Clearway Energy Inc Class C (CWEN)vsKenon Holdings (KEN)
CWEN
Clearway Energy Inc Class C
$38.14
-0.91%
UTILITIES · Cap: $9.16B
KEN
Kenon Holdings
$86.34
-6.14%
UTILITIES · Cap: $4.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Clearway Energy Inc Class C generates 64% more annual revenue ($1.43B vs $871.93M). CWEN leads profitability with a 11.8% profit margin vs 7.6%. CWEN trades at a lower P/E of 26.7x. CWEN earns a higher WallStSmart Score of 47/100 (D+).
CWEN
Hold47
out of 100
Grade: D+
KEN
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.2%
Fair Value
$39.19
Current Price
$38.14
$1.05 premium
Margin of Safety
-39.5%
Fair Value
$54.68
Current Price
$86.34
$31.66 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
The strongest argument for CWEN 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
The primary concerns for CWEN 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 68.0x leaves little room for execution misses.
Key Dynamics to Monitor
CWEN profiles as a growth stock while KEN is a hypergrowth play — different risk/reward profiles.
CWEN carries more volatility with a beta of 0.88 — expect wider price swings.
KEN is growing revenue faster at 43.1% — sustainability is the question.
CWEN generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
CWEN scores higher overall (47/100 vs 40/100) and 21.1% revenue growth. Both earn "Hold" 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 Class C
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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