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U.S. Renewable Energy Industry Analysis

UpdatedJul 24, 2025
DataAggregated Company Financials
Companies37
  • 7D9.2%
  • 3M46.6%
  • 1Y76.1%
  • YTD29.4%

Over the last 7 days, the Renewable Energy industry has risen 9.2%, driven by gains from Vistra of 8.7%. In the same time, VivoPower International was down 6.1%. This takes the industry's 12 month performance to a gain of 76%. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the U.S. Renewable Energy Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 24 Jul 2025US$118.0bUS$42.7bUS$3.2b38.2x37x2.8x
Sat, 21 Jun 2025US$109.2bUS$42.3bUS$3.4b32.8x32.2x2.6x
Mon, 19 May 2025US$98.4bUS$42.2bUS$3.4b29.9x29.3x2.3x
Wed, 16 Apr 2025US$79.3bUS$42.2bUS$5.0b31.9x16x1.9x
Fri, 14 Mar 2025US$83.9bUS$42.2bUS$5.0b21.2x16.8x2x
Sun, 09 Feb 2025US$94.2bUS$41.1bUS$3.8b22.8x24.6x2.3x
Tue, 07 Jan 2025US$107.4bUS$41.3bUS$2.2b23.8x49.5x2.6x
Thu, 05 Dec 2024US$91.9bUS$37.7bUS$3.6b25.2x25.3x2.4x
Sat, 02 Nov 2024US$83.5bUS$35.5bUS$2.0b24x41.1x2.3x
Mon, 30 Sep 2024US$85.7bUS$35.5bUS$1.8b29.4x46.5x2.4x
Wed, 28 Aug 2024US$70.4bUS$35.5bUS$1.8b27.5x38.2x2x
Fri, 26 Jul 2024US$64.4bUS$34.9bUS$1.2b35.2x51.8x1.8x
Sun, 23 Jun 2024US$69.8bUS$34.9bUS$1.2b35.5x58.6x2x
Tue, 21 May 2024US$73.9bUS$34.9bUS$1.2b33.6x62.3x2.1x
Thu, 18 Apr 2024US$57.6bUS$36.7bUS$1.2b37.1x46.1x1.6x
Sat, 16 Mar 2024US$55.1bUS$36.5bUS$1.7b30.2x32.2x1.5x
Mon, 12 Feb 2024US$49.8bUS$35.9bUS$1.4b21.5x36.6x1.4x
Wed, 10 Jan 2024US$52.9bUS$35.9bUS$1.4b23x38.6x1.5x
Fri, 08 Dec 2023US$49.3bUS$35.9bUS$1.4b24.4x36.3x1.4x
Sun, 05 Nov 2023US$47.2bUS$37.0bUS$1.1b22x43.1x1.3x
Tue, 03 Oct 2023US$45.1bUS$37.1bUS$1.3b26.5x33.8x1.2x
Thu, 31 Aug 2023US$50.5bUS$37.1bUS$1.3b32.8x38.1x1.4x
Sat, 29 Jul 2023US$53.1bUS$35.0b-US$1,351,712,531.0035.5x-39.2x1.5x
Mon, 26 Jun 2023US$48.2bUS$35.2b-US$1,180,026,633.0030.7x-40.8x1.4x
Wed, 24 May 2023US$48.9bUS$34.6b-US$354,481,292.0030.1x-137.9x1.4x
Fri, 21 Apr 2023US$51.7bUS$32.6b-US$1,132,400,574.0013.3x-45.7x1.6x
Sun, 19 Mar 2023US$49.7bUS$32.7b-US$1,152,326,523.0022x-43.1x1.5x
Tue, 14 Feb 2023US$56.3bUS$31.7bUS$55.4m28.8x1016.2x1.8x
Thu, 12 Jan 2023US$57.6bUS$31.7bUS$10.2m29.6x5627.4x1.8x
Sat, 10 Dec 2022US$58.0bUS$32.1b-US$4,255,883,373.0030.4x-13.6x1.8x
Mon, 07 Nov 2022US$58.1bUS$31.7bUS$45.6m14.4x1274.1x1.8x
Wed, 05 Oct 2022US$58.3bUS$28.8b-US$701,570,434.0018.9x-83.1x2x
Fri, 02 Sep 2022US$61.8bUS$28.8b-US$707,447,968.0018.2x-87.3x2.1x
Sun, 31 Jul 2022US$59.7bUS$29.3bUS$368.6m26.3x162x2x
Price to Earnings Ratio

162x


Total Market Cap: US$59.7bTotal Earnings: US$368.6mTotal Revenue: US$29.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Renewable Energy Industry Price to Earnings3Y Average 276x202320242025
Current Industry PE
  • Investors are pessimistic on the American Renewable Energy industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 37.0x which is lower than its 3-year average PE of 276x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have grown 105% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market1.68%
Utilities2.81%
Renewable Energy9.21%
Independent Power Producers and Energy Traders11.23%
Renewable Energy3.48%
Industry PE
  • Investors are most optimistic about the Independent Power Producers and Energy Traders industry which is trading above its 3-year average PE ratio of 7.8x.
    • Analysts are expecting annual earnings growth of 12.5%, which is lower than the prior year's growth of 152.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings growth rate of 22% per year.
  • In contrast, the Independent Power Producers and Energy Traders industry is expected to see its earnings grow by 13% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
VST VistraUS$200.128.7%
+US$5.4b
175.7%PE30.4x
TLN Talen EnergyUS$339.2428.1%
+US$3.4b
182.5%PE27.1x
AES AESUS$13.947.1%
+US$655.0m
-19.5%PE7.6x
BEPC Brookfield RenewableUS$36.955.5%
+US$654.9m
29.6%PS3.2x
ORA Ormat TechnologiesUS$90.413.4%
+US$179.0m
18.0%PE43.7x