OPAL Fuels Inc (OPAL) Fair Value & Analysis

Utilities · US · Market cap $325M

Below-average quality, and screening another 12% overvalued on our models.

What matters now

• Our model range runs from $1.53 (bear) to $2.41 (bull), base $2.04. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 21/100 (below-average quality) with medium evidence: read the verdict with care.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range $1.30 – $11.50 · fair‑value band $1.53 – $2.41 · the $2.33 price screens above the $2.04 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

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Analysis

OPAL Fuels Inc (OPAL) currently trades at $2.33, while our model-based Fair Value estimate is $2.04, implying the stock looks roughly 12.5% overvalued today. The Quality Score stands at 21/100 (below-average quality), in the Utilities sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, OPAL Fuels Inc generated revenue of $337M at a net margin of 5.7%. Revenue declined 14.1% year over year. It earns a return on equity of 6.1%. Net debt stands at $341M. Fundamentals as of Jul 18, 2026

Our scenario range runs from $1.53 (bear case) to $2.41 (bull case); at $2.33, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 41% above its 52-week low, currently above its 200-day average. For context, the median of 10 Utilities peers we cover trades at -19% fair-value upside, at -12%, OPAL screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: Growth Earnings ($2.59) versus Dividend Discount ($0.9600). Highest evidence: Gordon GGM (70).

Key figures & financial health

Quality Score breakdown

About the company

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. It operates through three segments, RNG Fuel, Fuel Station Services and Renewable Power.

Full company description

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. It operates through three segments, RNG Fuel, Fuel Station Services and Renewable Power. 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.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

OPAL Fuels Inc reported revenue of $349M in FY2025 versus $166M in FY2021, a compound +20.4%/yr. Reported net income was $14.8M in FY2025, compounding +189.5%/yr from FY2021.

OPAL screens 12% overvalued. Compare with Naturgy Energy Group →

Peer Group

Utilities - Regulated Gas · 104 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Utilities - Regulated Gas median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.