Clearway Energy Inc (CWEN-A)vsKenon Holdings (KEN)
CWEN-A
Clearway Energy Inc
$40.43
+5.70%
UTILITIES · Cap: $7.90B
KEN
Kenon Holdings
$87.72
-0.97%
UTILITIES · Cap: $4.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Clearway Energy Inc generates 64% more annual revenue ($1.43B vs $871.93M). CWEN-A leads profitability with a 11.8% profit margin vs 7.6%. CWEN-A trades at a lower P/E of 26.8x. CWEN-A earns a higher WallStSmart Score of 51/100 (C-).
CWEN-A
Buy51
out of 100
Grade: C-
KEN
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.8%
Fair Value
$71.51
Current Price
$40.43
$31.08 discount
Margin of Safety
-40.1%
Fair Value
$54.44
Current Price
$87.72
$33.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 556.0% YoY
Reasonable price relative to book value
Revenue surging 21.1% year-over-year
Revenue surging 43.1% year-over-year
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Elevated debt levels
Expensive relative to growth rate
ROE of -4.0% — below average capital efficiency
ROE of 5.1% — below average capital efficiency
7.6% margin — thin
Premium valuation, high expectations priced in
Earnings declined 93.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : CWEN-A
The strongest argument for CWEN-A centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 21.1% demonstrates continued momentum.
Bull Case : KEN
The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.
Bear Case : CWEN-A
The primary concerns for CWEN-A are P/E Ratio, Debt/Equity, PEG Ratio. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : KEN
The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 69.1x leaves little room for execution misses.
Key Dynamics to Monitor
CWEN-A profiles as a growth stock while KEN is a hypergrowth play — different risk/reward profiles.
CWEN-A carries more volatility with a beta of 0.92 — expect wider price swings.
KEN is growing revenue faster at 43.1% — sustainability is the question.
CWEN-A generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
CWEN-A scores higher overall (51/100 vs 40/100) and 21.1% revenue growth. 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.
Clearway Energy Inc
UTILITIES · UTILITIES - RENEWABLE · USA
Clearway Energy, Inc., participates in the renewable energy businesses in the United States.
Visit Website →Kenon Holdings
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.
Visit Website →Compare with Other UTILITIES - RENEWABLE Stocks
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