Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
OPAL
HOLDOPAL Fuels Inc. · Utilities · United States · $386M · Avg Vol: $746K/d
COMPANY DESCRIPTION
OPAL Fuels Inc. is a leading producer and distributor of renewable natural gas (RNG) for the heavy-duty transportation sector in North America. The company's competitive advantage stems from its vertically integrated platform, which includes sourcing biogas from landfills and dairy farms, processing it into vehicle-ready RNG, and operating a network of fueling stations for fleets committed to decarbonization.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 235.5M | 256.1M | 300.0M | 349.0M | 14.0% | 336.9M | 352.9M | 421.7M | 9.9% |
| EPS | 0.13 | 0.70 | 0.02 | 0.15 | 4.9% | 0.07 | 0.08 | 0.19 | 12.5% |
| Shares | 29.5M | 28.1M | 28.4M | 29.0M | -1.6% | 30.4M | — | — | — |
| Debt | 179.7M | 210.6M | 297.6M | 352.1M | 25.1% | 447.2M | — | — | — |
| Equity | -800.6M | -478.8M | -148.4M | -12.9M | — | — | — | — | — |
| Op CF | -1.4M | 38.3M | 31.4M | 36.5M | -2.3% | 19.7M | — | — | — |
| Inv CF | -184.0M | -74.1M | -134.6M | -77.3M | — | — | — | — | — |
| Fin CF | 220.6M | 5.9M | 83.5M | 41.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of OPAL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| OPAL | OPAL Fuels Inc.(you) | $386M | 38 | HOLD |
| RGCO | RGC Resources, Inc. | $229M | 51 | HOLD |
| NWN | Northwest Natural Holding Company | $2.2B | 50 | HOLD |
| MDU | MDU Resources Group, Inc. | $4.4B | 38 | HOLD |
| CPK | Chesapeake Utilities Corporation | $3.3B | 50 | HOLD |
| SR | Spire Inc. | $4.9B | 42 | HOLD |
| BIPC | Brookfield Infrastructure Corporation | $5.1B | 32 | SELL |
| CTRI | Centuri Holdings, Inc. | $2.8B | 17 | STRONG SELL |
| BKH | Black Hills Corporation | $5.7B | 53 | HOLD |
| OGS | ONE Gas, Inc. | $5.1B | 58 | HOLD |
Peer medians: ROE 9.5% · P/E 20.8x · Gross margin 44.5%