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U.S. Utilities Sector Analysis

UpdatedJun 10, 2025
DataAggregated Company Financials
Companies117
  • 7D-1.6%
  • 3M4.4%
  • 1Y14.0%
  • YTD5.3%

Over the last 7 days, the Utilities industry has dropped 1.2%, driven by a pullback from Constellation Energy of 4.7%. In the past year, the industry has gained 15%. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Jun 2025US$1.4tUS$540.1bUS$64.0b20.5x22.2x2.6x
Thu, 08 May 2025US$1.4tUS$537.8bUS$63.9b21.2x22.1x2.6x
Sat, 05 Apr 2025US$1.4tUS$526.8bUS$63.6b19.9x21.8x2.6x
Mon, 03 Mar 2025US$1.4tUS$527.4bUS$63.2b20.2x21.8x2.6x
Wed, 29 Jan 2025US$1.4tUS$526.7bUS$58.7b20x23x2.6x
Fri, 27 Dec 2024US$1.3tUS$523.4bUS$60.0b20.1x22.1x2.5x
Sun, 24 Nov 2024US$1.4tUS$533.3bUS$61.6b21.5x23.1x2.7x
Tue, 22 Oct 2024US$1.4tUS$522.9bUS$60.5b19.9x23.6x2.7x
Thu, 19 Sep 2024US$1.4tUS$522.9bUS$60.5b20x22.6x2.6x
Sat, 17 Aug 2024US$1.3tUS$522.9bUS$60.6b19.4x21.4x2.5x
Mon, 15 Jul 2024US$1.2tUS$517.6bUS$60.4b18.9x20.6x2.4x
Wed, 12 Jun 2024US$1.2tUS$518.0bUS$60.4b18x20.3x2.4x
Fri, 10 May 2024US$1.2tUS$518.6bUS$60.2b18.8x20.4x2.4x
Sun, 07 Apr 2024US$1.2tUS$561.5bUS$56.9b18.4x20.7x2.1x
Tue, 05 Mar 2024US$1.1tUS$528.4bUS$57.9b17.7x18.9x2.1x
Thu, 01 Feb 2024US$1.1tUS$544.0bUS$53.2b18.2x20.4x2x
Sat, 30 Dec 2023US$1.1tUS$543.9bUS$53.5b19.4x20.9x2.1x
Mon, 27 Nov 2023US$1.1tUS$543.9bUS$53.5b18.8x20.3x2x
Wed, 25 Oct 2023US$1.0tUS$549.7bUS$50.8b18.5x19.7x1.8x
Fri, 22 Sep 2023US$1.1tUS$549.8bUS$50.8b19.8x21.7x2x
Sun, 20 Aug 2023US$1.1tUS$549.3bUS$49.6b20.1x22.2x2x
Tue, 18 Jul 2023US$1.2tUS$551.7bUS$45.7b20.9x25.4x2.1x
Thu, 15 Jun 2023US$1.1tUS$551.3bUS$46.4b20.4x24.7x2.1x
Sat, 13 May 2023US$1.2tUS$549.0bUS$46.6b21.1x25.6x2.2x
Mon, 10 Apr 2023US$1.2tUS$531.9bUS$45.0b21.7x26.9x2.3x
Wed, 08 Mar 2023US$1.1tUS$532.0bUS$45.0b19.9x25.2x2.1x
Fri, 03 Feb 2023US$1.2tUS$533.5bUS$50.6b21.7x23.8x2.3x
Sun, 01 Jan 2023US$1.2tUS$531.4bUS$50.1b21x24.5x2.3x
Tue, 29 Nov 2022US$1.2tUS$531.3bUS$50.1b21.4x24.1x2.3x
Thu, 27 Oct 2022US$1.1tUS$505.9bUS$45.0b19.7x25x2.2x
Sat, 24 Sep 2022US$1.2tUS$505.2bUS$45.1b21.5x27.3x2.4x
Mon, 22 Aug 2022US$1.3tUS$505.3bUS$45.1b23.6x29.5x2.6x
Wed, 20 Jul 2022US$1.2tUS$484.2bUS$43.7b22.8x27.4x2.5x
Fri, 17 Jun 2022US$1.1tUS$484.4bUS$43.7b21.1x25.8x2.3x
Price to Earnings Ratio

25.8x


Total Market Cap: US$1.1tTotal Earnings: US$43.7bTotal Revenue: US$484.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 23x202320242025
Current Industry PE
  • Investors are relatively neutral on the American 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 23.0x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 sector?

US Market1.53%
Utilities-1.65%
Renewable Energy2.78%
Gas Utilities-1.34%
Water Utilities-1.52%
Electric Utilities-1.98%
Other Utilities-2.17%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 322x.
    • Analysts are expecting annual earnings growth of 17.6%, which is lower than the prior year's growth of 27.5% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 22.1x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% per year.
  • In contrast, the Water Utilities industry is expected to see its earnings grow by 8.0% 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
NEE NextEra EnergyUS$71.902.5%
+US$3.6b		-6.6%PE26.9x
BEPC Brookfield RenewableUS$31.839.9%
+US$973.9m		0.8%PS2.8x
VST VistraUS$169.371.1%
+US$644.7m		92.0%PE25.7x
AES AESUS$10.886.9%
+US$498.3m		-46.6%PE5.9x
TLN Talen EnergyUS$257.023.4%
+US$385.0m		124.5%PE20.6x
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VST

US$169.37

Vistra

7D

1.1%

1Y

92.0%

ORA

US$77.83

Ormat Technologies

7D

5.5%

1Y

4.4%

AES

US$10.88

AES

7D

6.9%

1Y

-46.6%

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ES

US$65.64

Eversource Energy

7D

1.1%

1Y

11.2%

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Jun 03

OKLO

US$54.26

Oklo

7D

3.5%

1Y

499.6%

PEG

US$79.69

Public Service Enterprise Group

7D

-2.7%

1Y

8.5%

NEE

US$71.90

NextEra Energy

7D

2.5%

1Y

-6.6%

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SO

US$88.50

Southern

7D

-1.6%

1Y

12.1%

PCG

US$14.58

PG&E

7D

-12.4%

1Y

-20.9%

BEPC

US$31.83

Brookfield Renewable

7D

9.9%

1Y

0.8%

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EXC

US$42.20

Exelon

7D

-3.6%

1Y

16.5%

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May 24
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CEG

US$299.66

Constellation Energy

7D

-4.4%

1Y

39.6%

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May 22
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DUK

US$115.47

Duke Energy

7D

-1.5%

1Y

12.6%

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May 22
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SRE

US$74.69

Sempra

7D

-4.3%

1Y

-0.5%

TLN

US$257.02

Talen Energy

7D

3.4%

1Y

124.5%

EIX

US$49.42

Edison International

7D

-10.8%

1Y

-33.1%