Ability To Execute Larger TransactionsSuccessful delivery on a major wind project and an improved credit profile demonstrate capacity to originate larger investments, opening the door to bigger deals and faster growth.
End-market And Capital DiversificationExpansion into diversified U.S. electricity end-markets such as data centers, nuclear, manufacturing, and next-generation geothermal broadens the addressable market and supports recurring revenue potential.
Valuation UpsideAnalyst highlights an attractive forward valuation relative to peers and a recent upward price-target revision based on rolled-forward earnings, implying potential upside from current share levels.