After Leaping 25% GE Vernova Inc. (NYSE:GEV) Shares Are Not Flying Under The Radar
Feb 08
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U.S. Electrical Industry Analysis
UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies132
- 7D4.8%
- 3M13.2%
- 1Y54.3%
- YTD14.6%
The Electrical industry is up 4.8% in the last week, with GE Vernova up 7.3%. In the same time, Fluence Energy was down 37%. In the last 12 months, the industry was up 54%. Looking forward, earnings are forecast to grow by 19% 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, 08 Feb 2026 | US$834.5b | US$166.0b | US$11.1b | 35.8x | 75x | 5x |
| Tue, 06 Jan 2026 | US$723.5b | US$161.8b | US$7.4b | 30.8x | 97.4x | 4.5x |
| Thu, 04 Dec 2025 | US$688.2b | US$161.8b | US$7.4b | 31.2x | 93.1x | 4.3x |
| Sat, 01 Nov 2025 | US$727.8b | US$159.8b | US$8.0b | 31.8x | 91.4x | 4.6x |
| Mon, 29 Sep 2025 | US$667.0b | US$157.1b | US$7.3b | 29.3x | 91x | 4.2x |
| Wed, 27 Aug 2025 | US$646.3b | US$157.1b | US$7.4b | 30.8x | 87.6x | 4.1x |
| Fri, 25 Jul 2025 | US$670.9b | US$154.5b | US$6.7b | 28.4x | 100.4x | 4.3x |
| Sun, 22 Jun 2025 | US$578.1b | US$153.4b | US$7.4b | 27.6x | 77.7x | 3.8x |
| Tue, 20 May 2025 | US$541.8b | US$153.3b | US$7.3b | 22x | 73.9x | 3.5x |
| Thu, 17 Apr 2025 | US$435.6b | US$151.6b | US$6.6b | 21.3x | 66.1x | 2.9x |
| Sat, 15 Mar 2025 | US$452.7b | US$151.6b | US$6.4b | 23.7x | 70.6x | 3x |
| Mon, 10 Feb 2025 | US$533.9b | US$151.2b | US$9.7b | 26.8x | 55x | 3.5x |
| Wed, 08 Jan 2025 | US$559.5b | US$151.1b | US$9.2b | 22.7x | 60.7x | 3.7x |
| Fri, 06 Dec 2024 | US$579.3b | US$151.1b | US$9.3b | 23.5x | 62.5x | 3.8x |
| Sun, 03 Nov 2024 | US$508.5b | US$153.0b | US$7.9b | 19x | 64.4x | 3.3x |
| Tue, 01 Oct 2024 | US$487.5b | US$151.2b | US$7.4b | 20.3x | 65.8x | 3.2x |
| Thu, 29 Aug 2024 | US$443.2b | US$151.3b | US$7.3b | 18.3x | 60.9x | 2.9x |
| Sat, 27 Jul 2024 | US$457.5b | US$157.3b | US$7.4b | 20.2x | 62.2x | 2.9x |
| Mon, 24 Jun 2024 | US$474.7b | US$159.6b | US$6.2b | 18.9x | 76.4x | 3x |
| Wed, 22 May 2024 | US$490.3b | US$160.8b | US$7.8b | 21x | 62.8x | 3x |
| Fri, 19 Apr 2024 | US$457.6b | US$159.1b | US$7.5b | 20.1x | 61.1x | 2.9x |
| Sun, 17 Mar 2024 | US$433.2b | US$126.0b | US$7.9b | 20.8x | 54.6x | 3.4x |
| Tue, 13 Feb 2024 | US$416.1b | US$130.3b | US$9.6b | 20x | 43.6x | 3.2x |
| Thu, 11 Jan 2024 | US$393.7b | US$139.2b | US$7.9b | 19.6x | 49.6x | 2.8x |
| Sat, 09 Dec 2023 | US$373.1b | US$139.3b | US$7.9b | 19.4x | 47x | 2.7x |
| Mon, 06 Nov 2023 | US$357.2b | US$145.7b | US$9.9b | 17.5x | 36.3x | 2.5x |
| Wed, 04 Oct 2023 | US$372.8b | US$144.2b | US$11.5b | 18.4x | 32.4x | 2.6x |
| Fri, 01 Sep 2023 | US$404.2b | US$144.2b | US$11.6b | 20.4x | 34.8x | 2.8x |
| Sun, 30 Jul 2023 | US$365.6b | US$131.1b | US$7.8b | 25.8x | 47.1x | 2.8x |
| Tue, 27 Jun 2023 | US$348.9b | US$131.1b | US$7.6b | 25.7x | 45.9x | 2.7x |
| Thu, 25 May 2023 | US$309.0b | US$130.9b | US$7.7b | 22.2x | 39.9x | 2.4x |
| Sat, 22 Apr 2023 | US$307.9b | US$128.2b | US$7.7b | 19.4x | 39.8x | 2.4x |
| Mon, 20 Mar 2023 | US$302.0b | US$127.6b | US$7.8b | 18.6x | 38.8x | 2.4x |
| Wed, 15 Feb 2023 | US$314.4b | US$114.1b | US$8.7b | 19x | 36.2x | 2.8x |
Price to Earnings Ratio
36.2x
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 75.0x which is higher than its 3-year average PE of 62.1x.
- The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have grown 8.6% per year over the last three years.
- Revenues for these companies have grown 13% 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 | -0.071% | |
| Industrials | 4.76% | |
| Electrical | 4.79% | |
| Heavy Electrical Equipment | 4.84% | |
| Electrical Components | 4.77% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 51.8x.
- Analysts are expecting annual earnings growth of 16.4%, which is higher than its past year's earnings growth of 13.1% per year.
- Investors are most pessimistic about the Heavy Electrical Equipment industry, which is trading close to its 3-year average of 69.8x.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 25% over the next 5 years.
- However this is lower than its past earnings growth rate of 123% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEV GE Vernova | US$779.35 | 7.3% +US$14.3b | 106.2% | PE43x | |
| ETN Eaton | US$373.82 | 6.4% +US$8.7b | 19.4% | PE35.5x | |
| EMR Emerson Electric | US$157.38 | 7.1% +US$5.8b | 26.5% | PE38.4x | |
| BE Bloom Energy | US$143.03 | -5.5% US$4.3b | 477.2% | PS19.8x | |
| VRT Vertiv Holdings Co | US$195.58 | 5.0% +US$3.6b | 61.1% | PE72.3x |
