Narrative Update • Sep 03

Over the last 7 days, the Independent Power Producers and Energy Traders industry has remained flat. As for the longer term, the industry has declined 30% in the last year. Earnings are forecast to grow by 17% annually.
Has the U.S. Independent Power Producers and Energy Traders Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 21 Sep 2026 | US$73.0b | US$36.5b | US$3.6b | 14.4x | 20.2x | 2x |
| Wed, 19 Aug 2026 | US$77.9b | US$36.5b | US$3.6b | 14.4x | 21.5x | 2.1x |
| Fri, 17 Jul 2026 | US$85.3b | US$35.6b | US$3.3b | 25.1x | 25.6x | 2.4x |
| Sun, 14 Jun 2026 | US$77.5b | US$35.6b | US$3.4b | 24.4x | 22.7x | 2.2x |
| Tue, 12 May 2026 | US$78.5b | US$35.6b | US$3.4b | 25x | 23x | 2.2x |
| Thu, 09 Apr 2026 | US$78.0b | US$33.1b | US$1.5b | 17.7x | 51.5x | 2.4x |
| Sat, 07 Mar 2026 | US$82.8b | US$33.1b | US$1.3b | 40.9x | 63.7x | 2.5x |
| Mon, 02 Feb 2026 | US$80.9b | US$32.1b | US$2.1b | 55.9x | 38.7x | 2.5x |
| Wed, 31 Dec 2025 | US$83.0b | US$32.1b | US$2.1b | 57.4x | 39.7x | 2.6x |
| Fri, 28 Nov 2025 | US$88.6b | US$32.1b | US$2.1b | 62.4x | 42.5x | 2.8x |
| Sun, 26 Oct 2025 | US$98.1b | US$33.1b | US$3.1b | 31.1x | 31.7x | 3x |
| Tue, 23 Sep 2025 | US$101.1b | US$33.1b | US$3.1b | 33.6x | 32.6x | 3.1x |
| Thu, 21 Aug 2025 | US$92.5b | US$33.1b | US$3.1b | 29.8x | 29.9x | 2.8x |
| Sat, 19 Jul 2025 | US$83.8b | US$32.7b | US$3.9b | 26.3x | 21.6x | 2.6x |
| Mon, 16 Jun 2025 | US$79.7b | US$32.3b | US$4.1b | 22.2x | 19.4x | 2.5x |
| Wed, 14 May 2025 | US$68.8b | US$32.2b | US$4.1b | 19.3x | 16.7x | 2.1x |
| Fri, 11 Apr 2025 | US$57.3b | US$31.6b | US$5.2b | 9x | 11.1x | 1.8x |
| Sun, 09 Mar 2025 | US$54.9b | US$31.6b | US$5.2b | 11.9x | 10.6x | 1.7x |
| Tue, 04 Feb 2025 | US$75.2b | US$30.6b | US$4.0b | 17.6x | 18.9x | 2.5x |
| Thu, 02 Jan 2025 | US$66.3b | US$30.6b | US$4.0b | 16.9x | 16.7x | 2.2x |
| Sat, 30 Nov 2024 | US$74.6b | US$30.6b | US$4.0b | 18.8x | 18.8x | 2.4x |
| Mon, 28 Oct 2024 | US$63.9b | US$28.6b | US$2.1b | 13.5x | 30.8x | 2.2x |
| Wed, 25 Sep 2024 | US$61.4b | US$28.6b | US$2.1b | 15.8x | 29.5x | 2.1x |
| Fri, 23 Aug 2024 | US$47.9b | US$28.6b | US$2.1b | 14.7x | 23.1x | 1.7x |
| Sun, 21 Jul 2024 | US$46.0b | US$28.1b | US$1.5b | 21.3x | 30.8x | 1.6x |
| Tue, 18 Jun 2024 | US$51.1b | US$28.1b | US$1.5b | 21.9x | 34.1x | 1.8x |
| Thu, 16 May 2024 | US$52.4b | US$27.8b | US$1.5b | 23x | 35x | 1.9x |
| Sat, 13 Apr 2024 | US$43.3b | US$29.9b | US$1.7b | 29.6x | 25.2x | 1.4x |
| Mon, 11 Mar 2024 | US$37.6b | US$28.2b | US$2.1b | 15.8x | 17.7x | 1.3x |
| Wed, 07 Feb 2024 | US$30.6b | US$29.1b | US$1.3b | 11.8x | 24.2x | 1x |
| Fri, 05 Jan 2024 | US$30.1b | US$29.1b | US$1.3b | 10.7x | 23.9x | 1x |
| Sun, 03 Dec 2023 | US$28.6b | US$29.1b | US$1.3b | 10.1x | 22.7x | 1x |
| Tue, 31 Oct 2023 | US$25.1b | US$30.6b | US$1.4b | 9.9x | 18x | 0.8x |
| Thu, 28 Sep 2023 | US$26.1b | US$30.6b | US$1.4b | 9.9x | 18.7x | 0.9x |
18.7x
How does U.S. Independent Power Producers and Energy Traders compare with similar industries?
| US Market | -0.10% | |
| Utilities | -1.98% | |
| Renewable Energy | 1.38% | |
| Independent Power Producers and Energy Traders | 0.48% | |
| Renewable Energy | 3.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TLN Talen Energy | US$292.30 | 2.0% +US$276.9m | -32.0% | PS3.7x | |
| FISN Deep Fission | US$8.47 | 18.3% +US$77.2m | n/a | PB5.1x | |
| HNRG Hallador Energy | US$15.12 | 4.4% +US$30.2m | -21.3% | PS1.6x | |
| AES AES | US$14.83 | 0.2% +US$21.4m | 12.9% | PE5.5x |