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U.K. (FTSE) Energy Sector Analysis

UpdatedAug 23, 2025
DataAggregated Company Financials
Companies73
  • 7D-1.6%
  • 3M16.2%
  • 1Y13.4%
  • YTD18.7%

Over the last 7 days, the Energy industry has dropped 1.6%, driven by National Atomic Company Kazatomprom JSC declining 1.8%. Over the past 12 months, the industry was up 13%. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

Has the U.K. Energy Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025UK£240.2bUK£358.0bUK£11.1b11.5x21.7x0.7x
Mon, 21 Jul 2025UK£232.3bUK£365.9bUK£8.4b9.8x27.6x0.6x
Wed, 18 Jun 2025UK£234.5bUK£365.5bUK£8.4b9.3x27.8x0.6x
Fri, 16 May 2025UK£219.9bUK£368.7bUK£8.6b9.1x25.5x0.6x
Sun, 13 Apr 2025UK£205.2bUK£378.7bUK£12.0b8.4x17.2x0.5x
Tue, 11 Mar 2025UK£238.3bUK£384.7bUK£12.3b8.3x19.4x0.6x
Thu, 06 Feb 2025UK£244.2bUK£398.7bUK£14.8b8.3x16.5x0.6x
Sat, 04 Jan 2025UK£239.1bUK£411.9bUK£14.5b8.1x16.5x0.6x
Mon, 02 Dec 2024UK£232.5bUK£401.8bUK£14.6b8.2x16x0.6x
Wed, 30 Oct 2024UK£229.2bUK£398.1bUK£16.4b8.1x14x0.6x
Fri, 27 Sep 2024UK£227.7bUK£390.3bUK£19.4b8.4x11.7x0.6x
Sun, 25 Aug 2024UK£254.0bUK£396.4bUK£19.6b11.9x13x0.6x
Tue, 23 Jul 2024UK£264.6bUK£406.0bUK£21.7b11.5x12.2x0.7x
Thu, 20 Jun 2024UK£264.7bUK£413.0bUK£22.1b9.2x12x0.6x
Sat, 18 May 2024UK£273.4bUK£413.5bUK£22.2b10.2x12.3x0.7x
Mon, 15 Apr 2024UK£290.6bUK£440.1bUK£28.8b7.3x10.1x0.7x
Wed, 13 Mar 2024UK£252.1bUK£428.8bUK£26.9b6.1x9.4x0.6x
Fri, 09 Feb 2024UK£252.8bUK£435.6bUK£26.3b6.6x9.6x0.6x
Sun, 07 Jan 2024UK£282.1bUK£619.9bUK£62.3b4.1x4.5x0.5x
Tue, 05 Dec 2023UK£279.4bUK£623.2bUK£62.6b4.6x4.5x0.4x
Thu, 02 Nov 2023UK£293.9bUK£658.7bUK£64.0b4.6x4.6x0.4x
Sat, 30 Sep 2023UK£299.2bUK£656.3bUK£57.9b4.9x5.2x0.5x
Mon, 28 Aug 2023UK£273.5bUK£640.5bUK£56.6b5x4.8x0.4x
Wed, 26 Jul 2023UK£278.7bUK£666.7bUK£74.6b4.5x3.7x0.4x
Fri, 23 Jun 2023UK£269.7bUK£671.1bUK£75.1b4.6x3.6x0.4x
Sun, 21 May 2023UK£282.8bUK£683.8bUK£76.8b4.8x3.7x0.4x
Tue, 18 Apr 2023UK£301.3bUK£679.9bUK£53.8b4.6x5.6x0.4x
Thu, 16 Mar 2023UK£279.2bUK£693.0bUK£56.2b3.9x5x0.4x
Sat, 11 Feb 2023UK£328.5bUK£688.3bUK£56.4b3.7x5.8x0.5x
Mon, 09 Jan 2023UK£306.5bUK£658.6bUK£50.2b4.5x6.1x0.5x
Wed, 07 Dec 2022UK£309.7bUK£655.0bUK£50.7b4.4x6.1x0.5x
Fri, 04 Nov 2022UK£316.4bUK£683.9bUK£51.1b4.5x6.2x0.5x
Sun, 02 Oct 2022UK£300.1bUK£654.8bUK£45.8b4.8x6.6x0.5x
Tue, 30 Aug 2022UK£312.6bUK£628.3bUK£43.7b7x7.2x0.5x
Price to Earnings Ratio

7.2x


Total Market Cap: UK£312.6bTotal Earnings: UK£43.7bTotal Revenue: UK£628.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Energy Sector Price to Earnings3Y Average 10.9x202320242025
Current Industry PE
  • Investors are optimistic on the British Energy industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.7x which is higher than its 3-year average PE of 10.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
  • The earnings for companies in the Energy industry have declined 37% per year over the last three years,
  • Revenues have also declined 17% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.K. Energy sector?

GB Market-0.39%
Energy-1.60%
Energy Services4.37%
Oil and Gas-1.60%
Industry PE
  • Investors are most optimistic about the Oil and Gas industry which is trading above its 3-year average PE ratio of 10.4x.
    • Analysts are expecting annual earnings growth of 15.4%, which is higher than its past year's earnings decline of 10.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Energy Services industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 8.1% per year.
  • In contrast, the Oil and Gas industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SHEL ShellUK£26.922.0%
+UK£3.0b		-1.0%PE15.7x
ITH Ithaca EnergyUK£2.2124.0%
+UK£705.1m		73.2%PS1.9x
BP. BPUK£4.230.5%
+UK£302.6m		-1.4%PE157.6x
DEC Diversified EnergyUK£12.238.7%
+UK£76.4m		29.1%PS1.1x
PANR Pantheon ResourcesUK£0.3116.8%
+UK£55.7m		74.5%PB1.7x

Latest News

KAP
US$44.20
National Atomic Company Kazatomprom JSC
7D
-1.8%
1Y
14.2%

Kazatomprom: An Undervalued Leader in a Resurgent Uranium Market

TibiT has decreased future PE multiple from 14.2x to 10.0x and increased timeframe from 3 years to 5 years.
ITH
UK£2.21
Ithaca Energy
7D
24.0%
1Y
73.2%
DEC
UK£12.23
Diversified Energy
7D
8.7%
1Y
29.1%
HE1
UK£0.0052
Helium One Global
7D
-16.3%
1Y
-70.4%
PANR
UK£0.31
Pantheon Resources
7D
16.8%
1Y
74.5%
ZEN
UK£0.037
Zenith Energy
7D
-7.4%
1Y
177.8%
HBR
UK£2.30
Harbour Energy
7D
0.8%
1Y
-18.0%

Earnings Update: Harbour Energy plc (LON:HBR) Just Reported Its Half-Year Results And Analysts Are Updating Their Forecasts

Aug 12
Earnings Update: Harbour Energy plc (LON:HBR) Just Reported Its Half-Year Results And Analysts Are Updating Their Forecasts
SHEL
UK£26.92
Shell
7D
2.0%
1Y
-1.0%

Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture

Aug 07
Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture
BP.
UK£4.23
BP
7D
0.5%
1Y
-1.4%

Upstream Breakthroughs And Cost Cuts Will Reshape Global Energy Markets

Buoyed by stronger-than-expected margins and improved outlook for core refining and integrated oil operations, analysts have raised BP’s consensus price target from £4.24 to £5.37. Analyst Commentary Bullish analysts are increasing earnings estimates for BP driven by stronger-than-expected margins, particularly in the most recent quarter.
SEPL
UK£2.43
Seplat Energy
7D
-4.5%
1Y
41.0%
RKH
UK£0.73
Rockhopper Exploration
7D
-2.4%
1Y
404.7%
YCA
UK£4.85
Yellow Cake
7D
-2.5%
1Y
-11.0%
BOR
UK£0.099
Borders & Southern Petroleum
7D
-13.9%
1Y
304.1%
AEX
UK£0.019
Aminex
7D
-7.3%
1Y
24.6%
HTG
UK£3.23
Hunting
7D
6.3%
1Y
-26.0%
ENOG
UK£9.49
Energean
7D
2.4%
1Y
2.0%