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U.S. Utilities Sector Analysis

UpdatedJun 08, 2025
DataAggregated Company Financials
Companies117
  • 7D-1.0%
  • 3M4.1%
  • 1Y16.1%
  • YTD6.0%

The Utilities industry is down 1.0% over the last week with PG&E the worst performer, down 7.3%. In contrast, Vistra has gained 8.1%. This takes the industry's 12 month performance to a gain of 16%. 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
Sun, 08 Jun 2025US$1.4tUS$540.1bUS$64.0b20.7x22.2x2.6x
Tue, 06 May 2025US$1.4tUS$534.3bUS$64.5b21x21.7x2.6x
Thu, 03 Apr 2025US$1.4tUS$526.8bUS$63.6b21x21.9x2.6x
Sat, 01 Mar 2025US$1.4tUS$527.4bUS$63.2b20.5x21.5x2.6x
Mon, 27 Jan 2025US$1.4tUS$526.6bUS$58.6b19.8x23.6x2.6x
Wed, 25 Dec 2024US$1.3tUS$523.4bUS$60.0b20.1x22.1x2.5x
Fri, 22 Nov 2024US$1.4tUS$533.4bUS$62.0b20.9x22.7x2.6x
Sun, 20 Oct 2024US$1.4tUS$522.9bUS$60.5b20.1x23.5x2.7x
Tue, 17 Sep 2024US$1.4tUS$522.9bUS$60.5b20.2x22.5x2.6x
Thu, 15 Aug 2024US$1.3tUS$522.7bUS$60.7b19.5x21.3x2.5x
Sat, 13 Jul 2024US$1.2tUS$517.6bUS$60.4b18.9x20.5x2.4x
Mon, 10 Jun 2024US$1.2tUS$518.0bUS$60.4b17.9x20.1x2.3x
Wed, 08 May 2024US$1.2tUS$521.7bUS$60.0b18.7x20.3x2.3x
Fri, 05 Apr 2024US$1.2tUS$561.5bUS$56.9b18.3x20.7x2.1x
Sun, 03 Mar 2024US$1.1tUS$528.5bUS$57.9b17.4x18.6x2x
Tue, 30 Jan 2024US$1.1tUS$544.0bUS$53.2b18.3x20.3x2x
Thu, 28 Dec 2023US$1.1tUS$543.9bUS$53.5b19.3x20.8x2x
Sat, 25 Nov 2023US$1.1tUS$543.9bUS$53.5b18.8x20.3x2x
Mon, 23 Oct 2023US$1.0tUS$549.7bUS$50.8b18.5x19.8x1.8x
Wed, 20 Sep 2023US$1.1tUS$549.7bUS$50.8b20.2x21.9x2x
Fri, 18 Aug 2023US$1.1tUS$549.3bUS$49.6b19.9x22.2x2x
Sun, 16 Jul 2023US$1.2tUS$551.7bUS$45.7b20.8x25.4x2.1x
Tue, 13 Jun 2023US$1.1tUS$549.3bUS$46.6b20.4x24.6x2.1x
Thu, 11 May 2023US$1.2tUS$549.0bUS$46.6b21.1x25.7x2.2x
Sat, 08 Apr 2023US$1.2tUS$532.0bUS$45.0b21.7x26.9x2.3x
Mon, 06 Mar 2023US$1.1tUS$532.0bUS$45.0b20.2x25.4x2.2x
Wed, 01 Feb 2023US$1.2tUS$533.3bUS$50.5b21.4x23.7x2.2x
Fri, 30 Dec 2022US$1.2tUS$531.4bUS$50.1b21.3x24.5x2.3x
Sun, 27 Nov 2022US$1.2tUS$531.3bUS$50.1b21.6x24.4x2.3x
Tue, 25 Oct 2022US$1.1tUS$505.2bUS$45.1b19.2x24.2x2.2x
Thu, 22 Sep 2022US$1.3tUS$505.2bUS$45.1b21.8x28.9x2.6x
Sat, 20 Aug 2022US$1.3tUS$505.3bUS$45.1b23.6x29.5x2.6x
Mon, 18 Jul 2022US$1.2tUS$484.2bUS$43.7b22.8x27.4x2.5x
Wed, 15 Jun 2022US$1.1tUS$484.2bUS$43.7b21.4x26.1x2.4x
Price to Earnings Ratio

26.1x


Total Market Cap: US$1.1tTotal Earnings: US$43.7bTotal Revenue: US$484.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Utilities Sector Price to Earnings3Y Average 23x202320242025
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 23.0x.
  • 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 Market1.78%
Utilities-1.01%
Renewable Energy6.06%
Gas Utilities-1.31%
Electric Utilities-1.50%
Other Utilities-1.56%
Water Utilities-2.19%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 324x.
    • Analysts are expecting annual earnings growth of 17.6%, which is lower than the prior year's growth of 27.5% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 22.1x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% 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$173.628.1%
+US$4.4b		104.1%PE26.4x
NEE NextEra EnergyUS$72.162.2%
+US$3.1b		-4.3%PE27x
TLN Talen EnergyUS$258.546.0%
+US$664.0m		131.5%PE20.7x
AES AESUS$10.897.9%
+US$569.5m		-45.2%PE5.9x
ES Eversource EnergyUS$65.491.0%
+US$249.8m		11.8%PE28.6x
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Latest News

VST

US$173.62

Vistra

7D

8.1%

1Y

104.1%

ORA

US$77.77

Ormat Technologies

7D

4.6%

1Y

5.2%

AES

US$10.89

AES

7D

7.9%

1Y

-45.2%

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Jun 05

ES

US$65.49

Eversource Energy

7D

1.0%

1Y

11.8%

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Jun 03

NEE

US$72.16

NextEra Energy

7D

2.2%

1Y

-4.3%

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Jun 01
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ED

US$101.61

Consolidated Edison

7D

-2.8%

1Y

10.9%

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May 31
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SO

US$88.26

Southern

7D

-1.9%

1Y

13.2%

PCG

US$15.64

PG&E

7D

-7.3%

1Y

-13.4%

BEPC

US$29.61

Brookfield Renewable

7D

0.7%

1Y

-2.4%

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May 25
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XEL

US$68.51

Xcel Energy

7D

-2.3%

1Y

25.2%

EXC

US$42.62

Exelon

7D

-2.7%

1Y

17.8%

An Intrinsic Calculation For Exelon Corporation (NASDAQ:EXC) Suggests It's 40% Undervalued

May 24
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BIPC

US$40.70

Brookfield Infrastructure

7D

2.9%

1Y

21.8%

CEG

US$298.80

Constellation Energy

7D

-2.4%

1Y

50.9%

With EPS Growth And More, Constellation Energy (NASDAQ:CEG) Makes An Interesting Case

May 22
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DUK

US$115.23

Duke Energy

7D

-2.1%

1Y

12.3%

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May 22
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SRE

US$76.85

Sempra

7D

-2.2%

1Y

2.0%

TLN

US$258.54

Talen Energy

7D

6.0%

1Y

131.5%