Utilities
60 companies across 6 industries · combined market cap $1.50T
Median revenue growth
9.2%
Median operating margin
22.2%
Median fcf margin
−9.7%
Median return on capital
5.7%
Median p/e
20.5x
Electric Utilities · 23
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| 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% | 16.3x | 0.9% |
| WEC Energy Group WEC | $36.5B | $9.8B | 14.0% | 22.9% | 6.0% | 23.1x | 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% | 22.0x | 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% | 23.8x | 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% |
Multi-Utilities · 17
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| 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% |
Gas Utilities · 9
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| 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% | 22.5x | 0.1% |
| NW Natural NWN | $2.1B | $1.3B | 11.8% | 21.8% | 5.7% | 16.5x | 0.1% |
Water Utilities · 6
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| 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% |
Independent Power Producers & Energy Traders · 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| 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% |
Renewable Electricity · 2
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| 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% |