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U.S. Utilities Sector Analysis

UpdatedJul 06, 2025
DataAggregated Company Financials
Companies117
  • 7D0.6%
  • 3M11.8%
  • 1Y19.7%
  • YTD7.8%

The Utilities is pretty flat in the last 7 days, but NextEra Energy has stood out, gaining 4.2%. As for the the longer term, the industry is up 20% over the past 12 months. 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
Mon, 07 Jul 2025US$1.4tUS$540.7bUS$63.8b20.6x22.6x2.7x
Wed, 04 Jun 2025US$1.4tUS$540.1bUS$64.0b20.7x22.5x2.7x
Fri, 02 May 2025US$1.4tUS$529.6bUS$64.4b21.1x21.6x2.6x
Sun, 30 Mar 2025US$1.4tUS$526.8bUS$63.5b20.9x21.6x2.6x
Tue, 25 Feb 2025US$1.4tUS$525.5bUS$62.1b20.6x22.5x2.7x
Thu, 23 Jan 2025US$1.4tUS$528.1bUS$58.6b19.7x23.8x2.6x
Sat, 21 Dec 2024US$1.3tUS$532.1bUS$61.1b19.8x21.4x2.5x
Mon, 18 Nov 2024US$1.4tUS$533.4bUS$61.6b20.5x22.5x2.6x
Wed, 16 Oct 2024US$1.4tUS$522.9bUS$60.5b20x23.2x2.7x
Fri, 13 Sep 2024US$1.3tUS$522.9bUS$60.5b19.7x22.1x2.6x
Sun, 11 Aug 2024US$1.3tUS$522.9bUS$60.7b19.4x21.2x2.5x
Tue, 09 Jul 2024US$1.2tUS$517.6bUS$60.4b17.9x19.8x2.3x
Thu, 06 Jun 2024US$1.2tUS$518.1bUS$60.4b18.1x20.6x2.4x
Sat, 04 May 2024US$1.2tUS$524.8bUS$58.2b18.8x20.4x2.3x
Mon, 01 Apr 2024US$1.2tUS$561.5bUS$56.9b18.5x20.9x2.1x
Wed, 28 Feb 2024US$1.1tUS$532.1bUS$55.9b17.6x19x2x
Fri, 26 Jan 2024US$1.1tUS$544.0bUS$53.2b18.2x19.9x1.9x
Sun, 24 Dec 2023US$1.1tUS$543.9bUS$53.5b19.2x20.7x2x
Tue, 21 Nov 2023US$1.1tUS$544.3bUS$53.4b18.8x20.3x2x
Thu, 19 Oct 2023US$1.0tUS$549.7bUS$50.8b18.9x20.2x1.9x
Sat, 16 Sep 2023US$1.1tUS$549.8bUS$50.8b20.3x21.9x2x
Mon, 14 Aug 2023US$1.1tUS$549.3bUS$49.6b20.9x22.7x2.1x
Wed, 12 Jul 2023US$1.1tUS$551.7bUS$45.7b20.5x25.1x2.1x
Fri, 09 Jun 2023US$1.2tUS$549.4bUS$46.6b20.5x24.8x2.1x
Sun, 07 May 2023US$1.2tUS$546.9bUS$45.5b20.9x26.2x2.2x
Tue, 04 Apr 2023US$1.2tUS$532.0bUS$45.1b20.8x25.9x2.2x
Thu, 02 Mar 2023US$1.1tUS$532.0bUS$45.2b19.8x24.5x2.1x
Sat, 28 Jan 2023US$1.2tUS$533.3bUS$50.5b21.2x23.6x2.2x
Mon, 26 Dec 2022US$1.2tUS$531.4bUS$50.1b21.2x24.4x2.3x
Wed, 23 Nov 2022US$1.2tUS$531.3bUS$50.1b21.3x24x2.3x
Fri, 21 Oct 2022US$1.1tUS$505.2bUS$45.1b18.8x23.8x2.1x
Sun, 18 Sep 2022US$1.3tUS$505.2bUS$45.1b22x29.4x2.6x
Tue, 16 Aug 2022US$1.3tUS$505.2bUS$45.1b24.1x29.2x2.6x
Thu, 14 Jul 2022US$1.2tUS$484.2bUS$43.7b22.8x27.4x2.5x
Price to Earnings Ratio

27.4x


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 22.8x202320242025
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 2.7x.
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 Market1.79%
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 292x.
    • Analysts are expecting annual earnings growth of 17.0%, 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 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 8.1% 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$73.886.4%
+US$9.2b		2.5%PE27.6x
AEP American Electric Power CompanyUS$103.861.4%
+US$747.9m		18.2%PE20.1x
AES AESUS$11.529.5%
+US$711.9m		-35.5%PE6.3x
BEPC Brookfield RenewableUS$34.114.1%
+US$451.3m		17.3%PS3x
EIX Edison InternationalUS$52.551.8%
+US$365.5m		-26.6%PE7.4x

Latest News

EIX
US$52.55
Edison International
7D
1.8%
1Y
-26.6%
RNW
US$7.67
ReNew Energy Global
7D
12.6%
1Y
28.3%
AEP
US$103.86
American Electric Power Company
7D
1.4%
1Y
18.2%

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DUK
US$117.31
Duke Energy
7D
-0.6%
1Y
16.6%

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

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AES
US$11.52
AES
7D
9.5%
1Y
-35.5%
NEE
US$73.88
NextEra Energy
7D
6.4%
1Y
2.5%

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CEG
US$311.88
Constellation Energy
7D
-3.4%
1Y
44.6%

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NRG
US$158.39
NRG Energy
7D
-1.4%
1Y
101.6%
CNP
US$35.94
CenterPoint Energy
7D
-2.2%
1Y
18.5%

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ES
US$64.55
Eversource Energy
7D
1.5%
1Y
12.6%

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CMS
US$70.47
CMS Energy
7D
1.7%
1Y
20.1%

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VST
US$192.20
Vistra
7D
-1.5%
1Y
115.1%
PEG
US$81.17
Public Service Enterprise Group
7D
-3.6%
1Y
8.8%

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BEPC
US$34.11
Brookfield Renewable
7D
4.1%
1Y
17.3%

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ETR
US$81.92
Entergy
7D
-1.4%
1Y
56.4%

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