One stock to keep an eye on is Clearway Energy (CWENA). CWENA is currently holding a Zacks Rank #2 (Buy) and a Value grade of A. The stock has a Forward P/E ratio of 17.65. This compares to its industry's average Forward P/E of 22.22. Over the last 12 months, CWENA's Forward P/E has been as high as 38.45 and as low as 16.04, with a median of 17.87. Value investors will likely look at more than just these metrics, but the above data helps show that Clearway Energy is likely undervalued currently. And when co ...

Core Viewpoint - Clearway Energy's stock performance has shown a slight increase, but it has underperformed compared to the broader market and its sector [1][2]. Company Performance - Clearway Energy closed at $32.63, reflecting a +1.71% change from the previous day, outperforming the S&P 500's decline of 0.37% [1]. - Over the past month, the stock has increased by 0.34%, which is below the Oils-Energy sector's gain of 3.65% and the S&P 500's gain of 2.68% [1]. Upcoming Earnings - The company is set to release its earnings report on August 5, 2025, with an expected EPS of $0.67, indicating a 55.81% increase year-over-year [2]. - Revenue is anticipated to reach $426.66 million, representing a 16.57% increase compared to the same quarter last year [2]. Annual Estimates - For the annual period, earnings are projected at $1.03 per share and revenue at $1.45 billion, reflecting increases of +37.33% and +5.77% respectively from the previous year [3]. Analyst Estimates - Recent changes in analyst estimates for Clearway Energy suggest a positive outlook on the company's business operations and profit generation capabilities [4]. - The Zacks Rank system indicates a current rank of 3 (Hold) for Clearway Energy, with a recent 5.83% decline in the Zacks Consensus EPS estimate [6]. Valuation Metrics - Clearway Energy has a Forward P/E ratio of 31.03, which is higher than the industry average Forward P/E of 20 [7]. - The company has a PEG ratio of 0.8, significantly lower than the Alternative Energy - Other industry's average PEG ratio of 2.68 [8]. Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 163, placing it in the bottom 35% of over 250 industries [9].

Core Viewpoint - Clearway Energy Inc. (CWEN) is expected to report its second-quarter 2025 results on August 5, with an earnings surprise of 112% in the previous quarter [1] Factors Impacting Q2 Performance - The second-quarter earnings are likely to benefit from contributions from the acquired 137 MW Tuolumne Wind project [2] - Seasonal factors are crucial, as most revenues are generated from May to September when contracted pricing and renewable resources peak [2] - Ongoing repowering of wind assets is expected to enhance earnings by extending project life through new technology [3] Q2 Expectations - The Zacks Consensus Estimate for earnings is 67 cents per share, reflecting a year-over-year increase of 55.8% [4] - The consensus estimate for revenues is $426.7 million, indicating a 16.57% increase from the previous year [4] Earnings Prediction Model - The current Earnings ESP for Clearway Energy is -35.07%, which diminishes the likelihood of an earnings beat this quarter [5] - Clearway Energy holds a Zacks Rank of 3, indicating a hold position [6] Comparable Stocks - HighPeak Energy (HPK) is anticipated to report an earnings beat with an Earnings ESP of +56.33% and a Zacks Rank of 2 [7] - Viper Energy Inc. (VNOM) is also expected to report an earnings beat with an Earnings ESP of +8.56% and a Zacks Rank of 2 [9]

Core Insights - The energy sector is highlighted as a strong source of dividend income, with several companies providing lucrative dividends supported by robust financial profiles Group 1: Clearway Energy - Clearway Energy is a significant U.S. clean power producer with a diverse portfolio including wind, solar, storage, and natural gas assets, generating steady cash flow through long-term power purchase agreements [3][4] - The company is projected to grow its cash available for dividends from $2.08 per share this year to over $2.50 per share by 2027, supporting annual dividend growth of 5% to 8% [4][5] - Clearway's focus on renewable energy positions it well for continued cash flow and dividend growth beyond 2027 [5] Group 2: Energy Transfer - Energy Transfer is a leading energy infrastructure company, with 90% of its earnings derived from stable, fee-based sources, ensuring predictable cash flow [6] - The company plans to invest approximately $5 billion this year in new gas processing plants, export capacity, and a major gas pipeline, which will enhance cash flow over the next two years [7][8] - Energy Transfer aims to increase its distribution by around 3% to 5% annually, supported by ongoing expansion projects and financial capacity for acquisitions [8] Group 3: ConocoPhillips - ConocoPhillips is one of the largest and lowest-cost oil and gas producers in the U.S., with a cost of supply below $40 per barrel, generating significant free cash flow with current crude oil prices in the upper $60s [9] - The company is entering a multiyear free cash flow growth cycle, expecting to deliver $6 billion of incremental free cash flow through 2029, positioning it for top-tier dividend growth within the S&P 500 [10] Group 4: Overall Investment Appeal - Clearway Energy, Energy Transfer, and ConocoPhillips are identified as strong income-producing stocks, leveraging significant cash flow to pay dividends and fund operational expansions [11] - The combination of high yield and growth potential makes these energy stocks attractive for investors seeking substantial passive income [11]

Company Performance - Clearway Energy (CWEN) closed at $31.46, reflecting a -1.01% change from the previous day, underperforming compared to the S&P 500's gain of 0.4% [1] - Over the past month, CWEN's stock has decreased by 1.03%, while the Oils-Energy sector gained 1.98% and the S&P 500 increased by 4.61% [1] Upcoming Earnings - Clearway Energy is set to release its earnings report on August 5, 2025, with an expected EPS of $0.66, indicating a 53.49% increase from the same quarter last year [2] - The consensus estimate for quarterly revenue is $428.6 million, which represents a 17.1% increase from the previous year [2] Full-Year Estimates - The Zacks Consensus Estimates for Clearway Energy forecast earnings of $1.02 per share and revenue of $1.45 billion for the full year, reflecting year-over-year changes of +36% and +5.77%, respectively [3] Analyst Estimates and Stock Performance - Recent modifications to analyst estimates for Clearway Energy indicate a dynamic business outlook, with positive revisions suggesting optimism [3] - The Zacks Rank system, which assesses estimate changes, currently ranks Clearway Energy at 4 (Sell), following a 7.47% decrease in the EPS estimate over the last 30 days [5] Valuation Metrics - Clearway Energy has a Forward P/E ratio of 31.28, which is a premium compared to its industry's Forward P/E of 20.9 [6] - The company has a PEG ratio of 0.82, significantly lower than the average PEG ratio of 2.51 for the Alternative Energy - Other industry [6] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 165, placing it in the bottom 34% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Company Performance - Clearway Energy (CWEN) closed at $32.98, marking a +1.95% move from the prior day, outperforming the S&P 500 which registered a daily loss of 0.01% [1] - The company has gained 0.81% in the past month, while the Oils-Energy sector lost 1.27% and the S&P 500 gained 5.37% [2] Earnings Forecast - Clearway Energy is expected to release its earnings on August 5, 2025, with a predicted EPS of $0.81, indicating an 88.37% growth compared to the same quarter last year [3] - The consensus estimate for quarterly revenue is $434.4 million, up 18.69% from the year-ago period [3] Annual Estimates - For the annual period, Zacks Consensus Estimates anticipate earnings of $1.21 per share and revenue of $1.46 billion, signifying shifts of +61.33% and +6.14% respectively from the last year [4] Analyst Estimates - Recent changes to analyst estimates for Clearway Energy should be noted, as positive revisions are interpreted as a good sign for the business outlook [4] - The Zacks Rank system indicates that Clearway Energy currently holds a Zacks Rank of 3 (Hold) [6] Valuation Metrics - Clearway Energy is currently traded at a Forward P/E ratio of 26.68, which is a premium compared to the industry average Forward P/E of 19.79 [7] - The company has a PEG ratio of 0.7, while the Alternative Energy - Other industry had an average PEG ratio of 2.4 [7] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, ranks in the bottom 39% of all industries according to the Zacks Industry Rank [8] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - The S&P 500's dividend yield is nearing record lows at approximately 1.2%, yet there are several high-quality companies offering dividends with yields of 5% or more, providing opportunities for passive income seekers [1]. Group 1: High-Yield Dividend Stocks - Realty Income has a dividend yield above 5.5%, supported by a diversified real estate portfolio and a strong financial profile, with a record of 661 consecutive monthly dividends and 131 increases since its IPO in 1994 [4][6]. - Clearway Energy's dividend yield is just below 5.5%, with stable cash flow generated from long-term power purchase agreements, and plans to grow cash available for dividends from $2.08 per share this year to over $2.50 by 2027 [7][8]. - Healthpeak Properties offers a yield over 6.5%, with a high-quality portfolio of healthcare properties and a strong financial profile, including $500 million to $1 billion in capacity for additional investments [9][10]. - Oneok's dividend yield exceeds 5%, with 90% of earnings from fee-based sources, aiming for a 3% to 4% annual increase in dividends supported by acquisition synergies and expansion projects [11][12]. - Verizon has a dividend yield approaching 6.5%, generating $19.8 billion in free cash flow last year, which comfortably covered its $11.2 billion in dividend payments, allowing for continued dividend increases [13][14]. Group 2: Investment Rationale - Realty Income, Clearway Energy, Healthpeak Properties, Oneok, and Verizon all provide dividends above 5%, backed by recurring cash flow and strong balance sheets, making them solid choices for passive income investments [15].

Company Performance - Clearway Energy (CWEN) closed at $31.87, reflecting a -1.18% change from the previous day, underperforming compared to the S&P 500's daily loss of 0.33% [1] - The stock has increased by 1.74% over the past month, which is lower than the Oils-Energy sector's gain of 4.04% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - Clearway Energy is set to release its earnings report on August 5, 2025, with an expected EPS of $0.81, indicating an 88.37% increase from the same quarter last year [2] - The consensus estimate for revenue is projected at $434.4 million, reflecting an 18.69% rise from the equivalent quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are forecasted at $1.21 per share and revenue at $1.46 billion, representing increases of +61.33% and +6.14% respectively from the previous year [3] Analyst Estimates - Changes in analyst estimates for Clearway Energy are important as they reflect short-term business trends, with positive revisions indicating optimism about the business outlook [4] - The Zacks Rank system, which incorporates these estimate changes, provides actionable ratings for investors [5] Zacks Rank and Valuation - Clearway Energy currently holds a Zacks Rank of 3 (Hold), with no changes in the consensus EPS estimate over the past month [6] - The company has a Forward P/E ratio of 26.6, which is a premium compared to the industry average Forward P/E of 19.67, and a PEG ratio of 0.69, significantly lower than the industry average PEG ratio of 2.46 [7] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 156, placing it in the bottom 37% of over 250 industries [8]

Core Points - Clearway Energy, Inc. plans to report its Second Quarter 2025 financial results on August 5, 2025, with a conference call and webcast scheduled for 5:00 p.m. Eastern [1] - The conference call will be accessible via the company's website, and an archived version will be available for those unable to attend live [2] - Clearway Energy is a major player in the clean energy sector, owning approximately 11.8 GW of gross capacity across 26 states, including 9 GW of wind, solar, and battery energy storage systems [3] Company Overview - Clearway Energy, Inc. is one of the largest owners of clean energy generation assets in the U.S., focusing on the transition to clean energy [3] - The company's portfolio includes approximately 2.8 GW of flexible dispatchable power generation, which provides critical grid reliability services [3] - Clearway Energy aims to deliver stable and growing dividend income to its investors through its diversified and primarily contracted clean energy portfolio [3]

Company Performance - Clearway Energy (CWEN) closed at $32.11, reflecting a +1.49% increase from the previous day, outperforming the S&P 500 which gained 0.8% [1] - The stock has gained 3.03% over the past month, while the Oils-Energy sector increased by 3.8% and the S&P 500 rose by 5.12% during the same period [1] Earnings Expectations - Analysts anticipate Clearway Energy will report an EPS of $0.7, representing a 62.79% increase compared to the same quarter last year [2] - The consensus estimate for quarterly revenue is $445.36 million, up 21.68% from the previous year [2] - For the entire fiscal year, earnings are projected at $1.1 per share and revenue at $1.5 billion, indicating increases of +46.67% and +9.61% respectively from the prior year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Clearway Energy are important as they reflect changing business trends, with positive revisions indicating optimism about the company's outlook [4] - The Zacks Rank system, which incorporates estimate changes, currently rates Clearway Energy as 2 (Buy) [6] Valuation Metrics - Clearway Energy has a Forward P/E ratio of 28.82, which is higher than the industry average of 19.11, suggesting it is trading at a premium [7] - The company has a PEG ratio of 0.75, compared to the industry average PEG ratio of 2.1, indicating a favorable growth expectation relative to its price [8] Industry Context - Clearway Energy operates within the Alternative Energy - Other industry, which is part of the Oils-Energy sector and currently holds a Zacks Industry Rank of 158, placing it in the bottom 36% of over 250 industries [9]