2 Best Clean Energy Stocks For 2022

Seeking Alpha2022-03-09

SummaryFuel is at the forefront of rising prices, and YTD, the Energy Sector (XLE) is up +35%, with no signs of abating.Global economies are increasingly turning to green energy with climate change ...

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Deca
2022-03-09
Deca
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This is not reflected in clean energy ETFs, like QCLN down 17.5% YTD.As the cost of all forms of energy increases, both conventional companies and alternative energy are passing costs directly to consumers.ON, with its intelligent power technologies, and SQM as a lithium miner, are strong buys with solid quant ratings and fundamentals. They are my top clean energy stock picks on the blended basis of growth and valuation.Investing In Clean Energy StocksClimate change concerns are prompting nations around the globe to alter their power sources. Carbon-based fossil fuels are valuable sources of energy that supply approximately 85% of the world's energy needs. In addition to the price of crude oil skyrocketing near $140/barrel, the aim to decarbonize the global economy is becoming more important. But not all green energy stocks and ETFs are created equal, as evidenced by ETF First Trust NASDAQ Clean Edge Green Energy (QCLN), which is down more than 17.5% YTD. It's crucial to pick green energy stocks that have good valuation frameworks and underlying metrics. Renewable energy is crucial to the energy transition and why I have selected two energy stocks with solid fundamentals, ON Semiconductor (ON) and Sociedad Quimica y Minera de Chile S.A. (SQM), that I believe will be a great investment into the sector and a great investment for your portfolio.Oil Soars Amid Russian Embargo Fears (ICE - Bloomberg)The Green Energy Market TodayOil is trading over $120/barrel, and yesterday's market selloff makes for a great buying opportunity to buy green energy because renewable energy is fueling the future. According to Allied Market Research, the 2020 value of renewable energy was $881.7B and projected to reach $1,977.6B by 2030 with a growing CAGR of 8.4% from 2021 to 2030. Renewable stocks are hot commodities and outperforming, returning approximately 159%since the end of 2019 compared to the S&P 500's 29%. With these numbers and the S&P 500 and other indices on a rollercoaster ride, the spike in oil and gas prices on the heels of Russia's invasion of Ukraine, coupled with the suspense behind raising interest rates, the case for why alternate energy sources should be the topic of interest is clear. In 2020, despite the consumption of fuels declining, renewables were the only energy sources with increased demand. Thus, as global economies recover from the pandemic and other crises like Russia-Ukraine, will clean energy stocks expand quicker?Because renewable energy derives from natural sources like wind and sunlight, global warming and geopolitical factors set to impact economies going forward should drive its usage. As the cost of energy increases, many companies, including utilities, can pass expenses directly to the consumer, and consumers don't have much choice other than to pay.\"The move higher in global natural gas and power prices is potentially a longer-term catalyst for acceleration of development of renewable energy capacity globally across a variety of technologies including solar, wind and green hydrogen…These energy sources will be viewed as more price-competitive in a higher for longer scenario for energy prices,\"said Ameet Thakkar, energy transition and infrastructure analyst at BMO.Nations want to reduce greenhouse gas emissions while increasing output efficiency, decreasing maintenance costs, and ensuring less pollution. Given the 45% increase in the amount of renewable electricity added in 2020, the most significant year-over-year increase since 1999 according to theInternational Energy Agency(IEA), green energy is on track to be the \"new normal\" moving forward. With China as the largest manufacturer of solar panels, wind turbines, and supplier of raw materials used to build them, China also accounts for more than 50% of its global renewable capacity growth. Companies and nations are following suit, and policy changes and investments into the industry are helping meet climate goals. As NATO and nations consider fuel options going and the potential bans imposed on Russian energy imports, investors should consider what that means for renewable stocks. We have two top stocks that stand to benefit amid the green energy and geopolitical transition.2 Top Renewable Energy Companies To Invest InGreen energy stocks are thriving and becoming the go-to energy sources as they expand through the pandemic. I've focused on two top picks that stand to benefit from the growth of wind, solar, hydroelectric, and biomass energy sources.1. ON Semiconductor Corporation (ON)Fortune 1000 company, ON Semiconductor Corporation, is an American supplier of semiconductors that is crushing its sector while propelling sustainable energy for the solar strings, industrial power, and storage systems. As a leading provider of power management, ON's mission is to create intelligent power through innovative technologies using signal management and custom devices for communications, automotive, computing, LED lighting, medical and military use. ON is capitalizing on high-value trends in the industrial and automotive markets, with high demand for semiconductors that have been in short supply.ON Valuation Grade(Seeking Alpha Premium)ON Semiconductor comes at a reasonable C+ Valuation Grade, remaining attractive relative to its sector by more than 27%, at a forward P/E of 13.98x. Its A+ PEG ratio of 0.38x is another indicator of its great value. However, supply constraints have posed some issues for the semiconductor industry - like many others - ON continues to advance, as exhibited by its one-year share price increase of +57% and stellar growth and profitability.ON Semiconductor Growth and ProfitabilityOn Semi is a differentiated chipmaker at the top of its game and a portfolio set to lead market share with high growth. Proving its continued success, ON had another stellar earnings report. In 2021, revenue increased 28%, with operating income and free cash flow up six times despite pandemic-induced supply chain constraints.\"We continue to see strong demand for our products. And in 2021, our design win funnel grew over 60% year-over-year, and our new product revenue grew 28% from 2020. This design win performance, along with long-term supply agreements, have positioned the company for sustained long-term growth,\"said Hassane El-Khoury, On Semi President and CEO, during the Q4 Earnings Call.ON Growth Grade(Seeking Alpha Premium)Q4 earnings resulted in an EPS of $1.09 beat by $0.15 and revenue of $1.85B beating by $55.17M or 27.645% YoY. These tremendous results prompted an A+ revisions grade following 29 FY1 Up revisions. ON has exceeded earnings estimates over the last seven quarters, and analysts continue to increase their earnings estimates. After a recent surprise earnings beat, the stock continues to climb.ON Semiconductor EarningsON Semiconductor Earnings(Seeking Alpha Premium)Momentum is strong for ON Semiconductor as they have an A+ Momentum Grade rating and continue to have stellar price returns, with a price-performance return over ten years exceeding 500%. A deeper dive into their growth grades shows a strong year-over-year EBITDA Growth grade of A at +216% above the sector, and EPS FWD Long Term grade of A+, 148% above the sector. As we continue to observe the growth and profitability trends within the sustainable energy sector, there's another name in the industry paving the way.2. Sociedad Quimica y Minera de Chile S.A. (SQM)The U.S. Basic Materials Index outperformed the broader market during Q4 of 2021. Given inflation and energy price volatility, Sociedad Quimica y Minera de Chile (SQM) stands to benefit as a clean energy company. A specialty chemical producer, SQM is in the fertilizers and agricultural chemicals industry and produces and distributes plant nutrients and their derivatives. The company's minerals and nutrients are used in medical, agricultural, and industrial applications and offer biocides, electrochemical materials for batteries, air conditioning chemicals, and lithium derivatives.Specialty chemicals that sell to electronics and semiconductor markets should see tremendous growth. As we experienced with ON Semiconductor, semiconductors are some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, SQM's +54% YTD price performance and +54% one-year performance at a share price still trading less than $75/share indicate why it's a strong buy.US Equity vs US Basic Materials(Morningstar, Fastmarkets, ADP company filings (Data as of 12/23/21))SQM Growth and ProfitabilityThere's significant demand for lithium production. As essential energy sources, metals like lithium supplied by SQM are helping accelerate the demand for items needed in solar panels and wind turbines to replace coal and oil. Lithium is a recyclable resource used not only in electric vehicles (EVs) but also in batteries. Global lithium demand grew nearly 55% from 2020 to 2021, given thatlithium batteries are the new gold, used in smartphones, tablets, laptops, EVs, and other devices and are excellent for energy storage.\"With significant demand for the company's lithium production…I am quite optimistic about SQM's future free cash flow. Most analysts also have great expectations. SQM has a significant amount of cash in hand, which will allow management to pay capital expenditures and acquire other projects,\"writes Seeking Alpha author, Hohaf Investments.Lithium, among other materials in SQM's diverse portfolio of agricultural resources, will supply the latest renewable energy sources, including some bio-based chemicals.Bioenergy is a necessary form of renewable energy derived from organic materials to produce transportation fuels, heat, electricity, and many other products.\"Given the existing shortage of potash and potassium-based fertilizers, we saw a significant increase of global potassium prices. This positive trend should continue in the short term, and also have a positive impact on the pricing environment in the SPN business line during 1H 2022,\"said anSQM company representative.Primary Energy vs. Renewable SourcesPrimary Energy vs. Renewable Sources(IEA, Bloomberg)Following better than expected Q4 earnings and revenue, SQM's jumped +7.4%. EPS of $1.13 beat by $0.20; revenue of $1.08B increased YoY by 111.04%, and it's clear looking at its A+ Growth Grade below that SQM is on a positive growth trajectory.SQM Growth Grade(Seeking Alpha Premium)Gross profit margins were also fantastic. For Q4 of 2021, they reached $542.8M, nearly a 309% increase for the same time period in 2020. Current EBITDA margins of 39.99% are great, and the company is sitting well with +$420M Cash from Operations. Strong demand for lithium and SQM materials should continue to fare strong profitability and growth going forward. AsSQM CEO Ricardo Ramos said,\"We want to continue growing in the lithium market. The Board has just approved an additional lithium capacity plan in Chile, which will allow us to reach 210,000 metric tons of lithium carbonate and 40,000 metric tons of lithium hydroxide. We expect this new capacity to be ready next year with a total CAPEX of US $250 million...Our current estimates for 2022 demand growth are over 30%.\"The Bottom Line on Clean Energy InvestingCapitalizing on clean energy companies is an excellent opportunity for the future. Clean energy stocks are growth-oriented companies poised to provide potential profits for investors who seek to add growth to their portfolios while taking advantage of the sustainability trend. As the renewable energy market share grows, it increases the value of the recommended stocks' generation assets, which is why we believe these two stocks are buys.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":635947967,"gmtCreate":1646815063261,"gmtModify":1646815063838,"author":{"id":"3577020949136395","authorId":"3577020949136395","name":"Deca","avatar":"https://static.tigerbbs.com/6c1b94d89c09ceb3dd4f76d329b5010d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577020949136395","authorIdStr":"3577020949136395"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635947967","repostId":1139606794,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1139606794"}