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U.S. Utilities Sector Analysis

UpdatedJul 08, 2025
DataAggregated Company Financials
Companies117
  • 7D0.3%
  • 3M12.3%
  • 1Y19.6%
  • YTD7.7%

Last week, the Utilities industry hasn't moved much but NextEra Energy is up 7.7% in that time. The past year has been better, since the industry has gained 20% in that time. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 08 Jul 2025US$1.4tUS$540.7bUS$63.8b20.5x22.6x2.7x
Thu, 05 Jun 2025US$1.4tUS$540.1bUS$64.0b20.6x22.5x2.7x
Sat, 03 May 2025US$1.4tUS$534.5bUS$65.0b21.1x21.5x2.6x
Mon, 31 Mar 2025US$1.4tUS$526.8bUS$63.5b20.9x21.6x2.6x
Wed, 26 Feb 2025US$1.4tUS$525.7bUS$61.7b20.8x22.5x2.6x
Fri, 24 Jan 2025US$1.4tUS$528.1bUS$58.6b19.7x23.2x2.6x
Sun, 22 Dec 2024US$1.3tUS$532.1bUS$61.1b19.8x21.7x2.5x
Tue, 19 Nov 2024US$1.4tUS$533.4bUS$61.6b20.6x22.5x2.6x
Thu, 17 Oct 2024US$1.4tUS$522.9bUS$60.5b20.2x23.4x2.7x
Sat, 14 Sep 2024US$1.3tUS$522.9bUS$60.5b20.1x22.2x2.6x
Mon, 12 Aug 2024US$1.3tUS$522.9bUS$60.7b19.4x21.2x2.5x
Wed, 10 Jul 2024US$1.2tUS$517.6bUS$60.4b17.8x19.8x2.3x
Fri, 07 Jun 2024US$1.2tUS$518.2bUS$60.4b18x20.5x2.4x
Sun, 05 May 2024US$1.2tUS$524.8bUS$58.2b18.8x20.6x2.3x
Tue, 02 Apr 2024US$1.2tUS$561.5bUS$56.9b18.5x20.9x2.1x
Thu, 29 Feb 2024US$1.1tUS$532.1bUS$55.9b17.5x19.3x2x
Sat, 27 Jan 2024US$1.1tUS$544.0bUS$53.2b18.1x20.2x2x
Mon, 25 Dec 2023US$1.1tUS$543.9bUS$53.5b19.2x20.7x2x
Wed, 22 Nov 2023US$1.1tUS$544.3bUS$53.4b18.4x20.3x2x
Fri, 20 Oct 2023US$1.0tUS$549.7bUS$50.8b18.7x20x1.9x
Sun, 17 Sep 2023US$1.1tUS$549.8bUS$50.8b20.2x22.1x2x
Tue, 15 Aug 2023US$1.1tUS$549.3bUS$49.6b20.7x22.5x2x
Thu, 13 Jul 2023US$1.2tUS$551.7bUS$45.7b21x25.5x2.1x
Sat, 10 Jun 2023US$1.1tUS$549.3bUS$46.6b20.4x24.7x2.1x
Mon, 08 May 2023US$1.2tUS$546.9bUS$45.5b20.9x26.2x2.2x
Wed, 05 Apr 2023US$1.2tUS$532.0bUS$45.0b20.7x26x2.2x
Fri, 03 Mar 2023US$1.1tUS$532.0bUS$45.2b20x24.9x2.1x
Sun, 29 Jan 2023US$1.2tUS$533.3bUS$50.5b21.2x23.6x2.2x
Tue, 27 Dec 2022US$1.2tUS$531.4bUS$50.1b21.2x24.4x2.3x
Thu, 24 Nov 2022US$1.2tUS$531.3bUS$50.1b21.4x24.2x2.3x
Sat, 22 Oct 2022US$1.1tUS$505.2bUS$45.1b19.2x24.2x2.2x
Mon, 19 Sep 2022US$1.3tUS$505.2bUS$45.1b22x29.4x2.6x
Wed, 17 Aug 2022US$1.3tUS$505.2bUS$45.1b24.1x29.5x2.6x
Fri, 15 Jul 2022US$1.2tUS$484.2bUS$43.7b22.9x27.3x2.5x
Price to Earnings Ratio

27.3x


Total Market Cap: US$1.2tTotal Earnings: US$43.7bTotal Revenue: US$484.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 22.8x202320242025
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 22.8x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 13% 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 Market0.42%
Utilities0.34%
Renewable Energy1.13%
Electric Utilities0.81%
Water Utilities0.28%
Gas Utilities-0.53%
Other Utilities-0.86%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 291x.
    • Analysts are expecting annual earnings growth of 17.0%, which is lower than the prior year's growth of 33.9% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 21.8x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 34% per year.
  • In contrast, the Water Utilities industry is expected to see its earnings grow by 8.1% 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$190.182.7%
+US$1.7b		108.1%PE28.9x
CEG Constellation EnergyUS$312.841.6%
+US$1.5b		44.9%PE32.9x
OKLO OkloUS$53.523.4%
+US$262.3m		596.9%PB29.3x
RNW ReNew Energy GlobalUS$7.489.8%
+US$243.0m		26.6%PE50.6x
AES AESUS$11.072.8%
+US$213.6m		-37.4%PE6x

Latest News

DUK
US$116.31
Duke Energy
7D
-2.2%
1Y
15.2%
VST
US$190.18
Vistra
7D
2.7%
1Y
108.1%
BEPC
US$33.05
Brookfield Renewable
7D
0.5%
1Y
11.7%

The Price Is Right For Brookfield Renewable Corporation (NYSE:BEPC)

Jul 07
The Price Is Right For Brookfield Renewable Corporation (NYSE:BEPC)
ORA
US$86.45
Ormat Technologies
7D
2.0%
1Y
22.4%
EIX
US$50.74
Edison International
7D
-4.0%
1Y
-29.1%
SO
US$91.26
Southern
7D
-1.1%
1Y
16.8%

Is Southern (NYSE:SO) A Risky Investment?

Jul 05
Is Southern (NYSE:SO) A Risky Investment?
RNW
US$7.48
ReNew Energy Global
7D
9.8%
1Y
26.6%
SRE
US$74.32
Sempra
7D
-2.4%
1Y
-1.7%

Sempra: Key Player In A Vital Industry That's Potentially Undervalued

Jul 03
PCG
US$13.67
PG&E
7D
-3.3%
1Y
-21.2%
D
US$56.32
Dominion Energy
7D
-2.3%
1Y
13.8%
AES
US$11.07
AES
7D
2.8%
1Y
-37.4%
NEE
US$72.46
NextEra Energy
7D
-0.8%
1Y
0.5%

NextEra Energy (NYSE:NEE) Seems To Be Using A Lot Of Debt

Jul 01
NextEra Energy (NYSE:NEE) Seems To Be Using A Lot Of Debt
CEG
US$312.84
Constellation Energy
7D
1.6%
1Y
44.9%

At US$320, Is It Time To Put Constellation Energy Corporation (NASDAQ:CEG) On Your Watch List?

Jun 30
At US$320, Is It Time To Put Constellation Energy Corporation (NASDAQ:CEG) On Your Watch List?
NRG
US$151.27
NRG Energy
7D
-3.0%
1Y
90.9%
HNRG
US$16.32
Hallador Energy
7D
6.4%
1Y
127.3%

Hallador Energy Company (NASDAQ:HNRG) Shares Could Be 40% Below Their Intrinsic Value Estimate

Jun 25
Hallador Energy Company (NASDAQ:HNRG) Shares Could Be 40% Below Their Intrinsic Value Estimate
OKLO
US$53.52
Oklo
7D
3.4%
1Y
596.9%