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U.S. Utilities Sector Analysis

UpdatedAug 30, 2025
DataAggregated Company Financials
Companies119
  • 7D-1.8%
  • 3M3.4%
  • 1Y11.6%
  • YTD10.9%

Over the last 7 days, the Utilities industry has dropped 1.8%, driven by NextEra Energy declining 5.6%. In contrast, Talen Energy has gained 6.4%. Over the past 12 months, the industry was up 12%. 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
Sat, 30 Aug 2025US$1.5tUS$549.2bUS$63.7b20.6x23.5x2.7x
Mon, 28 Jul 2025US$1.5tUS$541.4bUS$64.2b21.6x23.2x2.8x
Wed, 25 Jun 2025US$1.4tUS$540.2bUS$64.0b20.6x22.5x2.7x
Fri, 23 May 2025US$1.4tUS$540.1bUS$64.0b20.7x22.2x2.6x
Sun, 20 Apr 2025US$1.4tUS$526.6bUS$63.6b20.8x21.5x2.6x
Tue, 18 Mar 2025US$1.4tUS$526.8bUS$63.1b20.5x21.8x2.6x
Thu, 13 Feb 2025US$1.4tUS$524.3bUS$61.9b20.5x22.3x2.6x
Sat, 11 Jan 2025US$1.3tUS$528.1bUS$58.6b19.2x22.6x2.5x
Mon, 09 Dec 2024US$1.4tUS$533.3bUS$61.2b20.7x22.8x2.6x
Wed, 06 Nov 2024US$1.4tUS$530.4bUS$63.3b20x21.4x2.6x
Fri, 04 Oct 2024US$1.4tUS$522.9bUS$60.5b19.8x23.4x2.7x
Sun, 01 Sep 2024US$1.3tUS$522.9bUS$60.5b19.5x21.9x2.5x
Tue, 30 Jul 2024US$1.3tUS$518.2bUS$59.8b19.4x20.9x2.4x
Thu, 27 Jun 2024US$1.2tUS$517.6bUS$60.4b17.9x20x2.3x
Sat, 25 May 2024US$1.2tUS$518.1bUS$60.4b18.1x20.4x2.4x
Mon, 22 Apr 2024US$1.1tUS$528.1bUS$57.4b18.7x19.9x2.2x
Wed, 20 Mar 2024US$1.1tUS$527.9bUS$57.4b18.2x19.5x2.1x
Fri, 16 Feb 2024US$1.1tUS$539.1bUS$53.2b18.2x19.9x2x
Sun, 14 Jan 2024US$1.1tUS$543.9bUS$53.5b19x20.8x2x
Tue, 12 Dec 2023US$1.1tUS$543.9bUS$53.5b19.1x20.7x2x
Thu, 09 Nov 2023US$1.1tUS$545.4bUS$53.1b18.6x20.1x2x
Sat, 07 Oct 2023US$1.0tUS$554.7bUS$51.7b18.7x19.7x1.8x
Mon, 04 Sep 2023US$1.1tUS$549.7bUS$50.8b19.7x21.4x2x
Wed, 02 Aug 2023US$1.2tUS$550.6bUS$46.9b20.9x24.7x2.1x
Fri, 30 Jun 2023US$1.1tUS$551.9bUS$45.7b20x24.7x2x
Sun, 28 May 2023US$1.1tUS$549.1bUS$46.5b19.9x24.1x2x
Tue, 25 Apr 2023US$1.2tUS$531.9bUS$45.0b21.8x26.9x2.3x
Thu, 23 Mar 2023US$1.1tUS$532.0bUS$45.0b20x24.8x2.1x
Sat, 18 Feb 2023US$1.2tUS$527.6bUS$47.2b21x25.1x2.2x
Mon, 16 Jan 2023US$1.2tUS$531.4bUS$50.1b21.7x24.6x2.3x
Wed, 14 Dec 2022US$1.2tUS$531.8bUS$45.8b21.5x27.1x2.3x
Fri, 11 Nov 2022US$1.2tUS$530.5bUS$50.4b20.6x23.6x2.2x
Sun, 09 Oct 2022US$1.1tUS$505.2bUS$45.1b19.1x24.4x2.2x
Tue, 06 Sep 2022US$1.3tUS$505.3bUS$45.1b22.2x28.3x2.5x
Price to Earnings Ratio

28.3x


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 2.7x.
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 Market-0.0093%
Utilities-1.81%
Renewable Energy0.19%
Gas Utilities-1.07%
Water Utilities-1.44%
Other Utilities-1.79%
Electric Utilities-2.18%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 279x.
    • Analysts are expecting annual earnings growth of 26.5%, 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
TLN Talen EnergyUS$378.926.4%
+US$1.0b		153.3%PE92.6x
OKLO OkloUS$73.644.6%
+US$481.2m		1,133.5%PB15.6x
EIX Edison InternationalUS$56.131.0%
+US$204.0m		-35.5%PE8.2x
PCG PG&EUS$15.280.6%
+US$197.8m		-22.4%PE14.3x
HE Hawaiian Electric IndustriesUS$12.966.2%
+US$131.2m		20.8%PS0.7x

Latest News

D
US$59.90
Dominion Energy
7D
-3.2%
1Y
7.2%
NEE
US$72.05
NextEra Energy
7D
-5.6%
1Y
-10.5%
HE
US$12.96
Hawaiian Electric Industries
7D
6.2%
1Y
20.8%
DUK
US$122.49
Duke Energy
7D
-1.5%
1Y
7.5%
OKLO
US$73.64
Oklo
7D
4.6%
1Y
1,133.5%
SO
US$92.30
Southern
7D
-2.3%
1Y
6.8%
ED
US$98.23
Consolidated Edison
7D
-3.4%
1Y
-3.3%
TLN
US$378.92
Talen Energy
7D
6.4%
1Y
153.3%
SWX
US$79.88
Southwest Gas Holdings
7D
2.1%
1Y
9.8%
NRG
US$145.56
NRG Energy
7D
0.3%
1Y
71.2%
XEL
US$72.39
Xcel Energy
7D
-2.5%
1Y
18.2%
PCG
US$15.28
PG&E
7D
0.6%
1Y
-22.4%
AES
US$13.54
AES
7D
0.4%
1Y
-21.0%
AEP
US$111.02
American Electric Power Company
7D
-2.6%
1Y
10.7%

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$43.68
Exelon
7D
-2.8%
1Y
14.7%
EIX
US$56.13
Edison International
7D
1.0%
1Y
-35.5%