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U.K. (FTSE) Energy Sector Analysis

UpdatedNov 25, 2025
DataAggregated Company Financials
Companies71
  • 7D-0.09%
  • 3M2.8%
  • 1Y12.7%
  • YTD11.4%

Over the last 7 days, the Energy industry has dropped 2.6%, driven by Ithaca Energy declining 15%. On the other hand National Atomic Company Kazatomprom JSC is actually up 5.1%. This takes the industry's 12 month performance to a gain of 12%. 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
Sat, 29 Nov 2025UK£244.3bUK£368.4bUK£10.7b9.9x22.9x0.7x
Mon, 27 Oct 2025UK£248.4bUK£360.4bUK£10.2b12.3x24.3x0.7x
Wed, 24 Sep 2025UK£236.2bUK£354.6bUK£10.1b11.5x23.3x0.7x
Fri, 22 Aug 2025UK£238.1bUK£360.8bUK£11.2b11.4x21.3x0.7x
Sun, 20 Jul 2025UK£232.3bUK£365.9bUK£8.4b9.8x27.6x0.6x
Tue, 17 Jun 2025UK£230.9bUK£361.6bUK£8.3b9x27.7x0.6x
Thu, 15 May 2025UK£224.5bUK£370.0bUK£8.7b9x25.9x0.6x
Sat, 12 Apr 2025UK£205.2bUK£378.7bUK£12.0b8.4x17.2x0.5x
Mon, 10 Mar 2025UK£236.4bUK£383.3bUK£12.3b8.6x19.3x0.6x
Wed, 05 Feb 2025UK£242.4bUK£399.6bUK£14.8b8.2x16.3x0.6x
Fri, 03 Jan 2025UK£235.7bUK£413.4bUK£14.6b8.1x16.2x0.6x
Sun, 01 Dec 2024UK£232.5bUK£401.8bUK£14.6b8.2x16x0.6x
Tue, 29 Oct 2024UK£234.2bUK£403.5bUK£20.0b7.8x11.7x0.6x
Thu, 26 Sep 2024UK£237.9bUK£393.2bUK£19.6b8.6x12.2x0.6x
Sat, 24 Aug 2024UK£254.1bUK£396.4bUK£19.6b11.9x13x0.6x
Mon, 22 Jul 2024UK£264.5bUK£406.6bUK£21.7b11.5x12.2x0.7x
Wed, 19 Jun 2024UK£263.9bUK£413.3bUK£22.1b9.6x11.9x0.6x
Fri, 17 May 2024UK£274.6bUK£414.7bUK£22.3b9.5x12.3x0.7x
Sun, 14 Apr 2024UK£290.6bUK£440.1bUK£28.8b7.3x10.1x0.7x
Tue, 12 Mar 2024UK£249.6bUK£428.3bUK£26.8b6.2x9.3x0.6x
Thu, 08 Feb 2024UK£252.1bUK£435.3bUK£26.3b6.5x9.6x0.6x
Sat, 06 Jan 2024UK£282.1bUK£619.2bUK£62.2b4.1x4.5x0.5x
Mon, 04 Dec 2023UK£282.7bUK£620.3bUK£62.4b4.7x4.5x0.5x
Wed, 01 Nov 2023UK£294.0bUK£654.9bUK£63.8b4.6x4.6x0.4x
Fri, 29 Sep 2023UK£304.7bUK£655.9bUK£58.0b4.6x5.3x0.5x
Sun, 27 Aug 2023UK£273.5bUK£640.5bUK£56.6b5x4.8x0.4x
Tue, 25 Jul 2023UK£281.5bUK£668.6bUK£74.8b4.3x3.8x0.4x
Thu, 22 Jun 2023UK£272.6bUK£673.1bUK£75.3b4.6x3.6x0.4x
Sat, 20 May 2023UK£282.9bUK£683.3bUK£76.8b4.8x3.7x0.4x
Mon, 17 Apr 2023UK£301.2bUK£677.4bUK£53.7b4.7x5.6x0.4x
Wed, 15 Mar 2023UK£302.6bUK£687.3bUK£55.8b4.1x5.4x0.4x
Fri, 10 Feb 2023UK£321.6bUK£686.0bUK£56.3b3.5x5.7x0.5x
Sun, 08 Jan 2023UK£306.5bUK£658.6bUK£50.2b4.5x6.1x0.5x
Tue, 06 Dec 2022UK£311.2bUK£656.9bUK£50.9b4.5x6.1x0.5x
Price to Earnings Ratio

6.1x


Total Market Cap: UK£311.2bTotal Earnings: UK£50.9bTotal Revenue: UK£656.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Energy Sector Price to Earnings3Y Average 14x202320242025
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 22.9x which is higher than its 3-year average PE of 14.0x.
  • 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 Market2.25%
Energy-0.087%
Energy Services1.64%
Oil and Gas-0.093%
Industry PE
  • Investors are most optimistic about the Oil and Gas industry which is trading above its 3-year average PE ratio of 13.5x.
    • Analysts are expecting annual earnings growth of 14.7%, 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 55% 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$55.305.1%
+US$700.3m		36.7%PE12.5x
BP. BPUK£4.540.2%
+UK£108.8m		18.1%PE60.7x
YCA Yellow CakeUK£5.234.5%
+UK£54.0m		-4.0%PB1.2x
HTG HuntingUK£3.713.6%
+UK£19.1m		22.3%PS0.7x
ENOG EnergeanUK£9.390.9%
+UK£15.7m		-7.2%PE16.6x

Latest News

ENOG
UK£9.39
Energean
7D
0.9%
1Y
-7.2%
SQZ
UK£1.71
Serica Energy
7D
-13.8%
1Y
33.1%
AET
UK£0.38
Afentra
7D
-13.6%
1Y
-16.1%

Is Afentra (LON:AET) A Risky Investment?

Nov 27
Is Afentra (LON:AET) A Risky Investment?
BP.
UK£4.54
BP
7D
0.2%
1Y
18.1%

BP.: Shares Will Reflect Reset Strategy And Portfolio Streamlining Amid Sector Uncertainty

Analysts have modestly raised their price targets for BP, with upward revisions to $40 and 525 GBp. This reflects confidence in the company's refreshed strategy and improved risk-reward outlook. Analyst Commentary Recent street research reflects a generally optimistic yet nuanced outlook for BP's shares, with price target increases from several firms.
HBR
UK£2.08
Harbour Energy
7D
-4.4%
1Y
-19.6%

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)
SEPL
UK£2.49
Seplat Energy
7D
-4.2%
1Y
18.6%

SEPL: Higher Price Targets and New Dividend Commitments Will Support Future Returns

Seplat Energy's analyst price target was raised from £3.25 to £4.15. This change reflects analysts' increased expectations for revenue growth, even though there is some moderation in projected profit margins and rising discount rates.
ITH
UK£1.73
Ithaca Energy
7D
-14.6%
1Y
66.7%
SHEL
UK£27.84
Shell
7D
-0.05%
1Y
10.0%

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$55.30
National Atomic Company Kazatomprom JSC
7D
5.1%
1Y
36.7%

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.
ENW
UK£0.20
Enwell Energy
7D
21.2%
1Y
-4.8%

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
HSP
UK£6.58
Hargreaves Services
7D
2.8%
1Y
21.0%
UPL
UK£0.039
Upland Resources
7D
34.5%
1Y
245.1%
RKH
UK£0.75
Rockhopper Exploration
7D
-4.6%
1Y
298.9%
HTG
UK£3.71
Hunting
7D
3.6%
1Y
22.3%
YCA
UK£5.23
Yellow Cake
7D
4.5%
1Y
-4.0%
JOG
UK£1.06
Jersey Oil and Gas
7D
-26.6%
1Y
73.8%