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  • Broofield Renewable Corporation (BEPC, BEPC.TO) has been growing dividend for the past 15 years.
  • 19,363MW already in operation, with 18,300 in development.
  • Sounds balance sheet with stable cashflow generation capabilities.

The blue wave has arrived so is the green wave!

It's hard to believe that nearly all the new utility related projects will be in renewable in the US in 2021. 

For the next few decades, we will be solving the carbon-emission problem with renewables and EVs. 

When it comes to an utility company, we typically analyze its cash-flow generation capabilities. For Brookfield, we can say it's on the top notch in the industry. 

Nearly 78% of its existing generation capabilities are dominated by Hydro, which is the most stable and safest source of power.  Followed by Wind and Solar. 

Solar Power will be adding a significant portion to its portfolio given all the on-going developments across the globe. 

The following are really the highlights of the company: 

  • Little to none negative impacts from Covid
  • Only pursuing mature projects to mitigate risk
  • Solid balance sheet and credit rating (A)
  • Large on-going portfolio of projects currently in development
  • Top expertise in renewable energy
  • Low multiples (P/FCF below 10 in recent trading sessions)


Buy below $70, double-down around $62 where the P/FCF falls below 7 which is really a bargin given its future FCF will be doubled in 5 years. 

Analyst's Disclosure: I am/we are long BEPC.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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