Brookfield Renewable's Growth Potential in Energy Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 8 hours ago
0mins
Should l Buy BEPC?
Source: Fool
- Rising Electricity Demand: Global electricity demand is projected to grow at an annual rate of 3.5%, driven primarily by surging electricity needs from data centers, which could exceed 8% to 10% annual growth, presenting a significant market opportunity for Brookfield Renewable.
- Stable Revenue Sources: Brookfield sells most of its electricity through long-term fixed-rate power purchase agreements (PPAs) with utilities and large corporations, with 70% of its revenues linked to inflation, ensuring stable and steadily rising earnings.
- Diverse Growth Catalysts: The company anticipates enhancing cash flow per share by 4% to 6% annually through higher-rate PPAs and approximately $850 million in new clean power investments, recently signing a $3 billion hydropower supply deal with Google, further solidifying its market position.
- Strong Dividend Growth: Brookfield plans to increase its current 3.9% high-yield dividend by 5% to 9% annually, expecting cash flow per share to grow over 10% annually through 2031, which will provide investors with substantial total return potential.
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Analyst Views on BEPC
Wall Street analysts forecast BEPC stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 40.410
Low
35.00
Averages
43.67
High
48.00
Current: 40.410
Low
35.00
Averages
43.67
High
48.00
About BEPC
Brookfield Renewable Corp. operates renewable power platforms and sustainable solutions. The Company’s operations consist of over 13,948 MW of installed hydroelectric, wind, solar, storage and ancillary capacity across Brazil, Colombia, North America and Europe. Its sustainable solutions assets include investment in a leading global nuclear services business and a portfolio of investments in carbon capture and storage capacity, agricultural renewable natural gas, materials recycling and eFuels manufacturing capacity, among others. It is focused on power markets in the United States. Its hydroelectric capacity in the United States is located in New York, Pennsylvania, and New England. In New York, it has over 74 hydroelectric facilities, in Pennsylvania, four hydroelectric facilities, and in New England, 48 hydroelectric facilities. Through its subsidiary TerraForm Power, it has a diverse portfolio of wind and solar platforms located in California, Illinois, Texas and New York.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Brookfield Renewable's Growth Potential Amid Rising Power Demand
- Surging Global Power Demand: Global electricity demand is projected to grow at an annual rate of 3.5%, primarily driven by skyrocketing energy needs from data centers, providing a robust market foundation for Brookfield Renewable's rapid expansion in the future.
- Stable Revenue Streams: The majority of Brookfield's electricity is sold under long-term, fixed-rate power purchase agreements (PPAs), with 70% of revenues linked to inflation, enabling the company to achieve stable and steadily rising earnings, thereby enhancing its financial resilience.
- Significant Investments and Partnerships: The company recently signed a $3 billion deal to supply hydropower to Google and a 10.5 gigawatt renewable energy development agreement with Microsoft, initiatives that not only elevate its market position but also further drive cash flow growth.
- Future Growth Expectations: Brookfield anticipates that its cash flow per share will achieve over 10% annual growth through multiple growth drivers, with plans to increase its high-yield dividend by 5% to 9% annually, indicating strong growth momentum for the company over the coming decades.
See More
Brookfield Renewable's Growth Potential in Energy Sector
- Rising Electricity Demand: Global electricity demand is projected to grow at an annual rate of 3.5%, driven primarily by surging electricity needs from data centers, which could exceed 8% to 10% annual growth, presenting a significant market opportunity for Brookfield Renewable.
- Stable Revenue Sources: Brookfield sells most of its electricity through long-term fixed-rate power purchase agreements (PPAs) with utilities and large corporations, with 70% of its revenues linked to inflation, ensuring stable and steadily rising earnings.
- Diverse Growth Catalysts: The company anticipates enhancing cash flow per share by 4% to 6% annually through higher-rate PPAs and approximately $850 million in new clean power investments, recently signing a $3 billion hydropower supply deal with Google, further solidifying its market position.
- Strong Dividend Growth: Brookfield plans to increase its current 3.9% high-yield dividend by 5% to 9% annually, expecting cash flow per share to grow over 10% annually through 2031, which will provide investors with substantial total return potential.
See More
Investment Strategy and Passive Income Growth
- Cash Reserve Strategy: I plan to transfer over $1,000 in excess cash into my brokerage account to capitalize on future market downturns, aiming for 10% of my portfolio to be in cash, with half of that goal already achieved.
- Passive Income Objective: I intend to invest about $400 in high-yield dividend stocks this April, including Brookfield Renewable, Energy Transfer, and W.P. Carey, which will help accelerate my path to financial independence through their growing dividends.
- Brookfield Renewable Growth Potential: The company has increased its dividend by at least 5% annually since its formation in 2011 and expects cash flow per share to grow over 10% annually, supporting its dividend growth targets.
- AI Investment Opportunity: I plan to invest the remaining approximately $100 in Brookfield Corporation, which sees AI as a significant investment trend, projecting 25% annual earnings growth over the next five years from its AI infrastructure investments.
See More
Investment Strategy Focused on Passive Income Growth
- Cash Reserve Strategy: The author plans to transfer over $1,000 in excess cash into their brokerage account in April to capitalize on future market downturns, thereby enhancing financial flexibility and preparing for potential investment gains.
- Passive Income Goal: By investing in the iShares 0-3 Month Treasury Bond ETF, currently yielding around 3.5%, the author aims to convert idle cash into a steady monthly income stream, facilitating financial independence and alleviating job security concerns due to potential AI displacement.
- High-Yield Stock Investments: The plan includes investing approximately $400 in April into Brookfield Renewable, Energy Transfer, and W.P. Carey, all of which are expected to provide growing dividends, thereby accelerating the journey towards financial freedom.
- AI Investment Outlook: The author also intends to invest about $100 in Brookfield Corporation, which is capitalizing on the AI boom and anticipates a 25% annual earnings growth over the next five years, further enhancing financial security.
See More
Brookfield Renewable's Green Energy Business Thrives Amid AI Demand
- Renewable Energy Growth: Brookfield Renewable operated 47 GW of renewable capacity by the end of 2025 and has over 200 GW of projects in development, indicating strong growth potential in the green energy market, with further expansion expected through long-term contracts with hyperscalers like Microsoft and Google.
- Financial Performance Outlook: Analysts project Brookfield's revenue and adjusted EBITDA to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, reflecting its profitability and competitive edge in the green energy sector, with an enterprise value of $58.4 billion still appearing relatively cheap at 15 times this year's adjusted EBITDA.
- GE Vernova's Market Performance: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with double-digit growth in its Power and Electrification orders in 2025 driven by the expansion of cloud and AI markets, highlighting its critical role in energy transition.
- Future Growth Potential: Analysts expect GE Vernova's revenue and adjusted EBITDA to increase at CAGRs of 15% and 55% from 2025 to 2028, and despite its enterprise value of $233 billion and a meager forward yield of 0.2%, its potential to meet future energy demands makes it a compelling investment for investors.
See More
Utility Stocks Poised for Growth Amid AI Demand
- Brookfield Renewable Growth: As of the end of 2025, Brookfield Renewable operates 47 GW of renewable capacity with over 200 GW in development, and analysts project a 22% CAGR in revenue from 2025 to 2028, highlighting its strong growth potential in the green energy market.
- Long-Term Contract Advantage: Brookfield has secured long-term renewable power agreements with hyperscalers like Microsoft and Google, and as the cloud and AI markets expand, it is expected to gain more contracts, enhancing its market competitiveness and revenue stability.
- GE Vernova's Rapid Surge: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with analysts forecasting a 15% CAGR in revenue from 2025 to 2028, primarily driven by the expansion of cloud computing and AI markets, prompting utilities to accelerate electrification.
- Power and Electrification Order Growth: GE Vernova has seen double-digit growth in its Power and Electrification orders over the past two years, indicating strong market demand and growth potential, despite slower growth in its wind segment.
See More
Brookfield Renewable's Growth Potential Amid Rising Power Demand
- Surging Global Power Demand: Global electricity demand is projected to grow at an annual rate of 3.5%, primarily driven by skyrocketing energy needs from data centers, providing a robust market foundation for Brookfield Renewable's rapid expansion in the future.
- Stable Revenue Streams: The majority of Brookfield's electricity is sold under long-term, fixed-rate power purchase agreements (PPAs), with 70% of revenues linked to inflation, enabling the company to achieve stable and steadily rising earnings, thereby enhancing its financial resilience.
- Significant Investments and Partnerships: The company recently signed a $3 billion deal to supply hydropower to Google and a 10.5 gigawatt renewable energy development agreement with Microsoft, initiatives that not only elevate its market position but also further drive cash flow growth.
- Future Growth Expectations: Brookfield anticipates that its cash flow per share will achieve over 10% annual growth through multiple growth drivers, with plans to increase its high-yield dividend by 5% to 9% annually, indicating strong growth momentum for the company over the coming decades.
See More
Brookfield Renewable's Growth Potential in Energy Sector
- Rising Electricity Demand: Global electricity demand is projected to grow at an annual rate of 3.5%, driven primarily by surging electricity needs from data centers, which could exceed 8% to 10% annual growth, presenting a significant market opportunity for Brookfield Renewable.
- Stable Revenue Sources: Brookfield sells most of its electricity through long-term fixed-rate power purchase agreements (PPAs) with utilities and large corporations, with 70% of its revenues linked to inflation, ensuring stable and steadily rising earnings.
- Diverse Growth Catalysts: The company anticipates enhancing cash flow per share by 4% to 6% annually through higher-rate PPAs and approximately $850 million in new clean power investments, recently signing a $3 billion hydropower supply deal with Google, further solidifying its market position.
- Strong Dividend Growth: Brookfield plans to increase its current 3.9% high-yield dividend by 5% to 9% annually, expecting cash flow per share to grow over 10% annually through 2031, which will provide investors with substantial total return potential.
See More
Investment Strategy and Passive Income Growth
- Cash Reserve Strategy: I plan to transfer over $1,000 in excess cash into my brokerage account to capitalize on future market downturns, aiming for 10% of my portfolio to be in cash, with half of that goal already achieved.
- Passive Income Objective: I intend to invest about $400 in high-yield dividend stocks this April, including Brookfield Renewable, Energy Transfer, and W.P. Carey, which will help accelerate my path to financial independence through their growing dividends.
- Brookfield Renewable Growth Potential: The company has increased its dividend by at least 5% annually since its formation in 2011 and expects cash flow per share to grow over 10% annually, supporting its dividend growth targets.
- AI Investment Opportunity: I plan to invest the remaining approximately $100 in Brookfield Corporation, which sees AI as a significant investment trend, projecting 25% annual earnings growth over the next five years from its AI infrastructure investments.
See More
Investment Strategy Focused on Passive Income Growth
- Cash Reserve Strategy: The author plans to transfer over $1,000 in excess cash into their brokerage account in April to capitalize on future market downturns, thereby enhancing financial flexibility and preparing for potential investment gains.
- Passive Income Goal: By investing in the iShares 0-3 Month Treasury Bond ETF, currently yielding around 3.5%, the author aims to convert idle cash into a steady monthly income stream, facilitating financial independence and alleviating job security concerns due to potential AI displacement.
- High-Yield Stock Investments: The plan includes investing approximately $400 in April into Brookfield Renewable, Energy Transfer, and W.P. Carey, all of which are expected to provide growing dividends, thereby accelerating the journey towards financial freedom.
- AI Investment Outlook: The author also intends to invest about $100 in Brookfield Corporation, which is capitalizing on the AI boom and anticipates a 25% annual earnings growth over the next five years, further enhancing financial security.
See More
Brookfield Renewable's Green Energy Business Thrives Amid AI Demand
- Renewable Energy Growth: Brookfield Renewable operated 47 GW of renewable capacity by the end of 2025 and has over 200 GW of projects in development, indicating strong growth potential in the green energy market, with further expansion expected through long-term contracts with hyperscalers like Microsoft and Google.
- Financial Performance Outlook: Analysts project Brookfield's revenue and adjusted EBITDA to grow at CAGRs of 22% and 6% respectively from 2025 to 2028, reflecting its profitability and competitive edge in the green energy sector, with an enterprise value of $58.4 billion still appearing relatively cheap at 15 times this year's adjusted EBITDA.
- GE Vernova's Market Performance: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with double-digit growth in its Power and Electrification orders in 2025 driven by the expansion of cloud and AI markets, highlighting its critical role in energy transition.
- Future Growth Potential: Analysts expect GE Vernova's revenue and adjusted EBITDA to increase at CAGRs of 15% and 55% from 2025 to 2028, and despite its enterprise value of $233 billion and a meager forward yield of 0.2%, its potential to meet future energy demands makes it a compelling investment for investors.
See More
Utility Stocks Poised for Growth Amid AI Demand
- Brookfield Renewable Growth: As of the end of 2025, Brookfield Renewable operates 47 GW of renewable capacity with over 200 GW in development, and analysts project a 22% CAGR in revenue from 2025 to 2028, highlighting its strong growth potential in the green energy market.
- Long-Term Contract Advantage: Brookfield has secured long-term renewable power agreements with hyperscalers like Microsoft and Google, and as the cloud and AI markets expand, it is expected to gain more contracts, enhancing its market competitiveness and revenue stability.
- GE Vernova's Rapid Surge: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with analysts forecasting a 15% CAGR in revenue from 2025 to 2028, primarily driven by the expansion of cloud computing and AI markets, prompting utilities to accelerate electrification.
- Power and Electrification Order Growth: GE Vernova has seen double-digit growth in its Power and Electrification orders over the past two years, indicating strong market demand and growth potential, despite slower growth in its wind segment.
See More
