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U.S. Utilities Sector Analysis

UpdatedJun 23, 2025
DataAggregated Company Financials
Companies117
  • 7D-0.8%
  • 3M2.9%
  • 1Y16.8%
  • YTD5.6%

The Utilities is pretty flat in the last 7 days, but Vistra has stood out, gaining 6.5%. As for the the longer term, the industry is up 17% over the past 12 months. 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
Mon, 23 Jun 2025US$1.4tUS$540.2bUS$64.0b20.4x22.1x2.6x
Wed, 21 May 2025US$1.4tUS$540.1bUS$64.0b21.1x22.6x2.7x
Fri, 18 Apr 2025US$1.4tUS$526.6bUS$63.6b20.8x21.3x2.6x
Sun, 16 Mar 2025US$1.4tUS$526.8bUS$63.1b20.5x21.8x2.6x
Tue, 11 Feb 2025US$1.4tUS$523.9bUS$60.8b20.4x22.4x2.6x
Thu, 09 Jan 2025US$1.3tUS$528.1bUS$58.6b20.1x22.6x2.5x
Sat, 07 Dec 2024US$1.4tUS$533.3bUS$61.2b20.7x23x2.6x
Mon, 04 Nov 2024US$1.4tUS$525.1bUS$62.6b19.4x21.8x2.6x
Wed, 02 Oct 2024US$1.4tUS$522.9bUS$60.5b20x23.2x2.7x
Fri, 30 Aug 2024US$1.3tUS$522.9bUS$60.5b19.3x21.7x2.5x
Sun, 28 Jul 2024US$1.3tUS$518.2bUS$59.8b19.4x20.9x2.4x
Tue, 25 Jun 2024US$1.2tUS$517.6bUS$60.4b18.3x19.9x2.3x
Thu, 23 May 2024US$1.3tUS$518.1bUS$60.4b18.5x21x2.4x
Sat, 20 Apr 2024US$1.1tUS$528.1bUS$57.4b18.5x19.6x2.1x
Mon, 18 Mar 2024US$1.1tUS$527.9bUS$57.8b17.9x19.1x2.1x
Wed, 14 Feb 2024US$1.0tUS$539.6bUS$54.8b17.3x19.2x1.9x
Fri, 12 Jan 2024US$1.1tUS$543.9bUS$53.5b18.7x21.2x2.1x
Sun, 10 Dec 2023US$1.1tUS$543.9bUS$53.5b19x20.6x2x
Tue, 07 Nov 2023US$1.1tUS$546.7bUS$53.3b18.9x20.3x2x
Thu, 05 Oct 2023US$1.0tUS$554.7bUS$51.7b18.2x19.4x1.8x
Sat, 02 Sep 2023US$1.1tUS$549.7bUS$50.8b19.7x21.4x2x
Mon, 31 Jul 2023US$1.2tUS$550.6bUS$47.1b21.3x25x2.1x
Wed, 28 Jun 2023US$1.1tUS$551.9bUS$45.7b20.3x25.1x2.1x
Fri, 26 May 2023US$1.1tUS$549.1bUS$46.5b20.2x24.4x2.1x
Sun, 23 Apr 2023US$1.2tUS$531.9bUS$45.0b21.7x26.8x2.3x
Tue, 21 Mar 2023US$1.2tUS$532.0bUS$45.0b21x25.8x2.2x
Thu, 16 Feb 2023US$1.2tUS$521.0bUS$48.2b21x24.4x2.3x
Sat, 14 Jan 2023US$1.2tUS$531.4bUS$50.1b21.7x24.6x2.3x
Mon, 12 Dec 2022US$1.2tUS$531.8bUS$45.8b21.4x26.5x2.3x
Wed, 09 Nov 2022US$1.2tUS$899.3bUS$73.1b19.6x15.9x1.3x
Fri, 07 Oct 2022US$1.2tUS$505.2bUS$45.1b19.4x25.9x2.3x
Sun, 04 Sep 2022US$1.3tUS$505.3bUS$45.1b22.2x28.3x2.5x
Tue, 02 Aug 2022US$1.3tUS$492.7bUS$45.9b23.3x27.8x2.6x
Thu, 30 Jun 2022US$1.2tUS$484.2bUS$43.7b23x27.3x2.5x
Price to Earnings Ratio

27.3x


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 2.6x.
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 Market0.027%
Utilities-0.79%
Renewable Energy3.06%
Gas Utilities0.56%
Water Utilities-0.52%
Other Utilities-1.14%
Electric Utilities-1.26%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 306x.
    • 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 22.0x.
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 8.0% 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$185.104.5%
+US$2.7b		109.8%PE28.1x
PCG PG&EUS$13.872.0%
+US$593.4m		-21.7%PE13x
EIX Edison InternationalUS$49.652.7%
+US$500.2m		-31.8%PE7x
PEG Public Service Enterprise GroupUS$82.101.2%
+US$469.1m		9.8%PE22.4x
SO SouthernUS$89.300.4%
+US$395.7m		12.6%PE21.3x

Latest News

NRG
US$151.92
NRG Energy
7D
-1.3%
1Y
86.3%

At US$152, Is NRG Energy, Inc. (NYSE:NRG) Worth Looking At Closely?

Jun 23
At US$152, Is NRG Energy, Inc. (NYSE:NRG) Worth Looking At Closely?
PCG
US$13.87
PG&E
7D
2.0%
1Y
-21.7%
D
US$54.22
Dominion Energy
7D
-0.9%
1Y
8.7%

Dominion Energy, Inc.'s (NYSE:D) Popularity With Investors Is Clear

Jun 20
Dominion Energy, Inc.'s (NYSE:D) Popularity With Investors Is Clear
OKLO
US$57.95
Oklo
7D
-11.5%
1Y
508.7%
ORA
US$84.17
Ormat Technologies
7D
5.2%
1Y
15.3%
VST
US$185.10
Vistra
7D
4.5%
1Y
109.8%
PEG
US$82.10
Public Service Enterprise Group
7D
1.2%
1Y
9.8%

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

Jun 18
CEG
US$304.92
Constellation Energy
7D
-1.0%
1Y
41.1%
NEE
US$71.53
NextEra Energy
7D
-3.0%
1Y
-3.1%

There Are Reasons To Feel Uneasy About NextEra Energy's (NYSE:NEE) Returns On Capital

Jun 16
There Are Reasons To Feel Uneasy About NextEra Energy's (NYSE:NEE) Returns On Capital
TLN
US$288.66
Talen Energy
7D
2.8%
1Y
140.6%
EIX
US$49.65
Edison International
7D
2.7%
1Y
-31.8%

Edison International Remains At The Top Spot Of The Utility Sector

Jun 12
AES
US$10.41
AES
7D
-9.2%
1Y
-45.2%
ES
US$62.52
Eversource Energy
7D
-2.9%
1Y
7.8%

Eversource Energy: Buy Rating Initiated Amid Rate Normalization Catalysts And $79 Price Target

Jun 03
ATO
US$153.56
Atmos Energy
7D
1.0%
1Y
30.1%

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
SO
US$89.30
Southern
7D
0.4%
1Y
12.6%
BEPC
US$31.42
Brookfield Renewable
7D
-3.3%
1Y
6.5%

Is It Time To Consider Buying Brookfield Renewable Corporation (NYSE:BEPC)?

May 25
Is It Time To Consider Buying Brookfield Renewable Corporation (NYSE:BEPC)?