What is the 13F Pro Quality Score for OPAL?

13F Pro ranks OPAL Fuels Inc. (OPAL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View OPAL's current score at https://13fpro.ai/company/OPAL (free sign-up required for the full ranking).

Which hedge funds own the most OPAL stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of OPAL include Invesco Ltd., ARES MANAGEMENT, Electron Capital Partners,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/OPAL as soon as new 13F filings post.

Where does 13F Pro source OPAL data?

All OPAL Fuels Inc. fundamentals and ownership data come directly from SEC EDGAR. OPAL Fuels Inc. files with the SEC under CIK 1842279. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is OPAL in?

OPAL Fuels Inc. (OPAL) is classified in the Utilities sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/utilities.

What drives OPAL's revenue?

Per OPAL Fuels Inc.'s latest 10-Q filed with the SEC on 2026-08-10, the biggest revenue drivers are: Fuel Station Services ($53.1M, +13% YoY); RNG Fuel ($23.8M, -5% YoY); Renewable Power ($6.5M, -22% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/OPAL.

What are OPAL's largest expenses?

OPAL Fuels Inc.'s latest 10-Q reports these as the largest expense items: Cost of sales - Fuel Station Services ($40.4M, +4% YoY); Cost of sales - RNG Fuel ($12.3M, +8% YoY); Impairment loss ($4.1M, New in Q2 2026). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is OPAL research updated on 13F Pro?

OPAL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

OPAL Fuels Inc.(OPAL)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Utilities →Nasdaqsmall

Institutional-grade research for retail investors

SEC EDGAR: CIK 1842279 OPAL stock profile & AI dashboard →

13F Pro Quality Score

44.1/100

Rank #1,934 of 2,962 stocks

View Utilities peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

68.9/100

Profitability

54.5/100

Balance Sheet

52.3/100

Earnings Quality

34.6/100

Free Cash Flow

14.7/100

Institutional Flow

85.4/100

Revenue Scale

31.5/100

Dilution Risk

41.3/100

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Why OPAL Scores 44/100

exact factor attribution · 2026-09-11

OPAL's composite is driven by revenue growth and institutional flow, held back by free cash flow and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+3.8 pts

69th pct

Institutional flow

+1.8 pts

85th pct

Profitability

+0.7 pts

55th pct

Capital efficiency

+0.2 pts

52th pct

Shareholder dilution

-0.4 pts

41th pct

Earnings quality

-1.5 pts

35th pct

Earnings growth

-2.3 pts

4th pct

Scale

-2.8 pts

32th pct

Free cash flow

-5.3 pts

15th pct

Latest change (2026-08-11): 41 → 37 · ↓ Revenue growth 75→40; despite ↑ Profit margin 46→59

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in OPAL

Events flagged as statistical outliers against OPAL's own multi-year baseline — not fixed dollar thresholds.

Insider cluster2026-09-03
2 insiders bought $177,000 of OPAL in 30 days — 3.7σ above this company's 2-year norm
View source filing →
Insider cluster2026-09-01
2 insiders bought $135,400 of OPAL in 30 days — 3.7σ above this company's 2-year norm
View source filing →

OPAL Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for OPAL Fuels Inc. (OPAL), a Utilities sector company. 13F Pro's AI-powered ranking engine scores OPAL at 44.1/100 on a 32-signal composite quality model, placing it at rank #1,934 of 2,962 stocks — the bottom half of the AI-ranked universe. OPAL scores in the top quartile across institutional flow (85.4). Areas of concern include free cash flow (14.7) and revenue scale (31.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 41.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), OPAL Fuels Inc. reports quarterly revenue of $83.4M, net income of $-4.1M, an operating margin of -3.6%. Top institutional holders of OPAL by reported 13-F value include Invesco Ltd., ARES MANAGEMENT, Electron Capital Partners, based on the most recent SEC filings. OPAL trades on the Nasdaq exchange and files with the SEC under CIK 1842279. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OPAL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OPAL Fuels Inc. directly from SEC EDGAR. OPAL Fuels Inc.'s 13F Pro composite quality score has ranged between 21 and 60 since 2023, currently 44.1 — a stable long-term trajectory across 60 quarterly and live scoring snapshots.

✦

Fun facts about OPAL Fuels Inc.

Quirks, history, and lore behind OPAL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. utilities-sector company · listed on Nasdaq · focused on renewable natural gas and compressed natural gas fueling.
2
The Numbers
Annual revenue in the hundreds of millions of dollars, with a business split between producing RNG from organic waste and selling it as transportation fuel.
3
The History
The company went public via a SPAC merger around 2022, riding a wave of investor enthusiasm for low-carbon fuel alternatives to diesel.
4
The Secret
Its feedstock is essentially garbage and manure — it captures methane from landfills and livestock farms and turns it into pipeline-quality fuel.
5
The Lore
Its biggest customers are heavy-duty truck fleets and transit agencies looking to cut emissions without abandoning the internal combustion engine entirely.
6
The Giveaway
The ticker is a gemstone, the product is biomethane from waste, and the tagline is essentially: turning cow burps into clean fuel.

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What's Driving OPAL's Business? Latest 10-Q Breakdown

AI-extracted from OPAL Fuels Inc.'s 10-Q filed 2026-08-10 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

OPAL Fuels Q2 revenue $83.4M flat YoY despite 5% RNG fuel decline, but net loss widened to $4.1M from $7.6M income on higher financing costs and $4.1M impairment charge.

Biggest Revenue Drivers

Fuel Station Services$53.1M+13% YoY

Environmental attributes and RNG marketing revenues grew $8.2M; lease revenues increased $0.9M

RNG Fuel$23.8M-5% YoY

Environmental attributes gained $0.5M but brown gas sales declined $1.8M due to lower mark-to-market gains

Biggest Revenue Drivers

Total revenue: $83.4M+4% YoY

Fuel Station Services$53.1M+13% YoY

Environmental attributes and RNG marketing revenues grew $8.2M; lease revenues increased $0.9M

RNG Fuel$23.8M-5% YoY

Environmental attributes gained $0.5M but brown gas sales declined $1.8M due to lower mark-to-market gains

Renewable Power$6.5M-22% YoY

Environmental attribute revenue declined $1.6M, primarily at West Covina facility

Largest Expense Items

Cost of sales - Fuel Station Services$40.4M+4% YoY

Dispensing fees increased $5.1M; service labor costs up $0.8M, partially offset by lower construction costs

Cost of sales - RNG Fuel$12.3M+8% YoY

Royalty expense increased $0.5M, higher non-labor and maintenance costs $0.5M, higher gas expense $0.2M

Impairment loss$4.1MNew in Q2 2026

Renewable power segment impairment $3.6M from repurposing facility to RNG; Fuel Station Services $0.5M

Selling, general and administrative$14.3M-18% YoY

Lower compensation costs $1.8M, IT expenses $0.5M, D&O insurance $0.5M

Watch Items from the Filing

Single customer (Customer A) represents 45% of Q2 2026 revenue (42% of Q2 2025), with concentration in RNG fuel (22%), Fuel Station Services (22%), and Renewable Power (1%).
RNG Fuel revenue declined 14% YoY for H1 2026 ($45.5M vs. $52.7M) driven by $7.3M decrease in environmental attributes, reflecting lower RIN volumes, green gas sales, and LCFS credits.
Litigation exposure: two EPC contractors (MD Digester, VS Digester projects) seeking ~$14M change orders; arbitration hearing scheduled May-June 2027; mechanic's liens recorded totaling $9.6M by contractor and subcontractors.
Preferred funding commitment of $60M undrawn as of June 30, 2026; Series A-1 preferred dividend rate increased to 12% (from 8%) effective May 18, 2026, with enhanced redemption rights and protective provisions.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$83.4M

Net Income

Q2 2026

$-4.1M

Free Cash Flow

Q2 2026

$-17.6M

Operating Margin

Q2 2026

-3.6%

ROIC

Q2 2026

-2.6%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+16.3% YoY

$349.0MFY 2025

FY22 $235.5MFY23 $256.1MFY24 $300.0MFY25 $349.0M

Net Income

—FY 2025

FY22 —FY23 —FY24 —FY25 —

Operating Income

-65.1% YoY

$7.4MFY 2025

FY22 $7.6MFY23 $7.0MFY24 $21.2MFY25 $7.4M

EPS (Diluted)

+650.0% YoY

$0.15FY 2025

FY22 $0.12FY23 $0.69FY24 $0.02FY25 $0.15

Total Assets

+8.9% YoY

$959.5MFY 2025

FY22 $644.9MFY23 $754.6MFY24 $881.1MFY25 $959.5M

Total Debt

+17.5% YoY

$361.3MFY 2025

FY22 $170.4MFY23 $209.1MFY24 $307.5MFY25 $361.3M

Op. Cash Flow

+16.3% YoY

$36.5MFY 2025

FY22 $-1.4MFY23 $38.3MFY24 $31.4MFY25 $36.5M

Free Cash Flow

+64.3% YoY

$-34.2MFY 2025

FY22 $-132.8MFY23 $-75.6MFY24 $-95.9MFY25 $-34.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$349.0M +16.3%	$300.0M +17.1%	$256.1M +8.7%	$235.5M +41.8%	$166.1M	—
Net Income	—	—	—	—	$-16.2M	—
Operating Income	$7.4M -65.1%	$21.2M +201.4%	$7.0M -6.9%	$7.6M -31.4%	$11.0M	—
EPS (Diluted)	$0.15 +650.0%	$0.02 -97.1%	$0.69 +475.0%	$0.12	$0.00	—
Total Assets	$959.5M +8.9%	$881.1M +16.8%	$754.6M +17.0%	$644.9M +69.3%	$380.8M	—
Total Debt	$361.3M +17.5%	$307.5M +47.1%	$209.1M +22.7%	$170.4M +27.1%	$134.1M	—
Operating Cash Flow	$36.5M +16.3%	$31.4M -18.0%	$38.3M +2924.3%	$-1.4M -107.2%	$18.9M	—
Free Cash Flow	$-34.2M +64.3%	$-95.9M -26.9%	$-75.6M +43.1%	$-132.8M -87.5%	$-70.8M	—

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Available Research

13F Pro tracks comprehensive data for OPAL Fuels Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of OPAL

Invesco Ltd.
$9.0M4,078,082 sh
ARES MANAGEMENT LLC
$6.7M3,059,533 sh
Electron Capital Partners, LLC
$4.0M1,800,000 sh
BlackRock, Inc.
$3.1M1,405,752 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.2M1,005,343 sh
Yaupon Capital Management LP
$1.8M810,183 sh
UBS Group AG
$1.3M596,160 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.2M546,611 sh
Rockefeller Capital Management L.P.
$998.0K453,632 sh
SIR Capital Management, L.P.
$822.5K373,849 sh

Fund	Value	Shares
Invesco Ltd.	$9.0M	4,078,082
ARES MANAGEMENT LLC	$6.7M	3,059,533
Electron Capital Partners, LLC	$4.0M	1,800,000
BlackRock, Inc.	$3.1M	1,405,752
VANGUARD CAPITAL MANAGEMENT LLC	$2.2M	1,005,343
Yaupon Capital Management LP	$1.8M	810,183
UBS Group AG	$1.3M	596,160
GEODE CAPITAL MANAGEMENT, LLC	$1.2M	546,611
Rockefeller Capital Management L.P.	$998.0K	453,632
SIR Capital Management, L.P.	$822.5K	373,849

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Is OPAL a good stock to buy?

13F Pro's AI-powered analysis of OPAL Fuels Inc. (OPAL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OPAL are available on the OPAL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. OPAL is classified as a small company.

Which hedge funds own OPAL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OPAL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OPAL Fuels Inc.'s investment landscape.