Utilities - Regulated Gas - NASDAQ - US
$ 3.69
-0.539 %
$ 638 M
Market Cap
20.5
P/E
OPAL Fuels Inc. engages in the production and distribution of renewable natural gas for use as a vehicle fuel for heavy and medium-duty trucking fleets. It also designs, develops, constructs, operates, and services fueling stations for trucking fleets that use natural gas to displace diesel as transportation fuel. In addition, it offers design, development, and construction services for hydrogen fueling stations. Further, the company generates and sells renewable power to utilities. As of May 1, 2022, it owned and operated 24 biogas projects. The company was founded in 1998 and is based in White Plains, New York.[ Read More ]
The intrinsic value of one OPAL stock under the base case scenario is HIDDEN Compared to the current market price of 3.69 USD, OPAL Fuels Inc. is HIDDEN
2. FUNDAMENTAL
ANALYSIS
Price Chart OPAL
FINANCIALS
256 M
REVENUE
7.04 M
OPERATING INCOME
29.9 M
NET INCOME
38.3 M
OPERATING CASH FLOW
-74.1 M
INVESTING CASH FLOW
5.9 M
FINANCING CASH FLOW
84 M
REVENUE
24.7 M
OPERATING INCOME
12.5 M
NET INCOME
32.4 M
OPERATING CASH FLOW
-86.5 M
INVESTING CASH FLOW
31.6 M
FINANCING CASH FLOW
Balance Sheet Decomposition
OPAL Fuels Inc.
| Current Assets | 128 M |
| Cash & Short-Term Investments | 48.2 M |
| Receivables | 58.5 M |
| Other Current Assets | 21.4 M |
| Non-Current Assets | 627 M |
| Long-Term Investments | 214 M |
| PP&E | 352 M |
| Other Non-Current Assets | 60.8 M |
| Current Liabilities | 76.4 M |
| Accounts Payable | 20.9 M |
| Short-Term Debt | 2.25 M |
| Other Current Liabilities | 53.2 M |
| Non-Current Liabilities | 221 M |
| Long-Term Debt | 216 M |
| Other Non-Current Liabilities | 4.98 M |
EFFICIENCY
Earnings Waterfall
OPAL Fuels Inc.
| Revenue | 256 M |
| Cost Of Revenue | 198 M |
| Gross Profit | 57.6 M |
| Operating Expenses | 61.4 M |
| Operating Income | 7.04 M |
| Other Expenses | -22.9 M |
| Net Income | 29.9 M |
RATIOS
22.51%
GROSS MARGIN
2.75%
OPERATING MARGIN
11.69%
NET MARGIN
-6.25%
ROE
3.97%
ROA
-2.51%
ROIC
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
OPAL Fuels Inc.
| Net Income | 29.9 M |
| Depreciation & Amortization | 15.2 M |
| Capital Expenditures | -114 M |
| Stock-Based Compensation | 5.9 M |
| Change in Working Capital | 7.46 M |
| Others | -13.3 M |
| Free Cash Flow | -75.6 M |
Wall Street Analysts Price Targets
OPAL Fuels Inc.
Wall Street analysts predict an average 1-year price target for OPAL of $7 , with forecasts ranging from a low of $5 to a high of $8 .
OPAL Lowest Price Target
Wall Street Target
5 USD
35.50%
OPAL Average Price Target
Wall Street Target
7 USD
89.70%
OPAL Highest Price Target
Wall Street Target
8 USD
116.80%
4. DIVIDEND ANALYSIS
10.35%
DIVIDEND YIELD
0 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
OPAL Fuels Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
47 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
7.88 M USD 1
Bought
0 USD 0
0-3 MONTHS
86.2 K USD 1
3-6 MONTHS
13.7 K USD 1
6-9 MONTHS
223 K USD 2
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|---|---|---|---|
|
5 months ago
May 20, 2024
|
Bought 56.6 K USD
|
Dols Scott V.
Director |
+ 11192
|
5.0568 USD |
|
5 months ago
May 21, 2024
|
Sell 47 K USD
|
Falbo Anthony
Chief Operating Officer |
- 9621
|
4.89 USD |
|
6 months ago
May 16, 2024
|
Bought 13.7 K USD
|
Dols Scott V.
Director |
+ 2808
|
4.88 USD |
|
6 months ago
May 17, 2024
|
Bought 29.6 K USD
|
Dols Scott V.
Director |
+ 6000
|
4.93 USD |
|
11 months ago
Dec 15, 2023
|
Sell 4.4 M USD
|
Revers Daniel R
10 percent owner |
- 838556
|
5.25 USD |
|
11 months ago
Dec 15, 2023
|
Sell 3.47 M USD
|
Revers Daniel R
10 percent owner |
- 661444
|
5.25 USD |
|
11 months ago
Dec 13, 2023
|
Bought 28.2 K USD
|
Nisar Nadeem
Director |
+ 5000
|
5.635 USD |
|
11 months ago
Dec 12, 2023
|
Bought 27.9 K USD
|
Nisar Nadeem
Director |
+ 5000
|
5.5817 USD |
|
11 months ago
Dec 01, 2023
|
Bought 83.6 K USD
|
Dols Scott V.
Director |
+ 15000
|
5.5761 USD |
|
11 months ago
Nov 30, 2023
|
Bought 28.2 K USD
|
Dols Scott V.
Director |
+ 5000
|
5.6344 USD |
|
11 months ago
Nov 29, 2023
|
Bought 27.5 K USD
|
Nisar Nadeem
Director |
+ 5000
|
5.501 USD |
|
11 months ago
Nov 28, 2023
|
Bought 27.5 K USD
|
Nisar Nadeem
Director |
+ 5000
|
5.5041 USD |
|
1 year ago
Oct 17, 2023
|
Sell 264 K USD
|
Revers Daniel R
10 percent owner |
- 35213
|
7.5 USD |
|
1 year ago
Oct 17, 2023
|
Sell 264 K USD
|
Revers Daniel R
10 percent owner |
- 35213
|
7.5 USD |
|
1 year ago
Oct 17, 2023
|
Sell 86 K USD
|
Revers Daniel R
10 percent owner |
- 11466
|
7.5 USD |
|
1 year ago
Jun 08, 2023
|
Sell 45.3 K USD
|
Revers Daniel R
10 percent owner |
- 7274
|
6.23 USD |
|
1 year ago
Jun 08, 2023
|
Sell 27.4 K USD
|
Revers Daniel R
10 percent owner |
- 4402
|
6.23 USD |
|
1 year ago
Jun 06, 2023
|
Sell 37.3 K USD
|
Revers Daniel R
10 percent owner |
- 6000
|
6.22 USD |
|
1 year ago
Jun 07, 2023
|
Sell 62.1 K USD
|
Revers Daniel R
10 percent owner |
- 10000
|
6.21 USD |
|
1 year ago
Jun 06, 2023
|
Sell 18.7 K USD
|
Revers Daniel R
10 percent owner |
- 3000
|
6.22 USD |
|
1 year ago
Jun 07, 2023
|
Sell 31 K USD
|
Revers Daniel R
10 percent owner |
- 5000
|
6.21 USD |
|
1 year ago
May 22, 2023
|
Bought 5.3 K USD
|
Dols Scott V.
Director |
+ 900
|
5.89 USD |
|
1 year ago
May 22, 2023
|
Bought 3.56 K USD
|
Dols Scott V.
Director |
+ 600
|
5.93 USD |
|
1 year ago
May 19, 2023
|
Bought 4.08 K USD
|
Dols Scott V.
Director |
+ 701
|
5.82 USD |
|
1 year ago
May 19, 2023
|
Bought 1.3 K USD
|
Dols Scott V.
Director |
+ 223
|
5.83 USD |
|
1 year ago
May 18, 2023
|
Sell 1 M USD
|
Gatti Marco F.
Director |
- 154471
|
6.5 USD |
|
1 year ago
May 18, 2023
|
Bought 3.07 K USD
|
Anthony Ann T
Chief Financial Officer |
+ 520
|
5.9 USD |
|
1 year ago
Feb 02, 2023
|
Sell 1.12 M USD
|
ArcLight CTC Holdings II, L.P.
10 percent owner |
- 160100
|
6.97 USD |
|
1 year ago
Feb 03, 2023
|
Sell 63.5 K USD
|
ArcLight CTC Holdings II, L.P.
10 percent owner |
- 9000
|
7.06 USD |
|
1 year ago
Feb 06, 2023
|
Sell 35 K USD
|
ArcLight CTC Holdings II, L.P.
10 percent owner |
- 5000
|
7.01 USD |
|
1 year ago
Jan 30, 2023
|
Sell 85.4 K USD
|
ArcLight CTC Holdings II, L.P.
10 percent owner |
- 12200
|
7 USD |
|
1 year ago
Jan 31, 2023
|
Sell 108 K USD
|
ArcLight CTC Holdings II, L.P.
10 percent owner |
- 14700
|
7.32 USD |
|
1 year ago
Feb 01, 2023
|
Sell 1.8 M USD
|
ArcLight CTC Holdings II, L.P.
10 percent owner |
- 258600
|
6.96 USD |
|
1 year ago
Jan 26, 2023
|
Sell 6.3 K USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 900
|
7 USD |
|
1 year ago
Jan 27, 2023
|
Sell 12.5 K USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 1800
|
6.96 USD |
|
1 year ago
Jan 23, 2023
|
Sell 50.9 K USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 7300
|
6.97 USD |
|
1 year ago
Jan 24, 2023
|
Sell 1.79 M USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 257200
|
6.95 USD |
|
1 year ago
Jan 25, 2023
|
Sell 1.75 M USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 251500
|
6.95 USD |
|
1 year ago
Jan 19, 2023
|
Sell 64.8 K USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 9300
|
6.97 USD |
|
1 year ago
Jan 20, 2023
|
Sell 9.05 K USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 1300
|
6.96 USD |
|
1 year ago
Jan 17, 2023
|
Sell 63 K USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 9045
|
6.96 USD |
|
1 year ago
Jan 18, 2023
|
Sell 14.3 K USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 2055
|
6.96 USD |
|
1 year ago
Dec 15, 2022
|
Sell 13.9 M USD
|
ArcLight CTC Holdings II, L.P.
Director |
- 2000000
|
6.95 USD |
|
1 year ago
Dec 14, 2022
|
Bought 72.4 K USD
|
Nisar Nadeem
Director |
+ 10000
|
7.24 USD |
|
1 year ago
Dec 15, 2022
|
Bought 49 K USD
|
Anthony Ann T
Chief Financial Officer |
+ 6323
|
7.75 USD |
|
1 year ago
Dec 12, 2022
|
Bought 18.2 K USD
|
Maurer Jonathan Gilbert
Co-Chief Executive Officer |
+ 2500
|
7.28 USD |
|
1 year ago
Dec 08, 2022
|
Bought 97 K USD
|
Maurer Jonathan Gilbert
Co-Chief Executive Officer |
+ 12500
|
7.76 USD |
|
1 year ago
Dec 02, 2022
|
Bought 105 K USD
|
Fogarty Kevin Michael
Director |
+ 11065
|
9.5 USD |
|
1 year ago
Dec 01, 2022
|
Bought 321 K USD
|
Fogarty Kevin Michael
Director |
+ 33935
|
9.467 USD |
|
2 years ago
Aug 30, 2022
|
Bought 2.36 K USD
|
Fogarty Kevin Michael
Director |
+ 237
|
9.94 USD |
|
2 years ago
Aug 29, 2022
|
Bought 11.7 K USD
|
Fogarty Kevin Michael
Director |
+ 1200
|
9.79 USD |
|
2 years ago
Aug 26, 2022
|
Bought 9.18 K USD
|
Fogarty Kevin Michael
Director |
+ 937
|
9.8 USD |
|
2 years ago
Aug 25, 2022
|
Bought 1.96 K USD
|
Fogarty Kevin Michael
Director |
+ 200
|
9.79 USD |
|
2 years ago
Aug 24, 2022
|
Bought 21.2 K USD
|
Fogarty Kevin Michael
Director |
+ 2159
|
9.81 USD |
|
2 years ago
Aug 23, 2022
|
Bought 2.59 K USD
|
Fogarty Kevin Michael
Director |
+ 267
|
9.71 USD |
7. News
OPAL Fuels: Capitalizing On RNG Growth Amid Regulatory Uncertainties
OPAL Fuels is a vertically integrated RNG producer with significant revenue growth and increased production capacity, despite a 30% YTD stock price decline. The RNG market is projected to grow from $14 billion in 2024 to $24.23 billion by 2031, driven by low infrastructure investment needs and supportive regulations. OPAL's diversified business segments and improved margins, alongside a DCF analysis indicating a 25% undervaluation, justify assigning a "buy" rating.
seekingalpha.com
- 4 days ago
OPAL Fuels Inc. (OPAL) Q3 2024 Earnings Call Transcript
OPAL Fuels Inc. (NASDAQ:OPAL ) Q3 2024 Results Conference Call November 8, 2024 11:00 AM ET Company Participants Todd Firestone - Vice President, Investor Relations Adam Comora - Co-Chief Executive Officer Jonathan Maurer - Co-Chief Executive Officer Scott Contino - Interim Chief Financial Officer Conference Call Participants Matthew Blair - TPH Alex Kania - Marathon Capital Ryan Pfingst - B. Riley Craig Shere - Tuohy Brothers Paul Cheng - Scotiabank Adam Bubes - Goldman Sachs Operator Good morning, and welcome to the OPAL Fuel's Third Quarter 2024 Earnings Call and Webcast.
seekingalpha.com
- 1 week ago
OPAL Fuels Inc. (OPAL) Q3 Earnings and Revenues Lag Estimates
OPAL Fuels Inc. (OPAL) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to loss of $0.01 per share a year ago.
zacks.com
- 1 week ago
OPAL Fuels Reports Third Quarter 2024 Results
WHITE PLAINS, N.Y.--(BUSINESS WIRE)---- $OPAL--OPAL Fuels Inc. (“OPAL Fuels” or the “Company”) (Nasdaq: OPAL), a vertically integrated leader in the capture and conversion of biogas into low carbon intensity renewable natural gas (RNG) and renewable power, today announced results for the three and nine months ended September 30, 2024. “Our third quarter results were strong and provide momentum for this year and next,” said Adam Comora, Co-CEO. “We're executing on our strategic objectives - bringing RNG p.
businesswire.com
- 1 week ago
OPAL Fuels Begins Construction on California Renewable Natural Gas Production Facility
WHITE PLAINS, N.Y.--(BUSINESS WIRE)---- $OPAL--OPAL Fuels Inc. (Nasdaq: OPAL) announced today that construction has commenced on a new landfill-gas-to-RNG facility at the Kirby Canyon Landfill, located in Santa Clara County, California. The new facility will have an initial annual design capacity of approximately 0.66 million MMBtus and is 100% owned by OPAL Fuels. Using proven technology, the project will capture biogas produced naturally from the decomposition of organic material from the Kirby Canyon.
businesswire.com
- 1 week ago
OPAL Fuels Inc. (OPAL) Reports Next Week: Wall Street Expects Earnings Growth
OPAL FUELS INC (OPAL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
zacks.com
- 2 weeks ago
OPAL Fuels Begins Commercial Operations of its Polk County Florida RNG Project
WHITE PLAINS, N.Y.--(BUSINESS WIRE)---- $OPAL--OPAL Fuels Inc. (Nasdaq: OPAL) today announced the start of commercial operations at its renewable natural gas (RNG) facility at the Polk County municipal landfill in Jones Corner, Florida, marking the company's eleventh operational RNG project and second facility in the state. Owned and operated by Polk County's municipal government, the landfill is now providing biogas to OPAL's RNG project which is producing and injecting pipeline-quality RNG. With a name.
businesswire.com
- 2 weeks ago
OPAL Fuels Announces Third Quarter 2024 Earnings Release Date and Conference Call
WHITE PLAINS, N.Y.--(BUSINESS WIRE)---- $OPAL--OPAL Fuels Inc. (Nasdaq: OPAL), a vertically integrated leader in the capture and conversion of biogas into low carbon intensity renewable natural gas (RNG) and renewable electricity, announced that it will release its earnings results for the third quarter ended September 30, 2024, after market close on Thursday, November 7, 2024. A conference call will take place on Friday, November 8, 2024 at 11:00 a.m. Eastern Time. A listen-only connection to the invest.
businesswire.com
- 3 weeks ago
GFL Environmental and OPAL Fuels Begin Commercial Operations of Their Second RNG Facility
WHITE PLAINS, N.Y., Oct. 7, 2024 /PRNewswire/ - GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) ("GFL") and OPAL Fuels Inc. (Nasdaq: OPAL) today announced their joint venture, Paragon RNG has commenced commercial operations of their new renewable natural gas ("RNG") facility at the Sampson County Landfill.
prnewswire.com
- 1 month ago
OPAL Fuels Announces New Fueling Station and Expanded Relationship with GT Carriers
WHITE PLAINS, N.Y.--(BUSINESS WIRE)---- $OPAL--OPAL Fuels Inc. (Nasdaq: OPAL) today announced the opening of its third fueling station in El Centro, CA with GT Carriers Inc., a Southern California regional freight carrier. The El Centro station, which is expected to begin operation in December, is the third station in Southern California that OPAL Fuels has completed for GT Carriers. OPAL Fuels owns these stations and has entered into long-term fuel supply agreements with GT Carriers. These stations expa.
businesswire.com
- 1 month ago
OPAL Fuels Inc. (OPAL) Q2 2024 Earnings Call Transcript
OPAL Fuels Inc. (NASDAQ:OPAL ) Q2 2024 Earnings Conference Call August 8, 2024 11:00 AM ET Company Participants Todd Firestone - Vice President, Investor Relations Adam Comora - Co-Chief Executive Officer Jonathan Maurer - Co-Chief Executive Officer Scott Contino - Interim Chief Financial Officer Conference Call Participants Matthew Blair - TPH Paul Cheng - Scotiabank Ryan Pfingst - B. Riley Adam Bubes - Goldman Sachs Alex Kania - Marathon Capital Thomas Meric - Janney Montgomery Scott Operator Good morning and welcome to the OPAL Fuels' Second Quarter 2024 Earnings Call and Webcast.
seekingalpha.com
- 3 months ago
OPAL Fuels Inc. (OPAL) Beats Q2 Earnings Estimates
OPAL Fuels Inc. (OPAL) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to loss of $0.06 per share a year ago.
zacks.com
- 3 months ago
8. Profile Summary
OPAL Fuels Inc. OPAL
COUNTRY
US
INDUSTRY
Regulated Gas
MARKET CAP
$ 638 M
Dividend Yield
10.35%
Description
OPAL Fuels Inc. engages in the production and distribution of renewable natural gas for use as a vehicle fuel for heavy and medium-duty trucking fleets. It also designs, develops, constructs, operates, and services fueling stations for trucking fleets that use natural gas to displace diesel as transportation fuel. In addition, it offers design, development, and construction services for hydrogen fueling stations. Further, the company generates and sells renewable power to utilities. As of May 1, 2022, it owned and operated 24 biogas projects. The company was founded in 1998 and is based in White Plains, New York.
Contact
1 North Lexington Avenue, White Plains, NY, 10601
https://www.opalfuels.com
IPO Date
May 24, 2021
Employees
326
Officers
Mr. Scott Edelbach
Executive Vice President of Sustainable Transportation Fuels
Mr. Hugh Donnell
Senior Vice President of Business Development & Sustainability
Mr. Scott Contino
Interim Chief Financial Officer & Interim Principal Accounting Officer
Mr. John H. Coghlin Esq., J.D.
General Counsel
Mr. David Unger
Executive Vice President of Sustainable Fuels Origination
Mr. Todd M. Firestone J.D.
Vice President of Investor Relations & Corporate Development
Mr. Jason Stewart
Senior Director Public Relations & Marketing
Mr. Adam J. Comora
Co-Chief Executive Officer
Mr. Jonathan Gilbert Maurer
Co-Chief Executive Officer