公益事業セクターの銘柄

Electric Utilities · 23

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
Southern SO	$104.8B	$29.6B	10.6%	24.7%	5.8%	23.8x	1.0%
Duke Energy DUK	$97.4B	$31.7B	5.6%	27.2%	5.5%	19.1x	0.3%
Constellation Energy CEG	$91.2B	$25.5B	8.3%	12.1%	10.4%	24.7x	0.7%
American Electric Power AEP	$71.0B	$21.9B	10.9%	24.3%	6.7%	19.2x	0.7%
Entergy ETR	$49.6B	$12.9B	9.0%	24.7%	5.6%	27.4x	0.8%
Vistra VST	$47.5B	$17.7B	3.0%	10.8%	7.2%	23.7x	0.5%
Exelon EXC	$45.6B	$24.3B	5.3%	21.2%	5.7%	—	0.9%
WEC Energy Group WEC	$36.5B	$9.8B	14.0%	22.9%	6.0%	—	0.9%
Public Service Enterprise Group PEG	$35.9B	$12.2B	18.3%	24.5%	6.7%	17.9x	1.0%
FirstEnergy FE	$26.8B	$15.1B	12.0%	14.6%	4.6%	25.2x	0.7%
PPL PPL	$26.5B	$9.0B	6.9%	23.6%	5.4%	—	1.0%
Eversource Energy ES	$25.4B	$13.5B	13.8%	22.1%	6.4%	17.5x	0.6%
Edison International EIX	$22.2B	$19.3B	9.8%	36.7%	9.8%	6.2x	0.9%
Evergy EVRG	$19.9B	$6.0B	2.0%	25.7%	6.1%	22.5x	0.6%
Alliant Energy LNT	$18.0B	$4.4B	9.6%	23.5%	5.6%	21.8x	0.9%
Idacorp IDA	$7.7B	$1.7B	−1.2%	20.3%	5.5%	—	1.0%
TXNM Energy TXNM	$6.6B	$2.2B	9.9%	20.4%	4.8%	44.1x	0.8%
Portland General Electric POR	$5.2B	$3.6B	4.0%	15.5%	5.4%	19.6x	0.8%
Oklo OKLO	$4.6B	$0.0M	—	—	—	—	2.4%
Otter Tail OTTR	$3.8B	$1.3B	−2.3%	26.6%	12.3%	19.5x	0.3%
MGE Energy MGEE	$2.7B	$744M	9.9%	23.0%	7.0%	18.8x	1.0%
Hawaiian Electric Industries HE	$1.5B	$3.1B	−4.1%	7.6%	5.2%	6.5x	3.9%
Unitil UTL	$987M	$536M	8.3%	18.9%	5.6%	17.4x	0.2%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
NextEra Energy NEE	$171.8B	$25.8B	9.8%	32.1%	5.5%	20.9x	0.2%
Dominion Energy D	$57.4B	$16.5B	14.2%	26.7%	4.9%	19.3x	0.3%
Sempra SRE	$55.1B	$13.7B	3.9%	—	2.8%	28.5x	0.8%
Xcel Energy XEL	$48.9B	$14.7B	9.1%	17.6%	4.9%	21.4x	1.1%
Consolidated Edison ED	$42.2B	$16.9B	10.9%	17.4%	4.7%	19.5x	0.4%
Ameren AEE	$30.1B	$8.8B	15.4%	23.0%	5.7%	19.0x	0.8%
PG&E PCG	$28.9B	$24.9B	2.1%	19.1%	5.4%	9.2x	2.7%
DTE Energy DTE	$27.4B	$15.8B	27.0%	15.0%	6.1%	21.7x	0.9%
CenterPoint Energy CNP	$27.1B	$9.4B	8.3%	22.6%	5.7%	25.2x	0.3%
CMS Energy CMS	$21.6B	$8.5B	13.6%	20.2%	5.2%	20.9x	1.0%
NiSource NI	$20.8B	$6.5B	23.5%	28.1%	5.8%	23.0x	0.9%
Pinnacle West Capital PNW	$13.2B	$5.3B	4.2%	20.0%	5.4%	20.3x	0.7%
OGE Energy OGE	$10.0B	$3.3B	9.2%	24.5%	6.5%	21.6x	1.0%
Black Hills BKH	$6.0B	$2.3B	8.6%	23.3%	5.7%	20.0x	0.1%
NorthWestern Energy NWE	$4.8B	$1.6B	6.4%	20.2%	5.1%	28.0x	0.6%
MDU Resources Group MDU	$4.1B	$1.9B	6.7%	15.5%	5.1%	20.2x	0.8%
Avista AVA	$3.1B	$2.0B	1.3%	18.0%	—	13.6x	0.1%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
XPLR Infrastructure, LP XIFR	$891M	$1.2B	−3.4%	−15.7%	−0.9%	—	3.8%
Nano Nuclear Energy Inc. NNE	$637M	—	—	—	—	—	3.0%
Hallador Energy Co HNRG	$521M	$469M	16.2%	13.0%	32.6%	—	1.5%
Deep Fission, Inc. FISN	$127M	—	—	—	—	—	4.6%
Spruce Power Holding Corp SPRU	$29.2M	$112M	36.2%	16.0%	1.9%	—	0.0%
Bimergen Energy Corp BESS	$13.7M	—	—	—	−19.7%	—	4.1%
Ocean Power Technologies, Inc. OPTT	$5.7M	$3.7M	−36.2%	−1,026.6%	−192.2%	—	5.8%
Tennessee Valley Authority TVE	—	—	—	—	—	—	0.2%
Eco Wave Power Global AB (publ) WAVE	—	$0.0M	−77.4%	−8,242.1%	—	—	��
ONE Nuclear Energy Inc. ONEN	—	—	—	—	—	—	1.5%
Ellomay Capital Ltd. ELLO	—	$48.3M	10.3%	43.1%	14.3%	—	��

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
Atmos Energy ATO	$29.2B	$4.7B	12.9%	33.2%	6.0%	20.5x	1.0%
UGI UGI	$8.3B	$7.3B	1.1%	15.2%	9.8%	12.9x	0.3%
National Fuel Gas NFG	$7.7B	$2.3B	17.1%	35.7%	10.6%	11.2x	0.5%
Southwest Gas SWX	$6.6B	$1.9B	−21.6%	24.4%	4.7%	12.1x	0.1%
New Jersey Resources NJR	$5.4B	$2.0B	13.4%	25.0%	6.8%	14.7x	0.9%
Spire SR	$5.0B	$2.5B	−4.5%	21.2%	5.2%	15.0x	0.4%
One Gas OGS	$4.9B	$2.4B	16.5%	18.9%	6.2%	16.8x	0.4%
Chesapeake Utilities CPK	$3.2B	$930M	18.1%	27.5%	6.1%	—	0.1%
NW Natural NWN	$2.1B	$1.3B	11.8%	21.8%	5.7%	16.5x	0.1%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
Cheniere Energy, Inc. LNG	$62.6B	$20.0B	27.2%	45.6%	25.2%	22.5x	4.1%
Venture Global, Inc. VG	$37.0B	$13.8B	176.9%	37.4%	10.9%	11.0x	9.3%
Excelerate Energy, Inc. EE	$1.0B	$1.2B	44.3%	21.7%	8.7%	23.0x	2.8%
New Fortress Energy Inc. NFE	$994M	$1.5B	−36.2%	−74.5%	−10.8%	—	2.0%
Stabilis Solutions, Inc. SLNG	$82.9M	$68.2M	−6.9%	—	—	—	2.9%
Clean Energy Technologies, Inc. CETY	$11.3M	$2.2M	−10.9%	−118.4%	−31.8%	—	3.9%
Cheniere Energy Partners, L.P. CQP	—	$10.8B	23.6%	34.4%	—	—	3.0%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
American Water Works AWK	$28.0B	$5.1B	9.7%	36.6%	5.8%	24.7x	0.3%
Essential Utilities WTRG	$12.2B	$2.5B	18.6%	37.2%	6.4%	22.0x	0.4%
American States Water AWR	$3.4B	$658M	10.5%	30.9%	9.3%	23.4x	0.5%
California Water Service Group CWT	$2.9B	$964M	6.4%	17.7%	4.8%	21.6x	1.1%
H2O America HTO	$2.3B	$801M	7.0%	22.2%	4.9%	20.2x	0.4%
Middlesex Water MSEX	$1.0B	$195M	1.5%	27.9%	—	21.6x	0.4%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
York Water Co YORW	$505M	$77.5M	3.4%	35.8%	5.9%	19.8x	0.4%
Consolidated Water Co. Ltd. CWCO	$448M	$132M	−1.4%	13.9%	16.8%	28.1x	0.9%
Artesian Resources Corp ARTNA	$352M	$113M	4.6%	24.6%	4.9%	15.0x	0.3%
Pure Cycle Corp PCYO	$260M	$26.1M	−9.3%	29.4%	4.5%	17.4x	0.1%
Global Water Resources, Inc. GWRS	$228M	$55.8M	5.8%	12.8%	2.5%	66.1x	0.4%
Cadiz Inc CDZI	—	$16.3M	69.8%	−156.9%	−21.8%	—	6.8%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
NRG Energy NRG	$19.6B	$30.7B	9.2%	6.0%	10.9%	24.2x	2.2%
Talen Energy TLN	$15.1B	$2.6B	22.0%	−3.5%	−1.3%	—	1.1%
AES AES	$10.7B	$12.2B	−0.4%	—	—	5.7x	0.2%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
Genie Energy Ltd. GNE	$437M	$502M	18.1%	5.5%	45.2%	17.6x	0.9%
GridAI Technologies Corp. GRDX	$36.0M	$0.0M	—	−19,513.5%	—	—	2.1%
VivoPower PLC VIVO	—	$0.1M	281.3%	−14,300.0%	−14.0%	—	��

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
Clean Energy Fuels Corp. CLNE	$322M	$425M	2.2%	−37.6%	−20.0%	—	4.3%
Montauk Renewables, Inc. MNTK	$307M	$176M	0.4%	0.5%	0.2%	42.6x	3.4%
OPAL Fuels Inc. OPAL	$44.8M	$349M	16.3%	2.1%	1.8%	—	1.3%

企業	時価総額	売上高	成長率	営業利益率	ROIC	PER	前日比
Ormat Technologies ORA	$5.4B	$990M	12.5%	17.1%	3.3%	42.7x	1.1%
Clearway Energy CWEN	$1.1B	$1.4B	4.2%	11.2%	1.0%	—	1.0%