Industries:

1. Renewable Energy
2. Conventional Energy Generation

TOP 3 Markets:

1. USA: approx. 85%
2. Canada: approx. 10%
3. Mexico: approx. 5%

Clearway Energy, Inc. generates the majority of its revenue from the production and sale of electricity from renewable energy sources, especially wind and solar energy. The US market is the most significant for the company, as most of its facilities are operated there and the demand for renewable energy is continuously increasing.

In Canada and Mexico, Clearway has also made investments to benefit from the growing demand for clean energy. However, compared to the USA, these markets contribute a smaller share to the total revenue.

Production Sites: USA

Clearway Energy, Inc. is a leading company in the field of renewable energy in the United States. The company operates a variety of wind and solar parks as well as conventional energy generation facilities that are spread across the entire country.

The main production sites for renewable energy are located in sunny and windy regions, especially in the West and Midwest of the USA. This geographical distribution enables Clearway Energy to benefit from different climatic conditions and ensure a stable energy supply.

Growth Strategy of Clearway Energy, Inc.:

1. Expansion of Renewable Energy Capacities: Clearway Energy plans to significantly expand its capacities in the field of renewable energies. This includes both wind and solar projects to benefit from the increasing demand for clean energy.

2. Strategic Partnerships and Acquisitions: The company relies on strategic partnerships and targeted acquisitions to strengthen its market position and gain access to new technologies and markets.

3. Optimization of Operations: By implementing efficient operational processes and utilizing advanced technologies, Clearway Energy aims to reduce operating costs and increase profitability.

4. Long-Term Power Purchase Agreements (PPAs): Clearway Energy focuses on entering into long-term power purchase agreements to secure stable and predictable revenues.

This strategy aims to position the company as a leading provider in the field of renewable energies while ensuring sustainable financial growth.

Main raw materials: Wind turbines, solar modules, batteries

Countries of origin:

• Wind turbines: Germany, Denmark, USA
• Solar modules: China, South Korea, Malaysia
• Batteries: South Korea, Japan, USA

Clearway Energy, Inc. is a company specializing in renewable energies, particularly wind and solar energy. The main raw materials needed for the operation and expansion of their facilities are wind turbines, solar modules, and batteries for energy storage.

Wind turbines are often imported from countries like Germany and Denmark, known for their advanced wind technology. Solar modules often come from Asian countries such as China, South Korea, and Malaysia, which are global leaders in solar technology production. Batteries, essential for energy storage, are imported from countries like South Korea and Japan, known for their high-quality battery technologies.

Market share in the field of renewable energies USA: approx. 5% (2024, estimate) EBITDA margin: 65% (2024) Return on invested capital (ROIC): 7% (2024)

Clearway Energy, Inc. has established itself as one of the leading providers in the field of renewable energies in the USA. The company's competitive advantage lies in its strong presence in wind and solar energy, supported by strategic partnerships and a diversified project pipeline.

The high EBITDA margin of 65% shows that Clearway Energy is able to effectively manage its operating costs while generating high revenues from its projects. This is an indicator of efficient operations and a strong market position.

The 7% return on invested capital is solid but could be improved compared to some competitors. Nevertheless, Clearway benefits from long-term power purchase agreements (PPAs) that ensure stable revenues and reduce the risk of market price fluctuations.

Overall, Clearway Energy offers a moderate competitive advantage that could be further strengthened through continuous investments in new technologies and expanding its capacities.

Institutional Investor Share: approx. 70% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

Clearway Energy, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds in the company's business model and market position. The institutional investor share typically stands at around 70%, which is not uncommon for companies in the energy sector.

Regarding insider transactions, there were no significant buys or sells in the last year, suggesting that the management and insiders have confidence in the current corporate strategy and future development. Such transactions can often serve as an indicator of management's assessment of the company's performance.

Market share of Clearway Energy, Inc. (NYSE:CWEN.A): Estimated 5% (2025)

Top competitors and their market shares:

1. NextEra Energy, Inc. (NYSE:NEE): 15%
2. Duke Energy Corporation (NYSE:DUK): 12%
3. Southern Company (NYSE:SO): 10%
4. Dominion Energy, Inc. (NYSE:D): 8%
5. Exelon Corporation (NASDAQ:EXC): 7%
6. American Electric Power Company, Inc. (NASDAQ:AEP): 6%
7. Clearway Energy, Inc. (NYSE:CWEN.A): 5%
8. Xcel Energy Inc. (NASDAQ:XEL): 4%
9. Public Service Enterprise Group Incorporated (NYSE:PEG): 3%
10. Eversource Energy (NYSE:ES): 2%

Moat of Clearway Energy, Inc.:

Clearway Energy, Inc. has a moderate moat, mainly attributed to its strategic positioning in the renewable energy sector. The company benefits from long-term power purchase agreements (PPAs) that secure stable revenues. Additionally, Clearway has a diversified asset base that includes both solar and wind energy.

Compared to larger competitors like NextEra Energy, which have a broader geographical presence and more extensive infrastructure, Clearway's moat is less pronounced. For example, NextEra Energy has a significant advantage due to its innovation capabilities and leading position in the renewable energy sector.

Duke Energy and Southern Company also have strong moats supported by their size, vertical integration, and regulatory advantages. These companies can scale and invest more efficiently due to their established market positions and financial strength.

Overall, Clearway Energy has a certain competitive advantage in the renewable energy sector, but its moat is less pronounced compared to industry leaders.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Dividend Yield: 4.5% (2024)

Clearway Energy, Inc. recorded solid revenue growth of 8.5% in 2024, attributed to increased capacity and efficiency in their renewable energy projects. The profit growth of 10.2% indicates that the company was able to improve its profitability despite rising operating costs.

The dividend yield of 4.5% is attractive to investors seeking stable income streams. Clearway Energy has consistently paid dividends in recent years, reflecting a solid financial foundation and sustainable business development.

Additionally, the company benefits from the global shift towards renewable energy, offering positive long-term growth prospects. The strategic focus on sustainable energy projects and continuous expansion of their portfolio support this positive outlook.

Overall, Clearway Energy's financial performance and strategic positioning suggest that the stock presents an attractive investment opportunity for investors interested in long-term growth and stable dividends.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Consistent payout in recent years

Clearway Energy, Inc. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield of 4.5% for 2025 shows that the company continues to strive to provide its shareholders with an attractive return.

The reliability of the payout is supported by the stable financial performance and the company's strategic focus on renewable energy. As long as these factors remain in place, it is likely that Clearway Energy will continue to pay a consistent dividend in the future.