Many investors look at the meteoric rise of AI stocks and feel a sharp pang of regret, lamenting missed opportunities as prices soared. But what if I told you there’s an overlooked avenue to re-enter the race, without chasing after the next flash-in-the-pan tech sensation? Enter the realm of infrastructure and energy, where AI is quietly but powerfully reshaping the landscape. Among these opportunities lies an unassuming gem: Brookfield Renewable Corporation (BEPC). With AI Energy Supply becoming increasingly vital, this sector presents a remarkable chance for savvy investors.
Currently priced at $36.61 with a fair market value pegged at $58.00, BEPC isn’t just another name in the renewable sector—it’s your potential ticket to a 73% upside. Despite sporting a negative EPS of -$0.74, its financials tell a different story. Brookfield’s Funds From Operations have surged by 10% year-over-year. With 2.1 GW of new capacity slated for commission by Q2 2025 and a groundbreaking Power Purchase Agreement with Google for an incredible 3,000 MW, BEPC’s diversified portfolio across hydro, wind, and solar on four continents cements its place as a pioneering force. This unique blend of data-driven demand for clean energy and a robust dividend yield of 4.09% could turn BEPC into the AI infrastructure investment you’ve been waiting for.
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Learn More About the Tools →Brookfield Renewable Corporation (BEPC) at a Glance
Brookfield Renewable Corporation, trading under the ticker BEPC, is one of the world’s largest publicly traded renewable power platforms. The company operates a diversified mix of hydroelectric, onshore wind, and utility-scale solar assets across North America, South America, Europe, and Asia. Its global footprint and long-term contracts have earned BEPC a reputation for stable cash flows and resilient growth.
This breadth of operations makes BEPC a leading play among AI energy stocks and undervalued renewable energy stocks alike. As big tech continues to pour resources into data centers, the demand for reliable, renewable power has never been stronger. BEPC’s infrastructure is well positioned to capitalize on this secular trend, providing both operational scale and financial flexibility to meet the world’s evolving energy needs.
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Try the Stock Valuation Tool for Free →Fair Value and Upside: The 73% Undervaluation Story
According to fairvalue-calculator.com, BEPC’s intrinsic value sits at $58.00, compared with its current market price of $36.61, implying a potential upside of approximately 73%. This substantial gap highlights how the market has overlooked the linkage between renewable capacity expansion and AI’s insatiable energy appetite.
Undervaluation in renewable infrastructure often stems from short-term focus on earnings metrics like EPS, whereas miners of cash flows—especially in capital-intensive sectors—foster real shareholder value over the long term. For investors hunting undervalued renewable energy stocks with clear catalysts, BEPC stands out as a top candidate.
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Financial Performance: Balancing Negative EPS with Cash Flows
At first glance, BEPC’s negative EPS of -$0.74 might give pause. However, in capital-heavy renewables, traditional accounting profits can misrepresent cash-generating strength. A more telling metric is Funds From Operations (FFO), which rose by 10% year-over-year in the latest report.
This growth in operational cash flow underscores the robustness of BEPC’s underlying assets. As the company deploys new capacity and secures long-term PPAs—like the one with Google—FFO should continue trending higher. In AI infrastructure investments, free cash flow from reliable energy sources becomes a cornerstone of sustainable growth.
Pipeline Growth: New Capacity and Strategic Partnerships
Brookfield Renewable is on track to commission 2.1 GW of new capacity by Q2 2025. This expansion isn’t merely about adding more megawatts—it’s about forging strategic partnerships and locking in long-duration contracts that underpin future revenue streams.
A prime example is the 3,000 MW Power Purchase Agreement with Google, designed to supply clean power for its global data centers. Such deals not only validate BEPC’s standing as a go-to AI energy supply partner but also diversify its customer base among mega-cap technology firms.
The AI Energy Supply Connection
Artificial intelligence and cloud services are voracious power consumers. Data centers worldwide demand uninterrupted, carbon-free energy to train models and deliver real-time insights. This trend underlies the broader category of AI energy stocks—companies that blend renewable output with grid reliability.
BEPC occupies a sweet spot: its hydro, wind, and solar assets can be ramped up to meet peaks in demand, offering a clean-power solution for AI giants. As big tech pushes for 100% renewable energy targets, Brookfield’s portfolio provides a stable supply of green electrons, fueling neural networks and enterprise applications alike.
Hedge Funds Are Moving: The Shift from Oil to Renewables
Institutional money is rotating out of traditional oil & gas players and into green infrastructure. Hedge funds and pension plans are rebalancing portfolios in favor of sustainable energy, driven by both regulatory pressure and long-term return prospects.
BEPC’s 73% undervaluation and robust cash generation make it an attractive target for these allocations. With a fortress balance sheet—even at a debt-to-equity ratio of 282.96 (typical for capital-intensive renewables)—Brookfield can continue to expand capacity without compromising financial flexibility. It’s precisely this dynamic that’s catching the eye of large-scale investors seeking the next wave of mega-cap growth.
Dividend Yield and Long-Term Investment Potential
BEPC offers a dividend yield of 4.09%, striking a balance between income and growth. Renewable energy platforms often reinvest a significant portion of cash flow into new projects, but Brookfield has shown a commitment to returning value to shareholders through steady distributions.
When you factor in the 73% upside from its conservative fair value estimate, plus a near-4.1% yield, BEPC’s total return potential becomes compelling. For investors focused on both income and capital appreciation, this undervalued renewable energy stock ticks multiple boxes.
Investment Case Summary
- Current Price: $36.61 vs. Fair Value: $58.00 → ~73% Upside
- Dividend Yield: 4.09%
- Negative EPS of -$0.74; FFO up 10% YoY
- 2.1 GW of new capacity commissioning by Q2 2025
- 3,000 MW Google PPA cements AI energy supply role
- Diversified hydro, wind & solar footprint across 4 continents
- Debt-to-Equity Ratio: 282.96 (typical for large-scale renewables)
- Hedge funds rotating from oil to green infrastructure
Conclusion: Power Your Portfolio with BEPC
If you felt you missed the AI hype, Brookfield Renewable offers a second chance—this time through infrastructure and energy, not just chips and software. BEPC’s 73% undervaluation, solid FFO growth, strategic AI Power Purchase Agreements, and attractive dividend yield create a balanced risk/reward profile for long-term investors.
For a deeper dive into valuation metrics and other undervalued renewable energy stocks, head over to fairvalue-calculator.com and discover your next potential 73% gem.
