Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Utilities Sector Analysis

UpdatedMay 22, 2025
DataAggregated Company Financials
Companies116
  • 7D2.0%
  • 3M0.9%
  • 1Y12.4%
  • YTD6.0%

Over the last 7 days, the Utilities industry has risen 2.0%, driven by gains from Southern of 5.6%. Meanwhile, AES actually underperformed within the industry, shrinking 19% in the last week. In the last 12 months, the industry was up 12%. 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
Thu, 22 May 2025US$1.4tUS$540.1bUS$64.0b20.9x22.6x2.7x
Sat, 19 Apr 2025US$1.4tUS$526.6bUS$63.6b20.8x21.5x2.6x
Mon, 17 Mar 2025US$1.4tUS$526.8bUS$63.1b20.5x21.7x2.6x
Wed, 12 Feb 2025US$1.4tUS$524.0bUS$60.8b20.5x22.6x2.6x
Fri, 10 Jan 2025US$1.3tUS$528.1bUS$58.6b20.1x22.6x2.5x
Sun, 08 Dec 2024US$1.4tUS$533.3bUS$61.2b20.7x22.8x2.6x
Tue, 05 Nov 2024US$1.4tUS$525.3bUS$62.9b19.5x21.7x2.6x
Thu, 03 Oct 2024US$1.4tUS$522.9bUS$60.5b20x23.2x2.7x
Sat, 31 Aug 2024US$1.3tUS$522.9bUS$60.5b19.5x21.8x2.5x
Mon, 29 Jul 2024US$1.3tUS$518.2bUS$59.8b19.4x20.9x2.4x
Wed, 26 Jun 2024US$1.2tUS$517.6bUS$60.4b18x20.1x2.4x
Fri, 24 May 2024US$1.3tUS$518.1bUS$60.4b18x20.7x2.4x
Sun, 21 Apr 2024US$1.1tUS$528.1bUS$57.4b18.7x19.9x2.2x
Tue, 19 Mar 2024US$1.1tUS$527.9bUS$57.8b18x19.1x2.1x
Thu, 15 Feb 2024US$1.1tUS$539.0bUS$53.2b17.6x19.8x1.9x
Sat, 13 Jan 2024US$1.1tUS$543.9bUS$53.5b19x20.8x2x
Mon, 11 Dec 2023US$1.1tUS$543.9bUS$53.5b19x20.6x2x
Wed, 08 Nov 2023US$1.1tUS$546.8bUS$53.3b18.8x20.2x2x
Fri, 06 Oct 2023US$1.0tUS$554.7bUS$51.7b18.4x19.4x1.8x
Sun, 03 Sep 2023US$1.1tUS$549.7bUS$50.8b19.7x21.4x2x
Tue, 01 Aug 2023US$1.2tUS$550.6bUS$47.1b21.2x25x2.1x
Thu, 29 Jun 2023US$1.1tUS$551.9bUS$45.7b20x24.7x2x
Sat, 27 May 2023US$1.1tUS$549.1bUS$46.5b19.9x24.1x2x
Mon, 24 Apr 2023US$1.2tUS$531.9bUS$45.0b21.7x26.8x2.3x
Wed, 22 Mar 2023US$1.1tUS$532.0bUS$45.0b20.4x25.3x2.1x
Fri, 17 Feb 2023US$1.2tUS$521.6bUS$47.7b21x24.5x2.2x
Sun, 15 Jan 2023US$1.2tUS$531.4bUS$50.1b21.7x24.6x2.3x
Tue, 13 Dec 2022US$1.2tUS$531.8bUS$45.8b21.6x27.1x2.3x
Thu, 10 Nov 2022US$1.1tUS$530.1bUS$50.4b19.7x22.6x2.1x
Sat, 08 Oct 2022US$1.1tUS$505.2bUS$45.1b19.1x24.4x2.2x
Mon, 05 Sep 2022US$1.3tUS$505.3bUS$45.1b22.2x28.3x2.5x
Wed, 03 Aug 2022US$1.3tUS$492.9bUS$45.9b23.4x27.7x2.6x
Fri, 01 Jul 2022US$1.2tUS$484.3bUS$43.7b23.2x27.6x2.5x
Sun, 29 May 2022US$1.3tUS$484.2bUS$43.7b24.7x29.5x2.7x
Price to Earnings Ratio

29.5x


Total Market Cap: US$1.3tTotal Earnings: US$43.7bTotal Revenue: US$484.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 23.1x202320242025
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 23.1x.
  • 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 14% 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 Market-1.15%
Utilities2.04%
Water Utilities6.17%
Other Utilities2.96%
Gas Utilities2.67%
Electric Utilities2.00%
Renewable Energy-3.25%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 343x.
    • Analysts are expecting annual earnings growth of 17.8%, which is lower than the prior year's growth of 27.5% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 22.4x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% 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
SO SouthernUS$89.665.6%
+US$5.2b		13.9%PE21.4x
DUK Duke EnergyUS$116.443.5%
+US$3.1b		12.6%PE19.5x
D Dominion EnergyUS$56.534.7%
+US$2.2b		5.7%PE22.1x
ED Consolidated EdisonUS$105.226.0%
+US$2.1b		9.5%PE20x
EXC ExelonUS$44.194.6%
+US$2.0b		16.6%PE16.5x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlans & PricingLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & EnterpriseWhat's New
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

CEG

US$287.11

Constellation Energy

7D

-0.4%

1Y

30.4%

With EPS Growth And More, Constellation Energy (NASDAQ:CEG) Makes An Interesting Case

May 22
With EPS Growth And More, Constellation Energy (NASDAQ:CEG) Makes An Interesting Case

DUK

US$116.44

Duke Energy

7D

3.5%

1Y

12.6%

Duke Energy (NYSE:DUK) Has A Somewhat Strained Balance Sheet

May 22
Duke Energy (NYSE:DUK) Has A Somewhat Strained Balance Sheet

MNTK

US$1.89

Montauk Renewables

7D

-14.9%

1Y

-62.4%

AES

US$10.13

AES

7D

-19.1%

1Y

-51.6%

The AES Corporation As An Income Investment (Technical Analysis)

May 21

AWK

US$143.48

American Water Works Company

7D

7.2%

1Y

7.3%

SRE

US$76.83

Sempra

7D

2.6%

1Y

-0.6%

TLN

US$235.39

Talen Energy

7D

-3.9%

1Y

117.0%

VST

US$152.07

Vistra

7D

-1.7%

1Y

61.3%

NEE

US$71.54

NextEra Energy

7D

-0.9%

1Y

-6.3%

SO

US$89.66

Southern

7D

5.6%

1Y

13.9%

Southern (NYSE:SO) Ticks All The Boxes When It Comes To Earnings Growth

May 15
Southern (NYSE:SO) Ticks All The Boxes When It Comes To Earnings Growth

D

US$56.53

Dominion Energy

7D

4.7%

1Y

5.7%

Dominion Energy's (NYSE:D) Dividend Will Be $0.6675

May 11
Dominion Energy's (NYSE:D) Dividend Will Be $0.6675

ALE

US$65.01

ALLETE

7D

-1.1%

1Y

3.2%

ED

US$105.22

Consolidated Edison

7D

6.0%

1Y

9.5%

BEPC

US$29.21

Brookfield Renewable

7D

-0.3%

1Y

-9.2%

WEC

US$106.54

WEC Energy Group

7D

4.2%

1Y

29.4%

EXC

US$44.19

Exelon

7D

4.6%

1Y

16.6%

Exelon: Transmission Demand Charges Up Long-Term Thesis

May 05