Clean Energy Fuels Corp. (CLNE) Stock

Clean Energy Fuels Corp. (CLNE) is a Utilities stock trading at $1.62 (as of 2026-08-21), with a market capitalization of $357.12M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Clean Energy Fuels Corp. provides natural gas as an alternative fuel for vehicle fleets and related fueling solutions, primarily in the United States and Canada. It supplies renewable natural gas (RNG), compressed natural gas (CNG), and liquefied natural gas (LNG) for medium and heavy-duty vehicles; and offers operation and maintenance services for public and private vehicle fleet customer stations. The company also designs, builds, operates, and maintains fueling stations; and sells and services compressors and other equipment that are used in RNG production and fueling stations. In addition, it transports and sells CNG, RNG, and LNG through virtual natural gas pipelines and interconnects; sells U.S. federal, state, and local government credits, such as RNG as a vehicle fuel, including Renewable Identification Numbers and Low Carbon Fuel Standards credits; and obtains federal, state, and local credits, grants, and incentives. Further, the company focuses on developing, owning, and operating dairy and other livestock waste RNG projects. It serves heavy-duty trucking, airports, refuse, public transit, industrial, and institutional energy users, as well as government fleets. As of December 31, 2021, the company served approximately 1,000 fleet customers operating approximately 48,000 vehicles; and owned, operated, or supplied approximately 548 fueling stations in 42 states in the United States and 25 fueling stations in Canada. Clean Energy Fuels Corp. was incorporated in 2001 and is headquartered in Newport Beach, California.

Understand Clean Energy Fuels Corp.: how it makes money

Clean Energy Fuels Corp. supplies alternative fuels (renewable natural gas, compressed natural gas, and liquefied natural gas) for medium and heavy-duty vehicle fleets, and it also designs, builds, operates, and maintains vehicle fueling stations (plus related operations and maintenance services and equipment). It makes money through fuel sales, station construction, and ongoing operations and maintenance services.

The core profit engine is delivering and selling RNG and related natural gas fuels, with additional earnings tied to building fueling stations and earning recurring operations and maintenance revenue, so results depend on both fuel volume and station project progress.

Revenue by segment (latest quarter)
Fuel Sales$0.1B
Station Build$0.0B
O&M Services$0.0B

Business quality (Weak): Clear operating mix (fuel sales plus station build and recurring services), but the latest quarter shows negative operating profitability (operating margin is negative), so execution on volume and station-related work is critical.

Bull case

  • Fuel and infrastructure are linked in one model: The company sells alternative fuels to vehicle fleets and also builds, operates, and maintains fueling stations, which can support a more integrated value chain.
  • Ongoing service revenue is part of the mix: In addition to fuel sales, it generates operations and maintenance services revenue, which can support longer-term customer station utilization.

Bear case

  • Profitability is currently pressured: The latest reported operating margin is negative (operating_margin_pct is -2.5), indicating the business has not achieved operating profitability in the most recent period provided.
  • Station build progress can drive near-term volatility: Because station construction and ongoing station operations are material components, delays, cost overages, or slower-than-expected ramp in fueling activity could weigh on results.
Valuation — source: SEC EDGAR (first-party)
Price$1.62
Market Cap$357.12M
EV / EBITDA23.1
Price / Book0.64
Price / Sales0.80
FCF Yield9.2%
DCF Value (model)$0.09
DCF Upside vs Price-94.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$424.83M
Net Margin-52.3%
Revenue Growth (YoY)2.2%
EPS Growth (YoY)173.0%
FCF Growth (YoY)-14418.2%
Financial Health — source: SEC EDGAR
Altman Z-Score-1.07 (distress)
Valuation vs Sector & Industry
Sector P/E (Utilities)20.8
Industry P/E (Utilities)20.1
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($38.18M)
Institutional Holders Tracked10
Congressional Trades (recent)1
Company
SectorUtilities
IndustryUtilities
CEOAndrew J. Littlefair
Employees577
CountryUS
IPO Date2007-05-25

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CLNE earnings history · CLNE institutional & insider holders · CLNE KPIs & operating metrics · CLNE financials · CLNE investor presentations & press releases · CLNE SEC filings · CLNE peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.