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U.S. Electric Utilities Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies31
  • 7D1.3%
  • 3M1.0%
  • 1Y4.9%
  • YTD1.4%

In the last week, the Electric Utilities industry is up 1.3%, with NextEra Energy leading the way, up 1.8%. This means that the industry has gained 4.9% over the past year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026US$971.5bUS$349.4bUS$48.0b20.9x20.2x2.8x
Thu, 16 Jul 2026US$991.9bUS$344.7bUS$46.3b22.2x21.4x2.9x
Sat, 13 Jun 2026US$952.6bUS$344.7bUS$46.3b21.8x20.6x2.8x
Mon, 11 May 2026US$991.1bUS$340.4bUS$44.9b21.3x22.1x2.9x
Wed, 08 Apr 2026US$1.0tUS$332.6bUS$44.2b21.9x22.9x3x
Fri, 06 Mar 2026US$1.0tUS$332.6bUS$44.3b22.1x23.4x3.1x
Sun, 01 Feb 2026US$938.5bUS$325.8bUS$43.9b20.8x21.4x2.9x
Tue, 30 Dec 2025US$917.1bUS$324.7bUS$43.5b19.6x21.1x2.8x
Thu, 27 Nov 2025US$949.1bUS$326.2bUS$43.7b20.9x21.7x2.9x
Sat, 25 Oct 2025US$967.9bUS$321.4bUS$41.0b21.3x23.6x3x
Mon, 22 Sep 2025US$893.0bUS$320.7bUS$40.7b20.1x21.9x2.8x
Wed, 20 Aug 2025US$891.1bUS$320.7bUS$40.7b20.4x21.9x2.8x
Fri, 18 Jul 2025US$859.9bUS$316.4bUS$38.5b21.1x22.3x2.7x
Sun, 15 Jun 2025US$849.3bUS$316.4bUS$38.5b20.4x22x2.7x
Tue, 13 May 2025US$840.4bUS$315.2bUS$38.3b20.4x21.9x2.7x
Thu, 10 Apr 2025US$765.4bUS$309.3bUS$38.1b19.9x20.1x2.5x
Sat, 08 Mar 2025US$792.2bUS$309.3bUS$37.6b20.1x21.1x2.6x
Mon, 03 Feb 2025US$810.5bUS$308.9bUS$35.7b20.5x22.7x2.6x
Wed, 01 Jan 2025US$787.9bUS$310.4bUS$35.8b20.6x22x2.5x
Fri, 29 Nov 2024US$869.3bUS$319.1bUS$36.9b21.6x23.6x2.7x
Sun, 27 Oct 2024US$856.0bUS$317.4bUS$37.4b19.8x22.9x2.7x
Tue, 24 Sep 2024US$852.3bUS$316.7bUS$36.6b19.9x23.3x2.7x
Thu, 22 Aug 2024US$799.7bUS$316.7bUS$36.6b19.4x21.9x2.5x
Sat, 20 Jul 2024US$748.8bUS$313.6bUS$38.5b18.2x19.4x2.4x
Mon, 17 Jun 2024US$743.2bUS$313.6bUS$38.5b17x19.3x2.4x
Wed, 15 May 2024US$759.1bUS$314.0bUS$38.5b17.6x19.7x2.4x
Fri, 12 Apr 2024US$691.8bUS$316.8bUS$34.9b17.7x19.8x2.2x
Sun, 10 Mar 2024US$668.0bUS$316.8bUS$35.0b17.3x19.1x2.1x
Tue, 06 Feb 2024US$637.4bUS$322.5bUS$31.5b17.8x20.3x2x
Thu, 04 Jan 2024US$682.1bUS$322.4bUS$31.8b19.3x21.5x2.1x
Sat, 02 Dec 2023US$655.2bUS$322.4bUS$31.8b18.9x20.6x2x
Mon, 30 Oct 2023US$617.0bUS$325.5bUS$29.9b18.3x20.7x1.9x
Wed, 27 Sep 2023US$646.9bUS$325.0bUS$30.5b18.4x21.2x2x
Fri, 25 Aug 2023US$659.1bUS$325.0bUS$30.5b18.7x21.6x2x
Price to Earnings Ratio

21.6x


Total Market Cap: US$659.1bTotal Earnings: US$30.5bTotal Revenue: US$325.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electric Utilities Industry Price to Earnings3Y Average 21.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Electric 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 21.5x.
  • The industry is trading close to its 3-year average PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Electric Utilities industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 2.4% 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 industry?

US Market0.63%
Utilities1.36%
Electric Utilities1.28%
Electric Utilities1.28%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NEE NextEra EnergyUS$86.221.8%
+US$3.2b		13.9%PE19.3x
CEG Constellation EnergyUS$278.202.9%
+US$2.8b		-13.8%PE28.4x
AEP American Electric Power CompanyUS$126.533.0%
+US$2.0b		14.3%PE21.9x
DUK Duke EnergyUS$123.582.0%
+US$1.9b		1.7%PE18.6x
XEL Xcel EnergyUS$79.203.0%
+US$1.5b		9.7%PE22.2x

Latest News

CEG
US$278.20
Constellation Energy
7D
2.9%
1Y
-13.8%
New Narrative • Aug 16

Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom

The market is underappreciating how scarce true 24/7 carbon-free baseload has become just as AI data centers and electrification drive the sharpest sustained rise in U.S. power demand in decades. Most investors still treat CEG as a “utility with nuclear exposure.” It is better understood as the owner of the largest, highest-quality fleet of scarce, dispatchable zero-carbon generation that hyperscalers cannot easily replicate or replace.
NEE
US$86.22
NextEra Energy
7D
1.8%
1Y
13.9%
Narrative Update • Aug 16

NEE: Merger Approval And Interest Costs Will Likely Cap Data Center Upside

Analysts have modestly adjusted their view on NextEra Energy, with the average price target moving within a roughly $2 to $3 range as they balance updated earnings guidance, interest rate concerns, and the expected long term benefits of the planned Dominion merger. Analyst Commentary Recent Street research on NextEra Energy highlights a mix of optimism around long term growth plans and caution around execution, valuation, and balance sheet risk, especially following the announced Dominion merger.
EIX
US$71.30
Edison International
7D
5.1%
1Y
28.2%
XEL
US$79.20
Xcel Energy
7D
3.0%
1Y
9.7%
DUK
US$123.58
Duke Energy
7D
2.0%
1Y
1.7%
OKLO
US$43.88
Oklo
7D
-1.4%
1Y
-36.4%
AEP
US$126.53
American Electric Power Company
7D
3.0%
1Y
14.3%
ETR
US$108.52
Entergy
7D
2.7%
1Y
23.5%
EXC
US$45.57
Exelon
7D
2.4%
1Y
3.6%
Analysis Article • Aug 03

Exelon Corporation Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

Exelon Corporation ( NASDAQ:EXC ) shareholders are probably feeling a little disappointed, since its shares fell 3.6...