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U.S. Electrical Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies126
- 7D10.1%
- 3M-20.1%
- 1Y-3.4%
- YTD-18.6%
GE Vernova is up 18%, leading the way for the Electrical industry, which has gained 10%. During this same period, the Sunrun underperformed, falling 10%. However, the industry is down 3.4% over the past year. Looking forward, earnings are forecast to grow by 17% annually.
Industry Valuation and Performance
Has the U.S. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$431.0b | US$151.6b | US$6.6b | 21.5x | 65.5x | 2.8x |
| Wed, 12 Mar 2025 | US$445.6b | US$151.6b | US$6.5b | 23.8x | 69x | 2.9x |
| Fri, 07 Feb 2025 | US$530.1b | US$151.2b | US$9.7b | 26.7x | 54.7x | 3.5x |
| Sun, 05 Jan 2025 | US$547.0b | US$151.1b | US$9.2b | 23.3x | 59.4x | 3.6x |
| Tue, 03 Dec 2024 | US$575.0b | US$151.1b | US$9.2b | 24.7x | 62.5x | 3.8x |
| Thu, 31 Oct 2024 | US$515.4b | US$152.2b | US$7.7b | 19x | 67.1x | 3.4x |
| Sat, 28 Sep 2024 | US$489.2b | US$151.2b | US$7.4b | 20.2x | 66.1x | 3.2x |
| Mon, 26 Aug 2024 | US$443.8b | US$151.3b | US$7.2b | 18.5x | 61.5x | 2.9x |
| Wed, 24 Jul 2024 | US$479.2b | US$157.0b | US$5.8b | 21.1x | 82.1x | 3.1x |
| Fri, 21 Jun 2024 | US$484.6b | US$159.6b | US$6.2b | 19.1x | 78x | 3x |
| Sun, 19 May 2024 | US$485.8b | US$160.8b | US$7.8b | 19.6x | 62.3x | 3x |
| Tue, 16 Apr 2024 | US$470.3b | US$159.1b | US$7.5b | 20.8x | 63.1x | 3x |
| Thu, 14 Mar 2024 | US$433.5b | US$126.0b | US$7.9b | 21.1x | 54.9x | 3.4x |
| Sat, 10 Feb 2024 | US$415.9b | US$130.3b | US$9.6b | 19.8x | 43.5x | 3.2x |
| Mon, 08 Jan 2024 | US$389.9b | US$139.3b | US$7.9b | 19.5x | 49.2x | 2.8x |
| Wed, 06 Dec 2023 | US$375.6b | US$139.3b | US$8.0b | 19.3x | 47x | 2.7x |
| Fri, 03 Nov 2023 | US$350.8b | US$145.8b | US$10.1b | 17x | 34.9x | 2.4x |
| Sun, 01 Oct 2023 | US$378.0b | US$144.2b | US$11.5b | 19.7x | 32.8x | 2.6x |
| Tue, 29 Aug 2023 | US$393.8b | US$144.2b | US$11.6b | 19.8x | 33.9x | 2.7x |
| Thu, 27 Jul 2023 | US$367.1b | US$131.0b | US$7.8b | 25.2x | 47.2x | 2.8x |
| Sat, 24 Jun 2023 | US$346.0b | US$131.1b | US$7.6b | 25.5x | 45.5x | 2.6x |
| Mon, 22 May 2023 | US$314.6b | US$130.9b | US$7.8b | 22.7x | 40.5x | 2.4x |
| Wed, 19 Apr 2023 | US$311.6b | US$128.2b | US$7.8b | 19.3x | 39.7x | 2.4x |
| Fri, 17 Mar 2023 | US$310.9b | US$127.5b | US$7.8b | 19.2x | 40x | 2.4x |
| Sun, 12 Feb 2023 | US$312.3b | US$114.1b | US$8.6b | 21x | 36.5x | 2.7x |
| Tue, 10 Jan 2023 | US$302.0b | US$113.9b | US$8.8b | 20x | 34.5x | 2.7x |
| Thu, 08 Dec 2022 | US$299.2b | US$113.5b | US$8.7b | 18.4x | 34.5x | 2.6x |
| Sat, 05 Nov 2022 | US$291.6b | US$112.4b | US$8.6b | 20.1x | 33.8x | 2.6x |
| Mon, 03 Oct 2022 | US$269.4b | US$108.0b | US$8.4b | 19.1x | 31.9x | 2.5x |
| Wed, 31 Aug 2022 | US$289.6b | US$106.1b | US$8.5b | 21x | 34x | 2.7x |
| Fri, 29 Jul 2022 | US$274.3b | US$105.4b | US$7.5b | 17.9x | 36.5x | 2.6x |
| Sun, 26 Jun 2022 | US$265.5b | US$104.8b | US$7.5b | 18.2x | 35.3x | 2.5x |
| Tue, 24 May 2022 | US$271.9b | US$104.6b | US$7.6b | 19x | 35.6x | 2.6x |
| Thu, 21 Apr 2022 | US$306.7b | US$99.5b | US$7.5b | 21.3x | 41.1x | 3.1x |
Price to Earnings Ratio
41.1x
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 65.5x which is higher than its 3-year average PE of 48.1x.
- The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have declined 4.1% per year over the last three years.
- Meanwhile revenues for these companies have grown 15% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 5.42% | |
| Industrials | 5.90% | |
| Electrical | 10.12% | |
| Heavy Electrical Equipment | 17.72% | |
| Electrical Components | 8.05% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 6.7x.
- Analysts are expecting annual earnings growth of 26.0%, which is lower than the prior year's growth of 39.2% 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 41.0x.
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 39% per year.
- In contrast, the Electrical Components 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEV GE Vernova | US$321.43 | 18.4% +US$13.7b | 139.9% | PE56.6x | |
| ETN Eaton | US$277.53 | 12.6% +US$12.1b | -12.9% | PE28.7x | |
| VRT Vertiv Holdings Co | US$69.61 | 17.2% +US$3.9b | -17.0% | PE53.5x | |
| EMR Emerson Electric | US$100.49 | 6.3% +US$3.3b | -10.8% | PE27.9x | |
| HUBB Hubbell | US$353.43 | 11.9% +US$2.0b | -12.0% | PE24.4x |
