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U.S. Electric Utilities Industry Analysis

UpdatedOct 28, 2025
DataAggregated Company Financials
Companies32
  • 7D0.2%
  • 3M11.5%
  • 1Y15.0%
  • YTD23.6%

Last week, the Electric Utilities industry hasn't moved much but Constellation Energy is up 5.7% in that time. As for the the longer term, the industry is up 15% over the past 12 months. Looking forward, earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Oct 2025US$982.0bUS$321.4bUS$41.0b21.4x24x3.1x
Thu, 25 Sep 2025US$907.6bUS$320.7bUS$40.7b20.3x22.3x2.8x
Sat, 23 Aug 2025US$895.5bUS$320.7bUS$40.7b20.6x22x2.8x
Mon, 21 Jul 2025US$876.0bUS$316.4bUS$38.5b21.3x22.7x2.8x
Wed, 18 Jun 2025US$844.9bUS$316.4bUS$38.5b20.3x21.9x2.7x
Fri, 16 May 2025US$832.3bUS$316.4bUS$38.5b20.7x21.6x2.6x
Sun, 13 Apr 2025US$798.1bUS$309.3bUS$38.1b20x21x2.6x
Tue, 11 Mar 2025US$807.0bUS$309.3bUS$37.6b20.4x21.5x2.6x
Thu, 06 Feb 2025US$808.0bUS$308.9bUS$35.7b20.4x22.6x2.6x
Sat, 04 Jan 2025US$791.0bUS$310.4bUS$35.8b20.5x22.1x2.5x
Mon, 02 Dec 2024US$869.3bUS$319.1bUS$36.9b21.5x23.6x2.7x
Wed, 30 Oct 2024US$862.7bUS$317.4bUS$37.4b19.6x23.1x2.7x
Fri, 27 Sep 2024US$857.0bUS$316.7bUS$36.6b19.8x23.4x2.7x
Sun, 25 Aug 2024US$804.6bUS$316.7bUS$36.6b19.3x22x2.5x
Tue, 23 Jul 2024US$751.3bUS$313.6bUS$38.5b18.5x19.5x2.4x
Thu, 20 Jun 2024US$732.8bUS$313.6bUS$38.5b17.1x19x2.3x
Sat, 18 May 2024US$770.1bUS$314.0bUS$38.5b17.7x20x2.5x
Mon, 15 Apr 2024US$685.7bUS$316.8bUS$34.9b17.5x19.6x2.2x
Wed, 13 Mar 2024US$670.4bUS$316.8bUS$34.9b17.5x19.2x2.1x
Fri, 09 Feb 2024US$640.5bUS$322.7bUS$31.9b17.3x20.1x2x
Sun, 07 Jan 2024US$682.0bUS$322.4bUS$31.8b19.4x21.5x2.1x
Tue, 05 Dec 2023US$661.7bUS$322.4bUS$31.8b18.7x20.8x2.1x
Thu, 02 Nov 2023US$629.7bUS$325.5bUS$29.9b18.8x21.1x1.9x
Sat, 30 Sep 2023US$618.3bUS$325.0bUS$30.5b18x20.3x1.9x
Mon, 28 Aug 2023US$663.4bUS$325.0bUS$30.5b18.9x21.8x2x
Wed, 26 Jul 2023US$717.6bUS$327.8bUS$30.4b19.1x23.6x2.2x
Fri, 23 Jun 2023US$699.4bUS$325.6bUS$28.9b18.7x24.2x2.1x
Sun, 21 May 2023US$688.2bUS$323.5bUS$28.9b19.1x23.8x2.1x
Tue, 18 Apr 2023US$720.9bUS$314.2bUS$29.7b20.1x24.3x2.3x
Thu, 16 Mar 2023US$692.7bUS$314.2bUS$29.7b19.4x23.4x2.2x
Sat, 11 Feb 2023US$693.1bUS$323.5bUS$32.0b18.9x21.7x2.1x
Mon, 09 Jan 2023US$737.5bUS$320.5bUS$31.5b19.6x23.4x2.3x
Wed, 07 Dec 2022US$731.7bUS$320.5bUS$31.5b19.2x23.2x2.3x
Fri, 04 Nov 2022US$678.4bUS$312.1bUS$33.6b18.1x20.2x2.2x
Price to Earnings Ratio

20.2x


Total Market Cap: US$678.4bTotal Earnings: US$33.6bTotal Revenue: US$312.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electric Utilities Industry Price to Earnings3Y Average 21.9x202320242025
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 21.9x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Electric Utilities industry have grown 6.8% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Utilities industry?

US Market1.99%
Utilities0.02%
Electric Utilities0.15%
Electric Utilities0.15%
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
CEG Constellation EnergyUS$391.155.7%
+US$6.6b		46.5%PE40.6x
NEE NextEra EnergyUS$86.031.5%
+US$2.6b		3.8%PE29.9x
NRG NRG EnergyUS$172.593.3%
+US$1.1b		94.5%PE73.4x
ES Eversource EnergyUS$74.712.6%
+US$690.3m		12.4%PE32.3x
ETR EntergyUS$97.360.7%
+US$290.2m		42.8%PE24.7x

Latest News

NEE
US$86.03
NextEra Energy
7D
1.5%
1Y
3.8%
POR
US$46.44
Portland General Electric
7D
3.1%
1Y
-4.6%
AEP
US$116.39
American Electric Power Company
7D
-1.2%
1Y
17.4%
CEG
US$391.15
Constellation Energy
7D
5.7%
1Y
46.5%

AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead

Analysts have increased their average price target for Constellation Energy from $359 to $386 per share. They cite the company's commercial momentum, robust electricity demand, and strategic positioning as key factors, particularly amid expanding opportunities in data center power and generation assets.
DUK
US$127.49
Duke Energy
7D
-1.1%
1Y
8.9%

Expanding Power Infrastructure and Demand Will Shape the Clean Energy Landscape

Duke Energy's analyst price target has been raised from approximately $134 to $138. Analysts cite robust utility sector performance and expanding growth opportunities supported by increasing data center demand and favorable regulatory dynamics.
FE
US$46.44
FirstEnergy
7D
-1.7%
1Y
6.3%
PCG
US$16.43
PG&E
7D
-1.5%
1Y
-19.9%
NRG
US$172.59
NRG Energy
7D
3.3%
1Y
94.5%

Future Positioning Will Rely On Energy Transition And Data Center Demand

Analysts have increased their price target for NRG Energy, raising the estimate by nearly $3 to $194.77. They cite resilient cash flows, strong execution, and rising profitability, despite slightly lower revenue growth expectations.
SO
US$95.40
Southern
7D
-2.3%
1Y
3.9%
EIX
US$56.91
Edison International
7D
-1.3%
1Y
-32.6%

Analysts Weigh Growth Prospects and Risks as Edison International Fair Value Estimate Rises

Edison International's analyst fair value estimate has increased by nearly $1 to $67.37. Analysts cite refreshed EPS projections, updated regulatory guidance, and expectations for steady long-term earnings growth as key factors.
ETR
US$97.36
Entergy
7D
0.7%
1Y
42.8%
XEL
US$80.69
Xcel Energy
7D
-0.7%
1Y
25.1%

Analysts Lift Xcel Energy Price Targets as Litigation Clears and Growth Prospects Improve

Analysts have raised their price target for Xcel Energy by nearly $3. This reflects ongoing confidence in the company’s growth outlook and recent resolution of litigation risks.
LNT
US$68.86
Alliant Energy
7D
0.4%
1Y
12.6%
HE
US$12.04
Hawaiian Electric Industries
7D
0.8%
1Y
19.6%
ES
US$74.71
Eversource Energy
7D
2.6%
1Y
12.4%

Advanced Grid Modernization And Legislative Support Will Deliver Sustainable Demand

Eversource Energy's analyst price target has risen slightly from $70.77 to $71.69, as analysts cite incremental improvements in revenue growth and a modest increase in profitability outlook. What's in the News Eversource Energy reaffirmed its earnings guidance for 2025, maintaining an expected EPS range of $4.67 to $4.82 per share (Key Developments).
OKLO
US$137.43
Oklo
7D
-13.6%
1Y
460.9%