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.
Theme coverage
data center power stocks valuation, AI power demand valuation
10 stocks currently have exported local valuation data.
Valuation table
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% |
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.
FAQ
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.