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Upturn AI SWOT - About
OPAL Fuels Inc (OPAL)
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Upturn Advisory Summary
06/27/2025: OPAL (1-star) is a SELL. SELL since 2 days. Profits (18.64%). Updated daily EoD!
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
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $4.88
Year Target Price $4.88
| 5 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -38.92% | Avg. Invested days 23 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 436.89M USD | Price to earnings Ratio 126 | 1Y Target Price 4.88 |
Price to earnings Ratio 126 | 1Y Target Price 4.88 | ||
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 1.26 - 4.45 | Updated Date 06/29/2025 |
52 Weeks Range 1.26 - 4.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.02 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.47% | Operating Margin (TTM) -1.43% |
Management Effectiveness
Return on Assets (TTM) 0.72% | Return on Equity (TTM) 3.25% |
Valuation
Trailing PE 126 | Forward PE 1.88 | Enterprise Value 341377140 | Price to Sales(TTM) 1.36 |
Enterprise Value 341377140 | Price to Sales(TTM) 1.36 | ||
Enterprise Value to Revenue 1.07 | Enterprise Value to EBITDA 8.99 | Shares Outstanding 28971900 | Shares Floating 16793551 |
Shares Outstanding 28971900 | Shares Floating 16793551 | ||
Percent Insiders 23.31 | Percent Institutions 57.21 |
Analyst Ratings
Rating 4.25 | Target Price 4.88 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
OPAL Fuels Inc
Company Overview
History and Background
OPAL Fuels Inc., formerly known as ArcLight Clean Transition Corp. II, focuses on developing, constructing, and operating renewable natural gas (RNG) projects. Founded in 2018, they aim to decarbonize transportation by converting methane from landfills and animal waste into RNG.
Core Business Areas
- RNG Project Development: OPAL Fuels develops RNG production facilities at landfills, dairy farms, and other biogas sources. This includes design, engineering, and construction.
- RNG Production and Distribution: The company captures biogas, converts it into pipeline-quality RNG, and distributes it through existing natural gas infrastructure.
- RNG Fueling Solutions: OPAL Fuels provides RNG fueling solutions for heavy-duty vehicle fleets, enabling customers to switch to cleaner transportation fuels.
Leadership and Structure
Adam Comora serves as the Co-CEO and Co-Founder. Jonathan Maurer also serves as Co-CEO and Co-Founder. The company has a board of directors overseeing strategic direction and corporate governance.
Top Products and Market Share
Key Offerings
- Renewable Natural Gas (RNG): OPAL Fuels' primary product is RNG, a renewable alternative to fossil-based natural gas. RNG reduces greenhouse gas emissions when used as a transportation fuel. Market share data is difficult to pinpoint precisely, but OPAL Fuels is a significant player in the RNG market. Competitors include Clean Energy Fuels (CLNE), and Archaea Energy (LFG). Revenue is dependent on RNG production and sales volume, along with prices within Renewable Identification Number (RIN) markets and other incentives.
- Fueling Infrastructure: OPAL Fuels also offers fueling infrastructure solutions, including the design, construction, and maintenance of RNG fueling stations. Specific market share data is unavailable. Competitors include Trillium and Love's.
Market Dynamics
Industry Overview
The renewable natural gas (RNG) industry is experiencing rapid growth due to increasing demand for sustainable transportation fuels, government incentives, and environmental regulations. The market is fragmented with many project developers, producers, and distributors.
Positioning
OPAL Fuels is positioned as an integrated RNG provider, offering project development, production, and fueling solutions. Their focus on medium-to-large scale projects gives them a competitive advantage in certain markets.
Total Addressable Market (TAM)
The total addressable market for RNG in the transportation sector is estimated to be in the billions of dollars. OPAL Fuels is positioned to capture a portion of this TAM through its integrated approach and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Integrated business model (development, production, fueling)
- Experienced management team
- Strong relationships with landfill and dairy farm partners
- Focus on medium-to-large scale projects
Weaknesses
- Reliance on government incentives and regulations
- Relatively small scale compared to major energy companies
- Exposure to commodity price fluctuations
- Dependence on successful project execution
Opportunities
- Expansion into new geographic markets
- Development of new RNG production technologies
- Increased adoption of RNG by heavy-duty fleets
- Potential for carbon capture and sequestration projects
Threats
- Changes in government incentives and regulations
- Competition from other renewable energy sources
- Fluctuations in natural gas prices
- Technological advancements that make RNG less competitive
Competitors and Market Share
Key Competitors
- CLNE
- LFG
- REGI
Competitive Landscape
OPAL Fuels competes with larger, more established players in the RNG and renewable fuels markets. Their integrated business model and focus on medium-to-large scale projects differentiate them. However, OPAL Fuels' smaller scale compared to Clean Energy Fuels and others is a disadvantage.
Major Acquisitions
Next Renewable Fuels
- Year: 2024
- Acquisition Price (USD millions): 175
- Strategic Rationale: Acquisition of Next Renewable Fuels expands OPAL Fuels' project pipeline in the Pacific Northwest.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on reported financials, but based on the market demand growth should be strong.
Future Projections: Analyst projections need to be sourced from financial analysis reports. Revenue Growth (Projected): Placeholder, EPS Growth (Projected): Placeholder
Recent Initiatives: Recent initiatives typically involve new project announcements, strategic partnerships, and technology investments.
Summary
OPAL Fuels is a growing player in the renewable natural gas market, leveraging an integrated business model. While government incentives and project execution are crucial, expanding demand for RNG presents growth opportunities. They need to manage competitive pressures and regulatory changes effectively to ensure sustainable success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is based on publicly available information and may not be entirely accurate or up-to-date.
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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