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U.S. Utilities Sector Analysis

UpdatedApr 27, 2025
DataAggregated Company Financials
Companies116
  • 7D0.5%
  • 3M0.9%
  • 1Y18.0%
  • YTD2.6%

The Utilities is pretty flat in the last 7 days, but Constellation Energy has stood out, gaining 7.9%. The past year has been better, since the industry has gained 18% in that time. As for the next few years, earnings are expected to grow by 9.0% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Apr 2025US$1.4tUS$528.6bUS$62.1b20.9x22.2x2.6x
Tue, 25 Mar 2025US$1.4tUS$526.8bUS$63.1b20.8x21.8x2.6x
Thu, 20 Feb 2025US$1.4tUS$525.1bUS$62.8b20.8x21.9x2.6x
Sat, 18 Jan 2025US$1.4tUS$528.1bUS$58.6b19.9x23.4x2.6x
Mon, 16 Dec 2024US$1.4tUS$532.1bUS$61.1b20.1x22.2x2.5x
Wed, 13 Nov 2024US$1.4tUS$533.4bUS$61.3b20.4x22.7x2.6x
Fri, 11 Oct 2024US$1.4tUS$522.9bUS$60.5b19.2x22.6x2.6x
Sun, 08 Sep 2024US$1.3tUS$522.9bUS$60.5b19.4x21.8x2.5x
Tue, 06 Aug 2024US$1.3tUS$521.9bUS$60.6b19.4x21.4x2.5x
Thu, 04 Jul 2024US$1.2tUS$517.6bUS$60.4b17.9x19.8x2.3x
Sat, 01 Jun 2024US$1.2tUS$518.1bUS$60.4b18.3x20.5x2.4x
Mon, 29 Apr 2024US$1.2tUS$525.9bUS$57.8b18.5x20x2.2x
Wed, 27 Mar 2024US$1.1tUS$528.0bUS$57.4b18.1x19.6x2.1x
Fri, 23 Feb 2024US$1.1tUS$536.6bUS$54.3b17.5x20x2x
Sun, 21 Jan 2024US$1.1tUS$543.9bUS$53.5b18.1x20.1x2x
Tue, 19 Dec 2023US$1.1tUS$543.9bUS$53.5b19x20.9x2.1x
Thu, 16 Nov 2023US$1.1tUS$545.0bUS$53.4b18.8x20.2x2x
Sat, 14 Oct 2023US$1.0tUS$554.7bUS$51.7b19x20.3x1.9x
Mon, 11 Sep 2023US$1.1tUS$549.8bUS$50.8b19.9x21.5x2x
Wed, 09 Aug 2023US$1.1tUS$547.7bUS$47.7b21x23.5x2x
Fri, 07 Jul 2023US$1.1tUS$551.7bUS$45.7b20.5x25.1x2.1x
Sun, 04 Jun 2023US$1.1tUS$549.2bUS$46.5b20x24.3x2.1x
Tue, 02 May 2023US$1.2tUS$536.1bUS$46.9b21.7x25.5x2.2x
Thu, 30 Mar 2023US$1.2tUS$532.0bUS$45.0b20.8x25.8x2.2x
Sat, 25 Feb 2023US$1.2tUS$531.2bUS$47.0b20.7x24.6x2.2x
Mon, 23 Jan 2023US$1.2tUS$531.4bUS$50.1b20.9x23.9x2.3x
Wed, 21 Dec 2022US$1.2tUS$531.8bUS$45.8b20.7x26.2x2.3x
Fri, 18 Nov 2022US$1.2tUS$530.6bUS$50.4b20.2x23.1x2.2x
Sun, 16 Oct 2022US$1.1tUS$505.2bUS$45.1b19x23.7x2.1x
Tue, 13 Sep 2022US$1.3tUS$505.3bUS$45.1b22.9x29.5x2.6x
Thu, 11 Aug 2022US$1.3tUS$505.1bUS$45.1b22.8x28.8x2.6x
Sat, 09 Jul 2022US$1.2tUS$484.2bUS$43.7b22.4x27.5x2.5x
Mon, 06 Jun 2022US$1.3tUS$484.2bUS$43.7b24.1x29.2x2.6x
Wed, 04 May 2022US$1.2tUS$476.6bUS$38.7b24.2x31.5x2.6x
Price to Earnings Ratio

31.5x


Total Market Cap: US$1.2tTotal Earnings: US$38.7bTotal Revenue: US$476.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 23.3x202320242025
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 23.3x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 3.5% 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 Market4.78%
Utilities0.46%
Renewable Energy5.38%
Other Utilities0.34%
Electric Utilities0.25%
Gas Utilities-0.18%
Water Utilities-2.26%
Industry PE
  • Investors are most optimistic about the Gas Utilities industry, which is trading close to its 3-year average PE ratio of 28.0x.
    • Analysts are expecting annual earnings growth of 15.4%, 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 433x.
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 Other Utilities industry is expected to see its earnings grow by 6.1% 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
CEG Constellation EnergyUS$222.997.9%
+US$5.1b
18.4%PE18.6x
VST VistraUS$126.649.7%
+US$3.8b
74.2%PE17.4x
SRE SempraUS$74.685.0%
+US$2.3b
4.7%PE17.3x
NRG NRG EnergyUS$108.3310.7%
+US$2.1b
48.8%PE20.3x
CNP CenterPoint EnergyUS$38.192.8%
+US$672.4m
32.4%PE25.8x
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Latest News

NRG

US$108.33

NRG Energy

7D

10.7%

1Y

48.8%

ETR

US$84.61

Entergy

7D

1.6%

1Y

58.9%

XEL

US$69.00

Xcel Energy

7D

-1.6%

1Y

27.9%

PEG

US$81.03

Public Service Enterprise Group

7D

-2.8%

1Y

19.5%

SRE

US$74.68

Sempra

7D

5.0%

1Y

4.7%

ED

US$110.45

Consolidated Edison

7D

-1.5%

1Y

18.9%

EXC

US$46.22

Exelon

7D

-2.2%

1Y

23.8%

CEG

US$222.99

Constellation Energy

7D

7.9%

1Y

18.4%

DUK

US$119.85

Duke Energy

7D

-1.6%

1Y

22.7%

VST

US$126.64

Vistra

7D

9.7%

1Y

74.2%

BEPC

US$28.05

Brookfield Renewable

7D

3.3%

1Y

20.3%