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NRGV
Energy Vault Holdings, Inc.·Utilities - Renewable·United States
Energy Vault Holdings, Inc. develops and deploys utility-scale energy storage solutions in United States, Australia, and internationally. The company offers B-Vault, an electrochemical battery energy ...
1 Total1 External0 In-site
NRGVEnergy Vault Holdings, Inc.
2026-02-18⚡ UtilitiesPitch
Externalby Pernas Research · Other
Pernas Research on Energy Vault Holdings, Inc. (ENERGY VAULT HOLDINGS, INC.)
主要经营地
美国
详细的生意模式
储能：重力储能概念+系统集成项目，偏项目制交付
护城河
⚠️技术路线仍需验证
⚠️商业模式易受补贴/融资影响
估值水平
FCF/EV 0.4%；EV/EBITDA -4.96x；P/E -3.41x
EV/Market Cap
1.06x
网络观点
🌟作者结论“pass”
⚠️项目与技术不确定性高
AI 的观点
✅若有可复制的项目交付能力，理论上弹性大
❌但更像风险投资，不符合稳健价值框架
🔎核查：已投运项目经济性、合同条款、融资与股权稀释风险
作者简介
Twitter @pernasresearch；专业投资者✅ 是；顶级作者✅ 是；总回报103.6% (58 trades)；1年回报55.9%