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U.S. Utilities Sector Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies122
  • 7D0.03%
  • 3M4.4%
  • 1Y14.7%
  • YTD17.3%

Over the last 7 days, the Utilities industry has remained flat, although notably NextEra Energy gained 4.6%. The past year has been better, since the industry has gained 16% in that time. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 14 Nov 2025US$1.6tUS$559.3bUS$68.0b20.1x23.6x2.9x
Sun, 12 Oct 2025US$1.6tUS$549.9bUS$63.6b21.2x25.3x2.9x
Tue, 09 Sep 2025US$1.5tUS$549.2bUS$63.7b20.2x23.2x2.7x
Thu, 07 Aug 2025US$1.5tUS$547.4bUS$62.9b20.8x24.3x2.8x
Sat, 05 Jul 2025US$1.4tUS$540.7bUS$63.8b20.6x22.6x2.7x
Mon, 02 Jun 2025US$1.4tUS$540.1bUS$64.0b20.9x22.4x2.7x
Wed, 30 Apr 2025US$1.4tUS$528.7bUS$62.3b21.1x22.2x2.6x
Fri, 28 Mar 2025US$1.4tUS$526.8bUS$63.5b20.6x21.4x2.6x
Sun, 23 Feb 2025US$1.4tUS$525.9bUS$62.1b20.6x22.5x2.7x
Tue, 21 Jan 2025US$1.4tUS$528.1bUS$58.6b19.9x23.4x2.6x
Thu, 19 Dec 2024US$1.3tUS$532.1bUS$61.1b19.4x21.9x2.5x
Sat, 16 Nov 2024US$1.4tUS$533.5bUS$61.3b20.4x22.3x2.6x
Mon, 14 Oct 2024US$1.4tUS$522.9bUS$60.5b19.6x22.8x2.6x
Wed, 11 Sep 2024US$1.3tUS$522.9bUS$60.5b19.7x22x2.5x
Fri, 09 Aug 2024US$1.3tUS$521.9bUS$61.7b19.1x20.8x2.5x
Sun, 07 Jul 2024US$1.2tUS$517.6bUS$60.4b18x19.8x2.3x
Tue, 04 Jun 2024US$1.3tUS$518.1bUS$60.4b18.3x20.9x2.4x
Thu, 02 May 2024US$1.2tUS$526.3bUS$57.9b18.8x20.2x2.2x
Sat, 30 Mar 2024US$1.2tUS$528.3bUS$57.3b18.5x20.8x2.3x
Mon, 26 Feb 2024US$1.1tUS$533.5bUS$55.2b17.7x19.6x2x
Wed, 24 Jan 2024US$1.1tUS$543.9bUS$53.5b18.2x20x2x
Fri, 22 Dec 2023US$1.1tUS$543.9bUS$53.5b19x20.6x2x
Sun, 19 Nov 2023US$1.1tUS$545.0bUS$53.3b18.8x20.3x2x
Tue, 17 Oct 2023US$1.1tUS$554.7bUS$51.7b19.1x20.4x1.9x
Thu, 14 Sep 2023US$1.1tUS$549.8bUS$50.8b20x21.9x2x
Sat, 12 Aug 2023US$1.1tUS$549.3bUS$49.6b20.9x22.7x2.1x
Mon, 10 Jul 2023US$1.1tUS$551.7bUS$45.7b20.4x24.9x2.1x
Wed, 07 Jun 2023US$1.1tUS$549.1bUS$46.5b20x24.4x2.1x
Fri, 05 May 2023US$1.2tUS$545.0bUS$44.6b21x26.6x2.2x
Sun, 02 Apr 2023US$1.2tUS$532.0bUS$45.1b20.9x26.1x2.2x
Tue, 28 Feb 2023US$1.1tUS$531.2bUS$46.9b20.4x24.4x2.2x
Thu, 26 Jan 2023US$1.2tUS$531.4bUS$50.1b21.1x23.7x2.2x
Sat, 24 Dec 2022US$1.2tUS$531.4bUS$50.1b21.2x24.4x2.3x
Mon, 21 Nov 2022US$1.2tUS$531.3bUS$50.1b20.9x23.7x2.2x
Price to Earnings Ratio

23.7x


Total Market Cap: US$1.2tTotal Earnings: US$50.1bTotal Revenue: US$531.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 22.5x202320242025
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 22.5x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 10% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Utilities sector?

US Market-0.23%
Utilities0.033%
Gas Utilities1.76%
Other Utilities1.36%
Water Utilities1.02%
Electric Utilities0.10%
Renewable Energy-5.84%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 281x.
    • Analysts are expecting annual earnings growth of 28.0%, which is higher than its past year's earnings growth of 4.5% per year.
  • Investors are most pessimistic about the Gas Utilities industry, which is trading below its 3-year average of 30.2x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 4.5% per year.
  • In contrast, the Other Utilities industry is expected to see its earnings grow by 9.8% 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$83.992.4%
+US$4.1b		11.6%PE26.9x
ED Consolidated EdisonUS$100.954.1%
+US$1.4b		6.0%PE17.9x
AEP American Electric Power CompanyUS$121.481.6%
+US$1.0b		29.6%PE17.7x
EIX Edison InternationalUS$59.084.5%
+US$969.7m		-28.1%PE7.7x
ES Eversource EnergyUS$73.693.0%
+US$806.7m		19.9%PE20.6x

Latest News

NEE
US$83.99
NextEra Energy
7D
2.4%
1Y
11.6%
VST
US$171.56
Vistra
7D
-7.1%
1Y
23.9%
ORA
US$107.89
Ormat Technologies
7D
-6.0%
1Y
35.7%
ED
US$100.95
Consolidated Edison
7D
4.1%
1Y
6.0%
CEG
US$335.74
Constellation Energy
7D
-4.4%
1Y
49.0%
AEE
US$104.77
Ameren
7D
2.7%
1Y
16.8%

AEE: Earnings Prospects And Sector Tailwinds Signal Balanced Outlook Ahead

Ameren's analyst price target has increased from $111.43 to $112.57, as analysts cite ongoing earnings growth potential and favorable sector trends. Analyst Commentary Recent analyst coverage on Ameren has highlighted several notable themes in the company's outlook, reflected in price target adjustments and updated ratings.
PCG
US$16.65
PG&E
7D
2.0%
1Y
-20.7%

PCG: Future Power Demand From Data Centers Will Drive New Transmission Investments

PG&E’s average analyst price target has increased notably in recent weeks. Updated forecasts now range between $20 and $25 per share as analysts cite improving growth prospects, demand tailwinds from data centers, and constructive regulatory developments.
DTE
US$137.72
DTE Energy
7D
2.7%
1Y
15.3%

DTE: Earnings Guidance And Profit Margins Will Support Fair Valuation

Analysts have slightly increased their price target for DTE Energy from $149.00 to $149.54, citing minor improvements in profit margin and future price-to-earnings projections, even though revenue growth estimates are moderating. What's in the News DTE Energy Company confirmed its earnings guidance for the year 2025, with an operating EPS guidance range of $7.09 to $7.23 (Key Developments).
BEPC
US$41.92
Brookfield Renewable
7D
-5.6%
1Y
38.2%
ETR
US$94.42
Entergy
7D
-1.3%
1Y
28.4%
NRG
US$166.15
NRG Energy
7D
-2.3%
1Y
81.3%

NRG: Future Data Center Demand Will Drive Significant Upside Potential

NRG Energy's analyst price target has increased from $194.77 to $207.23. Analysts cite rising cash flows, stronger data center demand, and a favorable industry outlook as key drivers for the upward revision.
AES
US$13.67
AES
7D
-3.7%
1Y
-2.4%

AES: Sector Outperformance and Major Acquisition Talks Will Shape the Outlook

The analyst price target for AES has increased by $0.75 to $24.00. Analysts cite an improved fair value and outlook for the utility sector, driven by evolving data center demands and sector outperformance.
TLN
US$355.04
Talen Energy
7D
-8.0%
1Y
74.7%
ES
US$73.69
Eversource Energy
7D
3.0%
1Y
19.9%
AEP
US$121.48
American Electric Power Company
7D
1.6%
1Y
29.6%

AEP: Data Center Demand And Regulatory Outcomes Will Shape Earnings Path Forward

American Electric Power Company's analyst price target has increased from $120.41 to $127.32. Analysts cite stronger projected revenue growth and robust demand fundamentals to support the upward revision.
EIX
US$59.08
Edison International
7D
4.5%
1Y
-28.1%