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OPAL
Upturn stock ratingUpturn stock rating

OPAL Fuels Inc (OPAL)

Upturn stock ratingUpturn stock rating
$2.33
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

08/14/2025: OPAL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

8 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $3.38

1 Year Target Price $3.38

Analysts Price Target For last 52 week
$3.38 Target price
52w Low $1.26
Current$2.33
52w High $4.11

Analysis of Past Performance

Type Stock
Historic Profit -38.92%
Avg. Invested days 23
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 404.01M USD
Price to earnings Ratio 38.83
1Y Target Price 3.38
Price to earnings Ratio 38.83
1Y Target Price 3.38
Volume (30-day avg) 8
Beta 1.08
52 Weeks Range 1.26 - 4.11
Updated Date 08/15/2025
52 Weeks Range 1.26 - 4.11
Updated Date 08/15/2025
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 2025-08-07
When -
Estimate 0.0988
Actual -0.0589

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 38.83
Forward PE 1.7
Enterprise Value 371625092
Price to Sales(TTM) 1.22
Enterprise Value 371625092
Price to Sales(TTM) 1.22
Enterprise Value to Revenue 1.13
Enterprise Value to EBITDA 11.41
Shares Outstanding 28996200
Shares Floating 16840690
Shares Outstanding 28996200
Shares Floating 16840690
Percent Insiders 23.29
Percent Institutions 53.42

ai summary icon Upturn AI SWOT

OPAL Fuels Inc

stock logo

Company Overview

overview logo History and Background

OPAL Fuels Inc. was formed through the combination of Fortistar Methane Group and Landfill Energy Systems in 2021, going public via SPAC merger. It focuses on developing and operating renewable natural gas (RNG) projects.

business area logo Core Business Areas

  • RNG Production and Development: OPAL Fuels develops, constructs, and operates RNG projects that convert landfill gas and animal waste into usable RNG.
  • Fuel Sales and Distribution: The company sells and distributes RNG to various end-users, including transportation fleets and industrial customers.
  • Project Financing: OPAL Fuels assists in the financing of RNG projects, offering capital and expertise.

leadership logo Leadership and Structure

Adam Comora serves as Co-CEO, and Jonathan Maurer is also Co-CEO. The company has a board of directors with members from Fortistar and other investment groups. Operates with a functional organizational structure aligned around project development, operations, and sales.

Top Products and Market Share

overview logo Key Offerings

  • Renewable Natural Gas (RNG): OPAL Fuels' primary product is RNG, produced from captured methane from landfills and agricultural sources. They operate a series of RNG plants throughout the US. Market share is difficult to determine precisely as it is a fragmented market. Competitors include Clean Energy Fuels (CLNE), Archaea Energy (LFG), and Republic Services (RSG).
  • RNG Fueling Stations: OPAL Fuels also develops and operates RNG fueling stations for heavy-duty vehicles. It provides sustainable fueling solutions to help fleet operators lower emissions. Competitors include Trillium (Love's) and Pilot Flying J. Market share figures aren't readily available but are influenced by geographic density and partnership agreements with fleet operators.

Market Dynamics

industry overview logo Industry Overview

The renewable natural gas industry is growing due to increasing demand for low-carbon fuels and supportive government policies (e.g., Renewable Fuel Standard).

Positioning

OPAL Fuels is a vertically integrated RNG producer, developer, and distributor. Its advantages include its portfolio of RNG projects and experience in project development and operations.

Total Addressable Market (TAM)

The TAM for RNG is estimated in the tens of billions of dollars. OPAL Fuels is positioned to capture a significant share of this market as the industry matures and low carbon fuel mandates are enacted.

Upturn SWOT Analysis

Strengths

  • Vertically integrated business model
  • Experienced management team
  • Portfolio of RNG projects
  • Focus on sustainability

Weaknesses

  • Reliance on government incentives
  • Commodity price volatility
  • Relatively small compared to major energy players
  • High capital expenditure requirements

Opportunities

  • Increasing demand for low-carbon fuels
  • Expansion into new geographies
  • Partnerships with fleet operators
  • Development of new RNG sources

Threats

  • Changes in government regulations
  • Competition from other renewable energy sources
  • Technological advancements that make RNG obsolete
  • Economic downturn impacting transportation sector

Competitors and Market Share

competitor logo Key Competitors

  • CLNE
  • LFG
  • RSG

Competitive Landscape

OPAL Fuels competes with larger, more established players in the renewable energy and waste management industries. Its advantages include a focused strategy on RNG and a vertically integrated business model. Disadvantages include smaller scale and reliance on project execution.

Growth Trajectory and Initiatives

Historical Growth: Significant revenue growth in recent years driven by the completion and operation of new RNG projects.

Future Projections: Analysts project continued revenue growth as the company expands its RNG project portfolio. Profitability improvements are also expected but dependent on project execution and market conditions.

Recent Initiatives: Securing partnerships with major trucking fleets and investing in new RNG production facilities.

Summary

OPAL Fuels is a growing player in the RNG market with a vertically integrated business model. It benefits from the increasing demand for low-carbon fuels but faces challenges related to project execution, commodity price volatility, and competition. The company needs to demonstrate consistent profitability to achieve long-term success. Its current challenges revolve around scaling operations effectively and securing long-term supply contracts.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Company Website
  • Industry Reports
  • Analyst Reports
  • Press Releases

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is based on available estimates and may not be precise.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 341

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.