Electric Services · SIC 4911

ORMAT TECHNOLOGIES, INC.

ORA

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Latest revenue

$403.9M

as of 2026-03-31

Latest net income

$44.1M

as of 2026-03-31

Net margin

10.9%

as of 2026-03-31

Community sentiment

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ORA vs S&P 500 · rebased to 100

+16.2% / yr 2.4 pts / yr vs S&P 500(S&P 500 +18.7% / yr) 111.3% total
Compare:

Live market

delayed ≤15 min
$138.10
1.24%
Market cap
$8.49B
Enterprise value
$8.64B
P/E (trailing)
68.5×
Forward P/E
P/B
3.30×
Dividend yield
0.3%
52-wk high
$146.39
52-wk low
$78.24
Beta
Shares out
61.5M

What this company does

AI

PART I ITEM 1. BUSINESS Overview We are a leading vertically integrated company primarily engaged in the geothermal power business. We leverage our core capabilities, proprietary technologies, and global presence to expand our activities in conventional geothermal development, recovered energy generation and emerging geothermal technologies, including piloting of new EGS technologies. In addition, we are expanding into different complementary energy solutions, including stand alone utility scale energy storage services and solar PV generation (including hybrid geothermal and solar PV as well as solar plus energy storage). Our objective is to become a leading global provider of renewable…

AI summary unavailable — showing raw filing excerpt

Generated from ORA's filing dated 2026-02-26

Key risks

AI

46 ITEM 1A. RISK FACTORS The following risk factors should be read carefully in connection with evaluating us and this Annual Report. Certain statements in “Risk Factor” are forward-looking statements. See “Cautionary Note Regarding Forward-Looking Statements” elsewhere in this Annual Report. Risks Related to the Company’s Business and Operation Our financial performance depends on the successful operation of our geothermal, REG and solar PV power plants under the Electricity segment, as well as our Energy Storage facilities, which are subject to various operational risks. Our financial performance depends on the successful operation of our geothermal, REG, and solar PV power plants. In…

AI summary unavailable — showing raw filing excerpt

Generated from ORA's filing dated 2026-02-26

5.8
of 10

ActaClear Score

Neutral
#54 of 80 in Electric Services
-1.6 · 8d
Profitability·25%
7.1
Growth·15%
4.6
Value·20%
4.4
Quality·20%
6.6
Momentum·20%

Computed from 5 years of SEC fundamentals + latest market data, ranked within Electric Services (80 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 13, 2026.

3.84
Price / FV

Fair value · DCF

Deeply overvalued
~74% downside at this growth
7.0% / yr
-5%30%
Terminal growthWACC 9.5% · 10y forecast
Market-implied growth at today's price: 23.9% / yrfor 10 years, holding WACC 9.5% and terminal 2.5%.
Current price
$138
DCF fair value
$35.94
FCF base (last FY)
$123.90M
Net debt
$324.89M
Methodology + caveats (click to expand)

Method. 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Beta defaults to 1.0 when not reported.

Why DCF is fragile. Treat the output as a thinking aid, not a verdict. Honest weaknesses of any DCF:

  • Growth is the dominant assumption. No one can foresee 10 years of growth — small changes in the slider can double or halve fair value. The reverse-DCF readout above tells you what the market is implicitly assuming; ask yourself whether that's realistic before trusting either number.
  • Terminal value dominates. In most DCFs, 60-80% of the answer comes from the terminal-value calculation — i.e., everything AFTER year 10. A 0.5pp change in terminal growth, or in WACC, can swing fair value by 20-30%.
  • WACC is itself a guess. We use a textbook CAPM cost of equity (Rf 4.3%, MRP 5.5%, β from the quote) plus a 6% pretax cost of debt — none of these are the company's actual marginal financing cost.
  • No moat / disruption modelling. The model assumes the company keeps earning whatever it earns today, compounding cleanly. Competitive shifts, regulatory action, and technology disruption can invalidate the forecast overnight.
  • Net income ≠ free cash flow. For capex-heavy names (semis, telcos) net income overstates distributable cash. For low-capex names (software) it understates. Both reduce the precision of the FV figure.
  • Reflexivity. A high stock price often becomes a self-fulfilling prophecy via better hiring, financing, and customer trust. DCF can't see this.

Take the DCF, the reverse-DCF implied growth, the historical multiples, and the community sentiment together. When they agree, conviction. When they disagree, the disagreement is the most informative thing on the page.

Historical multiples

How does ORA's current valuation compare to its own past?

Current P/E
68.5×
Own 5y average
57.3×
Own 5y median
56.0×
vs. own average
+20%
Industry 5y avg P/E
19.5×
Median P/E across the top 40 peers in Electric Services by market cap, then averaged across 5 years.
vs. industry
+252%
PEG (this co.)
9.78
5y revenue CAGR
7.0%
Industry PEG
2.81
Industry 5y avg growth
6.9%
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.