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OPAL Fuels Inc. (including its subsidiaries, the Company, OPAL, we, us or our ) is a vertically integrated leader in the capture and conversion of biogas into low carbon intensity renewable natural gas ("RNG") and Renewable Power. OPAL Fuels is also a leader in the marketing and distribution of RNG to heavy duty trucking and other hard to de-carbonize industrial sectors.
$2.51
$0.02 (-0.99%)
Live · 05:20 PM
Operating margin is thin at 2.12%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 16.4%, still solid. Margins contracted 4.9pp, which offsets some of the top-line progress.
At 36x earnings, the current multiple leaves limited room for execution misses or growth deceleration. ROIC dropped from 6.46% to 1.71%, capital efficiency is deteriorating.
35.8x earnings. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$337M
▲ +16.4% YoY
Net Income (TTM)
$2M
▲ +663.5% YoY
Op. Margin
1.34%
▼ -4.9pp YoY
ROIC
0.94%
▼ -4.7pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$64M
▲ +64.3% YoY
Op. Cash Flow (TTM)
$20M
▲ +16.3% YoY
Net Debt
$323M
Cash & Equiv.
$133M
3Y CAGR: +14.1%
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At a P/E of 35.8, Opal Fuels (OPAL)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Opal Fuels scores 18/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full . This is analysis, not investment advice.
Opal Fuels scores 18 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 1.3% operating margin and a 0.9% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. you should weigh OPAL's valuation and scores 18/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.