Brookfield Renewable Partners L.P. (NYSE:BEP)

Brookfield Renewable Partners L.P. BEP

Utilities - Renewable Utilities - NYSE - BM

Watchlist

$ 25.18

-0.514 %

$ 16.7 B

Market Cap

-31.09

P/E

1. INTRINSIC VALUE

Brookfield Renewable Partners L.P. owns a portfolio of renewable power generating facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company generates electricity through hydroelectric, wind, solar, distributed generation, pumped storage, cogeneration, and biomass sources. Its portfolio consists of approximately 21,000 megawatts of installed capacity. Brookfield Renewable Partners Limited operates as the general partner of Brookfield Renewable Partners L.P. The company was formerly known as Brookfield Renewable Energy Partners L.P. and changed its name to Brookfield Renewable Partners L.P. in May 2016. Brookfield Renewable Partners L.P. was founded in 1999 and is headquartered in Hamilton, Bermuda.[ Read More ]

The intrinsic value of one BEP stock under the base case scenario is HIDDEN Compared to the current market price of 25.2 USD, Brookfield Renewable Partners L.P. is HIDDEN

BEP Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart BEP

FINANCIALS

Annual
Quarterly

5.01 B REVENUE

Growth Rates

1Year 6.33%

3Years 9.55%

5Years 10.93%

7Years 10.74%

10Years 11.37%

1.04 B OPERATING INCOME

Growth Rates

1Year -30.31%

3Years 16.43%

5Years 7.93%

7Years 10.00%

10Years 8.01%

-30 M NET INCOME

Growth Rates

1Year -21.74%

3Years 12.64%

5Years -1.45%

7Years -8.32%

10Years -1.31%

1.86 B OPERATING CASH FLOW

Growth Rates

1Year 8.94%

3Years 12.90%

5Years 11.08%

7Years 16.72%

10Years 9.60%

-2.05 B INVESTING CASH FLOW

Growth Rates

1Year 59.58%

3Years -68.77%

5Years -26.83%

7Years 6.14%

10Years -17.51%

2.6 B FINANCING CASH FLOW

Growth Rates

1Year -25.57%

3Years 74.11%

5Years 34.51%

7Years -0.61%

10Years 28.07%

1.47 B REVENUE

Growth Rates

1Year 6.33%

3Years 9.55%

5Years 10.93%

7Years 10.74%

10Years 11.37%

0 OPERATING INCOME

Growth Rates

1Year -30.31%

3Years 16.43%

5Years 7.93%

7Years 10.00%

10Years 8.01%

-39 M NET INCOME

Growth Rates

1Year -21.74%

3Years 12.64%

5Years -1.45%

7Years -8.32%

10Years -1.31%

498 M OPERATING CASH FLOW

Growth Rates

1Year 8.94%

3Years 12.90%

5Years 11.08%

7Years 16.72%

10Years 9.60%

-1.01 B INVESTING CASH FLOW

Growth Rates

1Year 59.58%

3Years -68.77%

5Years -26.83%

7Years 6.14%

10Years -17.51%

572 M FINANCING CASH FLOW

Growth Rates

1Year -25.57%

3Years 74.11%

5Years 34.51%

7Years -0.61%

10Years 28.07%

Balance Sheet Decomposition Brookfield Renewable Partners L.P.

76.1 B ASSETS
46.1 B LIABILITIES

Current Assets	4.61 B
Cash & Short-Term Investments	1.09 B
Receivables	2.52 B
Other Current Assets	1 B
Non-Current Assets	71.2 B
Long-Term Investments	5.2 B
PP&E	63.7 B
Other Non-Current Assets	2.28 B

Current Liabilities	8.04 B
Accounts Payable	388 M
Short-Term Debt	4.98 B
Other Current Liabilities	2.67 B
Non-Current Liabilities	38.1 B
Long-Term Debt	25.5 B
Other Non-Current Liabilities	12.6 B

EFFICIENCY

Earnings Waterfall Brookfield Renewable Partners L.P.

Revenue	5.01 B
Cost Of Revenue	3.87 B
Gross Profit	1.14 B
Operating Expenses	209 M
Operating Income	1.04 B
Other Expenses	1.07 B
Net Income	-30 M

RATIOS

22.83% GROSS MARGIN

Averages

1Year 22.83%

3Years 53.02%

5Years 58.76%

7Years 60.26%

10Years 61.48%

20.70% OPERATING MARGIN

Averages

1Year 20.70%

3Years 24.23%

5Years 24.36%

7Years 24.69%

10Years 24.45%

-1.02% NET MARGIN

Averages

1Year -1.02%

3Years 0.10%

5Years 0.23%

7Years 0.44%

10Years 0.58%

-1.08% ROE

Averages

1Year -1.08%

3Years -0.28%

5Years 0.59%

7Years 0.85%

10Years 0.64%

-0.07% ROA

Averages

1Year -0.07%

3Years 0.01%

5Years 0.02%

7Years 0.04%

10Years 0.05%

3.27% ROIC

Averages

1Year 3.27%

3Years 2.85%

5Years 2.64%

7Years 2.96%

10Years 2.20%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Brookfield Renewable Partners L.P.

Net Income	-30 M
Depreciation & Amortization	1.9 B
Capital Expenditures	-2.81 B
Stock-Based Compensation	0
Change in Working Capital	535 M
Others	-366 M
Free Cash Flow	-944 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Brookfield Renewable Partners L.P.

Wall Street analysts predict an average 1-year price target for BEP of $30.3 , with forecasts ranging from a low of $27 to a high of $32 .

BEP Lowest Price Target Wall Street Target

27 USD 7.23%

BEP Average Price Target Wall Street Target

30.3 USD 20.47%

BEP Highest Price Target Wall Street Target

32 USD 27.08%

4. DIVIDEND ANALYSIS

3.30% DIVIDEND YIELD

0.355 USD DIVIDEND PER SHARE

5. COMPETITION

Clearway Energy, Inc. operates in the renewable energy business in the United States. It has approximately 5,000 net megawatts (MW) of installed wind and solar generation projects; and approximately 2,500 net MW of natural gas generation facilities.

36.8 USD

CWEN

Undervalued 33.61%

Atlantica Sustainable Infrastructure plc owns, manages, and invests in renewable energy, storage, natural gas and heat, electric transmission lines, and water assets in the United States, Canada, Mexico, Peru, Chile, Colombia, Uruguay, Spain, Italy, Algeria, and South Africa.

30.8 USD

Undervalued 39.51%

NextEra Energy Partners, LP acquires, owns, and manages contracted clean energy projects in the United States. It owns a portfolio of contracted renewable generation assets consisting of wind and solar projects, as well as contracted natural gas pipeline assets.

52.2 USD

NEP

Undervalued 217.67%

Algonquin Power & Utilities Corp., through its subsidiaries, owns and operates a portfolio of regulated and non-regulated generation, distribution, and transmission utility assets.

7.82 USD

AQN

Undervalued 62.28%

Brookfield Renewable Corporation owns and operates a portfolio of renewable energy power generating facilities primarily in the United States, Europe, Colombia, and Brazil.

ReNew Energy Global Plc generates power through non-conventional and renewable energy sources in India. The company operates through Wind Power and Solar Power segments.

0 USD

RNW

Overvalued 100.00%

6. Ownership

Insider Ownership Brookfield Renewable Partners L.P.

Summary
Transactions

Sold

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3-6 MONTHS

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6-9 MONTHS

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9-12 MONTHS

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Bought

0 USD 0

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3-6 MONTHS

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6-9 MONTHS

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9-12 MONTHS

Date	Value	Insider	Amount	Avg Price

7. News

Here Are My Top 2 Dividend Stocks to Buy Now Here Are My Top 2 Dividend Stocks to Buy Now fool.com - 2 days ago

This 4.5%-Yielding Dividend Stock Continues to Deliver Powerful Growth Brookfield Renewable expects to continue generating high-powered earnings growth. fool.com - 1 week ago

My Portfolio's Biggest Winners And Losers From A Republican Sweep The election's swift resolution led to a sharp market reaction; S&P 500 rose ~4.5%, but REITs were weighed down by rising Treasury rates. Trump's victory is seen as inflationary, benefiting REIT fundamentals by suppressing new construction starts due to higher interest rates. My portfolio saw significant movements post-election, with regional banks and energy stocks gaining, while renewables and healthcare REITs faced short-term declines. seekingalpha.com - 1 week ago

Brookfield Renewable: Revisiting The Thesis After Trump's Victory I was very bullish on BEP earlier this year. However, Donald Trump's victory caused the market to initially sell off BEP units aggressively. I revisit the investment thesis in light of the recent US election results as well as BEP's recently reported Q3 results. seekingalpha.com - 1 week ago

Compared to Estimates, Brookfield Renewable (BEP) Q3 Earnings: A Look at Key Metrics While the top- and bottom-line numbers for Brookfield Renewable (BEP) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. zacks.com - 1 week ago

Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) Q3 2024 Earnings Call Transcript Brookfield Renewable Partners L.P. Limited Partnership Units (NYSE:BEP ) Q3 2024 Earnings Conference Call November 8, 2024 8:30 AM ET Company Participants Connor Teskey - Chief Executive Officer Ignacio Gomez-Acebo - Managing Director, Renewable Power & Transition Wyatt Hartley - Chief Financial Officer Conference Call Participants Sean Steuart - TD Securities Robert Hope - Scotiabank Nelson Ng - RBC Capital Markets Rupert Merer - National Bank Mark Jarvi - CIBC William Grippin - UBS Operator Thank you for standing by and welcome to the Brookfield Renewable Third Quarter 2024 Results Conference Call and Webcast. seekingalpha.com - 1 week ago

Brookfield Renewable Announces Record Third Quarter Results All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, News, Nov. 08, 2024 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable Partners”, "BEP") today reported financial results for the three and nine months ended September 30, 2024. globenewswire.com - 1 week ago

3 Dividend Growth Stocks That Are Screaming Buys in November If you're looking for dividend growth, these three stocks will probably be of great interest to you in November. fool.com - 1 week ago

Why Renewable Energy Stocks Plunged Today The election didn't help, but it's bonds investors should be watching. fool.com - 1 week ago

Unveiling Brookfield Renewable (BEP) Q3 Outlook: Wall Street Estimates for Key Metrics Get a deeper insight into the potential performance of Brookfield Renewable (BEP) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. zacks.com - 1 week ago

NextEra Energy Partners Vs. Brookfield Renewable Partners: I Would Go With Brookfield BEP has limited near-term debt maturities and has taken advantage of favourable refinancing conditions, reducing its exposure to interest rate risks while maintaining growth through strategic investments in renewable energy. While NEP may offer better valuation metrics, its higher financial risks and potential dividend cuts make BEP the more stable and reliable choice for investors seeking growth and lower risk. NEP faces concerns about CEPF payouts beyond 2026 potentially forcing it to lower distributions and redeploy capital. seekingalpha.com - 1 week ago

Buy The Dip In These '$10 Trillion Opportunity' Big Dividends Hand-Over-Fist There is a major macroeconomic shift beginning to take place. This trend provides a potential $10 trillion opportunity that investors can potentially take advantage of. We share several undervalued high-quality big dividend stocks that are well-positioned to benefit from this opportunity. seekingalpha.com - 2 weeks ago

8. Profile Summary

Brookfield Renewable Partners L.P. BEP

COUNTRY BM

INDUSTRY Renewable Utilities

MARKET CAP $ 16.7 B

Dividend Yield 3.30%

Description Brookfield Renewable Partners L.P. owns a portfolio of renewable power generating facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company generates electricity through hydroelectric, wind, solar, distributed generation, pumped storage, cogeneration, and biomass sources. Its portfolio consists of approximately 21,000 megawatts of installed capacity. Brookfield Renewable Partners Limited operates as the general partner of Brookfield Renewable Partners L.P. The company was formerly known as Brookfield Renewable Energy Partners L.P. and changed its name to Brookfield Renewable Partners L.P. in May 2016. Brookfield Renewable Partners L.P. was founded in 1999 and is headquartered in Hamilton, Bermuda.

Contact 73 Front Street, Hamilton, HM 12 https://www.bep.brookfield.com

IPO Date Nov. 15, 2005

Employees 4770

Officers Ms. Madeleine Bourdon Managing Director of Renewable Power & Transition Mr. Julian Deschatelets Managing Partner of Renewable Power & Transition Mr. Benjamin Michael Vaughan Senior Managing Partner Mr. Connor David Teskey Chief Executive Officer Ms. Jennifer Mazin Managing Partner of Renewable Power & Transition and General Counsel of BRP Energy Group LP Mr. Ralf Niklas Rank Managing Partner of Private Equity, Europe, Chief Information Officer Services Mr. Luiz Ildefonso Simões Lopes Executive Chairman of Latin America Mr. Brian Cook Managing Director of Renewable Power & Transition Mr. Justin B. Beber Senior Managing Partner Mr. F. Mitchell Davidson Managing Partner of Renewable Power & Transition

Price Chart BEP

Brookfield Renewable Partners L.P. BEP

Premium Plan

Unlimited Plan