQuality
$-780.92M2/10

Negative free cash flow — burning cash

RNW4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.5%3/10

ROE of 7.5% — below average capital efficiency

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

Free Cash FlowQuality
$-22.12B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.212/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BEP

The strongest argument for BEP centers on EPS Growth, Price/Book.

Bull Case : RNW

The strongest argument for RNW centers on Operating Margin, Price/Book. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : BEP

The primary concerns for BEP are Revenue Growth, Return on Equity, PEG Ratio. Debt-to-equity of 8.43 is elevated, increasing financial risk.

Bear Case : RNW

The primary concerns for RNW are Return on Equity, Profit Margin, Free Cash Flow. Debt-to-equity of 6.15 is elevated, increasing financial risk.

Key Dynamics to Monitor

BEP profiles as a turnaround stock while RNW is a value play — different risk/reward profiles.

RNW carries more volatility with a beta of 1.14 — expect wider price swings.

RNW is growing revenue faster at 14.3% — sustainability is the question.

BEP generates stronger free cash flow (-781M), providing more financial flexibility.

Bottom Line

RNW scores higher overall (64/100 vs 49/100) and 14.3% revenue growth. BEP offers better value entry with a 55.5% margin of safety. 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.

Brookfield Renewable Partners LP

UTILITIES · UTILITIES - RENEWABLE · USA

Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamilton, Bermuda.

Renew Energy Global PLC

UTILITIES · UTILITIES - RENEWABLE · USA

Renew Energy Global PLC (RNW) is a prominent player in the renewable energy sector, specializing in solar and wind energy solutions that support the global shift to a low-carbon economy. With a robust portfolio of innovative projects and strategic partnerships, the company is strategically positioned to capitalize on the surging demand for sustainable energy sources. RNW emphasizes technological advancement and operational efficiency, aiming to deliver long-term value for its investors while contributing to environmental sustainability in an increasingly dynamic energy market.

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