| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 24 | 66.1x | 17.8x | Bottom tier | |
Growth | 76 | 2.7% | 7.1% | Top tier | |
Quality | 21 | 4.2% | 4.5% | Bottom tier | |
Safety | 26 | 7.7x | 2.6x | Bottom tier | |
Capital Return | 3 | — | 2.12% | Bottom tier | |
Momentum | 55 | 28.4% | 2.9% | Around median | |
Sentiment | 83 | 5 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Brookfield Renewable Partners operates a global energy and infrastructure platform spanning hydroelectric, solar, wind, battery storage, and sustainable solutions, in addition to nuclear energy services through Westinghouse. It generates cash flows from operating contracted generation assets, developing new projects, and providing nuclear fuel, maintenance, and engineering services, while also recycling capital by selling developed or non-core assets and redeploying the proceeds into higher-growth opportunities.
In Q2 fiscal 2026, funds from operations FFO reached approximately $421 million, up 13% year over year, and $0.62 per unit, up 11%. For the last 12 months ended July 31, 2026, FFO reached $1.444 billion, or $2.14 per unit, increases of 14% and 11%, respectively. By segment, hydroelectric power generated FFO of $336 million, solar and wind generated $166 million, while distributed energy, storage, and sustainable solutions contributed approximately $84 million; the results included realized gains from asset sales.
The data does not include revenue or gross margin for Q2 fiscal 2026, but the latest available EDGAR filings show that fiscal 2025 revenue was $6.4 billion, compared with $5.9 billion in fiscal 2024, and that net income improved to $712 million from a loss of $9 million. However, earnings per unit remained negative at $0.25 in fiscal 2025, compared with a loss of $0.89 in fiscal 2024, highlighting the difference between consolidated net income and the return attributable to the unit.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $38.83, within a range of $30 to $42, with a consensus rating of “Buy”; the average is slightly above the 52-week range high of $38.12, while the highest target exceeds that high and the lowest target falls below it. No positive price-to-earnings ratio is available to rely on, consistent with the loss per unit of $0.25 in fiscal 2025, so the valuation view depends more heavily on FFO growth, the development pipeline, and capital recycling, with a clearly wide range of analyst estimates.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
FFO reached approximately $421 million, or $0.62 per unit, in Q2 fiscal 2026, representing year-over-year increases of 13% and 11%, respectively. Results benefited from assets brought into service during the prior twelve months and the execution of the capital recycling program. Hydroelectric power generated FFO of $336 million, compared with $166 million from solar and wind and $84 million from distributed energy, storage, and sustainable solutions. These results included gains from asset sales, so not all of the increase represents recurring operating growth to the same extent.
The announced acquisition of IPA is valued at approximately $3 billion, or about $420 million net to BEP. IPA includes approximately 3 gigawatts of operating and under-construction assets, 3.5 gigawatts of contracted projects, and more than 20 gigawatts in the development pipeline. The company expects the transaction to increase operating and under-construction battery capacity to approximately 6 gigawatts and expand the development pipeline by more than 30% to over 80 gigawatts. IPA complements Neoen's presence in Europe and Australia by adding a large platform in North American markets.
Westinghouse represents Brookfield Renewable's nuclear technology and services arm, with activities spanning fuel, maintenance, services, engineering, and design. Its FFO increased by more than 60% in Q2 fiscal 2026 after excluding a significant licensing fee recorded in the comparable period. The U.S. Department of Energy also issued a commitment for facilities of up to $17.5 billion to support long-lead equipment for up to ten AP1000 reactors. As of July 31, 2026, the company was collaborating with seven utilities that had identified project sites, but equipment orders and commercial projects still need to advance from preliminary work to execution.
Brookfield Renewable completed approximately $12 billion of financings across its businesses during Q2 fiscal 2026 and ended the period with more than $5.1 billion of available liquidity. Capital deployed or committed for growth reached $5 billion at the platform level, or $760 million net to BEP. In return, it agreed to or closed sales generating approximately $2.2 billion of proceeds, or $630 million net to BEP. The transactions included the sale of a 570-megawatt European solar and wind portfolio, 2.1 gigawatts of assets to Northview Energy, and an additional 25% interest in a non-core hydroelectric portfolio in Maine.
Brookfield Renewable proposes combining BEP and BEPC into a single listed company, with votes scheduled for October 2026 and a targeted closing by the end of 2026. The resolutions require approval by two-thirds of the votes, and the BEP unitholder vote is a condition for completing the transaction, while the transaction may proceed if BEP holders approve it and BEPC shareholders do not. Brookfield indirectly owns 47% of BEP and approximately 10% of BEPC, and management expects these interests to support the transaction. According to the company's July 2026 announcement, the transaction will not change distributions, Brookfield's ownership, management fees, preferred units, or public debt.
