Clean Energy Fuels vs ARKO

This page compares Clean Energy Fuels and ARKO, detailing their business models, financial performance, and market context in a clear, neutral way. It presents a side-by-side view of how each company operates, generates revenue, and positions itself within its sector. Educational content, not financial advice.

This page compares Clean Energy Fuels and ARKO, detailing their business models, financial performance, and market context in a clear, neutral way. It presents a side-by-side view of how each company ...

Comparison Snapshot

Key Financial Metrics

CLNE

Metric

ARKO

$469.30M

Market Cap

$558.27M

145.00%

Potential Profit

60.31%

Buy

Analyst Rating

Buy

Investment Analysis

Clean Energy Fuels

CLNE

Pros

Clean Energy Fuels reported an 8% year-over-year revenue increase in Q3 2025, beating forecasts with $106.1 million in revenue.
The company is expanding its renewable natural gas (RNG) production and station infrastructure, positioning as North America's largest RNG fuel provider.
Analysts have a strong buy consensus with an average price target implying potential stock price upside above 20% over the next year.

Considerations

Clean Energy Fuels recorded a net loss of $23.8 million in Q3 2025, larger than the prior year, affected by one-time costs and expiring fuel tax credits.
Operating margin and return on equity remain negative, with sustained losses impacting profitability metrics.
The stock’s one-year total shareholder return has been negative over 30%, reflecting market concerns over consistent profitability and earnings momentum.

ARKO

Pros

ARKO Corp is well-positioned as an independent fuel marketer with a focused strategy in convenience store retailing and fuel distribution.
The company benefits from geographic diversity across several states, reducing exposure to localized market or regulatory risks.
Recent growth initiatives in store acquisitions and brand expansions have enhanced ARKO’s scale and market footprint.

Considerations

ARKO is exposed to volatility in fuel prices and margins, which can impact earnings due to commodity sensitivity.
The retail fuel and convenience store sector carries thin margins and high competition, putting pressure on profitability.
Dependence on wholesale fuel supply and regulatory changes in energy and environmental policies present ongoing execution risks.

About The Companies

Clean Energy Fuels (CLNE)

Clean Energy Fuels Corp (CLNE) supplies natural gas, liquefied natural gas (LNG) and renewable biomethane as vehicle fuels via a network of public and private fueling stations across North America. The company earns revenue from fuel sales, long‑term supply agreements and station services, targeting commercial fleets such as refuse, transit and trucking. With a market capitalisation around $611.82M, CLNE operates in a capital‑intensive market where growth depends on fleet adoption, fuel price competitiveness and supportive regulation for low‑carbon fuels. Opportunities include increasing demand for lower‑emission alternatives and incentives for renewable natural gas, while risks include competition from electrification, commodity price swings and execution on station roll‑outs. This summary is general educational information, not personal financial advice; investments can fall in value and suitability depends on your circumstances and risk tolerance.

ARKO (ARKO)

Arko Corp. is a significant operator of convenience stores and a wholesaler of fuel across the United States. The company's business is structured into four main segments: Retail, Wholesale, Fleet Fueling, and GPMP. The Retail segment is what customers see most, encompassing a large network of convenience stores that sell fuel and a variety of merchandise. The Wholesale arm supplies fuel to dealer sites, while the Fleet Fueling segment provides proprietary fuel cards, giving customers access to a nationwide network of fuelling locations. Arko operates its stores under more than 25 regional brands, including well-known names like 1-Stop, Admiral, and Apple Market. This diverse brand portfolio gives it a broad and established presence in the American convenience and fuel landscape. As with any investment, the value can go down as well as up, and returns are not guaranteed.

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Which Baskets Do They Appear In?

Australia's Fuel Retail Shake-Up

Ampol's acquisition of EG Group's Australian sites marks a major consolidation in the nation's fuel retail sector. This move intensifies competition, creating potential opportunities for other retailers and suppliers who may benefit from the shifting market dynamics.

Published: August 14, 2025

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OPEC+ is expected to increase oil production, potentially leading to a global supply surplus and lower crude prices. This creates a favorable environment for industries reliant on fuel, such as airlines and shipping, which could see improved profitability.

Published: August 2, 2025

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Published: July 29, 2025

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Comparison Snapshot