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U.S. Utilities Sector Analysis

UpdatedMay 11, 2025
DataAggregated Company Financials
Companies116
  • 7D0.5%
  • 3M1.5%
  • 1Y12.3%
  • YTD5.1%

The Utilities is pretty flat in the last 7 days, but Constellation Energy has stood out, gaining 9.8%. As for the the longer term, the industry is up 12% 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
Sun, 11 May 2025US$1.4tUS$538.9bUS$63.6b20.7x22.2x2.6x
Tue, 08 Apr 2025US$1.3tUS$526.8bUS$63.6b19.6x20.6x2.5x
Thu, 06 Mar 2025US$1.4tUS$526.8bUS$63.1b19.9x21.6x2.6x
Sat, 01 Feb 2025US$1.4tUS$527.0bUS$60.4b20x22.6x2.6x
Mon, 30 Dec 2024US$1.3tUS$523.4bUS$60.0b20x22x2.5x
Wed, 27 Nov 2024US$1.4tUS$533.3bUS$61.2b21.4x23.3x2.7x
Fri, 25 Oct 2024US$1.4tUS$523.4bUS$61.4b19.8x23.2x2.7x
Sun, 22 Sep 2024US$1.4tUS$522.9bUS$60.5b20x22.9x2.7x
Tue, 20 Aug 2024US$1.3tUS$522.9bUS$60.6b19.4x21.5x2.5x
Thu, 18 Jul 2024US$1.2tUS$517.6bUS$60.4b19.2x20.4x2.4x
Sat, 15 Jun 2024US$1.2tUS$518.0bUS$60.4b18x20.1x2.3x
Mon, 13 May 2024US$1.2tUS$518.4bUS$60.2b18.7x20.7x2.4x
Wed, 10 Apr 2024US$1.2tUS$528.1bUS$57.4b18.7x20.1x2.2x
Fri, 08 Mar 2024US$1.1tUS$526.3bUS$57.9b17.9x19.2x2.1x
Sun, 04 Feb 2024US$1.1tUS$544.3bUS$53.5b18.6x20.2x2x
Tue, 02 Jan 2024US$1.1tUS$543.9bUS$53.5b19.4x20.9x2.1x
Thu, 30 Nov 2023US$1.1tUS$543.9bUS$53.5b18.7x20.4x2x
Sat, 28 Oct 2023US$1.0tUS$549.9bUS$50.2b18.9x20.3x1.9x
Mon, 25 Sep 2023US$1.1tUS$549.8bUS$50.8b19.7x21.7x2x
Wed, 23 Aug 2023US$1.1tUS$549.3bUS$49.6b20.1x22.1x2x
Fri, 21 Jul 2023US$1.2tUS$551.7bUS$45.7b21.3x25.8x2.1x
Sun, 18 Jun 2023US$1.2tUS$551.4bUS$46.6b20.7x25x2.1x
Tue, 16 May 2023US$1.2tUS$549.1bUS$46.6b20.7x25.3x2.1x
Thu, 13 Apr 2023US$1.2tUS$531.9bUS$45.0b21.7x26.8x2.3x
Sat, 11 Mar 2023US$1.1tUS$532.0bUS$45.0b19.8x24.7x2.1x
Mon, 06 Feb 2023US$1.2tUS$535.0bUS$49.7b21.3x23.7x2.2x
Wed, 04 Jan 2023US$1.2tUS$531.4bUS$50.1b21.2x24.2x2.3x
Fri, 02 Dec 2022US$1.2tUS$531.3bUS$50.1b21.3x24.4x2.3x
Sun, 30 Oct 2022US$1.2tUS$513.8bUS$48.5b20.2x24x2.3x
Tue, 27 Sep 2022US$1.3tUS$505.2bUS$45.1b21x27.7x2.5x
Thu, 25 Aug 2022US$1.3tUS$505.3bUS$45.1b22.6x29x2.6x
Sat, 23 Jul 2022US$1.2tUS$484.2bUS$43.7b22.2x27x2.4x
Mon, 20 Jun 2022US$1.1tUS$484.3bUS$43.7b21.3x25.5x2.3x
Wed, 18 May 2022US$1.2tUS$484.2bUS$43.7b23.9x28.1x2.5x
Price to Earnings Ratio

28.1x


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 23.1x202320242025
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 23.1x.
  • 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 13% per year over the last three years.
  • Revenues for these companies have grown 3.6% 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 Market-0.26%
Utilities0.46%
Electric Utilities1.22%
Renewable Energy-0.0025%
Water Utilities-0.23%
Gas Utilities-0.67%
Other Utilities-0.86%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry even though it's trading below its 3-year average PE ratio of 333x.
    • Analysts are expecting annual earnings growth of 12.5%, which is lower than the prior year's growth of 22.1% per year.
  • Investors are most pessimistic about the Other Utilities industry, which is trading close to its 3-year average of 22.5x.
Forecasted Growth
  • Analysts are most optimistic on the Gas Utilities industry, expecting annual earnings growth of 15% over the next 5 years.
  • This is better than its past earnings growth rate of 10% 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
CEG Constellation EnergyUS$271.379.8%
+US$7.6b
26.3%PE28.5x
NEE NextEra EnergyUS$70.314.8%
+US$6.6b
-4.7%PE26.3x
ES Eversource EnergyUS$63.007.1%
+US$1.5b
1.7%PE27.5x
AES AESUS$11.129.2%
+US$669.2m
-44.2%PE6.1x
NRG NRG EnergyUS$119.332.3%
+US$532.8m
42.7%PE22.3x
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Latest News

UGI

US$35.00

UGI

7D

4.6%

1Y

40.5%

NEE

US$70.31

NextEra Energy

7D

4.8%

1Y

-4.7%

CNP

US$37.54

CenterPoint Energy

7D

-3.7%

1Y

26.4%

ED

US$107.68

Consolidated Edison

7D

-2.1%

1Y

10.2%

VST

US$135.75

Vistra

7D

-2.5%

1Y

45.3%

EIX

US$56.19

Edison International

7D

2.4%

1Y

-25.0%

ETR

US$82.92

Entergy

7D

-1.8%

1Y

48.1%