11 Best Mid-Cap Value Stocks to Buy According to Analysts

6. HA Sustainable Infrastructure Capital Inc. (NYSE:HASI)

Fwd. P/E: 10.8; P/B: 1.42

Potential Upside: 34%

Number of Hedge Fund Holders: 12

HA Sustainable Infrastructure Capital Inc. (NYSE:HASI) is an investment company specializing in sustainable infrastructure assets. It primarily focuses on investing in businesses that provide climate solutions and drive the energy transition.

The investment case for HA Sustainable Infrastructure Capital Inc. (NYSE:HASI) is built on the massive opportunity presented by the U.S. energy transition, estimated at over $10 trillion through 2050. The company offers investors stable, predictable earnings growth along with a reliable dividend income stream. Its annual dividend yield currently stands at approximately 6%, supported by a portfolio of high-quality, long-lived, and sustainable assets that generate recurring cash flow.

The company’s managed assets have expanded by more than 90% in recent years, growing from $7.2 billion in 2020 to $13.7 billion in 2024. Its payout ratio currently stands at 50% of adjusted EPS, but management has guided for an increase to 55%-60% by 2027. Meanwhile, earnings per share (EPS) are expected to grow at a compounded annual rate of 8%-10% from 2024 to 2027.

HA Sustainable Infrastructure Capital Inc. (NYSE:HASI) has a consensus Buy rating, with a one-year median price target of $38.50, implying a potential upside of 34%. In late February, a Wells Fargo analyst initiated coverage on the stock with an Overweight rating and a $33 price target. The analyst highlighted the company’s low-risk business model and its attractive valuation as a way to invest in the energy transition. He also expects its relative valuation to expand, driven by above-average earnings growth.