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OPAL Fuels Inc (OPAL)
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Upturn Advisory Summary
10/31/2025: OPAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $3.29
1 Year Target Price $3.29
| 5 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -42.5% | Avg. Invested days 22 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 417.88M USD | Price to earnings Ratio 40.17 | 1Y Target Price 3.29 |
Price to earnings Ratio 40.17 | 1Y Target Price 3.29 | ||
Volume (30-day avg) 8 | Beta 1.06 | 52 Weeks Range 1.26 - 4.08 | Updated Date 11/2/2025 |
52 Weeks Range 1.26 - 4.08 | Updated Date 11/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When - | Estimate 0.02 | Actual - |
Profitability
Profit Margin 3.66% | Operating Margin (TTM) -3.47% |
Management Effectiveness
Return on Assets (TTM) 0.35% | Return on Equity (TTM) 4.44% |
Valuation
Trailing PE 40.17 | Forward PE 3.84 | Enterprise Value 373944786 | Price to Sales(TTM) 1.27 |
Enterprise Value 373944786 | Price to Sales(TTM) 1.27 | ||
Enterprise Value to Revenue 1.13 | Enterprise Value to EBITDA 11.48 | Shares Outstanding 28996177 | Shares Floating 16800675 |
Shares Outstanding 28996177 | Shares Floating 16800675 | ||
Percent Insiders 23.38 | Percent Institutions 53.47 |
Upturn AI SWOT
OPAL Fuels Inc
Company Overview
History and Background
OPAL Fuels Inc. was formed through the combination of Fortistar Methane Group and GCM Grosvenor in 2021. It focuses on developing renewable natural gas (RNG) projects, aiming to decarbonize transportation fuel.
Core Business Areas
- RNG Production: Develops, owns, and operates RNG production facilities that convert methane from landfill, dairy, and other waste sources into renewable energy.
- Fuel Distribution: Distributes RNG as a transportation fuel through its own network of refueling stations and through partnerships with other fuel providers.
- Project Development: Provides project development services to third parties looking to build RNG facilities.
Leadership and Structure
Adam Comora serves as Co-CEO. The company operates with a management team overseeing project development, operations, and finance.
Top Products and Market Share
Key Offerings
- RNG Transportation Fuel: Renewable Natural Gas (RNG) used as a transportation fuel for heavy-duty vehicles. Market share varies by region, but RNG constitutes a small percentage of the overall transportation fuel market. Competitors include Clean Energy Fuels (CLNE) and various suppliers of biodiesel and electric vehicle charging solutions. Revenue is tied to the price of natural gas and environmental credits.
- RNG Credit Sales: Sale of environmental credits (RINs) generated from the production and use of RNG. Credit values fluctuate based on regulatory changes and market demand. Competitors are other RNG producers who sell RINs.
Market Dynamics
Industry Overview
The renewable natural gas industry is growing, driven by increased focus on decarbonization and government incentives. It faces challenges including feedstock availability and competition from other renewable energy sources.
Positioning
OPAL Fuels is positioned as an integrated RNG provider, covering project development, production, and distribution. Its advantage lies in its vertical integration strategy and established project pipeline.
Total Addressable Market (TAM)
The TAM for RNG as a transportation fuel is estimated to be in the billions of dollars annually. OPAL Fuels is positioned to capture a portion of this market through its project pipeline and distribution network.
Upturn SWOT Analysis
Strengths
- Vertically integrated business model
- Experienced management team
- Strong project pipeline
- Benefit from governmental incentives
Weaknesses
- Reliance on government incentives
- Relatively small scale compared to larger energy companies
- Dependence on feedstock availability
- Profitability challenges
Opportunities
- Expansion into new geographic markets
- Increased adoption of RNG as a transportation fuel
- Development of new RNG production technologies
- Partnerships with large fleet operators
Threats
- Changes in government regulations and incentives
- Competition from other renewable energy sources
- Fluctuations in natural gas prices
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- CLNE
- REGI
- GGE
Competitive Landscape
OPAL Fuels competes with larger, more established players in the renewable energy sector. Its competitive advantage lies in its integrated business model and focus on RNG.
Major Acquisitions
Next Renewable Fuels
- Year: 2022
- Acquisition Price (USD millions): 175
- Strategic Rationale: To expand its renewable fuels portfolio and increase market presence.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by the commissioning of new RNG projects.
Future Projections: Future growth depends on the successful execution of its project pipeline and expansion into new markets. Analyst estimates suggest significant revenue growth in the coming years.
Recent Initiatives: Recent initiatives include securing new RNG project contracts and expanding its refueling station network.
Summary
OPAL Fuels is a growing renewable natural gas company with a vertically integrated business model. Its success depends on the expansion of its project pipeline and the continued support of government incentives. While it faces competition from larger players, its focus on RNG positions it well for the future. Investors should closely monitor its financial performance and the regulatory landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About OPAL Fuels Inc
Exchange NASDAQ | Headquaters White Plains, NY, United States | ||
IPO Launch date 2022-07-22 | CEO - | ||
Sector Utilities | Industry Utilities - Regulated Gas | Full time employees 341 | Website https://opalfuels.com |
Full time employees 341 | Website https://opalfuels.com | ||
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. 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.
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