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U.S. Utilities Sector Analysis

UpdatedJul 27, 2025
DataAggregated Company Financials
Companies118
  • 7D0.9%
  • 3M7.6%
  • 1Y18.2%
  • YTD11.2%

The Utilities industry has been flat over the last week, but NextEra Energy has lost 5.4%. As for the the longer term, the industry is up 18% over the past 12 months. Looking forward, earnings are forecast to grow by 10% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 28 Jul 2025US$1.5tUS$541.4bUS$64.2b21.6x23.2x2.8x
Wed, 25 Jun 2025US$1.4tUS$540.2bUS$64.0b20.6x22.5x2.7x
Fri, 23 May 2025US$1.4tUS$540.1bUS$64.0b20.7x22.2x2.6x
Sun, 20 Apr 2025US$1.4tUS$526.6bUS$63.6b20.8x21.5x2.6x
Tue, 18 Mar 2025US$1.4tUS$526.8bUS$63.1b20.5x21.8x2.6x
Thu, 13 Feb 2025US$1.4tUS$524.3bUS$61.9b20.5x22.3x2.6x
Sat, 11 Jan 2025US$1.3tUS$528.1bUS$58.6b19.2x22.6x2.5x
Mon, 09 Dec 2024US$1.4tUS$533.3bUS$61.2b20.7x22.8x2.6x
Wed, 06 Nov 2024US$1.4tUS$530.4bUS$63.3b20x21.4x2.6x
Fri, 04 Oct 2024US$1.4tUS$522.9bUS$60.5b19.8x23.4x2.7x
Sun, 01 Sep 2024US$1.3tUS$522.9bUS$60.5b19.5x21.9x2.5x
Tue, 30 Jul 2024US$1.3tUS$518.2bUS$59.8b19.4x20.9x2.4x
Thu, 27 Jun 2024US$1.2tUS$517.6bUS$60.4b17.9x20x2.3x
Sat, 25 May 2024US$1.2tUS$518.1bUS$60.4b18.1x20.4x2.4x
Mon, 22 Apr 2024US$1.1tUS$528.1bUS$57.4b18.7x19.9x2.2x
Wed, 20 Mar 2024US$1.1tUS$527.9bUS$57.4b18.2x19.5x2.1x
Fri, 16 Feb 2024US$1.1tUS$539.1bUS$53.2b18.2x19.9x2x
Sun, 14 Jan 2024US$1.1tUS$543.9bUS$53.5b19x20.8x2x
Tue, 12 Dec 2023US$1.1tUS$543.9bUS$53.5b19.1x20.7x2x
Thu, 09 Nov 2023US$1.1tUS$545.4bUS$53.1b18.6x20.1x2x
Sat, 07 Oct 2023US$1.0tUS$554.7bUS$51.7b18.7x19.7x1.8x
Mon, 04 Sep 2023US$1.1tUS$549.7bUS$50.8b19.7x21.4x2x
Wed, 02 Aug 2023US$1.2tUS$550.6bUS$46.9b20.9x24.7x2.1x
Fri, 30 Jun 2023US$1.1tUS$551.9bUS$45.7b20x24.7x2x
Sun, 28 May 2023US$1.1tUS$549.1bUS$46.5b19.9x24.1x2x
Tue, 25 Apr 2023US$1.2tUS$531.9bUS$45.0b21.8x26.9x2.3x
Thu, 23 Mar 2023US$1.1tUS$532.0bUS$45.0b20x24.8x2.1x
Sat, 18 Feb 2023US$1.2tUS$527.6bUS$47.2b21x25.1x2.2x
Mon, 16 Jan 2023US$1.2tUS$531.4bUS$50.1b21.7x24.6x2.3x
Wed, 14 Dec 2022US$1.2tUS$531.8bUS$45.8b21.5x27.1x2.3x
Fri, 11 Nov 2022US$1.2tUS$530.5bUS$50.4b20.6x23.6x2.2x
Sun, 09 Oct 2022US$1.1tUS$505.2bUS$45.1b19.1x24.4x2.2x
Tue, 06 Sep 2022US$1.3tUS$505.3bUS$45.1b22.2x28.3x2.5x
Thu, 04 Aug 2022US$1.3tUS$493.8bUS$46.7b23.5x27.4x2.6x
Price to Earnings Ratio

27.4x


Total Market Cap: US$1.3tTotal Earnings: US$46.7bTotal Revenue: US$493.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 22.8x202320242025
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 22.8x.
  • The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.
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 3.2% 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 Market1.44%
Utilities0.87%
Other Utilities1.96%
Electric Utilities0.70%
Renewable Energy0.53%
Gas Utilities-0.18%
Water Utilities-1.66%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 276x.
    • Analysts are expecting annual earnings growth of 19.4%, 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 21.6x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 19% 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 8.2% 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
CEG Constellation EnergyUS$327.351.8%
+US$1.9b		87.0%PE34.4x
SRE SempraUS$80.823.3%
+US$1.7b		2.9%PE18x
PEG Public Service Enterprise GroupUS$87.583.9%
+US$1.6b		15.2%PE23.9x
PCG PG&EUS$14.084.7%
+US$1.4b		-21.9%PE13.2x
SO SouthernUS$95.351.3%
+US$1.4b		16.0%PE22.8x

Latest News

AWK
US$140.32
American Water Works Company
7D
-1.8%
1Y
-1.0%

Is American Water Works Company, Inc. (NYSE:AWK) Worth US$140 Based On Its Intrinsic Value?

Jul 27
Is American Water Works Company, Inc. (NYSE:AWK) Worth US$140 Based On Its Intrinsic Value?
AEP
US$109.79
American Electric Power Company
7D
2.2%
1Y
13.8%
PNW
US$90.91
Pinnacle West Capital
7D
-1.7%
1Y
7.3%
SO
US$95.35
Southern
7D
1.3%
1Y
16.0%
PEG
US$87.58
Public Service Enterprise Group
7D
3.9%
1Y
15.2%
NEE
US$71.85
NextEra Energy
7D
-5.4%
1Y
-3.2%
AWR
US$72.92
American States Water
7D
-3.6%
1Y
-11.7%
SRE
US$80.82
Sempra
7D
3.3%
1Y
2.9%
DUK
US$119.93
Duke Energy
7D
1.3%
1Y
11.0%
NFG
US$86.52
National Fuel Gas
7D
-3.0%
1Y
49.4%
WTRG
US$37.10
Essential Utilities
7D
-0.8%
1Y
-8.9%
CEG
US$327.35
Constellation Energy
7D
1.8%
1Y
87.0%

Constellation Energy (NASDAQ:CEG) Seems To Use Debt Quite Sensibly

Jul 14
Constellation Energy (NASDAQ:CEG) Seems To Use Debt Quite Sensibly
CWEN.A
US$29.58
Clearway Energy
7D
-4.8%
1Y
21.3%
VST
US$192.20
Vistra
7D
-0.4%
1Y
170.2%
PCG
US$14.08
PG&E
7D
4.7%
1Y
-21.9%
XEL
US$72.66
Xcel Energy
7D
3.2%
1Y
26.7%