OKLO vs CWEN Stock Comparison: AI Score, Valuation, Performance and Upside
Oklo is a speculative small modular reactor developer targeting future dedicated power for AI data centers, while Clearway Energy is an established renewable power yield company generating current, contracted cash flow from wind, solar, and gas assets. Oklo offers potential upside tied to next-generation nuclear technology succeeding, while Clearway offers income-oriented exposure to already-operating power generation assets. The choice depends on whether an investor wants speculative growth or steady, contracted income within the broader power generation theme.
Use this comparison to weigh speculative small modular reactor development exposure (Oklo) against income-oriented, contracted renewable power generation exposure (Clearway Energy).
CWEN holds the edge across 3 of 5 key metrics in this comparison. CWEN leads on both 1-year return (-7.33%) and forward P/E quality (15.22x vs -39.36x for OKLO), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for OKLO (+102.11%) than for CWEN (+38.45%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want early-stage exposure to next-generation nuclear reactor technology
- Are comfortable with pre-revenue risk and multi-year development timelines
- Believe dedicated on-site power will be needed for AI data centers
- Can tolerate high volatility with no current dividend income
- Want current income from a dividend-paying power generation company
- Prefer contracted, already-operating cash flows over speculative technology bets
- Value diversification across wind, solar, and gas generation
- Are comfortable with more modest growth in exchange for lower risk
| Metric | OKLO | CWEN |
|---|---|---|
| AI scorei | 39.1 | 38.1 |
| AI ranki | #1101 | #1280 |
| Latest closei | $30.01 | $29.96 |
| 1M returni | -16.59% | +0.10% |
| 3M returni | -28.03% | -11.28% |
| 6M returni | -53.26% | -25.14% |
| 1Y returni | -82.51% | -7.33% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | OKLO | CWEN |
|---|---|---|
| 1Y ago | $1.75K (-82.5%) started 2025-10-15 | $9.3K (-7.0%) started 2025-10-16 |
| 5Y ago | $30.65K (+206.5%) started 2021-10-15 | $9.59K (-4.1%) started 2021-10-18 |
| 10Y ago | $30.07K (+200.7%) started 2021-07-08 | $19.45K (+94.5%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | OKLO | CWEN |
|---|---|---|
| Market capi | $7.35B | $7.75B |
| Trailing P/Ei | N/A | 36.53 |
| Forward P/Ei | -39.36 | 15.22 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 3889.31 | 10.92 |
| Analyst targeti | $79.88 | $43.50 |
| Target upsidei | +102.11% | +38.45% |
| Metric | OKLO | CWEN |
|---|---|---|
| Revenue growthi | N/A | 22.70% |
| Earnings growthi | N/A | 296.60% |
| EPS growthi | N/A | +296.60% |
| FCF margini | -19778.92% | +26.79% |
| Operating margini | -6048.76% | 25.16% |
| Profit margini | 0.00% | 6.42% |
| ROIC proxyi | -7.70% | -3.17% |
| Return on equityi | -7.70% | -3.17% |
| Dividend yieldi | N/A | 5.89% |
| Payout ratioi | N/A | 237.17% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.20 | 0.88 |
| Debt/equityi | 0.12 | 176.90 |
| Current ratioi | 48.46 | 1.21 |
| Quick ratioi | 47.63 | 0.66 |
Over the past year, OKLO and CWEN have moved weakly in the same direction (correlation of 0.31), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | OKLO | CWEN |
|---|---|---|---|
| 1Y | Growthi | -82.51% | -7.04% |
| CAGRi | -82.53% | -7.05% | |
| Volatilityi | 93.87% | 30.29% | |
| Sharpe ratioi | -1.44 | -0.24 | |
| Sortino ratioi | -1.98 | -0.34 | |
| Max drawdowni | 83.07% | 29.37% | |
| Current drawdowni | 82.51% | 27.39% | |
| Avg drawdowni | 60.54% | 10.26% | |
| Ulcer Indexi | 62.62% | 13.74% | |
| Max daily dropi | 15.13% | 5.67% | |
| Max wkly dropi | 29.98% | 11.07% | |
| 5Y | Growthi | +206.54% | -4.07% |
| CAGRi | +25.12% | -0.83% | |
| Volatilityi | 87.85% | 30.81% | |
| Sharpe ratioi | 0.65 | -0.02 | |
| Sortino ratioi | 1.05 | -0.03 | |
| Max drawdowni | 83.32% | 54.91% | |
| Current drawdowni | 82.77% | 28.00% | |
| Avg drawdowni | 22.94% | 24.77% | |
| Ulcer Indexi | 35.17% | 27.82% | |
| Max daily dropi | 53.65% | 8.83% | |
| Max wkly dropi | 47.12% | 17.33% | |
| 10Y | Growthi | +200.70% | +94.55% |
| CAGRi | +23.23% | +6.88% | |
| Volatilityi | 85.51% | 31.40% | |
| Sharpe ratioi | 0.62 | 0.23 | |
| Sortino ratioi | 1.01 | 0.32 | |
| Max drawdowni | 83.32% | 54.91% | |
| Current drawdowni | 82.77% | 28.00% | |
| Avg drawdowni | 21.84% | 17.60% | |
| Ulcer Indexi | 34.23% | 21.87% | |
| Max daily dropi | 53.65% | 17.12% | |
| Max wkly dropi | 47.12% | 22.67% |
| Category | OKLO | CWEN |
|---|---|---|
| Company | Oklo Inc. | Clearway Energy, Inc. |
| Sector | Utilities | Utilities |
| Industry | Utilities - Independent Power Producers | Utilities - Renewable |
| Core business | Oklo is developing small modular fission reactors aimed at providing dedicated power for data centers and other high-demand customers, with first commercial power targeted for 2027-2028. | Clearway Energy owns and operates a diversified portfolio of wind, solar, and natural gas power generation assets in the U.S., selling electricity under long-term contracts. |
| Investor focus | Investors watch regulatory milestones such as reactor criticality and licensing progress, the pace of signed customer power agreements, and cash runway against ongoing losses. | Investors focus on the stability and growth of contracted cash flows, dividend coverage, and the pace of new renewable project acquisitions or drop-downs from its sponsor. |
- Achieved criticality at a demonstration small modular reactor, a key technical and regulatory milestone
- Roughly 14 GW of customer agreements tied to future AI and data center power demand
- Large cash position relative to near-term burn rate provides multi-year runway
- Largely contracted cash flows from long-term power purchase agreements provide earnings stability
- Diversified generation mix across wind, solar, and gas reduces single-technology risk
- Established dividend-paying yield vehicle with a track record of distribution growth
- Pre-commercial stage with ongoing net losses and negative free cash flow
- First commercial power delivery not expected until 2027-2028
- Nuclear regulatory and permitting timelines can slip and are largely outside company control
- Growth depends on continued asset acquisitions or drop-downs, which can be affected by capital costs and market conditions
- Renewable project economics are sensitive to interest rates and power price environments
- Less direct thematic exposure to nuclear or AI-driven baseload power demand than newer entrants
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