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U.S. Utilities Sector Analysis

UpdatedAug 25, 2025
DataAggregated Company Financials
Companies119
  • 7D1.0%
  • 3M5.6%
  • 1Y13.8%
  • YTD12.8%

Over the last 7 days, the Utilities industry has remained flat, although notably Constellation Energy declined by 3.9%. As for the the longer term, the industry is up 14% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 Aug 2025US$1.5tUS$549.2bUS$63.7b20.9x23.8x2.8x
Wed, 23 Jul 2025US$1.5tUS$540.6bUS$63.8b21.8x23.2x2.7x
Fri, 20 Jun 2025US$1.4tUS$540.2bUS$64.0b20.4x22.1x2.6x
Sun, 18 May 2025US$1.4tUS$540.1bUS$64.0b20.9x22.5x2.7x
Tue, 15 Apr 2025US$1.3tUS$526.8bUS$63.6b20.7x21.1x2.5x
Thu, 13 Mar 2025US$1.4tUS$526.8bUS$63.1b19.6x21.4x2.6x
Sat, 08 Feb 2025US$1.4tUS$523.9bUS$60.8b20.2x22.5x2.6x
Mon, 06 Jan 2025US$1.3tUS$523.4bUS$59.9b20.2x22.4x2.6x
Wed, 04 Dec 2024US$1.4tUS$533.3bUS$61.2b20.8x23.2x2.7x
Fri, 01 Nov 2024US$1.4tUS$525.2bUS$61.9b19.8x22.5x2.6x
Sun, 29 Sep 2024US$1.4tUS$522.9bUS$60.5b20x23.2x2.7x
Tue, 27 Aug 2024US$1.3tUS$522.9bUS$60.5b19.4x21.7x2.5x
Thu, 25 Jul 2024US$1.2tUS$518.0bUS$60.5b19.3x20.4x2.4x
Sat, 22 Jun 2024US$1.2tUS$517.6bUS$60.4b18x20x2.3x
Mon, 20 May 2024US$1.3tUS$518.1bUS$60.4b18.7x20.8x2.4x
Wed, 17 Apr 2024US$1.1tUS$528.1bUS$57.4b18x19.4x2.1x
Fri, 15 Mar 2024US$1.1tUS$526.3bUS$57.9b17.7x19.2x2.1x
Sun, 11 Feb 2024US$1.1tUS$539.4bUS$54.2b17.7x19.5x2x
Tue, 09 Jan 2024US$1.1tUS$543.9bUS$53.5b19.7x21.2x2.1x
Thu, 07 Dec 2023US$1.1tUS$543.9bUS$53.5b19.3x20.7x2x
Sat, 04 Nov 2023US$1.1tUS$547.1bUS$52.4b19.1x20.6x2x
Mon, 02 Oct 2023US$1.0tUS$554.7bUS$51.7b18.7x19.9x1.9x
Wed, 30 Aug 2023US$1.1tUS$549.8bUS$50.8b20x21.8x2x
Fri, 28 Jul 2023US$1.2tUS$553.5bUS$47.1b21.3x25.2x2.1x
Sun, 25 Jun 2023US$1.1tUS$551.9bUS$45.7b20x24.8x2.1x
Tue, 23 May 2023US$1.1tUS$549.1bUS$46.5b20.3x24.6x2.1x
Thu, 20 Apr 2023US$1.2tUS$531.9bUS$45.0b21.5x26.7x2.3x
Sat, 18 Mar 2023US$1.2tUS$532.0bUS$45.0b20.6x25.6x2.2x
Mon, 13 Feb 2023US$1.2tUS$537.9bUS$49.1b20.9x23.8x2.2x
Wed, 11 Jan 2023US$1.2tUS$531.4bUS$50.1b21.6x24.6x2.3x
Fri, 09 Dec 2022US$1.2tUS$531.8bUS$45.8b21.3x26.6x2.3x
Sun, 06 Nov 2022US$1.2tUS$519.8bUS$51.9b20.2x22.4x2.2x
Tue, 04 Oct 2022US$1.2tUS$505.2bUS$45.1b19.8x26.8x2.4x
Thu, 01 Sep 2022US$1.3tUS$505.3bUS$45.1b22x28.2x2.5x
Price to Earnings Ratio

28.2x


Total Market Cap: US$1.3tTotal Earnings: US$45.1bTotal Revenue: US$505.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 22.6x202320242025
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 22.6x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market0.47%
Utilities0.96%
Gas Utilities2.83%
Water Utilities2.54%
Other Utilities1.59%
Electric Utilities0.96%
Renewable Energy-2.65%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 278x.
    • Analysts are expecting annual earnings growth of 26.3%, which is higher than its past year's earnings decline of 0.5% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 21.2x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 0.5% per year.
  • In contrast, the Water Utilities industry is expected to see its earnings grow by 8.2% 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
DUK Duke EnergyUS$124.342.4%
+US$2.2b		10.0%PE20.4x
SO SouthernUS$94.481.8%
+US$1.8b		9.2%PE24.3x
AEP American Electric Power CompanyUS$114.023.0%
+US$1.8b		15.1%PE16.7x
D Dominion EnergyUS$61.902.5%
+US$1.3b		9.5%PE20.7x
SRE SempraUS$82.902.4%
+US$1.2b		1.0%PE20.3x

Latest News

NEE
US$76.32
NextEra Energy
7D
0.8%
1Y
-5.4%
PEG
US$83.70
Public Service Enterprise Group
7D
-0.5%
1Y
3.3%

These 4 Measures Indicate That Public Service Enterprise Group (NYSE:PEG) Is Using Debt Extensively

Aug 19
These 4 Measures Indicate That Public Service Enterprise Group (NYSE:PEG) Is Using Debt Extensively
DUK
US$124.34
Duke Energy
7D
2.4%
1Y
10.0%
D
US$61.90
Dominion Energy
7D
2.5%
1Y
9.5%

Dominion Energy (NYSE:D) Will Pay A Dividend Of $0.6675

Aug 13
Dominion Energy (NYSE:D) Will Pay A Dividend Of $0.6675
SO
US$94.48
Southern
7D
1.8%
1Y
9.2%
ALE
US$64.58
ALLETE
7D
-0.4%
1Y
2.1%
VST
US$190.46
Vistra
7D
-4.3%
1Y
124.4%

Increasing AI And Data Center Demand Will Energize Grid Flexibility

The consensus analyst price target for Vistra has increased to $207.22, primarily reflecting an improved net profit margin, despite a slight reduction in revenue growth forecasts. What's in the News Vistra completed the repurchase of 1,705,797 shares for $273.13 million, totaling 163,499,236 shares (39.89% of shares outstanding) bought back for $5,350 million under its ongoing buyback program.
CEG
US$310.16
Constellation Energy
7D
-3.9%
1Y
59.1%
SRE
US$82.90
Sempra
7D
2.4%
1Y
1.0%
TLN
US$356.11
Talen Energy
7D
-5.5%
1Y
145.6%
NRG
US$145.09
NRG Energy
7D
-3.6%
1Y
73.2%
XEL
US$74.26
Xcel Energy
7D
2.8%
1Y
20.8%
AEP
US$114.02
American Electric Power Company
7D
3.0%
1Y
15.1%

Earnings Beat: American Electric Power Company, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 02
Earnings Beat: American Electric Power Company, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
EXC
US$44.96
Exelon
7D
2.2%
1Y
18.4%
EIX
US$55.60
Edison International
7D
-0.05%
1Y
-34.9%
ELLO
US$17.30
Ellomay Capital
7D
-3.6%
1Y
31.1%