HA Sustainable Infrastructure Capital, Inc. — Cyborg Score 7/10
Solid
Sustainable Infrastructure / Clean Energy Finance / Specialty REIT
Strategic Profile
HASI provides capital and financial structuring expertise to advance clean energy solutions, serving diverse clients including energy service companies, project developers, utilities, and corporate entities. The company operates as a financial infrastructure investor positioned to benefit from accelerating clean energy deployment and ESG-focused capital allocation trends.
Cyborg Score Rationale
HASI's forecast ROA of 6.06% exceeds the US REIT specialty industry average of 5.79%. However, the company's earnings are forecast to grow slower at 12.32% annually than the industry average of 13.39%, and revenues are expected to grow at only 2.78% versus the industry average of 7.48%.
Top Insights
The company changed its name from Hannon Armstrong Sustainable Infrastructure Capital to HA Sustainable Infrastructure Capital in June 2024.
HASI invests across three segments: Behind-the-Meter (energy efficiency systems), Grid-Connected (renewable energy like solar and wind), and Fuels, Transport, and Nature (renewable natural gas, transportation fleet enhancements, and ecological restoration).
The firm has a market capitalization of $3.33 billion with a price-to-earnings ratio of 13.30.
Three investment analysts have rated the stock with a hold rating, nine have given a buy rating, and two have issued a strong buy rating.
Named Competitors
Renewable Energy Platform — Utility-scale renewable energy generation and distribution
Infrastructure Finance — Diversified infrastructure and renewable energy investments
Clean Energy REIT — Renewable energy and sustainable infrastructure investments
Recent Developments
(December 2025) Wells Fargo maintained Overweight recommendation on HASI
(December 2025) Morgan Stanley maintained Overweight recommendation on HASI
(October 2025) Goldman Sachs maintained Neutral recommendation on HASI
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