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

U.S. Utilities Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies119
  • 7D-0.7%
  • 3M6.0%
  • 1Y13.4%
  • YTD11.8%

The Utilities is pretty flat in the last 7 days, but Oklo has stood out, gaining 14%. As for the the longer term, the industry is up 13% over the past 12 months. Earnings are forecast to grow by 12% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Aug 2025US$1.5tUS$549.2bUS$63.7b20.5x23.6x2.7x
Sat, 26 Jul 2025US$1.5tUS$541.3bUS$64.2b21.6x23.2x2.7x
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
Price to Earnings Ratio

28.3x


Total Market Cap: US$1.3tTotal Earnings: US$45.1bTotal Revenue: US$505.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 22.6x202320242025
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 22.6x.
  • 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 12% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market1.32%
Utilities-0.72%
Renewable Energy0.97%
Gas Utilities0.65%
Water Utilities-0.64%
Electric Utilities-0.89%
Other Utilities-1.13%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 278x.
    • Analysts are expecting annual earnings growth of 26.3%, which is higher than its past year's earnings decline of 0.5% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 21.2x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 0.5% per year.
  • In contrast, the Water Utilities industry is expected to see its earnings grow by 8.2% 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$194.602.3%
+US$1.5b		129.8%PE30x
CEG Constellation EnergyUS$315.941.1%
+US$1.1b		62.5%PE32.8x
OKLO OkloUS$73.5110.4%
+US$1.0b		1,050.3%PB15.6x
TLN Talen EnergyUS$381.505.9%
+US$977.4m		157.5%PE93.2x
PCG PG&EUS$15.082.8%
+US$901.1m		-23.1%PE14.1x

Latest News

ES
US$64.80
Eversource Energy
7D
-1.4%
1Y
-3.3%

Advanced Grid Modernization And Legislative Support Will Deliver Sustainable Demand

Eversource Energy's consensus price target was revised down from $71.46 to $69.71, primarily due to a slight decrease in its future P/E multiple. What's in the News Eversource Energy reaffirmed 2025 EPS guidance of $4.67 to $4.82 per share, with a long-term EPS growth projection of 5% to 7% through 2029.
D
US$60.34
Dominion Energy
7D
-1.9%
1Y
7.5%

Southeast Demand And Renewables Will Shape A Vibrant Future

Dominion Energy’s valuation metrics and revenue growth outlook remain stable, with only marginal adjustments, resulting in a slight increase in the consensus analyst price target to $61.25. What's in the News Mizuho Securities USA LLC and CIBC World Markets Corp.
BEPC
US$34.17
Brookfield Renewable
7D
2.2%
1Y
19.0%

Investments In Neoen And Microsoft Partnership Will Leverage AI-driven Energy Demand

As both Brookfield Renewable’s discount rate and consensus revenue growth forecasts were virtually unchanged, analysts maintained their fair value price target steady at $35.60. Valuation Changes Summary of Valuation Changes for Brookfield Renewable The Consensus Analyst Price Target remained effectively unchanged, at $35.60.
NEE
US$73.89
NextEra Energy
7D
-2.9%
1Y
-7.7%
DUK
US$123.68
Duke Energy
7D
-0.6%
1Y
9.7%
CNP
US$37.73
CenterPoint Energy
7D
-2.0%
1Y
38.7%
OKLO
US$73.51
Oklo
7D
10.4%
1Y
1,050.3%
SO
US$93.28
Southern
7D
-1.4%
1Y
8.7%
ED
US$100.07
Consolidated Edison
7D
-1.7%
1Y
-0.3%
VST
US$194.60
Vistra
7D
2.3%
1Y
129.8%

Increasing AI And Data Center Demand Will Energize Grid Flexibility

The consensus analyst price target for Vistra has increased to $207.22, primarily reflecting an improved net profit margin, despite a slight reduction in revenue growth forecasts. What's in the News Vistra completed the repurchase of 1,705,797 shares for $273.13 million, totaling 163,499,236 shares (39.89% of shares outstanding) bought back for $5,350 million under its ongoing buyback program.
CEG
US$315.94
Constellation Energy
7D
1.1%
1Y
62.5%
SRE
US$82.26
Sempra
7D
1.4%
1Y
0.8%
TLN
US$381.50
Talen Energy
7D
5.9%
1Y
157.5%
NRG
US$148.12
NRG Energy
7D
1.5%
1Y
79.3%
PCG
US$15.08
PG&E
7D
2.8%
1Y
-23.1%
DTE
US$138.41
DTE Energy
7D
-1.5%
1Y
11.3%

DTE Energy Company Just Missed EPS By 22%: Here's What Analysts Think Will Happen Next

Aug 01
DTE Energy Company Just Missed EPS By 22%: Here's What Analysts Think Will Happen Next