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U.S. Utilities Sector Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies118
- 7D2.3%
- 3M1.7%
- 1Y18.8%
- YTD0.2%
The Utilities industry is up 2.3% in the last week, with Constellation Energy up 22%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 9.8% per annum.
Sector Valuation and Performance
Has the U.S. Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 14 Apr 2025 | US$1.3t | US$526.8b | US$63.6b | 20.4x | 21.1x | 2.5x |
| Wed, 12 Mar 2025 | US$1.4t | US$526.8b | US$63.1b | 19.8x | 21.5x | 2.6x |
| Fri, 07 Feb 2025 | US$1.4t | US$523.9b | US$60.8b | 20.2x | 22.5x | 2.6x |
| Sun, 05 Jan 2025 | US$1.3t | US$523.4b | US$59.9b | 20.2x | 22.4x | 2.6x |
| Tue, 03 Dec 2024 | US$1.4t | US$533.3b | US$61.2b | 21x | 23.7x | 2.7x |
| Thu, 31 Oct 2024 | US$1.4t | US$524.3b | US$61.8b | 19.5x | 22.4x | 2.6x |
| Sat, 28 Sep 2024 | US$1.4t | US$522.9b | US$60.5b | 20x | 22.9x | 2.7x |
| Mon, 26 Aug 2024 | US$1.3t | US$522.9b | US$60.5b | 19.4x | 21.7x | 2.5x |
| Wed, 24 Jul 2024 | US$1.2t | US$517.6b | US$60.4b | 19.1x | 20.5x | 2.4x |
| Fri, 21 Jun 2024 | US$1.2t | US$517.6b | US$60.4b | 18x | 19.8x | 2.3x |
| Sun, 19 May 2024 | US$1.3t | US$518.1b | US$60.4b | 18.7x | 20.8x | 2.4x |
| Tue, 16 Apr 2024 | US$1.1t | US$528.1b | US$57.4b | 18.1x | 19.6x | 2.1x |
| Thu, 14 Mar 2024 | US$1.1t | US$526.3b | US$57.9b | 17.9x | 19.1x | 2.1x |
| Sat, 10 Feb 2024 | US$1.1t | US$539.4b | US$54.2b | 17.7x | 19.5x | 2x |
| Mon, 08 Jan 2024 | US$1.1t | US$543.9b | US$53.5b | 19.6x | 21.2x | 2.1x |
| Wed, 06 Dec 2023 | US$1.1t | US$543.9b | US$53.5b | 19.1x | 20.6x | 2x |
| Fri, 03 Nov 2023 | US$1.0t | US$548.3b | US$52.2b | 19.3x | 20.1x | 1.9x |
| Sun, 01 Oct 2023 | US$1.0t | US$554.7b | US$51.7b | 18.7x | 19.9x | 1.9x |
| Tue, 29 Aug 2023 | US$1.1t | US$549.7b | US$50.8b | 19.9x | 21.7x | 2x |
| Thu, 27 Jul 2023 | US$1.2t | US$553.8b | US$47.0b | 21.5x | 25.4x | 2.2x |
| Sat, 24 Jun 2023 | US$1.1t | US$551.9b | US$45.7b | 20x | 24.8x | 2.1x |
| Mon, 22 May 2023 | US$1.1t | US$549.1b | US$46.5b | 20.3x | 24.6x | 2.1x |
| Wed, 19 Apr 2023 | US$1.2t | US$531.9b | US$45.0b | 21.4x | 26.5x | 2.2x |
| Fri, 17 Mar 2023 | US$1.2t | US$532.0b | US$45.0b | 21x | 25.9x | 2.2x |
| Sun, 12 Feb 2023 | US$1.2t | US$537.9b | US$49.1b | 20.9x | 23.8x | 2.2x |
| Tue, 10 Jan 2023 | US$1.2t | US$531.4b | US$50.1b | 21.6x | 24.5x | 2.3x |
| Thu, 08 Dec 2022 | US$1.2t | US$531.7b | US$45.9b | 21.3x | 26.5x | 2.3x |
| Sat, 05 Nov 2022 | US$1.2t | US$519.8b | US$51.9b | 20.2x | 22.4x | 2.2x |
| Mon, 03 Oct 2022 | US$1.2t | US$505.2b | US$45.1b | 19.4x | 26x | 2.3x |
| Wed, 31 Aug 2022 | US$1.3t | US$505.3b | US$45.1b | 22.2x | 28.4x | 2.5x |
| Fri, 29 Jul 2022 | US$1.2t | US$486.1b | US$45.3b | 22.6x | 26.9x | 2.5x |
| Sun, 26 Jun 2022 | US$1.2t | US$484.3b | US$43.7b | 22.5x | 27.2x | 2.5x |
| Tue, 24 May 2022 | US$1.2t | US$484.2b | US$43.7b | 23.9x | 28.6x | 2.6x |
| Thu, 21 Apr 2022 | US$1.3t | US$473.4b | US$40.7b | 26.1x | 32.4x | 2.8x |
Price to Earnings Ratio
32.4x
Current Industry PE
- Investors are relatively neutral on the American Utilities industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 23.4x.
- The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Utilities industry have grown 16% per year over the last three years.
- Revenues for these companies have grown 3.6% 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. Utilities sector?
| US Market | 5.42% | |
| Utilities | 2.34% | |
| Renewable Energy | 8.31% | |
| Electric Utilities | 2.28% | |
| Gas Utilities | 1.92% | |
| Other Utilities | 1.71% | |
| Water Utilities | -0.41% | |
Industry PE
- Investors are most optimistic about the Gas Utilities industry, which is trading close to its 3-year average PE ratio of 27.9x.
- Analysts are expecting annual earnings growth of 15.2%, which is lower than the prior year's growth of 17.1% per year.
- Investors are most pessimistic about the Renewable Energy industry, which is trading below its 3-year average of 432x.
Forecasted Growth
- Analysts are most optimistic on the Gas Utilities industry, expecting annual earnings growth of 15% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Water Utilities industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| CEG Constellation Energy | US$208.25 | 21.8% +US$11.7b | 8.7% | PE17.4x | |
| VST Vistra | US$111.71 | 13.9% +US$4.6b | 60.2% | PE15.3x | |
| PEG Public Service Enterprise Group | US$82.14 | 5.7% +US$2.2b | 24.7% | PE23.1x | |
| NRG NRG Energy | US$94.47 | 13.0% +US$2.2b | 27.8% | PE17.7x | |
| SRE Sempra | US$68.31 | 3.7% +US$1.6b | -0.6% | PE15.8x |
