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U.S. Utilities Sector Analysis

UpdatedApr 11, 2025
DataAggregated Company Financials
Companies118
  • 7D-4.3%
  • 3M-0.3%
  • 1Y16.2%
  • YTD-1.3%

Over the last 7 days, the Utilities industry has dropped 4.3%, driven by NextEra Energy declining 7.5%. In contrast, Constellation Energy has gained 7.5%. This takes the industry's 12 month performance to a gain of 16%. Looking forward, earnings are forecast to grow by 9.8% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 11 Apr 2025US$1.3tUS$526.8bUS$63.6b20.1x21x2.5x
Sun, 09 Mar 2025US$1.3tUS$526.8bUS$63.1b20x21.4x2.6x
Tue, 04 Feb 2025US$1.4tUS$527.0bUS$60.4b20.2x22.5x2.6x
Thu, 02 Jan 2025US$1.3tUS$523.4bUS$60.0b20x21.9x2.5x
Sat, 30 Nov 2024US$1.4tUS$533.3bUS$61.2b21.3x23.7x2.7x
Mon, 28 Oct 2024US$1.4tUS$523.5bUS$61.4b19.6x22.8x2.7x
Wed, 25 Sep 2024US$1.4tUS$522.9bUS$60.5b19.9x23.1x2.7x
Fri, 23 Aug 2024US$1.3tUS$522.9bUS$60.6b19.3x21.7x2.5x
Sun, 21 Jul 2024US$1.2tUS$517.6bUS$60.4b19.1x20.4x2.4x
Tue, 18 Jun 2024US$1.2tUS$517.6bUS$60.4b18x20x2.3x
Thu, 16 May 2024US$1.2tUS$517.8bUS$60.4b18.7x20.6x2.4x
Sat, 13 Apr 2024US$1.1tUS$528.1bUS$57.4b18.1x19.7x2.1x
Mon, 11 Mar 2024US$1.1tUS$526.3bUS$57.9b17.9x19.2x2.1x
Wed, 07 Feb 2024US$1.1tUS$541.4bUS$53.6b17.8x19.7x2x
Fri, 05 Jan 2024US$1.1tUS$543.9bUS$53.5b19.4x21.2x2.1x
Sun, 03 Dec 2023US$1.1tUS$543.9bUS$53.5b19.1x20.6x2x
Tue, 31 Oct 2023US$1.0tUS$550.0bUS$50.3b18.9x20.4x1.9x
Thu, 28 Sep 2023US$1.0tUS$554.7bUS$51.7b18.8x20.3x1.9x
Sat, 26 Aug 2023US$1.1tUS$549.7bUS$50.8b19.9x21.7x2x
Mon, 24 Jul 2023US$1.2tUS$551.7bUS$45.7b21.5x26.1x2.2x
Wed, 21 Jun 2023US$1.2tUS$551.9bUS$45.7b20.4x25.2x2.1x
Fri, 19 May 2023US$1.1tUS$549.1bUS$46.5b20.4x24.6x2.1x
Sun, 16 Apr 2023US$1.2tUS$531.9bUS$45.0b21.5x26.6x2.2x
Tue, 14 Mar 2023US$1.1tUS$532.0bUS$45.0b20.2x25x2.1x
Thu, 09 Feb 2023US$1.2tUS$535.5bUS$49.7b20.9x23.4x2.2x
Sat, 07 Jan 2023US$1.2tUS$531.4bUS$50.1b21.5x24.4x2.3x
Mon, 05 Dec 2022US$1.2tUS$531.7bUS$45.9b21.2x26.6x2.3x
Wed, 02 Nov 2022US$1.2tUS$514.3bUS$50.2b20.2x23.1x2.3x
Fri, 30 Sep 2022US$1.2tUS$505.2bUS$45.1b19.7x26.5x2.4x
Sun, 28 Aug 2022US$1.3tUS$505.3bUS$45.1b22.5x28.7x2.6x
Tue, 26 Jul 2022US$1.2tUS$485.6bUS$45.1b22.4x26.5x2.5x
Thu, 23 Jun 2022US$1.1tUS$484.3bUS$43.7b21.6x26.2x2.4x
Sat, 21 May 2022US$1.2tUS$484.2bUS$43.7b23.6x28.2x2.5x
Mon, 18 Apr 2022US$1.3tUS$473.4bUS$40.7b25.9x32x2.8x
Price to Earnings Ratio

32x


Total Market Cap: US$1.3tTotal Earnings: US$40.7bTotal Revenue: US$473.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 23.4x202320242025
Current Industry PE
  • Investors are pessimistic on the American Utilities 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 21.0x which is lower than its 3-year average PE of 23.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 16% per year over the last three years.
  • Revenues for these companies have grown 3.6% 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 Market-2.48%
Utilities-4.32%
Renewable Energy-2.35%
Electric Utilities-4.27%
Gas Utilities-4.59%
Other Utilities-4.71%
Water Utilities-5.41%
Industry PE
  • Investors are most optimistic about the Gas Utilities industry, which is trading close to its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 15.2%, which is lower than the prior year's growth of 17.1% per year.
  • Investors are most pessimistic about the Renewable Energy industry, which is trading below its 3-year average of 432x.
Forecasted Growth
  • Analysts are most optimistic on the Gas Utilities industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Water Utilities industry is expected to see its earnings grow by 7.4% 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
CEG Constellation EnergyUS$204.497.5%
+US$4.5b		6.0%PE17.1x
TLN Talen EnergyUS$196.396.5%
+US$550.6m		108.9%PE9x
VST VistraUS$109.261.0%
+US$355.9m		51.7%PE15x
OKLO OkloUS$22.723.8%
+US$115.4m		69.4%PB12.6x
ANNA AleAnnaUS$10.6032.0%
+US$104.3m		-1.9%PS302.9x
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Latest News

MNTK

US$2.12

Montauk Renewables

7D

11.3%

1Y

-49.5%

DUK

US$116.84

Duke Energy

7D

-5.8%

1Y

22.6%

NEE

US$66.72

NextEra Energy

7D

-7.5%

1Y

4.3%

CEG

US$204.49

Constellation Energy

7D

7.5%

1Y

6.0%

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NRG

US$92.89

NRG Energy

7D

0.1%

1Y

24.5%

D

US$51.93

Dominion Energy

7D

-7.7%

1Y

5.9%

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Apr 09

VST

US$109.26

Vistra

7D

1.0%

1Y

51.7%

TLN

US$196.39

Talen Energy

7D

6.5%

1Y

108.9%

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AEP

US$103.20

American Electric Power Company

7D

-5.4%

1Y

24.5%

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ANNA

US$10.60

AleAnna

7D

32.0%

1Y

-1.9%

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SO

US$88.89

Southern

7D

-4.0%

1Y

27.8%

RGCO

US$21.84

RGC Resources

7D

4.7%

1Y

8.4%

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OKLO

US$22.72

Oklo

7D

3.8%

1Y

69.4%

DTE

US$128.75

DTE Energy

7D

-7.7%

1Y

21.3%

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SRE

US$66.90

Sempra

7D

-5.4%

1Y

-3.4%

ES

US$55.69

Eversource Energy

7D

-10.1%

1Y

-5.8%

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