BE Bloom Energy
too hard · 23
Owner-earnings value$10.17
Price$272.89
Margin of safety
-96.3%
Quality gate · 23/100
⚠ sub-hurdle returns (median roic -6% < 9%) · unprofitable in too many years
Median ROIC-6.2%
Gross margin31.2%
Net debt / EBITDA1.5x
Share count / yr+10.8%
Profitable years0/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 244.94M |
| Owner-earnings yield | 0.3% |
| Free-cash-flow yield | 0.8% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 25.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 14.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 269.44M | 10.0% | 236.42M |
| 2 | 294.28M | 9.2% | 226.59M |
| 3 | 319.13M | 8.4% | 215.62M |
| 4 | 343.60M | 7.7% | 203.70M |
| 5 | 367.27M | 6.9% | 191.06M |
| 6 | 389.72M | 6.1% | 177.90M |
| 7 | 410.50M | 5.3% | 164.42M |
| 8 | 429.20M | 4.6% | 150.85M |
| 9 | 445.42M | 3.8% | 137.37M |
| 10 | 458.78M | 3.0% | 124.16M |
Recent news
score · 8 articles
- 1 Momentum Stock to Target This Week and 2 That Underwhelm
- Why Bloom Energy (BE) Outpaced the Stock Market Today
- Test Your ETF Knowledge In Our IQ Test
- Why Did Bloom Energy Stock More Than Triple In A Year?
- Loren Finegold, Ed Comber Join Vinson & Elkins NY Practice, Finance & Infrastructure Growth
- Bloom Energy (BE) Surges as AI Hyperscalers Adopt Solid Oxide Fuel Cells
- BE Stock Jumps Premarket Ahead Of S&P 500 Inclusion: US Army Awards Power Leases To Indelible-Bloom Coalition
- Bloom Energy’s “Time-to-Power” Moat
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.