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

U.K. (FTSE) Renewable Energy Industry Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies4
  • 7D5.2%
  • 3M-0.4%
  • 1Y24.7%
  • YTD-4.9%

The Renewable Energy industry is up 5.2% in the last week, with Drax Group up 5.7%. In the last 12 months, the industry was up 25%. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 03 Sep 2026UK£3.0bUK£5.9bUK£59.0m8.1x50.8x0.5x
Sat, 01 Aug 2026UK£2.8bUK£5.9bUK£58.2m8.8x48.4x0.5x
Mon, 29 Jun 2026UK£2.9bUK£6.1bUK£112.0m8x25.5x0.5x
Wed, 27 May 2026UK£3.2bUK£6.1bUK£103.7m8.4x30.6x0.5x
Fri, 24 Apr 2026UK£3.2bUK£6.1bUK£99.9m24.1x32.3x0.5x
Sun, 22 Mar 2026UK£3.3bUK£6.1bUK£99.9m24.3x32.7x0.5x
Tue, 17 Feb 2026UK£3.3bUK£6.3bUK£435.2m8.2x7.6x0.5x
Thu, 15 Jan 2026UK£3.4bUK£6.3bUK£435.2m7.6x7.7x0.5x
Sat, 13 Dec 2025UK£3.0bUK£6.3bUK£435.2m6.9x6.8x0.5x
Mon, 10 Nov 2025UK£2.8bUK£6.3bUK£435.2m6.7x6.4x0.4x
Wed, 08 Oct 2025UK£2.7bUK£6.3bUK£443.0m6.6x6.1x0.4x
Fri, 05 Sep 2025UK£2.5bUK£6.3bUK£439.3m6.9x5.7x0.4x
Sun, 03 Aug 2025UK£2.6bUK£6.3bUK£439.3m6.6x6x0.4x
Tue, 01 Jul 2025UK£2.7bUK£6.8bUK£558.2m6.5x4.9x0.4x
Thu, 29 May 2025UK£2.5bUK£6.8bUK£555.6m6.1x4.6x0.4x
Sat, 26 Apr 2025UK£2.4bUK£6.8bUK£555.5m6x4.3x0.4x
Mon, 24 Mar 2025UK£2.5bUK£7.0bUK£548.9m6.1x4.6x0.4x
Wed, 19 Feb 2025UK£2.6bUK£8.2bUK£680.8m5.1x3.8x0.3x
Fri, 17 Jan 2025UK£2.7bUK£8.2bUK£680.6m5.9x4x0.3x
Sun, 15 Dec 2024UK£2.8bUK£8.2bUK£680.8m5.9x4.1x0.3x
Tue, 12 Nov 2024UK£2.8bUK£8.2bUK£680.9m5.7x4.1x0.3x
Thu, 10 Oct 2024UK£2.7bUK£8.2bUK£685.6m5.3x4x0.3x
Sat, 07 Sep 2024UK£2.8bUK£8.1bUK£677.9m8.4x4.1x0.3x
Mon, 05 Aug 2024UK£2.8bUK£8.1bUK£677.9m8.4x4.1x0.3x
Wed, 03 Jul 2024UK£2.2bUK£8.8bUK£586.3m9.4x3.8x0.3x
Fri, 31 May 2024UK£2.4bUK£8.8bUK£585.1m9.9x4x0.3x
Sun, 28 Apr 2024UK£2.4bUK£8.8bUK£585.0m10.2x4.1x0.3x
Tue, 26 Mar 2024UK£2.2bUK£8.9bUK£602.6m3.3x3.7x0.2x
Thu, 22 Feb 2024UK£1.9bUK£9.0bUK£198.1m8.9x9.6x0.2x
Sat, 20 Jan 2024UK£3.9bUK£11.1bUK£336.8m10.4x11.6x0.4x
Mon, 18 Dec 2023UK£3.9bUK£11.1bUK£336.8m10.4x11.6x0.4x
Wed, 15 Nov 2023UK£3.7bUK£11.1bUK£336.7m10x11.1x0.3x
Fri, 13 Oct 2023UK£3.7bUK£11.1bUK£336.7m9.9x11x0.3x
Sun, 10 Sep 2023UK£4.1bUK£11.0bUK£323.6m11.2x12.7x0.4x
Price to Earnings Ratio

12.7x


Total Market Cap: UK£4.1bTotal Earnings: UK£323.6mTotal Revenue: UK£11.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Renewable Energy Industry Price to Earnings3Y Average 10.7x202420252026
Current Industry PE
  • Investors are optimistic on the British Renewable Energy industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 50.8x which is higher than its 3-year average PE of 10.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.38x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have declined 43% per year over the last three years,
  • Revenues have also declined 19% 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. Utilities industry?

GB Market-0.97%
Utilities-1.35%
Renewable Energy5.19%
Renewable Energy5.63%
Independent Power Producers and Energy Traders1.21%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio of 13.7x.
    • Analysts are expecting annual earnings growth of 22.0%, which is higher than its past year's earnings decline of 95.3% per year.
  • Investors are most pessimistic about the Independent Power Producers and Energy Traders industry, which is trading below its 3-year average of 11.1x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 95% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 14% 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
DRX Drax GroupUK£7.843.6%
+UK£90.9m		23.5%PE138.8x

Latest News

DRX
UK£7.84
Drax Group
7D
3.6%
1Y
23.5%
YU.
UK£16.40
Yü Group
7D
-1.8%
1Y
4.1%
New Narrative • Jul 15

Massive Cash Pile. Accelerating Growth. Is the Market Mispricing Yü Group?

Quick Take Yü Group (LON) has quietly become one of the UK's fastest-growing business energy suppliers. Despite holding cash equivalent to roughly one-third of its market capitalisation and analysts expecting revenue growth to accelerate from around 25% to more than 31%, the market still appears to value it like a traditional utility.