Narrative Update • Jun 18

The Independent Power Producers and Energy Traders industry is up 12% in the last week, with Vistra up 12%. This takes the industry's 12 month performance to a gain of 5.1%. Earnings are forecast to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Fri, 19 Jun 2026 | US$84.6b | US$35.6b | US$3.4b | 26.9x | 24.8x | 2.4x |
| Sun, 17 May 2026 | US$73.4b | US$35.6b | US$3.4b | 23x | 21.5x | 2.1x |
| Tue, 14 Apr 2026 | US$77.9b | US$33.1b | US$1.5b | 17x | 51.5x | 2.4x |
| Thu, 12 Mar 2026 | US$81.6b | US$33.1b | US$1.3b | 41.1x | 62.8x | 2.5x |
| Sat, 07 Feb 2026 | US$75.3b | US$32.1b | US$2.1b | 52.8x | 36x | 2.3x |
| Mon, 05 Jan 2026 | US$85.5b | US$32.1b | US$2.1b | 58.3x | 40.9x | 2.7x |
| Wed, 03 Dec 2025 | US$86.1b | US$32.1b | US$2.1b | 60.9x | 41.3x | 2.7x |
| Fri, 31 Oct 2025 | US$96.9b | US$33.1b | US$3.1b | 29.3x | 31.3x | 2.9x |
| Sun, 28 Sep 2025 | US$99.3b | US$33.1b | US$3.1b | 32x | 32x | 3x |
| Tue, 26 Aug 2025 | US$91.0b | US$33.1b | US$3.1b | 29.3x | 29.4x | 2.7x |
| Thu, 24 Jul 2025 | US$88.9b | US$32.7b | US$3.9b | 27.1x | 22.9x | 2.7x |
| Sat, 21 Jun 2025 | US$82.2b | US$32.3b | US$4.1b | 23.1x | 20x | 2.5x |
| Mon, 19 May 2025 | US$73.0b | US$32.3b | US$4.1b | 19.6x | 17.8x | 2.3x |
| Wed, 16 Apr 2025 | US$54.8b | US$31.6b | US$5.2b | 9.3x | 10.6x | 1.7x |
| Fri, 14 Mar 2025 | US$58.9b | US$31.6b | US$5.2b | 12.6x | 11.4x | 1.9x |
| Sun, 09 Feb 2025 | US$75.3b | US$30.6b | US$4.0b | 17.8x | 18.9x | 2.5x |
| Tue, 07 Jan 2025 | US$75.6b | US$30.6b | US$4.0b | 17.3x | 19x | 2.5x |
| Thu, 05 Dec 2024 | US$72.5b | US$30.6b | US$4.0b | 18.9x | 18.3x | 2.4x |
| Sat, 02 Nov 2024 | US$63.9b | US$28.5b | US$2.4b | 10.7x | 27.1x | 2.2x |
| Mon, 30 Sep 2024 | US$64.0b | US$28.6b | US$2.1b | 16.2x | 30.8x | 2.2x |
| Wed, 28 Aug 2024 | US$49.3b | US$28.6b | US$2.1b | 12.8x | 23.7x | 1.7x |
| Fri, 26 Jul 2024 | US$44.6b | US$28.1b | US$1.5b | 20.2x | 29.8x | 1.6x |
| Sun, 23 Jun 2024 | US$50.3b | US$28.1b | US$1.5b | 21.9x | 33.6x | 1.8x |
| Tue, 21 May 2024 | US$54.2b | US$28.1b | US$1.5b | 22.9x | 36.2x | 1.9x |
| Thu, 18 Apr 2024 | US$40.9b | US$29.9b | US$1.7b | 29.3x | 23.8x | 1.4x |
| Sat, 16 Mar 2024 | US$37.7b | US$29.9b | US$2.2b | 16x | 17.2x | 1.3x |
| Mon, 12 Feb 2024 | US$30.4b | US$29.1b | US$1.3b | 11.8x | 24.1x | 1x |
| Wed, 10 Jan 2024 | US$30.5b | US$29.1b | US$1.3b | 11.1x | 24.2x | 1x |
| Fri, 08 Dec 2023 | US$28.4b | US$29.1b | US$1.3b | 10.4x | 22.6x | 1x |
| Sun, 05 Nov 2023 | US$27.2b | US$30.4b | US$1.2b | 9.9x | 22.6x | 0.9x |
| Tue, 03 Oct 2023 | US$25.5b | US$30.6b | US$1.4b | 9.9x | 18.3x | 0.8x |
| Thu, 31 Aug 2023 | US$27.0b | US$30.6b | US$1.4b | 9.1x | 19.3x | 0.9x |
| Sat, 29 Jul 2023 | US$27.9b | US$28.6b | -US$1,769,000,000.00 | n/a | -15.8x | 1x |
| Mon, 26 Jun 2023 | US$23.1b | US$28.6b | -US$1,769,000,000.00 | n/a | -13x | 0.8x |
-13x
How does U.S. Independent Power Producers and Energy Traders compare with similar industries?
| US Market | 1.65% | |
| Utilities | 1.55% | |
| Renewable Energy | 7.26% | |
| Independent Power Producers and Energy Traders | 12.24% | |
| Renewable Energy | -1.44% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VST Vistra | US$163.75 | 11.9% +US$5.9b | -9.6% | PE26.9x | |
| TLN Talen Energy | US$436.29 | 21.0% +US$3.4b | 51.1% | PS6.1x | |
| HNRG Hallador Energy | US$19.45 | 20.6% +US$156.5m | 19.4% | PE40.6x |