(PBW) WilderHill Clean Energy - Overview
Etf: Solar Panels, Wind Turbines, Battery Tech, Electric Vehicles, Grid
Dividends
| Dividend Yield | 0.86% |
| Yield on Cost 5y | 0.20% |
| Yield CAGR 5y | -33.39% |
| Payout Consistency | 62.0% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 46.3% |
| Relative Tail Risk | -4.32% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.51 |
| Alpha | 57.34 |
| Character TTM | |
|---|---|
| Beta | 1.487 |
| Beta Downside | 1.424 |
| Drawdowns 3y | |
|---|---|
| Max DD | 69.40% |
| CAGR/Max DD | -0.08 |
Description: PBW WilderHill Clean Energy December 30, 2025
The Invesco WilderHill Clean Energy ETF (PBW) aims to allocate at least 90 % of its net assets to the securities that compose its benchmark index, which tracks U.S.-listed companies that are expected to benefit materially from the shift toward low-carbon, renewable energy and energy-conservation technologies.
As of the latest filing, PBW carries an expense ratio of roughly 0.70 % and holds about $1.2 billion in assets under management, with top holdings concentrated in solar-module manufacturers, battery-technology firms, and clean-tech service providers. Recent sector KPIs show that U.S. solar installations grew 18 % YoY in Q3 2024, while battery storage capacity added 12 % in the same period-both trends that underpin the ETF’s growth thesis. Key macro drivers include the Inflation Reduction Act’s tax credits, rising corporate ESG mandates, and the decoupling of renewable-energy cost curves from fossil-fuel price volatility.
For a deeper, data-rich view of PBW’s risk-adjusted performance and valuation metrics, you may find it useful to explore the analytics platform ValueRay.
What is the price of PBW shares?
Over the past week, the price has changed by +3.35%, over one month by +4.19%, over three months by +5.13% and over the past year by +81.05%.
Is PBW a buy, sell or hold?
What are the forecasts/targets for the PBW price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 40.6 | 16.6% |
PBW Fundamental Data Overview February 04, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 805.4m USD (805.4m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 805.4m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 805.4m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 11.40% (E(805.4m)/V(805.4m) * Re(11.40%) + (debt-free company))
Discount Rate = 11.40% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)