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Upturn AI SWOT - About
OPAL Fuels Inc (OPAL)
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Upturn Advisory Summary
09/17/2025: OPAL (1-star) is currently NOT-A-BUY. Pass it for now.
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 $3.38
1 Year Target Price $3.38
| 5 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -38.92% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 355.46M USD | Price to earnings Ratio 34.17 | 1Y Target Price 3.38 |
Price to earnings Ratio 34.17 | 1Y Target Price 3.38 | ||
Volume (30-day avg) 8 | Beta 1.08 | 52 Weeks Range 1.26 - 4.11 | Updated Date 09/17/2025 |
52 Weeks Range 1.26 - 4.11 | Updated Date 09/17/2025 | ||
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 - | When - | Estimate - | 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 34.17 | Forward PE 3.3 | Enterprise Value 363506162 | Price to Sales(TTM) 1.08 |
Enterprise Value 363506162 | Price to Sales(TTM) 1.08 | ||
Enterprise Value to Revenue 1.1 | Enterprise Value to EBITDA 11.18 | Shares Outstanding 28996200 | Shares Floating 16800675 |
Shares Outstanding 28996200 | Shares Floating 16800675 | ||
Percent Insiders 23.46 | Percent Institutions 53.85 |
Upturn AI SWOT
OPAL Fuels Inc
Company Overview
History and Background
OPAL Fuels Inc. was formed in 2018 (originally as Fortistar Methane Group) and later renamed. It focuses on developing renewable natural gas (RNG) projects from landfill, agricultural, and other waste sources. They became public through a SPAC merger in 2021.
Core Business Areas
- RNG Production: Development, construction, and operation of renewable natural gas (RNG) production facilities.
- Fuel Sales: Sale of RNG to transportation and other end-use customers.
- Project Development: Securing feedstock sources and developing new RNG projects.
Leadership and Structure
Adam Comora serves as Co-CEO. The company has a board of directors and operates with a functional organizational structure, separating operations, finance, and project development.
Top Products and Market Share
Key Offerings
- Renewable Natural Gas (RNG): RNG produced from landfill gas, agricultural waste, and other organic waste streams. OPAL Fuels focuses on the transportation sector, displacing diesel fuel. Market share information is fragmented, but OPAL is a significant player in the emerging RNG market. Competitors include Clean Energy Fuels (CLNE) and Archaea Energy (LFG). Revenue is directly tied to RNG sales volume and prices.
Market Dynamics
Industry Overview
The RNG industry is growing rapidly, driven by environmental regulations, corporate sustainability goals, and government incentives. Demand for RNG is increasing in the transportation, industrial, and power generation sectors.
Positioning
OPAL Fuels is positioned as a vertically integrated RNG producer and fuel provider. Their advantage lies in project development expertise and a focus on high-value transportation markets.
Total Addressable Market (TAM)
The North American RNG market is projected to reach billions of dollars in the coming years. OPAL Fuels is positioned to capture a portion of this TAM by expanding its project portfolio and securing long-term supply agreements.
Upturn SWOT Analysis
Strengths
- Vertically integrated business model
- Project development expertise
- Strategic focus on transportation markets
- Access to diverse feedstock sources
Weaknesses
- Relatively small scale compared to larger energy companies
- Dependence on government incentives
- Volatility in natural gas prices
- High capital costs for project development
Opportunities
- Increasing demand for RNG
- Expansion into new feedstock sources
- Strategic partnerships with transportation companies
- Government support for renewable energy
Threats
- Competition from other RNG producers
- Changes in government regulations
- Fluctuations in natural gas prices
- Technological advancements in alternative fuels
Competitors and Market Share
Key Competitors
- CLNE
- LFG
- REGI
Competitive Landscape
OPAL Fuels faces competition from both established players and smaller RNG developers. Its vertically integrated model and focus on transportation give it a competitive edge. It's a newer company compared to competitors so market share lags.
Major Acquisitions
Next Renewable Fuels
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquisition of Next Renewable Fuels which strengthens RNG Production
Growth Trajectory and Initiatives
Historical Growth: Historical growth is related to the initial build out and acquisitions of RNG projects.
Future Projections: Future growth depends on project execution and RNG market conditions. Analyst estimates vary but are expected to grow significantly in the near future.
Recent Initiatives: Acquisition of new landfill gas and agricultural digester projects and securing of long-term fuel supply agreements.
Summary
OPAL Fuels is a growing player in the renewable natural gas industry with a vertically integrated model that targets the transportation sector. Its project development expertise and strategic focus position it for long-term growth. However, it is still a smaller company compared to established players and is dependent on government incentives. The company should look to scale its production more quickly to take advantage of the demand in the market, while maintaining costs in building new plants.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
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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