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OPAL Fuels Inc (OPAL)
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Upturn Advisory Summary
12/03/2025: 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 $3.31
1 Year Target Price $3.31
| 5 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -46.08% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 414.41M USD | Price to earnings Ratio 119.5 | 1Y Target Price 3.31 |
Price to earnings Ratio 119.5 | 1Y Target Price 3.31 | ||
Volume (30-day avg) 8 | Beta 1.08 | 52 Weeks Range 1.26 - 4.08 | Updated Date 12/4/2025 |
52 Weeks Range 1.26 - 4.08 | Updated Date 12/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.02 |
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 -0.0963 |
Profitability
Profit Margin 3.39% | Operating Margin (TTM) 3.54% |
Management Effectiveness
Return on Assets (TTM) -0.06% | Return on Equity (TTM) 3.12% |
Valuation
Trailing PE 119.5 | Forward PE 3.93 | Enterprise Value 389873264 | Price to Sales(TTM) 1.26 |
Enterprise Value 389873264 | Price to Sales(TTM) 1.26 | ||
Enterprise Value to Revenue 1.18 | Enterprise Value to EBITDA 16.62 | Shares Outstanding 28996177 | Shares Floating 16800675 |
Shares Outstanding 28996177 | Shares Floating 16800675 | ||
Percent Insiders 23.38 | Percent Institutions 56.93 |
Upturn AI SWOT
OPAL Fuels Inc
Company Overview
History and Background
OPAL Fuels Inc. was formed through a business combination with ArcLight Clean Transition Corp. II, a special purpose acquisition company (SPAC), completing in July 2021. The company evolved from earlier renewable natural gas (RNG) project development and has focused on developing, constructing, and operating RNG facilities.
Core Business Areas
- RNG Project Development: OPAL Fuels develops and constructs renewable natural gas (RNG) facilities that capture methane from landfills, agricultural facilities, and other waste sources.
- RNG Production and Sale: The company produces and sells RNG as a transportation fuel and for other uses, displacing fossil fuels.
- Operation and Maintenance: OPAL Fuels operates and maintains its RNG facilities.
Leadership and Structure
Adam Comora is the Co-CEO of OPAL Fuels. Jonathan Maurer also serves as Co-CEO. The company has a board of directors overseeing management. Details regarding the complete leadership structure can be found in the companies latest SEC filings.
Top Products and Market Share
Key Offerings
- RNG as Transportation Fuel: OPAL Fuels' primary product is RNG, sold as a transportation fuel, primarily to fleet operators. Market share data specific to OPAL Fuels' RNG share is difficult to ascertain as the RNG market is fragmented. Competitors include Clean Energy Fuels (CLNE), and other RNG producers. Market share percentages vary by region and application.
- RNG for Other Uses: RNG is also sold for electricity generation and heating. Again, market share data is fragmented and difficult to ascertain. Competitors include other RNG producers and utilities.
Market Dynamics
Industry Overview
The renewable natural gas industry is growing, driven by increasing demand for cleaner transportation fuels and government incentives. RNG is seen as a way to reduce greenhouse gas emissions and utilize waste streams.
Positioning
OPAL Fuels is positioned as an integrated developer, producer, and distributor of RNG, focusing on medium to large-scale projects. Its competitive advantage lies in its project development expertise and established relationships with landfill and agricultural facility owners.
Total Addressable Market (TAM)
The total addressable market for RNG in North America is estimated to be in the billions of dollars. OPAL Fuels is positioned to capture a portion of this market through its project pipeline and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Integrated business model (development to distribution)
- Project development expertise
- Strong relationships with feedstock providers
- Focus on medium to large-scale projects
Weaknesses
- Relatively small company compared to competitors
- Reliance on government incentives
- Exposure to commodity price fluctuations
- Dependent on availability of feedstocks
Opportunities
- Growing demand for RNG as a transportation fuel
- Expansion into new geographic markets
- Development of new RNG production technologies
- Increased government support for RNG
Threats
- Competition from other RNG producers and alternative fuels
- Changes in government incentives
- Fluctuations in natural gas prices
- Regulatory challenges
Competitors and Market Share
Key Competitors
- CLNE
- REGI
- WPRT
Competitive Landscape
OPAL Fuels' advantages include its project development expertise and integrated business model. Its disadvantages include its relatively small size compared to competitors like Clean Energy Fuels.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by project development and RNG production increases.
Future Projections: Future growth projections depend on the company's ability to complete its project pipeline and secure new RNG offtake agreements. Consult analyst reports for specific growth estimates.
Recent Initiatives: Recent initiatives include developing new RNG facilities and expanding its partnerships with feedstock providers.
Summary
OPAL Fuels is a growing company in the renewable natural gas industry, leveraging its expertise in project development. The company is exposed to fluctuations in natural gas prices and reliant on government incentives. Future growth will depend on completing its project pipeline, while challenges remain in facing larger competitors.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC filings (10-K, 10-Q)
- Analyst reports
- Industry publications
- Company website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Consult with a financial professional before making any investment decisions.
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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