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U.S. Utilities Sector Analysis

UpdatedJul 01, 2025
DataAggregated Company Financials
Companies116
  • 7D0.4%
  • 3M3.4%
  • 1Y20.6%
  • YTD7.3%

The Utilities is pretty flat in the last 7 days, but Vistra has stood out, gaining 3.9%. The past year has been better, since the industry has gained 21% in that time. 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, 01 Jul 2025US$1.4tUS$540.3bUS$64.0b20.4x22.4x2.7x
Thu, 29 May 2025US$1.4tUS$540.1bUS$64.0b20.6x22.4x2.7x
Sat, 26 Apr 2025US$1.4tUS$528.6bUS$62.1b20.9x22.3x2.6x
Mon, 24 Mar 2025US$1.4tUS$526.8bUS$63.1b20.6x21.8x2.6x
Wed, 19 Feb 2025US$1.4tUS$525.1bUS$62.8b20.8x21.9x2.6x
Fri, 17 Jan 2025US$1.3tUS$528.1bUS$58.6b19.8x22.8x2.5x
Sun, 15 Dec 2024US$1.4tUS$532.1bUS$61.1b20.1x22.2x2.5x
Tue, 12 Nov 2024US$1.4tUS$533.4bUS$61.3b20.5x22.6x2.6x
Thu, 10 Oct 2024US$1.4tUS$522.9bUS$60.5b19.4x22.8x2.6x
Sat, 07 Sep 2024US$1.3tUS$522.9bUS$60.5b19.4x21.8x2.5x
Mon, 05 Aug 2024US$1.3tUS$521.9bUS$60.6b19.8x21.4x2.5x
Wed, 03 Jul 2024US$1.2tUS$517.6bUS$60.4b17.9x19.6x2.3x
Fri, 31 May 2024US$1.2tUS$518.1bUS$60.4b17.9x20.5x2.4x
Sun, 28 Apr 2024US$1.2tUS$525.9bUS$57.8b18.5x20x2.2x
Tue, 26 Mar 2024US$1.1tUS$528.0bUS$57.4b18.3x19.5x2.1x
Thu, 22 Feb 2024US$1.1tUS$536.6bUS$54.4b18.1x19.7x2x
Sat, 20 Jan 2024US$1.1tUS$543.9bUS$53.5b18.1x20.1x2x
Mon, 18 Dec 2023US$1.1tUS$543.9bUS$53.5b19.2x20.9x2.1x
Wed, 15 Nov 2023US$1.0tUS$545.0bUS$53.4b18.9x19.4x1.9x
Fri, 13 Oct 2023US$1.1tUS$554.7bUS$51.7b18.9x20.4x1.9x
Sun, 10 Sep 2023US$1.1tUS$549.8bUS$50.8b19.9x21.5x2x
Tue, 08 Aug 2023US$1.1tUS$548.4bUS$48.6b20.9x23x2x
Thu, 06 Jul 2023US$1.2tUS$551.7bUS$45.7b20.7x25.4x2.1x
Sat, 03 Jun 2023US$1.1tUS$549.2bUS$46.5b20x24.3x2.1x
Mon, 01 May 2023US$1.2tUS$536.1bUS$47.0b21.5x25.4x2.2x
Wed, 29 Mar 2023US$1.1tUS$532.0bUS$45.0b20.6x25.4x2.2x
Fri, 24 Feb 2023US$1.2tUS$530.5bUS$47.1b20.6x24.5x2.2x
Sun, 22 Jan 2023US$1.2tUS$531.4bUS$50.1b20.9x23.9x2.3x
Tue, 20 Dec 2022US$1.2tUS$531.8bUS$45.8b20.8x26.2x2.3x
Thu, 17 Nov 2022US$1.2tUS$530.6bUS$50.3b20.5x23.5x2.2x
Sat, 15 Oct 2022US$1.1tUS$505.2bUS$45.1b19x23.7x2.1x
Mon, 12 Sep 2022US$1.3tUS$505.3bUS$45.1b22.8x29.2x2.6x
Wed, 10 Aug 2022US$1.3tUS$504.8bUS$45.1b23x28.7x2.6x
Fri, 08 Jul 2022US$1.2tUS$484.3bUS$43.7b22.6x27.5x2.5x
Price to Earnings Ratio

27.5x


Total Market Cap: US$1.2tTotal Earnings: US$43.7bTotal Revenue: US$484.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 22.9x202320242025
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 22.9x.
  • 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 Market2.87%
Utilities0.37%
Renewable Energy2.73%
Electric Utilities0.53%
Other Utilities0.069%
Gas Utilities-1.21%
Water Utilities-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 298x.
    • Analysts are expecting annual earnings growth of 16.7%, 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 21.9x.
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$193.813.9%
+US$2.5b		121.9%PE29.4x
CEG Constellation EnergyUS$322.762.4%
+US$2.4b		57.4%PE33.9x
NRG NRG EnergyUS$160.585.6%
+US$1.7b		106.3%PE24.2x
SO SouthernUS$91.831.3%
+US$1.3b		19.3%PE21.9x
DUK Duke EnergyUS$118.000.9%
+US$800.6m		18.8%PE19.7x

Latest News

NEE
US$69.42
NextEra Energy
7D
-1.9%
1Y
-0.7%

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
ED
US$100.35
Consolidated Edison
7D
-0.8%
1Y
13.0%

Consolidated Edison, Inc.'s (NYSE:ED) Price Is Out Of Tune With Earnings

Jun 30
Consolidated Edison, Inc.'s (NYSE:ED) Price Is Out Of Tune With Earnings
CEG
US$322.76
Constellation Energy
7D
2.4%
1Y
57.4%

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?
EIX
US$51.60
Edison International
7D
2.9%
1Y
-27.5%

Is Edison International (NYSE:EIX) Using Too Much Debt?

Jun 30
Is Edison International (NYSE:EIX) Using Too Much Debt?
DTE
US$132.46
DTE Energy
7D
-1.2%
1Y
21.4%

A Look At The Intrinsic Value Of DTE Energy Company (NYSE:DTE)

Jun 30
A Look At The Intrinsic Value Of DTE Energy Company (NYSE:DTE)
NRG
US$160.58
NRG Energy
7D
5.6%
1Y
106.3%
WTRG
US$37.14
Essential Utilities
7D
-2.3%
1Y
0.1%

We Think Essential Utilities (NYSE:WTRG) Is Taking Some Risk With Its Debt

Jun 29
We Think Essential Utilities (NYSE:WTRG) Is Taking Some Risk With Its Debt
D
US$56.52
Dominion Energy
7D
1.1%
1Y
17.7%
SO
US$91.83
Southern
7D
1.3%
1Y
19.3%
WEC
US$104.20
WEC Energy Group
7D
-1.2%
1Y
34.1%

Return Trends At WEC Energy Group (NYSE:WEC) Aren't Appealing

Jun 22
Return Trends At WEC Energy Group (NYSE:WEC) Aren't Appealing
VST
US$193.81
Vistra
7D
3.9%
1Y
121.9%
PEG
US$84.18
Public Service Enterprise Group
7D
1.0%
1Y
14.3%

Public Service Enterprise: Rating Upgrade On Earnings Growth Runway Becoming Clearer

Jun 18
PPL
US$33.89
PPL
7D
-1.2%
1Y
23.9%

Is Now The Time To Put PPL (NYSE:PPL) On Your Watchlist?

Jun 17
Is Now The Time To Put PPL (NYSE:PPL) On Your Watchlist?
AWK
US$139.11
American Water Works Company
7D
-3.4%
1Y
8.9%

American Water Works: High CapEx And Mounting Debts - Initiate With A Sell

Jun 11
ATO
US$154.11
Atmos Energy
7D
-1.4%
1Y
32.9%

Atmos Energy Corporation's (NYSE:ATO) Share Price Could Signal Some Risk

May 29
Atmos Energy Corporation's (NYSE:ATO) Share Price Could Signal Some Risk
DUK
US$118.00
Duke Energy
7D
0.9%
1Y
18.8%

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

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