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U.S. Electrical Industry Analysis

UpdatedFeb 21, 2024
DataAggregated Company Financials
Companies135
  • 7D-1.6%
  • 3M14.7%
  • 1Y15.1%
  • YTD5.0%

Over the last 7 days, the Electrical industry has dropped 1.6%, driven by a pullback from Vertiv Holdings Co of 4.5%. In the past year, the industry has gained 15%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 21 Feb 2024US$411.5bUS$129.3bUS$9.4b19.8x43.7x3.2x
Fri, 19 Jan 2024US$389.1bUS$139.2bUS$7.9b19.2x49x2.8x
Sun, 17 Dec 2023US$400.4bUS$139.3bUS$7.9b20.3x50.5x2.9x
Tue, 14 Nov 2023US$354.2bUS$140.3bUS$8.6b17.4x41x2.5x
Thu, 12 Oct 2023US$381.7bUS$144.1bUS$11.5b19.3x33.2x2.6x
Sat, 09 Sep 2023US$402.6bUS$144.2bUS$11.6b20.8x34.8x2.8x
Mon, 07 Aug 2023US$393.6bUS$144.2bUS$12.2b22x32.3x2.7x
Wed, 05 Jul 2023US$362.9bUS$130.9bUS$7.8b26.3x46.5x2.8x
Fri, 02 Jun 2023US$320.8bUS$131.0bUS$7.8b22.6x41.2x2.4x
Sun, 30 Apr 2023US$309.1bUS$129.0bUS$7.9b17.9x39.1x2.4x
Tue, 28 Mar 2023US$307.6bUS$127.9bUS$7.8b18.5x39.6x2.4x
Thu, 23 Feb 2023US$312.2bUS$116.1bUS$8.8b19.7x35.6x2.7x
Sat, 21 Jan 2023US$301.1bUS$114.1bUS$8.8b20.1x34.4x2.6x
Mon, 19 Dec 2022US$296.3bUS$113.8bUS$8.8b18.2x33.7x2.6x
Wed, 16 Nov 2022US$313.8bUS$113.1bUS$8.7b18.3x36.1x2.8x
Fri, 14 Oct 2022US$274.6bUS$108.4bUS$8.5b19x32.4x2.5x
Sun, 11 Sep 2022US$308.2bUS$107.9bUS$8.4b20.3x36.6x2.9x
Tue, 09 Aug 2022US$307.4bUS$107.3bUS$8.1b20.4x37.8x2.9x
Thu, 07 Jul 2022US$254.8bUS$105.0bUS$7.5b17.3x33.8x2.4x
Sat, 04 Jun 2022US$289.8bUS$104.8bUS$7.5b19.3x38.5x2.8x
Mon, 02 May 2022US$283.5bUS$100.9bUS$7.5b19.3x37.7x2.8x
Wed, 30 Mar 2022US$325.0bUS$99.3bUS$7.6b21.4x42.6x3.3x
Fri, 25 Feb 2022US$300.9bUS$98.6bUS$8.0b21.5x37.5x3.1x
Sun, 23 Jan 2022US$310.0bUS$94.4bUS$7.9b23x39.2x3.3x
Tue, 21 Dec 2021US$331.7bUS$94.3bUS$7.5b23.1x44.2x3.5x
Thu, 18 Nov 2021US$382.4bUS$94.4bUS$7.8b24.6x49.1x4x
Sat, 16 Oct 2021US$320.8bUS$89.2bUS$8.0b23.8x40x3.6x
Mon, 13 Sep 2021US$313.3bUS$89.4bUS$7.8b23.2x40x3.5x
Wed, 11 Aug 2021US$327.5bUS$89.4bUS$7.9b24x41.5x3.7x
Sun, 06 Jun 2021US$291.9bUS$83.0bUS$6.9b27x42.3x3.5x
Wed, 10 Mar 2021US$270.5bUS$81.6bUS$6.0b29.9x44.8x3.3x
Price to Earnings Ratio

44.8x


Total Market Cap: US$270.5bTotal Earnings: US$6.0bTotal Revenue: US$81.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 39.6x202220232024
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 43.7x which is higher than its 3-year average PE of 39.6x.
  • The industry is trading close to its 3-year average PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 16% 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 Market-0.46%
Industrials-0.39%
Electrical-1.62%
Electrical Components-1.54%
Heavy Electrical Equipment-3.50%
Industry PE
  • Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 35.0x.
    • Analysts are expecting annual earnings growth of 15.5%, which is lower than the prior year's growth of 41.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 63% over the next 5 years.
  • This is better than its past earnings decline of 93% 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
SQM Sociedad Química y Minera de ChileUS$42.415.0%
+US$574.1m
-49.0%PE4.1x
RRX Regal RexnordUS$158.753.5%
+US$354.3m
3.6%PS1.7x
AME AMETEKUS$174.810.8%
+US$323.1m
22.8%PE30.7x
ETN EatonUS$276.090.2%
+US$187.7m
61.2%PE34.3x
VICR VicorUS$47.188.0%
+US$155.1m
-16.5%PE39.6x
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Latest News

ST

US$33.67

Sensata Technologies Holding

7D

2.8%

1Y

-32.9%

VRT

US$62.02

Vertiv Holdings Co

7D

-4.5%

1Y

299.6%

BE

US$8.92

Bloom Energy

7D

-23.8%

1Y

-60.2%

GNRC

US$114.39

Generac Holdings

7D

-7.3%

1Y

-3.6%

RRX

US$158.75

Regal Rexnord

7D

3.5%

1Y

3.6%

ROK

US$272.62

Rockwell Automation

7D

-2.6%

1Y

-5.6%

EMR

US$104.80

Emerson Electric

7D

-1.4%

1Y

27.3%

HTOO

US$2.48

Fusion Fuel Green

7D

117.5%

1Y

-29.7%