Review of Brookfield Renewable Partners

SEP 11, 2025 - Renewables not only have a near-term tailwind of declining interest rates, which should make it easier for BEP.UN to finance growth project, but also secular tailwinds on the back of electrification and digitization, especially the adoption of Artificial Intelligence (AI). BEP.UN is a well-managed entity with solid execution in terms of raising, deploying, and recycling capital. BEP. UN’s management believes the company can provide investors an annualized return in the range of 12%-15% over the business cycle with relatively low risk. We think the long-term thesis in BEP.UN remains intact, and we are maintaining our rating at B+.

Download Report

{tplLang.businessdescription | toLang tLang}

{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}

{profileData.profile.details.ceo}

{tplLang.employees | toLang tLang}

{profileData.profile.details.employees | numeraljs '0,0'}

{tplLang.issuetype | toLang tLang}

{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}

{profileData.profile.classification.sector}

{tplLang.industry | toLang tLang}

{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.

Canadian National Railway Company (CNR $134.71)
- $134.71 P/E (TTM): 18.3X Cap: $82.91B
- View CNR Profile
- View Questions on CNR
Enbridge Inc. (ENB $65.46)
- $65.46 P/E (TTM): 24.95X Cap: $142.78B
- View ENB Profile
- View Questions on ENB
- View Reports on ENB
Brookfield Renewable Partners L.P. (BEP.UN $38.44)
- $38.44 Cap: $25.29B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
North West Company Inc. (The) (NWC $48.10)
- $48.10 P/E (TTM): 16.98X Cap: $2.28B
- View NWC Profile
- View Questions on NWC
- View Reports on NWC
Brookfield Infrastructure Partners L.P. (BIP.UN $47.83)
- $47.83 P/E (TTM): 53.04X Cap: $22.06B
- View BIP.UN Profile
- View Questions on BIP.UN
BMO Equal Weight Utilities Index ETF (ZUT $25.07)
- $25.07 P/E (TTM): 18.29X Cap: $841M
- View ZUT Profile
- View Questions on ZUT
HIGH INTEREST SAVINGS ACCOUNT FUND (HISA)
- View HISA Profile
- View Questions on HISA

Q: I am looking at fixed income potential across sectors as a low risk offset to my equities and would appreciate your recommendations. It doesn’t look like the space has good future prospects overall with rates having just dropped.
Of notable options, high interest saving accounts, bond funds, utilities, dividend index’s and perhaps reits, the reits and dividend indexes have superior yields.
Could you please comment on the space overall, which sectors are advisable and possible suggestions for purchase please?

Read Answer Asked by Peter on November 26, 2025

NextEra Energy Inc. (NEE $81.65)
- $81.65 P/E (TTM): 25.86X Cap: $170.04B
- View NEE Profile
- View Questions on NEE
Brookfield Renewable Partners L.P. (BEP.UN $38.44)
- $38.44 Cap: $25.29B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
TransAlta Corporation (TA $19.08)
- $19.08 Cap: $5.67B
- View TA Profile
- View Questions on TA
GE Vernova Inc. (GEV $671.71)
- $671.71 P/E (TTM): 114.32X Cap: $182.24B
- View GEV Profile
- View Questions on GEV

Q: I think a lot of utilities tied to the wind-farm industry have taken quite a hit since Trump came back to tilt at windmills (Orsted, for example). But Trump won't be around forever. Assuming a significant rebound following his demise, what companies provide the greatest opportunity going forward? Please include one or two Canadian investment opportunities in your answer.

Read Answer Asked by Rick on November 25, 2025

Brookfield Renewable Partners L.P. (BEP.UN $38.44)
- $38.44 Cap: $25.29B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.31)
- $53.31 Cap: $19.97B
- View BEPC Profile
- View Questions on BEPC

Q: In a recent question highlighting the large premium given to BEPC vs BEP.UN, you responded that the stocks are “economically equivalent”. If that’s the case is it reasonable to expect the prices to align more closely with time? I hold BEPC in a non-registered account. Tax considerations aside, would it make sense to sell BEPC from my non-registered account and buy back BEP.UN in a registered account to take advantage of the current large discount?

Read Answer Asked by Steven on November 13, 2025