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U.S. Electrical Industry Analysis

UpdatedJan 17, 2025
DataAggregated Company Financials
Companies134
  • 7D2.0%
  • 3M9.5%
  • 1Y32.4%
  • YTD5.7%

Over the last 7 days, the Electrical industry has remained flat, although notably GE Vernova gained 6.7%. The past year has been better, since the industry has gained 32% in that time. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

Has the U.S. Electrical Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Jan 2025US$554.1bUS$151.1bUS$9.2b23.6x60.1x3.7x
Sun, 15 Dec 2024US$555.2bUS$151.1bUS$9.3b23.8x59.9x3.7x
Tue, 12 Nov 2024US$562.8bUS$152.0bUS$8.9b24.7x63x3.7x
Thu, 10 Oct 2024US$497.0bUS$151.2bUS$7.4b19.6x66.8x3.3x
Sat, 07 Sep 2024US$422.1bUS$151.3bUS$7.3b17.3x57.5x2.8x
Mon, 05 Aug 2024US$421.8bUS$151.7bUS$7.4b17.9x57.4x2.8x
Wed, 03 Jul 2024US$462.6bUS$159.6bUS$6.2b19.2x75.1x2.9x
Fri, 31 May 2024US$497.3bUS$159.6bUS$6.2b22.5x80.4x3.1x
Sun, 28 Apr 2024US$473.8bUS$159.6bUS$7.6b21.3x62.7x3x
Tue, 26 Mar 2024US$450.6bUS$126.0bUS$8.0b21.9x56.7x3.6x
Thu, 22 Feb 2024US$411.2bUS$129.3bUS$9.4b19.2x43.9x3.2x
Sat, 20 Jan 2024US$391.6bUS$139.2bUS$7.9b18.9x49.3x2.8x
Mon, 18 Dec 2023US$400.4bUS$139.3bUS$7.9b20.3x50.5x2.9x
Wed, 15 Nov 2023US$354.0bUS$140.3bUS$8.6b18.8x41.2x2.5x
Fri, 13 Oct 2023US$381.7bUS$144.1bUS$11.5b18.5x33.2x2.6x
Sun, 10 Sep 2023US$391.8bUS$144.2bUS$11.6b20.8x33.8x2.7x
Tue, 08 Aug 2023US$403.9bUS$144.2bUS$12.2b22.9x33.2x2.8x
Thu, 06 Jul 2023US$358.2bUS$130.9bUS$7.8b25.7x45.9x2.7x
Sat, 03 Jun 2023US$331.1bUS$131.1bUS$7.7b24x43.2x2.5x
Mon, 01 May 2023US$309.1bUS$129.0bUS$7.9b17.9x39.1x2.4x
Wed, 29 Mar 2023US$309.8bUS$127.9bUS$7.8b18.7x39.9x2.4x
Fri, 24 Feb 2023US$314.9bUS$116.1bUS$8.9b19.8x35.2x2.7x
Sun, 22 Jan 2023US$301.1bUS$114.1bUS$8.8b20.1x34.4x2.6x
Tue, 20 Dec 2022US$292.6bUS$113.8bUS$8.8b18.3x33.3x2.6x
Thu, 17 Nov 2022US$309.2bUS$113.1bUS$8.6b19.5x35.8x2.7x
Sat, 15 Oct 2022US$264.6bUS$108.4bUS$8.5b18.6x31.3x2.4x
Mon, 12 Sep 2022US$308.2bUS$108.0bUS$8.4b20.3x36.6x2.9x
Wed, 10 Aug 2022US$300.3bUS$106.5bUS$8.1b19.9x37.2x2.8x
Fri, 08 Jul 2022US$263.2bUS$105.0bUS$7.5b17.7x34.9x2.5x
Sun, 05 Jun 2022US$289.9bUS$104.8bUS$7.5b19.3x38.5x2.8x
Tue, 03 May 2022US$286.3bUS$100.9bUS$7.5b19.9x38.1x2.8x
Thu, 31 Mar 2022US$326.2bUS$99.4bUS$7.5b21.3x43.6x3.3x
Sat, 26 Feb 2022US$300.9bUS$98.6bUS$8.0b21.5x37.5x3.1x
Mon, 24 Jan 2022US$310.0bUS$94.4bUS$7.9b23x39.2x3.3x
Price to Earnings Ratio

39.2x


Total Market Cap: US$310.0bTotal Earnings: US$7.9bTotal Revenue: US$94.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 46.3x202320242025
Current Industry PE
  • Investors are optimistic on the American Electrical industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 59.5x which is higher than its 3-year average PE of 46.3x.
  • The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 5.2% per year over the last three years.
  • Revenues for these companies have grown 17% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market0.56%
Industrials3.31%
Electrical1.98%
Heavy Electrical Equipment5.55%
Electrical Components1.02%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 25.7%, which is lower than the prior year's growth of 41.8% per year.
  • Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 39.4x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 42% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 16% 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
GEV GE VernovaUS$391.006.7%
+US$6.8b
n/aPE85.2x
EMR Emerson ElectricUS$123.292.5%
+US$1.7b
31.6%PE43.4x
VRT Vertiv Holdings CoUS$132.592.6%
+US$1.2b
160.5%PE85.6x
AME AMETEKUS$180.861.4%
+US$557.5m
11.4%PE31.4x
AYI Acuity BrandsUS$330.755.5%
+US$524.6m
46.1%PE23.7x
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NNE

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-8.8%

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