TSE:BEP.UN

Brookfield Renewable Partners (BEP.UN.TO)

43.50
+0.69 (1.61%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 5, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Brookfield Renewable Partners (BEP.UN-T) is highlighted by various experts as a strong player in the renewable energy sector, particularly benefiting from heightened demand for electricity and investments in infrastructure. The company boasts considerable potential, driven by contracts with large tech firms like Google and a focus on maintaining contracted cash flows while recycling capital into new projects. Despite a recent dip in stock performance over five years, many analysts note a positive trend and recently improving market conditions. They express optimism about its long-term growth prospects, especially in the second half of the decade as energy demands rise globally. With a yield of around 5%, it is also seen as a viable income-generating vehicle, though growth may be slow compared to other sectors; thus, investors are encouraged to consider buying on dips.

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Consensus
Positive
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Valuation
Fair Value
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Similar
NPI
HOLD
Which Brookfield to own?

You have to evaluate each company separately. He owns BEP.UN and BIP.UN, as he finds those the most attractive long term. With those two, you tap into the Brookfield global, private equity expertise, with a focus on renewables and infrastructure. You have to analyze the risk/reward and see what's right for you. 

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid cash flow and earnings growth. In a fast-growing competitive sector. Strong backing of parent company. Improved margins and valuations stable. Unlock Premium - Try 5i Free

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Strong EBITDA and earnings growth expected. BEPC transaction complete. Maintains strong balance sheet and cash flow. Solid name for both income and growth.
SELL
60% owned by BAM. Renewable energy is highly sought after, lots of demand. In last 7 years, has only made a profit once. Concerned with management decisions. Investments made below cost of capital. Sell, redeploy cash to a more profitable business model.
BUY
It is one of the best in Canada in the renewable space and is expanding into nuclear. Third quarter was good with a slight beat. It has 2 billion in capital to deploy. It can be expensive.
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid cash flow and earnings growth. In a fast-growing competitive sector. Strong backing of parent company. Improved margins and valuations stable.
TOP PICK
Recent acquisition of Westinghouse a major moment, as gives exposure to nuclear energy. Believes nuclear energy will be excellent business going forward. ~4% dividend yield is strong. Very strong management with excellent prospects.
DON'T BUY
Balance sheet's gone nowhere. More concerning is that FMV is quite a bit below the current price. What will drive it from a fundamental point of view? Nice yield, but it's being paid out of capital, which isn't good.
BUY
One of Brookfield's crown jewels. Secular theme of renewable energy. War in Ukraine highlights need for energy security. Geographically diverse exposure in wind, hydro, solar, geothermal. Will benefit from US tax credits. Management is well connected to snap up opportunities.
BUY
It's timely. Likes it and this will outperform. He owns BAM, its parent.
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Solid cash flow and earnings growth. In a fast-growing competitive sector. Strong backing of parent company. Improved margins and valuations stable.
PAST TOP PICK
(A Top Pick Jul 07/22, Up 11%) Well managed. Good opportunities here. When in doubt, buy the best. He'd add more.
TOP PICK
De-carbonization is here to stay, globally, by governments and corporations. BEP has a large global AND u.s. presence and has a lot of experience in all green energy. Can raise a lot of capital. Are well-positioned. Brookfield can build their assets and optimize their cash flows and eventually sell the business at maturity. The new IRA act in the US is another driver for green energy. BEP is also looking at carbon capture and battery storage, areas of growth. It pays a 3.3% dividend that will increase 5-9% annually. (Analysts’ price target is $53.85)
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Results in-line with expectations. Weaker long-term average generation. Strong capital deployment pipeline. Solid free cash flow expected. Unlock Premium - Try 5i Free

BUY ON WEAKNESS
Allan Tong’s Discover Picks BEP.UN has two advantages over its peers. It's owned by a mammoth, capital-rich parent company (trading under BAM'A), and half of BEP.UN's business is in water power. Water is the most dependable source of green power, because it doesn't suffer the vagaries of weather like solar and wind. Another plus is BEP.UN's global presence. To compare, Boralex's business is split between Canada and France with a smaller footprint in the U.S. BEP.UN pays a 3.26% dividend yield. Read 3 Stocks to See Green in Green Energy Stocks for our full analysis.
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