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U.S. Electrical Industry Analysis
UpdatedApr 28, 2025
DataAggregated Company Financials
Companies128
- 7D12.2%
- 3M-9.7%
- 1Y2.8%
- YTD-11.5%
Over the last 7 days, the Electrical industry has risen 9.3%, driven by gains from GE Vernova of 15%. Meanwhile, Plug Power actually underperformed within the industry, shrinking 9.9% in the last week. The industry has been flat over the past 12 months despite the gain this week. 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, 28 Apr 2025 | US$467.5b | US$152.8b | US$7.1b | 22.7x | 65.5x | 3.1x |
| Wed, 26 Mar 2025 | US$488.7b | US$151.5b | US$6.4b | 24.4x | 76.1x | 3.2x |
| Fri, 21 Feb 2025 | US$530.2b | US$151.4b | US$9.9b | 25.5x | 53.8x | 3.5x |
| Sun, 19 Jan 2025 | US$566.6b | US$151.1b | US$9.2b | 23.5x | 61.5x | 3.7x |
| Tue, 17 Dec 2024 | US$555.2b | US$151.1b | US$9.3b | 23.6x | 59.9x | 3.7x |
| Thu, 14 Nov 2024 | US$559.5b | US$152.3b | US$9.0b | 25x | 62.5x | 3.7x |
| Sat, 12 Oct 2024 | US$498.5b | US$151.2b | US$7.4b | 19.8x | 67x | 3.3x |
| Mon, 09 Sep 2024 | US$421.0b | US$151.3b | US$7.3b | 17.3x | 57.4x | 2.8x |
| Wed, 07 Aug 2024 | US$412.9b | US$151.7b | US$7.4b | 16.7x | 56.2x | 2.7x |
| Fri, 05 Jul 2024 | US$468.4b | US$157.0b | US$5.8b | 19.4x | 80.2x | 3x |
| Sun, 02 Jun 2024 | US$495.6b | US$159.6b | US$6.2b | 21x | 80.1x | 3.1x |
| Tue, 30 Apr 2024 | US$473.8b | US$159.6b | US$7.6b | 21.1x | 62.7x | 3x |
| Thu, 28 Mar 2024 | US$452.2b | US$126.0b | US$7.9b | 22x | 57.2x | 3.6x |
| Sat, 24 Feb 2024 | US$416.2b | US$127.9b | US$9.4b | 19.4x | 44.4x | 3.3x |
| Mon, 22 Jan 2024 | US$394.1b | US$139.2b | US$7.9b | 18.9x | 49.6x | 2.8x |
| Wed, 20 Dec 2023 | US$402.4b | US$139.3b | US$7.9b | 20.9x | 50.7x | 2.9x |
| Fri, 17 Nov 2023 | US$364.3b | US$139.2b | US$8.0b | 19x | 45.6x | 2.6x |
| Sun, 15 Oct 2023 | US$368.2b | US$144.1b | US$11.5b | 18.2x | 32.1x | 2.6x |
| Tue, 12 Sep 2023 | US$401.1b | US$144.2b | US$11.6b | 21x | 34.6x | 2.8x |
| Thu, 10 Aug 2023 | US$399.3b | US$144.2b | US$12.2b | 22.8x | 32.6x | 2.8x |
| Sat, 08 Jul 2023 | US$355.6b | US$130.9b | US$7.8b | 25.3x | 45.6x | 2.7x |
| Mon, 05 Jun 2023 | US$331.2b | US$131.1b | US$7.7b | 24x | 43.2x | 2.5x |
| Wed, 03 May 2023 | US$310.3b | US$129.8b | US$8.0b | 18x | 38.6x | 2.4x |
| Fri, 31 Mar 2023 | US$318.9b | US$128.0b | US$7.8b | 18.8x | 41.1x | 2.5x |
| Sun, 26 Feb 2023 | US$311.3b | US$116.1b | US$8.9b | 20.3x | 34.8x | 2.7x |
| Tue, 24 Jan 2023 | US$308.7b | US$114.1b | US$8.8b | 20.2x | 35.3x | 2.7x |
| Thu, 22 Dec 2022 | US$298.8b | US$113.8b | US$8.8b | 18.7x | 34.1x | 2.6x |
| Sat, 19 Nov 2022 | US$309.1b | US$113.1b | US$8.6b | 19.5x | 35.8x | 2.7x |
| Mon, 17 Oct 2022 | US$261.8b | US$108.4b | US$8.5b | 18.6x | 30.9x | 2.4x |
| Wed, 14 Sep 2022 | US$313.5b | US$108.0b | US$8.4b | 20.6x | 37.2x | 2.9x |
| Fri, 12 Aug 2022 | US$308.6b | US$107.0b | US$8.5b | 21.4x | 36.4x | 2.9x |
| Sun, 10 Jul 2022 | US$262.2b | US$105.0b | US$7.5b | 17.6x | 34.8x | 2.5x |
| Tue, 07 Jun 2022 | US$293.1b | US$104.8b | US$7.5b | 19.7x | 38.9x | 2.8x |
| Thu, 05 May 2022 | US$286.6b | US$101.8b | US$7.4b | 19.7x | 38.8x | 2.8x |
Price to Earnings Ratio
38.8x
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 65.6x which is higher than its 3-year average PE of 48.4x.
- 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 remained mostly flat 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 6.99% | |
| Industrials | 5.00% | |
| Electrical | 12.22% | |
| Heavy Electrical Equipment | 15.44% | |
| Electrical Components | 11.24% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 8.1x.
- Analysts are expecting annual earnings growth of 25.3%, 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 41.3x.
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 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$372.42 | 15.1% +US$13.2b | 143.3% | PE52.5x | |
| ETN Eaton | US$288.82 | 7.6% +US$8.0b | -10.9% | PE29.8x | |
| VRT Vertiv Holdings Co | US$86.95 | 28.7% +US$7.4b | -8.3% | PE49.7x | |
| EMR Emerson Electric | US$105.28 | 5.7% +US$3.2b | -4.2% | PE29.2x | |
| AME AMETEK | US$166.69 | 7.4% +US$2.6b | -6.2% | PE28x |
