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U.S. Utilities Sector Analysis

UpdatedOct 08, 2025
DataAggregated Company Financials
Companies121
  • 7D3.3%
  • 3M10.6%
  • 1Y15.0%
  • YTD19.2%

Over the last 7 days, the Utilities industry has risen 3.3%, driven by gains from NextEra Energy of 10%. This means that the industry has gained 15% over the past year. Looking forward, earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

Has the U.S. Utilities Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 Oct 2025US$1.6tUS$549.9bUS$63.6b21.3x25.2x2.9x
Fri, 05 Sep 2025US$1.5tUS$549.2bUS$63.7b20.5x23.2x2.7x
Sun, 03 Aug 2025US$1.5tUS$545.9bUS$63.5b20.6x23.8x2.8x
Tue, 01 Jul 2025US$1.4tUS$540.3bUS$64.0b20.4x22.4x2.7x
Thu, 29 May 2025US$1.4tUS$540.1bUS$64.0b20.6x22.4x2.7x
Sat, 26 Apr 2025US$1.4tUS$528.6bUS$62.1b20.9x22.3x2.6x
Mon, 24 Mar 2025US$1.4tUS$526.8bUS$63.1b20.6x21.8x2.6x
Wed, 19 Feb 2025US$1.4tUS$525.1bUS$62.8b20.8x21.9x2.6x
Fri, 17 Jan 2025US$1.3tUS$528.1bUS$58.6b19.8x22.8x2.5x
Sun, 15 Dec 2024US$1.4tUS$532.1bUS$61.1b20.1x22.2x2.5x
Tue, 12 Nov 2024US$1.4tUS$533.4bUS$61.3b20.5x22.6x2.6x
Thu, 10 Oct 2024US$1.4tUS$522.9bUS$60.5b19.4x22.8x2.6x
Sat, 07 Sep 2024US$1.3tUS$522.9bUS$60.5b19.4x21.8x2.5x
Mon, 05 Aug 2024US$1.3tUS$521.9bUS$60.6b19.8x21.4x2.5x
Wed, 03 Jul 2024US$1.2tUS$517.6bUS$60.4b17.9x19.6x2.3x
Fri, 31 May 2024US$1.2tUS$518.1bUS$60.4b17.9x20.5x2.4x
Sun, 28 Apr 2024US$1.2tUS$525.9bUS$57.8b18.5x20x2.2x
Tue, 26 Mar 2024US$1.1tUS$528.0bUS$57.4b18.3x19.5x2.1x
Thu, 22 Feb 2024US$1.1tUS$536.6bUS$54.4b18.1x19.7x2x
Sat, 20 Jan 2024US$1.1tUS$543.9bUS$53.5b18.1x20.1x2x
Mon, 18 Dec 2023US$1.1tUS$543.9bUS$53.5b19.2x20.9x2.1x
Wed, 15 Nov 2023US$1.0tUS$545.0bUS$53.4b18.9x19.4x1.9x
Fri, 13 Oct 2023US$1.1tUS$554.7bUS$51.7b18.9x20.4x1.9x
Sun, 10 Sep 2023US$1.1tUS$549.8bUS$50.8b19.9x21.5x2x
Tue, 08 Aug 2023US$1.1tUS$548.4bUS$48.6b20.9x23x2x
Thu, 06 Jul 2023US$1.2tUS$551.7bUS$45.7b20.7x25.4x2.1x
Sat, 03 Jun 2023US$1.1tUS$549.2bUS$46.5b20x24.3x2.1x
Mon, 01 May 2023US$1.2tUS$536.1bUS$47.0b21.5x25.4x2.2x
Wed, 29 Mar 2023US$1.1tUS$532.0bUS$45.0b20.6x25.4x2.2x
Fri, 24 Feb 2023US$1.2tUS$530.5bUS$47.1b20.6x24.5x2.2x
Sun, 22 Jan 2023US$1.2tUS$531.4bUS$50.1b20.9x23.9x2.3x
Tue, 20 Dec 2022US$1.2tUS$531.8bUS$45.8b20.8x26.2x2.3x
Thu, 17 Nov 2022US$1.2tUS$530.6bUS$50.3b20.5x23.5x2.2x
Sat, 15 Oct 2022US$1.1tUS$505.2bUS$45.1b19x23.7x2.1x
Price to Earnings Ratio

23.7x


Total Market Cap: US$1.1tTotal Earnings: US$45.1bTotal Revenue: US$505.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 22.5x202320242025
Current Industry PE
  • Investors are optimistic on the American Utilities industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.2x which is higher than its 3-year average PE of 22.5x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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 Market0.44%
Utilities3.29%
Electric Utilities4.58%
Renewable Energy3.87%
Water Utilities1.98%
Gas Utilities0.77%
Other Utilities0.68%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 285x.
    • Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings decline of 0.5% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 20.6x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 0.5% per year.
  • In contrast, the Water Utilities industry is expected to see its earnings grow by 8.4% 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
NEE NextEra EnergyUS$83.2110.2%
+US$15.9b		3.4%PE29x
CEG Constellation EnergyUS$358.168.8%
+US$9.1b		28.2%PE37.2x
OKLO OkloUS$134.1220.1%
+US$3.3b		1,241.2%PB28.4x
AEP American Electric Power CompanyUS$118.164.8%
+US$2.9b		20.9%PE17.3x
SRE SempraUS$94.014.5%
+US$2.6b		15.2%PE23x

Latest News

UGI
US$32.29
UGI
7D
-2.9%
1Y
35.9%
SRE
US$94.01
Sempra
7D
4.5%
1Y
15.2%
NEE
US$83.21
NextEra Energy
7D
10.2%
1Y
3.4%
PCG
US$16.20
PG&E
7D
7.4%
1Y
-17.6%
D
US$60.87
Dominion Energy
7D
-0.5%
1Y
7.1%
EXC
US$46.79
Exelon
7D
4.0%
1Y
18.1%
SO
US$96.42
Southern
7D
1.7%
1Y
8.0%
CEG
US$358.16
Constellation Energy
7D
8.8%
1Y
28.2%
OKLO
US$134.12
Oklo
7D
20.1%
1Y
1,241.2%
EIX
US$53.69
Edison International
7D
-2.9%
1Y
-36.8%
NJR
US$46.55
New Jersey Resources
7D
-3.3%
1Y
3.0%
NFG
US$89.17
National Fuel Gas
7D
-3.5%
1Y
50.1%
ED
US$100.04
Consolidated Edison
7D
-0.5%
1Y
-2.0%

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Sep 04
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PEG
US$80.52
Public Service Enterprise Group
7D
-3.5%
1Y
-11.5%

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AEP
US$118.16
American Electric Power Company
7D
4.8%
1Y
20.9%

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Sep 03
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OTTR
US$77.49
Otter Tail
7D
-5.5%
1Y
3.7%

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Aug 10