Valuation hub
Data Center Power Stocks Valuation
Data center power stocks valuation has become a separate research lane as AI workloads raise electricity demand, grid interconnection needs, cooling requirements, and power equipment backlogs. This hub groups utilities, power generation, electrification equipment, engineering services, storage, and renewable infrastructure names that may be connected to the data center power build-out. The valuation work stays grounded in intrinsic value, DCF, reverse DCF implied growth, EV/EBITDA, P/FCF, and financial trends. Power-linked companies can have very different capital intensity, regulation, balance-sheet structure, and cash-flow profiles, so cross-company comparison should focus on assumptions rather than a single multiple. The table highlights available local valuation fields and links to detail pages that explain current price implied expectations, reported financials, model ranges, and source-data quality.
Quick answer
What does data center power valuation focus on?
TickerVal's data center power stocks valuation hub compares 52 stocks through intrinsic value, DCF, reverse DCF implied growth, EV/EBITDA, P/FCF, valuation assumptions, and financial trends. It is designed to make assumptions visible for research reference, not to rank stocks or issue investment opinions.
Which stocks are covered?
data center power stocks valuation, AI power demand valuation
52 stocks currently have exported local valuation data.
Supply chain
Supply chain atlas
Coverage in this theme grouped by chain position, so peers in the same layer can be compared on the same valuation assumptions. Click a ticker to open the detail page.
Upstream
01Inputs, tools, and IP that enable the chain.
Independent power producers and utilities supplying baseload and dispatchable power.
Nuclear developers, uranium/fuel exposure, and reactor component suppliers tied to data center power debates.
Midstream
02Core design, integration, and platform companies.
Transmission and distribution gear, switchgear, backup power, electrical distribution, and electrification systems.
Specialty engineering and construction for grid and data center buildout.
Sector primer
Data center power 2026: the megawatt is the new bottleneck
A read on why AI data center electricity demand has re-priced power generators, T&D equipment makers, EPC contractors, and storage operators — with the assumption-level work pointing back to each ticker's detail page.
The structural shift this hub is built around is straightforward. US data center power demand, flat for two decades while efficiency gains offset workload growth, is now growing — projections from grid operators (PJM, ERCOT) and utility planners (Dominion, AEP) put data center load growth at multi-percent of total grid demand annually through 2030, with concentrated geographic clusters in Northern Virginia, Phoenix, Dallas, and the Ohio River Valley. The same workload demand that re-priced semiconductors and AI infrastructure is now re-pricing the megawatt.
The hub covers ten tickers across five layers: power generation (Vistra, Constellation, NRG, NextEra), renewables (First Solar), T&D equipment (Eaton, GE Vernova, Powell Industries), engineering and construction (Quanta Services), and energy storage (Fluence Energy). Each layer captures the data-center demand differently — and the reverse-DCF assumptions on the per-stock pages reflect those differences.
Power generation: nuclear is the asymmetric piece
Constellation Energy is the cleanest expression of the AI-data-center-power thesis on this hub. The 2024 Microsoft 20-year PPA for Three Mile Island Unit 1 (now branded Crane Clean Energy Center) is the marker — a nuclear plant restart with a hyperscaler offtake locks in 24/7 carbon- free power at premium pricing. CEG's 2025 EBITDA guide reflects the PPA economics, and the reverse DCF on the TickerVal page implies upper-teens FCF CAGR through the explicit window. The 5-year P/E percentile sits in the upper decile.
Vistra is the merchant analog with a different mix — natural gas peakers, coal in transition, plus the Energy Harbor nuclear acquisition that closed in 2024. Vistra's economics depend on ERCOT and PJM capacity market prices and on retail-power margins as well as the data-center contract signal. NRG sits one step further back from the AI thesis — Texas retail and home services dominate the revenue mix — but it benefits from the same ERCOT capacity tightening that lifts Vistra's merchant power economics. NextEra is the regulated-utility-plus-renewables vehicle; Florida Power & Light and the Energy Resources renewable development pipeline give NEE a different shape than the merchant generators, with steady earnings growth and lower tail risk.
First Solar is the renewables piece with a US manufacturing tilt. Thin-film cadmium-telluride panels, US-based wafer and module capacity, and IRA tax-credit qualifying status give FSLR pricing power on utility-scale PPAs that crystalline-silicon competitors with China supply chains do not carry. Backlog through 2027 is largely sold out at the 2025 reporting date, which is a different assumption profile than the rest of the hub — order book visibility is multi-year regardless of spot polysilicon pricing.
T&D and engineering: where the bottleneck shows up first
Eaton has a diversified electrical business — industrial controls, vehicle, aerospace — but the electrical sector segment captures the data-center backlog. Order growth in data-center end markets ran above 30% through 2024, and the segment's book-to-bill was sustained above 1.0x for multiple quarters. ETN reverse DCF implies low-teens FCF CAGR; the assumption test is whether backlog converts at quoted margins as the supply chain stretches into 2026.
GE Vernova is the spin-out from GE that consolidates Power, Electrification, and Wind. The electrification segment — switchgear, transformers, grid software — captures the data-center T&D demand. Power segment (gas turbines) benefits from new natural-gas baseload commitments (Vistra's and Talen's plants are the recent disclosures); Wind is the drag, with structural margin pressure from past warranty issues working through the 2025 cohort. Powell Industries is the smaller pure-play on switchgear and electrical infrastructure for industrial and utility customers, with revenue growing 30%+ through the 2024 cycle and operating margin reaching the mid-teens.
Quanta Services is the EPC layer — engineering, procurement, and construction for transmission, distribution, and renewable interconnection. Quanta does not ship equipment; it bills hours and materials at a margin that scales with backlog complexity. Data-center-driven transmission upgrades are a multi-year demand pull on the same engineering crews already building renewable interconnections, so PWR's revenue mix is concentrated in the same skilled-labor bottleneck that limits the entire build-out.
Energy storage: shorter horizon, more cyclical
Fluence Energy is the smallest ticker in the hub and the most exposed to project-cycle volatility. Battery storage projects are gated on lithium-iron-phosphate cell pricing (which has softened materially in 2024–2025), interconnection queue position, and PPA economics that depend on regional capacity market design. FLNC's growth has run faster than the rest of the hub, but margin profile is thinner and project deferrals show up directly in revenue. Reverse DCF on FLNC carries a wider scenario range than the other tickers, and the per-stock page makes the sensitivity to project completion timing explicit.
What the page is implying right now
5-year P/E percentile reads sit in the upper deciles for VST, CEG, ETN, GEV, and POWL — the tickers most directly leveraged to AI data center power demand. NRG and NEE read closer to their 5-year medians, reflecting more diversified revenue mixes. FSLR sits high on the percentile read but with a different driver (US IRA-credit policy and silicon supply chain shift) than the others. PWR's percentile is elevated on backlog-conversion economics. FLNC reads more idiosyncratic given the smaller scale and shorter listing history.
Tensions worth tracking
First, interconnection queue and permitting timing. The largest non-equipment risk in the hub is the gap between announced data-center capacity and the grid's ability to deliver power on the announced timeline. PJM and ERCOT have queue backlogs measured in years; if hyperscaler timelines slip 2026–2027 due to interconnection delays, the equipment makers (ETN, GEV, POWL) and EPC (PWR) revenue gets pushed right while the generators (CEG, VST) retain the contracted economics. The mechanical decoupling matters for which tickers absorb the timing risk.
Second, capacity market price levels. ERCOT and PJM capacity auction outcomes set the merchant generation economics directly. The 2024 PJM capacity auction cleared at materially elevated levels, and the 2025 auction reset the assumption baseline upward. If 2026 and 2027 auctions revert toward historical norms — for example because new gas baseload comes online faster than load growth — VST and NRG margin assumptions compress, while CEG's long-dated PPAs are insulated.
Third, IRA policy continuity. First Solar's Section 45X manufacturing credit and the broader investment tax credit framework underpin the renewables economics for FSLR and the renewable interconnection pipeline that PWR and GEV serve. Policy continuity through the 2026 and 2028 political cycles is a tail variable that affects layer-level economics for at least three tickers on this page.
Research reference only. Not investment advice. Source: SEC EDGAR. The actual valuation work happens on each stock's detail page, where reverse-DCF inputs, model suitability, and source-trace coverage can be inspected directly.
How do the valuation metrics compare?
Rows use the existing static data export; symbols without complete snapshots are added after pipeline export.
| Stock | Price | Model median | Implied growth | EV/EBITDA | P/FCF | Price vs model median |
|---|---|---|---|---|---|---|
| VSTVistra Corp. | 159.50 USD | 99.84 USD | 3.9% | 14.4x | 41.8x | +59.8% |
| CEGConstellation Energy Corp | 307.81 USD | 77.81 USD | 19.5% | 25.2x | 75x | +296% |
| NRGNRG Energy, Inc. | 151.88 USD | 73.69 USD | 4.5% | 13x | 39.5x | +106% |
| ETNEaton Corporation plc | 425.55 USD | 416.57 USD | 16.3% | - | 46.8x | +2.2% |
| GEVGE Vernova Inc. | 1,062.95 USD | 29.55 USD | 28.1% | - | 58.8x | +3,497% |
| PWRQuanta Services, Inc. | 785.60 USD | 80.89 USD | 23.4% | 58.9x | 73.3x | +871% |
| POWLPowell Industries, Inc. | 319.76 USD | 305.32 USD | 8.0% | 15.3x | 25.1x | +4.7% |
| FLNCFluence Energy, Inc. | 13.20 USD | 4.78 USD | 4.9% | - | - | +176% |
| FSLRFirst Solar, Inc. | 211.71 USD | 123.25 USD | 5.5% | - | 19.2x | +71.8% |
| NEENextEra Energy, Inc. | 95.67 USD | 51.71 USD | 17.0% | 19.5x | 61.7x | +85% |
| AEPAMERICAN ELECTRIC POWER CO INC | 136.91 USD | 246.93 USD | -1.2% | 14.1x | 15.2x | -44.6% |
| SOThe Southern Company | 91.80 USD | 53.52 USD | 26.0% | 7.1x | - | +71.5% |
| DUKDuke Energy Corporation | 128.60 USD | 91.07 USD | 40.0% | - | - | +41.2% |
| EXCExelon Corporation | 46.50 USD | 44.23 USD | - | - | - | +5.1% |
| EIXEdison International | 69.88 USD | 103.32 USD | - | - | - | -32.4% |
| PCGPG&E Corporation | 16.07 USD | 19.81 USD | - | 9.5x | - | -18.9% |
| PEGPublic Service Enterprise Group Incorporated | 77.13 USD | 11.92 USD | 16.1% | 13.1x | 613.4x | +547% |
| EDConsolidated Edison, Inc. | 110.49 USD | 92.51 USD | -5.0% | - | 8.3x | +19.4% |
| OKLOOklo Inc. | 72.51 USD | 2.62 USD | - | - | - | +2,668% |
| SMRNuScale Power Corporation | 12.55 USD | 0.36 USD | - | - | - | +3,386% |
| NNENANO Nuclear Energy Inc. | 27.45 USD | - | - | - | - | - |
| LEUCentrus Energy Corp. | 207.33 USD | 47.15 USD | 30.2% | 36.2x | 132x | +340% |
| BWXTBWX Technologies, Inc. | 205.33 USD | 92.76 USD | 22.3% | 39.7x | 63.9x | +121% |
| CCJCameco Corporation | 116.75 USD | 16.02 USD | 27.1% | 59.6x | 64.8x | +629% |
| DDOMINION ENERGY, INC | 63.94 USD | 41.22 USD | - | 8.4x | - | +55.1% |
| XELXcel Energy Inc. | 82.58 USD | 55.49 USD | -5.6% | - | 11.9x | +48.8% |
| AESAES CORP | 14.28 USD | 12.70 USD | - | - | - | +12.4% |
| CMSCMS ENERGY CORP | 76.03 USD | 27.48 USD | - | 13.6x | - | +177% |
| CNPCENTERPOINT ENERGY INC | 43.35 USD | 24.75 USD | - | 13.6x | - | +75.2% |
| DTEDTE Energy Company | 148.79 USD | 106.39 USD | -7.5% | - | 9.1x | +39.9% |
| ETREntergy Corporation | 116.43 USD | 61.02 USD | 4.3% | - | - | +90.8% |
| ESEversource Energy | 71.07 USD | 65.76 USD | - | - | - | +8.1% |
| FEFirstEnergy Corp. | 46.92 USD | 37.74 USD | -7.0% | - | 7.3x | +24.3% |
| ATOATMOS ENERGY CORP | 188.54 USD | 81.64 USD | 13.3% | 13.1x | - | +131% |
| AWKAmerican Water Works Company, Inc. | 127.38 USD | 78.47 USD | - | 9.5x | - | +62.3% |
| BEBloom Energy Corporation | 286.56 USD | 1.05 USD | 40.0% | 559.8x | 1204.3x | +27,192% |
| GNRCGenerac Holdings Inc. | 259.34 USD | 65.34 USD | 13.8% | - | 57.4x | +297% |
| STRLSterling Infrastructure, Inc. | 844.80 USD | 314.87 USD | 20.0% | 53.9x | 69.4x | +168% |
| AGXArgan, Inc. | 683.56 USD | 84.62 USD | 19.5% | 68.3x | 23.5x | +708% |
| VMIValmont Industries, Inc. | 510.29 USD | 184.71 USD | 11.3% | 21.4x | 32.5x | +176% |
| DYDycom Industries, Inc. | 432.64 USD | 116.58 USD | 29.9% | 21.1x | 29.1x | +271% |
| WCCWESCO International, Inc. | 364.53 USD | 123.74 USD | 15.5% | 16.2x | 153.6x | +195% |
| TTTrane Technologies plc | 476.77 USD | 423.04 USD | 13.6% | 26.4x | 38x | +12.7% |
| JCIJohnson Controls International plc | 139.52 USD | 28.84 USD | 18.7% | 32.9x | 94.6x | +384% |
| HUBBHubbell Incorporated | 492.58 USD | 575.33 USD | 11.3% | 19.9x | 30.1x | -14.4% |
| NVTnVent Electric plc | 169.95 USD | 88.02 USD | 19.7% | 43.3x | 75.2x | +93.1% |
| MTZMasTec, Inc. | 414.29 USD | 83.62 USD | 19.1% | 31.4x | 88.2x | +395% |
| MODModine Manufacturing Company | 273.00 USD | 37.78 USD | 28.4% | 40.6x | 113.8x | +623% |
| CARRCARRIER GLOBAL Corp | 67.62 USD | 32.26 USD | 9.2% | 19.9x | 27.5x | +110% |
| AAONAAON, Inc. | 139.66 USD | 17.68 USD | 40.0% | 51.5x | - | +690% |
| FIXComfort Systems USA, Inc. | 1,867.02 USD | 232.69 USD | 24.9% | - | 64.1x | +702% |
| EMEEMCOR Group, Inc. | 903.50 USD | 254.94 USD | 10.9% | - | 31.3x | +254% |
What does each stock page add?
Each note links back to a stock detail page with model assumptions, source-data coverage, and financial trend context.
Vistra Corp. (VST) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 18B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 3.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Constellation Energy Corp (CEG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 26B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 19.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
NRG Energy, Inc. (NRG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 31B USD, free cash flow is 766M USD, and reverse DCF currently points to implied growth of 4.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Eaton Corporation plc (ETN) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 27B USD, free cash flow is 4B USD, and reverse DCF currently points to implied growth of 16.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
GE Vernova Inc. (GEV) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 38B USD, free cash flow is 5B USD, and reverse DCF currently points to implied growth of 28.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Quanta Services, Inc. (PWR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 28B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 23.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Powell Industries, Inc. (POWL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 1B USD, free cash flow is 155M USD, and reverse DCF currently points to implied growth of 8.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Fluence Energy, Inc. (FLNC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 2B USD, free cash flow is -160M USD, and reverse DCF currently points to implied growth of 4.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
First Solar, Inc. (FSLR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 5B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 5.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
NextEra Energy, Inc. (NEE) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 27B USD, free cash flow is 3B USD, and reverse DCF currently points to implied growth of 17.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
AMERICAN ELECTRIC POWER CO INC (AEP) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 22B USD, free cash flow is 5B USD, and reverse DCF currently points to implied growth of -1.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
The Southern Company (SO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 30B USD, free cash flow is -3B USD, and reverse DCF currently points to implied growth of 26.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Duke Energy Corporation (DUK) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is -, free cash flow is -2B USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Exelon Corporation (EXC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 24B USD, free cash flow is -2B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Edison International (EIX) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 19B USD, free cash flow is -715M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
PG&E Corporation (PCG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 25B USD, free cash flow is -3B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Public Service Enterprise Group Incorporated (PEG) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 12B USD, free cash flow is 63M USD, and reverse DCF currently points to implied growth of 16.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Consolidated Edison, Inc. (ED) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 17B USD, free cash flow is 5B USD, and reverse DCF currently points to implied growth of -5.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Oklo Inc. (OKLO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 0 USD, free cash flow is -115M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
NuScale Power Corporation (SMR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 31M USD, free cash flow is -460M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
NANO Nuclear Energy Inc. (NNE) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 0 USD, free cash flow is -28M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Centrus Energy Corp. (LEU) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 449M USD, free cash flow is 31M USD, and reverse DCF currently points to implied growth of 30.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
BWX Technologies, Inc. (BWXT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 295M USD, and reverse DCF currently points to implied growth of 22.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Cameco Corporation (CCJ) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 785M USD, and reverse DCF currently points to implied growth of 27.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
DOMINION ENERGY, INC (D) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 17B USD, free cash flow is -, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Xcel Energy Inc. (XEL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is -, free cash flow is 4B USD, and reverse DCF currently points to implied growth of -5.6%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
AES CORP (AES) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 12B USD, free cash flow is -2B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
CMS ENERGY CORP (CMS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 9B USD, free cash flow is -, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
CENTERPOINT ENERGY INC (CNP) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 9B USD, free cash flow is -2B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
DTE Energy Company (DTE) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is -, free cash flow is 3B USD, and reverse DCF currently points to implied growth of -7.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Entergy Corporation (ETR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 13B USD, free cash flow is -3B USD, and reverse DCF currently points to implied growth of 4.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Eversource Energy (ES) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 14B USD, free cash flow is -45M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
FirstEnergy Corp. (FE) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 15B USD, free cash flow is 4B USD, and reverse DCF currently points to implied growth of -7.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
ATMOS ENERGY CORP (ATO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 5B USD, free cash flow is -2B USD, and reverse DCF currently points to implied growth of 13.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
American Water Works Company, Inc. (AWK) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 5B USD, free cash flow is -1B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Bloom Energy Corporation (BE) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 2B USD, free cash flow is 57M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Generac Holdings Inc. (GNRC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 268M USD, and reverse DCF currently points to implied growth of 13.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Sterling Infrastructure, Inc. (STRL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 2B USD, free cash flow is 376M USD, and reverse DCF currently points to implied growth of 20.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Argan, Inc. (AGX) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 945M USD, free cash flow is 411M USD, and reverse DCF currently points to implied growth of 19.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Valmont Industries, Inc. (VMI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 313M USD, and reverse DCF currently points to implied growth of 11.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Dycom Industries, Inc. (DY) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 6B USD, free cash flow is 437M USD, and reverse DCF currently points to implied growth of 29.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
WESCO International, Inc. (WCC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 24B USD, free cash flow is 118M USD, and reverse DCF currently points to implied growth of 15.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Trane Technologies plc (TT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 21B USD, free cash flow is 3B USD, and reverse DCF currently points to implied growth of 13.6%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Johnson Controls International plc (JCI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 24B USD, free cash flow is 965M USD, and reverse DCF currently points to implied growth of 18.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Hubbell Incorporated (HUBB) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 6B USD, free cash flow is 875M USD, and reverse DCF currently points to implied growth of 11.3%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
nVent Electric plc (NVT) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 372M USD, and reverse DCF currently points to implied growth of 19.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
MasTec, Inc. (MTZ) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 14B USD, free cash flow is 370M USD, and reverse DCF currently points to implied growth of 19.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Modine Manufacturing Company (MOD) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 129M USD, and reverse DCF currently points to implied growth of 28.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
CARRIER GLOBAL Corp (CARR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 22B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 9.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
AAON, Inc. (AAON) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 1B USD, free cash flow is -204M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Comfort Systems USA, Inc. (FIX) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 9B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 24.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
EMCOR Group, Inc. (EME) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 17B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 10.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Frequently asked questions
Why group power stocks with AI data center demand?
AI data centers can affect electricity load, grid equipment demand, cooling requirements, storage needs, and power generation assumptions across several business models.
Which assumptions matter most for data center power valuation?
Key assumptions include revenue visibility, capital intensity, regulation, backlog conversion, free cash flow, leverage, and the growth path implied by current market prices.
Is this page an investment recommendation?
No. It is a research reference and does not provide investment advice, ratings, price targets, or buy/sell recommendations.