Clearway Energy Inc (CWEN-A)vsNRG Energy Inc. (NRG)
CWEN-A
Clearway Energy Inc
$40.43
+5.70%
UTILITIES · Cap: $7.90B
NRG
NRG Energy Inc.
$155.58
+4.41%
UTILITIES · Cap: $31.65B
Smart Verdict
WallStSmart Research — data-driven comparison
NRG Energy Inc. generates 2049% more annual revenue ($30.71B vs $1.43B). CWEN-A leads profitability with a 11.8% profit margin vs 2.8%. NRG appears more attractively valued with a PEG of 1.37. NRG earns a higher WallStSmart Score of 54/100 (C-).
CWEN-A
Buy51
out of 100
Grade: C-
NRG
Buy54
out of 100
Grade: C-
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
+59.0%
Fair Value
$391.91
Current Price
$155.58
$236.33 discount
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
Every $100 of equity generates 42 in profit
Areas to Watch
Moderate valuation
Elevated debt levels
Expensive relative to growth rate
ROE of -4.0% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
2.8% margin — thin
Operating margin of 4.3%
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 : NRG
The strongest argument for NRG centers on Return on Equity. Revenue growth of 13.7% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
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 : NRG
The primary concerns for NRG are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CWEN-A profiles as a growth stock while NRG is a value play — different risk/reward profiles.
NRG carries more volatility with a beta of 1.34 — expect wider price swings.
CWEN-A is growing revenue faster at 21.1% — sustainability is the question.
CWEN-A generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
NRG scores higher overall (54/100 vs 51/100) and 13.7% revenue growth. CWEN-A offers better value entry with a 47.8% margin of safety. Both earn "Buy" and "Buy" 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 →NRG Energy Inc.
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
NRG Energy, Inc. is a large American energy company, headquartered in Houston, Texas. It was formerly the wholesale arm of Northern States Power Company (NSP), which became Xcel Energy, but became independent in 2000. NRG Energy is involved in energy generation and retail electricity.
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