OPAL Fuels Inc. (OPAL)
Utilities · NCM
Fundamentals
Valuation and ratings
OPAL Fuels Inc. trades at USD2.21, which is 54% above the USD1.01 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 24 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 36.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
OPAL earnings and analyst estimates
Recommendation mix, 5 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About OPAL Fuels Inc.
OPAL Fuels Inc. together with its subsidiaries, engages in the production and distribution of renewable natural gas (RNG) for use as a vehicle fuel for heavy and medium-duty trucking fleets throughout the United States. It operates through three segments, RNG Fuel, Fuel Station Services and Renewable Power. The company also designs, develops, constructs, operates, and services fueling stations for trucking fleets that use natural gas to displace diesel as transportation fuel. In addition, it is involved in the design, development, and construction of hydrogen fueling stations. Further, the company engages in the generation and sale of renewable power to utilities; and environmental attributes associated with RNG and renewable power, as well as sale of RNG as pipeline quality natural gas. OPAL Fuels Inc. was founded in 1998 and is headquartered in White Plains, New York.
Super investor ownership
4 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Marshall Wace, MARSHALL WACE, LLP$565.6K · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$413.4K · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$161.8K · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$29.5K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is OPAL Fuels Inc. (OPAL) undervalued?
Against our discounted cash flow estimate of USD1.01, OPAL at USD2.21 is 54% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own OPAL?
4 of the institutions we track reported a position in OPAL in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is OPAL's P/E ratio?
OPAL trades at 36.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
When does OPAL report earnings next?
OPAL Fuels Inc. is scheduled to report on 6 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for OPAL, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.