Narrative Update • Jun 18

In the last week, the Independent Power Producers and Energy Traders industry is up 11%, with Vistra leading the way, up 6.7%. This means that the industry has gained 3.2% over the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | US$86.4b | US$35.6b | US$3.4b | 26.9x | 25.3x | 2.4x |
| Wed, 20 May 2026 | US$72.1b | US$35.6b | US$3.4b | 22.2x | 21.1x | 2x |
| Fri, 17 Apr 2026 | US$82.3b | US$33.1b | US$1.5b | 18.6x | 54.3x | 2.5x |
| Sun, 15 Mar 2026 | US$78.9b | US$33.1b | US$1.5b | 19.2x | 52.1x | 2.4x |
| Tue, 10 Feb 2026 | US$78.8b | US$32.1b | US$2.1b | 54x | 37.7x | 2.5x |
| Thu, 08 Jan 2026 | US$86.9b | US$32.1b | US$2.1b | 54.6x | 41.5x | 2.7x |
| Sat, 06 Dec 2025 | US$87.3b | US$32.1b | US$2.1b | 59x | 41.9x | 2.7x |
| Mon, 03 Nov 2025 | US$92.9b | US$33.1b | US$3.1b | 29.1x | 30x | 2.8x |
| Wed, 01 Oct 2025 | US$96.5b | US$33.1b | US$3.1b | 30.2x | 31.1x | 2.9x |
| Fri, 29 Aug 2025 | US$93.6b | US$33.1b | US$3.1b | 30.3x | 30.2x | 2.8x |
| Sun, 27 Jul 2025 | US$91.5b | US$32.7b | US$3.9b | 27.7x | 23.5x | 2.8x |
| Tue, 24 Jun 2025 | US$83.8b | US$32.3b | US$4.1b | 23.3x | 20.4x | 2.6x |
| Thu, 22 May 2025 | US$72.3b | US$32.3b | US$4.1b | 18.8x | 17.6x | 2.2x |
| Sat, 19 Apr 2025 | US$55.6b | US$31.6b | US$5.2b | 9.3x | 10.8x | 1.8x |
| Mon, 17 Mar 2025 | US$60.4b | US$31.6b | US$5.2b | 13.3x | 11.7x | 1.9x |
| Wed, 12 Feb 2025 | US$75.9b | US$30.6b | US$4.0b | 17.7x | 19.1x | 2.5x |
| Fri, 10 Jan 2025 | US$74.5b | US$30.6b | US$4.0b | 15.3x | 18.7x | 2.4x |
| Sun, 08 Dec 2024 | US$75.0b | US$30.6b | US$4.0b | 16.2x | 18.9x | 2.5x |
| Tue, 05 Nov 2024 | US$60.4b | US$28.5b | US$2.4b | 11.1x | 25.6x | 2.1x |
| Thu, 03 Oct 2024 | US$64.1b | US$28.6b | US$2.1b | 15x | 30.9x | 2.2x |
| Sat, 31 Aug 2024 | US$48.8b | US$28.6b | US$2.1b | 12.6x | 23.5x | 1.7x |
| Mon, 29 Jul 2024 | US$43.8b | US$28.1b | US$1.5b | 20.8x | 29.3x | 1.6x |
| Wed, 26 Jun 2024 | US$51.2b | US$28.1b | US$1.5b | 22.2x | 34.2x | 1.8x |
| Fri, 24 May 2024 | US$54.0b | US$28.1b | US$1.5b | 22.8x | 36.1x | 1.9x |
| Sun, 21 Apr 2024 | US$40.0b | US$29.9b | US$1.7b | 28.8x | 23.3x | 1.3x |
| Tue, 19 Mar 2024 | US$37.5b | US$29.9b | US$2.2b | 15.1x | 17x | 1.3x |
| Thu, 15 Feb 2024 | US$30.5b | US$29.1b | US$1.3b | 11.8x | 24.2x | 1x |
| Sat, 13 Jan 2024 | US$30.2b | US$29.1b | US$1.3b | 10.9x | 23.9x | 1x |
| Mon, 11 Dec 2023 | US$28.9b | US$29.1b | US$1.3b | 10.3x | 22.9x | 1x |
| Wed, 08 Nov 2023 | US$26.8b | US$30.4b | US$1.2b | 10.1x | 22.2x | 0.9x |
| Fri, 06 Oct 2023 | US$23.7b | US$30.6b | US$1.4b | 9.8x | 17x | 0.8x |
| Sun, 03 Sep 2023 | US$26.9b | US$30.6b | US$1.4b | 9.2x | 19.3x | 0.9x |
| Tue, 01 Aug 2023 | US$28.2b | US$28.6b | -US$1,769,000,000.00 | n/a | -15.9x | 1x |
| Thu, 29 Jun 2023 | US$23.1b | US$28.6b | -US$1,769,000,000.00 | n/a | -13.1x | 0.8x |
-13.1x
How does U.S. Independent Power Producers and Energy Traders compare with similar industries?
| US Market | 1.40% | |
| Utilities | 0.57% | |
| Renewable Energy | 6.97% | |
| Independent Power Producers and Energy Traders | 11.41% | |
| Renewable Energy | -0.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VST Vistra | US$163.75 | 6.7% +US$3.4b | -12.2% | PE26.9x | |
| TLN Talen Energy | US$436.29 | 13.0% +US$2.3b | 49.6% | PS6.1x | |
| HNRG Hallador Energy | US$19.45 | 18.2% +US$141.4m | 29.4% | PE40.6x |