|PLUG Overview
PLUG

PLUG POWER INC

Technology • CIK: 0001093691

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Market Cap
$2.41B
P/E (TTM)
-1.0x
Rev Growth (TTM)
+2.5%
Net Margin (TTM)
-3.1%
FCF Yield (TTM)
-27.4%
FCF Margin (TTM)
-97.5%

LATEST EARNINGS

Q3 FY2025
3 months ago
View source
Revenue
Net Income
EPS
  • Quarterly revenue reached $177 million, up 2% year-over-year, driven by electrolyzer and hydrogen fuel sales.
  • GenEco electrolyzer revenue increased 46% sequentially and 13% year-over-year to ~$65 million.
  • Net cash used in operating activities improved 49% year-over-year to ~$90 million.
  • Completed a capital raise with gross proceeds of ~$370 million, reflecting investor confidence.

Cash Flow Health

Free Cash Flow0/8 positive
TTM$-659M
Q3 '25
$-118M+49%
Q2 '25
$-230M-58%
FCF Margin
TTM-97.5%
Q3 '25-66.4%+50%
Sector: 14.5%Below Avg
OCF Margin-76.7%
OCF/NI0.24x
CapEx Coverage-3.7x
FCF Yield-27.4%
FCF Growth (2Y)
Cash Conversion Cycle
239 days
DSO: 79+DIO: 216DPO: 56

Capital Allocation & Returns

Total Shareholder Yield
TTM0.0%
Div Yield0.0%

Insufficient data

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-659.2M
Capital Return / FCF0.0%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-223.8%
Volatile
-1.3% YoY-9.0%
P25MedianP75
25th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-296.0%
8Q: -183.7%
Asset Turnover
0.19x
8Q: 0.16x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: -55.2%-223.8% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
0.70x
8Q:0.63x
+13.1%
Invested Cap Turn
0.76x
8Q:0.52x
+55.1%
CapEx Intensity
15.7%
8Q:20.3%
CapEx/Depreciation
3.31x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$676.2M
$177.1M1.8%
$174.0M30.1%
$133.7M30.2%
$191.5M10.2%
$173.7M21.2%
$143.3M19.2%
$120.3M45.9%
$222.2M
Operating Income
$-2.0B
$-348.8M97.1%
$-176.9M0.8%
$-178.5M86.3%
$-1.3B501.2%
$-216.2M11.7%
$-244.7M5.7%
$-259.4M58.6%
$-625.9M
Net Income
$-2.1B
$-361.9M59.3%
$-227.1M15.5%
$-196.7M85.3%
$-1.3B532.4%
$-211.2M19.5%
$-262.3M11.3%
$-295.8M54.0%
$-642.4M
Operating Cash Flow
$-518.4M
$-89.8M53.2%
$-191.8M81.7%
$-105.6M19.6%
$-131.2M25.0%
$-174.9M31.3%
$-254.7M51.9%
$-167.7M30.9%
$-242.7M
Free Cash Flow
$-659.2M
$-117.5M49.0%
$-230.4M57.8%
$-146.0M11.6%
$-165.2M29.5%
$-234.2M34.2%
$-356.0M36.8%
$-260.3M38.6%
$-423.8M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-1.0x
Valuation Lenses
Earnings
-1.0x
vs sector
Cash Flow
-1.4x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: -223.8%
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap$2.41B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
-330/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
-1.1%
8Q:
Return on Invested Capital (ROIC)Below Avg
-2.2%
8Q:
-9.0%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -296.0%
Asset Turnover: 0.19x

Earnings Quality

Cash Conversion

0.24x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin-71.3%

Capital Efficiency

Invested Capital Turnover0.76x

Working Capital

Cash Conversion Cycle239 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
53/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
2.5%
OpInc Growth YoY
-61.4%
EPS Growth YoY
-10.2%
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
-71.3%
Operating
-296.3%
Below Avg in sector
Net
-313.7%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+216.2 pts
FCF: -97.5% | Net: -313.7%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $849.02M
Interest Coverage
+Net cash position: $849.02M
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis