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U.S. Utilities Sector Analysis

UpdatedJul 03, 2025
DataAggregated Company Financials
Companies118
  • 7D0.6%
  • 3M10.0%
  • 1Y19.7%
  • YTD7.8%

The Utilities is pretty flat in the last 7 days, but NextEra Energy has stood out, gaining 4.2%. The past year has been better, since the industry has gained 20% in that time. As for the next few years, earnings are expected to grow by 11% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 05 Jul 2025US$1.4tUS$540.7bUS$63.8b20.6x22.6x2.7x
Mon, 02 Jun 2025US$1.4tUS$540.1bUS$64.0b20.9x22.4x2.7x
Wed, 30 Apr 2025US$1.4tUS$528.7bUS$62.3b21.1x22.2x2.6x
Fri, 28 Mar 2025US$1.4tUS$526.8bUS$63.5b20.6x21.4x2.6x
Sun, 23 Feb 2025US$1.4tUS$525.9bUS$62.1b20.6x22.5x2.7x
Tue, 21 Jan 2025US$1.4tUS$528.1bUS$58.6b19.9x23.4x2.6x
Thu, 19 Dec 2024US$1.3tUS$532.1bUS$61.1b19.4x21.9x2.5x
Sat, 16 Nov 2024US$1.4tUS$533.5bUS$61.3b20.4x22.3x2.6x
Mon, 14 Oct 2024US$1.4tUS$522.9bUS$60.5b19.6x22.8x2.6x
Wed, 11 Sep 2024US$1.3tUS$522.9bUS$60.5b19.7x22x2.5x
Fri, 09 Aug 2024US$1.3tUS$521.9bUS$61.7b19.1x20.8x2.5x
Sun, 07 Jul 2024US$1.2tUS$517.6bUS$60.4b18x19.8x2.3x
Tue, 04 Jun 2024US$1.3tUS$518.1bUS$60.4b18.3x20.9x2.4x
Thu, 02 May 2024US$1.2tUS$526.3bUS$57.9b18.8x20.2x2.2x
Sat, 30 Mar 2024US$1.2tUS$528.3bUS$57.3b18.5x20.8x2.3x
Mon, 26 Feb 2024US$1.1tUS$533.5bUS$55.2b17.7x19.6x2x
Wed, 24 Jan 2024US$1.1tUS$543.9bUS$53.5b18.2x20x2x
Fri, 22 Dec 2023US$1.1tUS$543.9bUS$53.5b19x20.6x2x
Sun, 19 Nov 2023US$1.1tUS$545.0bUS$53.3b18.8x20.3x2x
Tue, 17 Oct 2023US$1.1tUS$554.7bUS$51.7b19.1x20.4x1.9x
Thu, 14 Sep 2023US$1.1tUS$549.8bUS$50.8b20x21.9x2x
Sat, 12 Aug 2023US$1.1tUS$549.3bUS$49.6b20.9x22.7x2.1x
Mon, 10 Jul 2023US$1.1tUS$551.7bUS$45.7b20.4x24.9x2.1x
Wed, 07 Jun 2023US$1.1tUS$549.1bUS$46.5b20x24.4x2.1x
Fri, 05 May 2023US$1.2tUS$545.0bUS$44.6b21x26.6x2.2x
Sun, 02 Apr 2023US$1.2tUS$532.0bUS$45.1b20.9x26.1x2.2x
Tue, 28 Feb 2023US$1.1tUS$531.2bUS$46.9b20.4x24.4x2.2x
Thu, 26 Jan 2023US$1.2tUS$531.4bUS$50.1b21.1x23.7x2.2x
Sat, 24 Dec 2022US$1.2tUS$531.4bUS$50.1b21.2x24.4x2.3x
Mon, 21 Nov 2022US$1.2tUS$531.3bUS$50.1b20.9x23.7x2.2x
Wed, 19 Oct 2022US$1.1tUS$505.2bUS$45.1b19.6x24.7x2.2x
Fri, 16 Sep 2022US$1.3tUS$505.3bUS$45.1b21.7x29.5x2.6x
Sun, 14 Aug 2022US$1.3tUS$505.2bUS$45.1b23.2x29.2x2.6x
Tue, 12 Jul 2022US$1.2tUS$484.2bUS$43.7b22.6x27.6x2.5x
Price to Earnings Ratio

27.6x


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 22.9x202320242025
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 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 Market1.78%
Utilities0.64%
Water Utilities1.10%
Electric Utilities0.81%
Other Utilities0.39%
Gas Utilities0.36%
Renewable Energy0.18%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 294x.
    • Analysts are expecting annual earnings growth of 16.5%, 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 16% 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
NEE NextEra EnergyUS$73.884.2%
+US$6.2b		2.5%PE27.6x
D Dominion EnergyUS$56.861.8%
+US$844.3m		15.8%PE22.2x
ED Consolidated EdisonUS$100.312.2%
+US$778.2m		12.4%PE19.1x
AEP American Electric Power CompanyUS$103.861.4%
+US$747.9m		18.2%PE20.1x
SO SouthernUS$91.510.7%
+US$670.4m		17.3%PE21.8x

Latest News

AEP
US$103.86
American Electric Power Company
7D
1.4%
1Y
18.2%

The Return Trends At American Electric Power Company (NASDAQ:AEP) Look Promising

Jul 03
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TLN
US$286.31
Talen Energy
7D
-3.9%
1Y
140.6%

Should You Investigate Talen Energy Corporation (NASDAQ:TLN) At US$276?

Jul 03
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D
US$56.86
Dominion Energy
7D
1.8%
1Y
15.8%
AES
US$11.52
AES
7D
7.5%
1Y
-35.0%
NEE
US$73.88
NextEra Energy
7D
4.2%
1Y
2.5%

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
ED
US$100.31
Consolidated Edison
7D
2.2%
1Y
12.4%

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CEG
US$311.88
Constellation Energy
7D
-2.6%
1Y
47.6%

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EIX
US$52.55
Edison International
7D
3.1%
1Y
-27.4%

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

Jun 30
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NRG
US$158.39
NRG Energy
7D
-2.6%
1Y
105.3%
CNP
US$35.94
CenterPoint Energy
7D
-1.2%
1Y
17.9%

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Jun 27
OKLO
US$53.72
Oklo
7D
-2.8%
1Y
602.2%
SO
US$91.51
Southern
7D
0.7%
1Y
17.3%
VST
US$192.20
Vistra
7D
-1.5%
1Y
115.1%
PEG
US$81.17
Public Service Enterprise Group
7D
-2.8%
1Y
9.6%

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

Jun 18
BEPC
US$34.11
Brookfield Renewable
7D
4.0%
1Y
18.2%

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May 25
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ETR
US$81.92
Entergy
7D
-0.7%
1Y
55.5%

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May 20