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U.S. Electrical Industry Analysis
UpdatedJul 13, 2025
DataAggregated Company Financials
Companies131
- 7D0.4%
- 3M42.8%
- 1Y31.1%
- YTD17.6%
Last week, the Electrical industry hasn't moved much but GE Vernova is up 4.3% in that time. The past year has been better, since the industry has gained 31% in that time. Earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Sun, 13 Jul 2025 | US$617.2b | US$153.6b | US$7.4b | 27.6x | 83.2x | 4x |
| Tue, 10 Jun 2025 | US$567.5b | US$153.4b | US$7.4b | 26.2x | 76.3x | 3.7x |
| Thu, 08 May 2025 | US$484.4b | US$153.3b | US$7.4b | 22.1x | 65.8x | 3.2x |
| Sat, 05 Apr 2025 | US$418.9b | US$151.6b | US$6.6b | 21.1x | 63.6x | 2.8x |
| Mon, 03 Mar 2025 | US$494.0b | US$151.6b | US$7.3b | 23.9x | 67.6x | 3.3x |
| Wed, 29 Jan 2025 | US$518.8b | US$151.7b | US$9.5b | 23.4x | 54.6x | 3.4x |
| Fri, 27 Dec 2024 | US$542.7b | US$151.1b | US$9.3b | 23.2x | 58.5x | 3.6x |
| Sun, 24 Nov 2024 | US$583.9b | US$150.5b | US$9.2b | 24x | 63.8x | 3.9x |
| Tue, 22 Oct 2024 | US$513.1b | US$151.2b | US$7.5b | 19.3x | 68.3x | 3.4x |
| Thu, 19 Sep 2024 | US$463.6b | US$151.2b | US$7.4b | 18.1x | 62.8x | 3.1x |
| Sat, 17 Aug 2024 | US$444.0b | US$151.3b | US$7.2b | 18.5x | 61.4x | 2.9x |
| Mon, 15 Jul 2024 | US$488.7b | US$157.0b | US$5.8b | 19.7x | 83.6x | 3.1x |
| Wed, 12 Jun 2024 | US$480.5b | US$159.6b | US$6.2b | 19.7x | 77.5x | 3x |
| Fri, 10 May 2024 | US$485.2b | US$160.9b | US$7.7b | 21.5x | 63x | 3x |
| Sun, 07 Apr 2024 | US$457.6b | US$125.8b | US$7.9b | 22.6x | 58.2x | 3.6x |
| Tue, 05 Mar 2024 | US$432.2b | US$126.0b | US$7.9b | 20.9x | 54.8x | 3.4x |
| Thu, 01 Feb 2024 | US$402.6b | US$139.4b | US$8.0b | 19.3x | 50.2x | 2.9x |
| Sat, 30 Dec 2023 | US$406.8b | US$139.3b | US$7.9b | 20.8x | 51.4x | 2.9x |
| Mon, 27 Nov 2023 | US$366.2b | US$139.0b | US$7.9b | 18.8x | 46.1x | 2.6x |
| Wed, 25 Oct 2023 | US$342.3b | US$144.1b | US$11.5b | 17.2x | 29.8x | 2.4x |
| Fri, 22 Sep 2023 | US$377.6b | US$144.2b | US$11.6b | 19.3x | 32.6x | 2.6x |
| Sun, 20 Aug 2023 | US$384.2b | US$144.2b | US$11.6b | 19.1x | 33.1x | 2.7x |
| Tue, 18 Jul 2023 | US$368.9b | US$131.0b | US$7.8b | 27.1x | 47.4x | 2.8x |
| Thu, 15 Jun 2023 | US$349.5b | US$131.1b | US$7.7b | 25x | 45.6x | 2.7x |
| Sat, 13 May 2023 | US$309.2b | US$130.8b | US$7.8b | 20.4x | 39.8x | 2.4x |
| Mon, 10 Apr 2023 | US$300.4b | US$128.1b | US$7.9b | 17.6x | 38x | 2.3x |
| Wed, 08 Mar 2023 | US$322.7b | US$116.6b | US$9.2b | 21.5x | 35x | 2.8x |
| Fri, 03 Feb 2023 | US$319.0b | US$113.0b | US$8.8b | 21.3x | 36.3x | 2.8x |
| Sun, 01 Jan 2023 | US$294.6b | US$113.8b | US$8.8b | 19x | 33.6x | 2.6x |
| Tue, 29 Nov 2022 | US$306.2b | US$113.4b | US$8.7b | 19.3x | 35.3x | 2.7x |
| Thu, 27 Oct 2022 | US$282.7b | US$109.1b | US$8.5b | 19.8x | 33.1x | 2.6x |
| Sat, 24 Sep 2022 | US$273.1b | US$107.9b | US$8.4b | 19.4x | 32.5x | 2.5x |
| Mon, 22 Aug 2022 | US$306.0b | US$106.2b | US$8.6b | 22.4x | 35.8x | 2.9x |
| Wed, 20 Jul 2022 | US$255.8b | US$105.1b | US$7.5b | 17.5x | 33.9x | 2.4x |
Price to Earnings Ratio
33.9x
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 83.2x which is higher than its 3-year average PE of 51.1x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 13% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | -0.51% | |
| Industrials | 0.27% | |
| Electrical | 0.45% | |
| Heavy Electrical Equipment | 4.09% | |
| Electrical Components | -0.80% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 16.0x.
- Analysts are expecting annual earnings growth of 25.7%, which is lower than the prior year's growth of 56.4% 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 43.9x.
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 56% per year.
- In contrast, the Electrical Components 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEV GE Vernova | US$539.16 | 4.3% +US$6.0b | 198.8% | PE76x | |
| ENVX Enovix | US$14.07 | 23.5% +US$514.6m | -22.4% | PS118x | |
| BE Bloom Energy | US$25.40 | 4.8% +US$269.4m | 81.8% | PE1315.8x | |
| HUBB Hubbell | US$419.24 | 1.1% +US$234.8m | 10.2% | PE28x | |
| SMR NuScale Power | US$37.48 | 4.5% +US$213.4m | 144.3% | PS101.9x |
