Clear leader
4 companies value 70 bn revenue 4.1 bn margin -40.3% free cash flow -0.1 bn avg. score 0.9
BE holds 95.0% of the group's value, 34.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BE | Bloom Energy United States · score 3.7 | 95% | 67 bn | 3.1 bn | 8.1% | 0.6 bn | 0.9% | — | Fuel cells for on-site power generation · Fuel cells that power data centers off the grid | |
| 2 | PLUG | Plug Power United States · score 0.0 | 3% | 1.9 bn | 0.7 bn | -220.6% | -0.5 bn | -27.3% | — | Fuel cells and green hydrogen · Green hydrogen for logistics; still burning cash. A speculative bet | |
| 3 | FCEL | FuelCell Energy United States · score 0.0 | 2% | 1.0 bn | 0.1 bn | -113.6% | -0.1 bn | -9.8% | 0.2% | Stationary fuel cells for power generation · Fuel cell power plants for distributed generation | |
| 4 | BLDP | Ballard Power Systems Canada · score 0.0 | 1% | 0.5 bn | 0.1 bn | -91.5% | -0.1 bn | -12.4% | — | Hydrogen fuel cells for transportation · Fuel cells for buses and trucks |
Other industries in the same sector
- Sector overview
- Regulated electric utilities 27 companies
- Multi-utilities 13 companies
- Nuclear and data-center power 7 companies
- Gas and multi-utilities 11 companies
- Water utilities 14 companies
- Canadian utilities 4 companies
- Solar manufacturing 16 companies
- Latin American electric utilities 6 companies
- Renewables (contracted generation) 16 companies
- Small modular reactors (SMR) 9 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.