Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Energy Sector Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies72
  • 7D-2.6%
  • 3M4.0%
  • 1Y11.1%
  • YTD11.3%

Over the last 7 days, the Energy industry has dropped 2.6%, driven by Shell declining 2.6%. This takes the industry's 12 month performance to a gain of 11%. Looking forward, 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
Mon, 24 Nov 2025UK£246.1bUK£369.0bUK£10.6b9.9x23.3x0.7x
Wed, 22 Oct 2025UK£235.4bUK£358.3bUK£10.1b12.5x23.3x0.7x
Fri, 19 Sep 2025UK£234.1bUK£354.0bUK£10.0b11.6x23.4x0.7x
Sun, 17 Aug 2025UK£235.5bUK£356.8bUK£11.1b11.6x21.3x0.7x
Tue, 15 Jul 2025UK£233.1bUK£365.6bUK£8.4b9.9x27.7x0.6x
Thu, 12 Jun 2025UK£226.7bUK£362.6bUK£8.3b8.9x27.2x0.6x
Sat, 10 May 2025UK£219.3bUK£368.6bUK£8.6b8.9x25.4x0.6x
Mon, 07 Apr 2025UK£222.4bUK£384.6bUK£12.1b8.1x18.3x0.6x
Wed, 05 Mar 2025UK£235.9bUK£386.9bUK£12.7b9.1x18.6x0.6x
Fri, 31 Jan 2025UK£241.2bUK£410.7bUK£14.5b8.1x16.6x0.6x
Sun, 29 Dec 2024UK£226.7bUK£406.6bUK£14.3b8.1x15.8x0.6x
Tue, 26 Nov 2024UK£236.1bUK£408.2bUK£14.8b7.8x16x0.6x
Thu, 24 Oct 2024UK£236.4bUK£404.8bUK£20.1b8.2x11.8x0.6x
Sat, 21 Sep 2024UK£241.3bUK£393.1bUK£19.7b8.7x12.3x0.6x
Mon, 19 Aug 2024UK£260.6bUK£404.8bUK£20.6b12x12.6x0.6x
Wed, 17 Jul 2024UK£262.2bUK£404.6bUK£21.6b11.4x12.1x0.6x
Fri, 14 Jun 2024UK£264.7bUK£411.4bUK£22.0b10.3x12x0.6x
Sun, 12 May 2024UK£284.9bUK£419.5bUK£22.6b9.5x12.6x0.7x
Tue, 09 Apr 2024UK£277.8bUK£432.8bUK£28.3b7.1x9.8x0.6x
Thu, 07 Mar 2024UK£252.8bUK£431.5bUK£26.2b5.5x9.7x0.6x
Sat, 03 Feb 2024UK£271.4bUK£605.0bUK£54.7b4.1x5x0.4x
Mon, 01 Jan 2024UK£281.5bUK£618.9bUK£62.2b4.1x4.5x0.5x
Wed, 29 Nov 2023UK£283.1bUK£620.3bUK£62.3b4.8x4.5x0.5x
Fri, 27 Oct 2023UK£301.9bUK£660.4bUK£58.2b5.4x5.2x0.5x
Sun, 24 Sep 2023UK£298.5bUK£655.2bUK£57.9b4.1x5.2x0.5x
Tue, 22 Aug 2023UK£272.3bUK£634.9bUK£57.6b4.6x4.7x0.4x
Thu, 20 Jul 2023UK£272.5bUK£665.9bUK£74.5b4.1x3.7x0.4x
Sat, 17 Jun 2023UK£270.3bUK£668.5bUK£74.8b4.6x3.6x0.4x
Mon, 15 May 2023UK£284.6bUK£683.7bUK£76.8b4.9x3.7x0.4x
Wed, 12 Apr 2023UK£299.5bUK£677.7bUK£53.7b4.5x5.6x0.4x
Fri, 10 Mar 2023UK£312.7bUK£694.2bUK£56.6b3.7x5.5x0.5x
Sun, 05 Feb 2023UK£307.9bUK£674.3bUK£49.7b4.1x6.2x0.5x
Tue, 03 Jan 2023UK£305.2bUK£660.3bUK£50.3b4.5x6.1x0.5x
Thu, 01 Dec 2022UK£319.3bUK£667.9bUK£51.9b4.4x6.1x0.5x
Price to Earnings Ratio

6.1x


Total Market Cap: UK£319.3bTotal Earnings: UK£51.9bTotal Revenue: UK£667.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Energy Sector Price to Earnings3Y Average 13.9x202320242025
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 23.3x which is higher than its 3-year average PE of 13.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
  • The earnings for companies in the Energy industry have declined 41% per year over the last three years,
  • Revenues have also declined 18% 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-1.42%
Energy-2.59%
Energy Services0.12%
Oil and Gas-2.60%
Industry PE
  • Investors are most optimistic about the Oil and Gas industry which is trading above its 3-year average PE ratio of 13.4x.
    • Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings decline of 11.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Energy Services industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings decline of 13% 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
KAP National Atomic Company Kazatomprom JSCUS$53.402.9%
+US$389.0m		32.7%PE12.1x
PANR Pantheon ResourcesUK£0.2712.0%
+UK£38.8m		9.3%PB1.5x
WG. John Wood GroupUK£0.2513.5%
+UK£20.6m		-56.8%PS0.05x
UPL Upland ResourcesUK£0.03229.3%
+UK£11.0m		190.9%PB12.9x
ZEN Zenith EnergyUK£0.03820.3%
+UK£3.6m		156.7%PE35.8x

Latest News

HBR
UK£2.16
Harbour Energy
7D
-9.3%
1Y
-17.8%

A Look At The Intrinsic Value Of Harbour Energy plc (LON:HBR)

Nov 24
A Look At The Intrinsic Value Of Harbour Energy plc (LON:HBR)
GCM
UK£0.06
GCM Resources
7D
18.6%
1Y
252.9%

Is GCM Resources (LON:GCM) A Risky Investment?

Nov 24
Is GCM Resources (LON:GCM) A Risky Investment?
WG.
UK£0.25
John Wood Group
7D
13.5%
1Y
-56.8%

WG.: Sidara Offer and CEO Transition Will Shape Future Upside

Analysts have lowered their price target for John Wood Group from £0.63 to £0.52 per share. They cite reduced forecasts for revenue growth and profit margins as key factors behind the adjustment.
TLW
UK£0.041
Tullow Oil
7D
-53.5%
1Y
-82.4%
ITH
UK£1.95
Ithaca Energy
7D
-17.8%
1Y
67.4%
SHEL
UK£27.72
Shell
7D
-3.0%
1Y
7.7%

SHEL: Future Returns Will Reflect Resilient Cash Flow Amid Energy Sector Volatility

Shell's analyst price target has been raised, with new targets ranging as high as $91. Analysts point to resilient free cash flow, steady growth, and ongoing cost reductions as supporting factors for the upward revision of Shell’s valuation.
KAP
US$53.40
National Atomic Company Kazatomprom JSC
7D
2.9%
1Y
32.7%

KAP: Updated Revenue Guidance And Production Outlook Will Sustain Fair Valuation

Analysts have raised their price target for National Atomic Company Kazatomprom JSC from $49.86 to $53.01, reflecting updated expectations for stronger revenue growth and improved profit margins. What's in the News Special Shareholders Meeting scheduled for December 19, 2025 (Key Developments) Updated production guidance for 2025 maintains previous volume ranges at both 100% and attributable bases.
BP.
UK£4.54
BP
7D
-2.1%
1Y
17.0%
SQZ
UK£1.90
Serica Energy
7D
-12.2%
1Y
36.6%

SQZ: Expanded North Sea Portfolio Will Drive Stronger Medium-Term Production

Analysts have raised their price target for Serica Energy from £2.46 to £2.49, citing expectations of stronger revenue growth. They also noted a significant decrease in near-term profit margins.
ENW
UK£0.17
Enwell Energy
7D
6.1%
1Y
11.1%

Investors Could Be Concerned With Enwell Energy's (LON:ENW) Returns On Capital

Nov 14
Investors Could Be Concerned With Enwell Energy's (LON:ENW) Returns On Capital
PANR
UK£0.27
Pantheon Resources
7D
12.0%
1Y
9.3%
ENOG
UK£9.34
Energean
7D
-6.3%
1Y
-14.8%

ENOG: Production Setbacks And Forecast Revision Will Shape Near-Term Outlook

Analysts have lowered their price target for Energean from $10.26 to $9.85. This change reflects updated forecasts for profit margins and valuation metrics.
UPL
UK£0.032
Upland Resources
7D
29.3%
1Y
190.9%
ZEN
UK£0.038
Zenith Energy
7D
20.3%
1Y
156.7%

We Think Shareholders Are Less Likely To Approve A Pay Rise For Zenith Energy Ltd.'s (LON:ZEN) CEO For Now

Oct 05
We Think Shareholders Are Less Likely To Approve A Pay Rise For Zenith Energy Ltd.'s (LON:ZEN) CEO For Now
BOR
UK£0.11
Borders & Southern Petroleum
7D
3.4%
1Y
506.3%

Here's Why We're Not Too Worried About Borders & Southern Petroleum's (LON:BOR) Cash Burn Situation

Oct 03
Here's Why We're Not Too Worried About Borders & Southern Petroleum's (LON:BOR) Cash Burn Situation
RKH
UK£0.77
Rockhopper Exploration
7D
-6.3%
1Y
459.4%