Utilities

Sector Overview

The Utilities sector plays a crucial role in the economy by ensuring the availability of essential services, which are fundamental for daily operations and the overall functioning of society. This sector is composed primarily of electric power and natural gas companies, as well as water utility firms. These companies typically operate under regulatory oversight, which can influence pricing structures and operational practices, thereby impacting profitability. The sector is categorized into different segments, including electric utilities, gas utilities, and water utilities, with the major players often being large, publicly-traded companies that operate regional or national infrastructures.

Key drivers of the Utilities sector include population growth, urbanization, and technological advancements in energy generation and distribution. The ongoing transition towards renewable energy sources, such as solar and wind, is transforming traditional utility operations, prompting significant investments in sustainable infrastructure and innovative energy solutions. Additionally, advancements in smart grid technology are enabling more efficient energy usage and improved communication between energy producers and consumers, which is anticipated to further shape the sector's landscape.

The Utilities sector is significant as it provides the underlying framework for economic activity. A stable supply of energy and water is essential for industrial production, commercial activities, and residential consumption, anchoring workforce productivity and contributing to economic growth. Moreover, regulatory developments and environmental policies increasingly compel utilities to focus on sustainability, leading to robust investment opportunities in clean energy technologies and energy efficiency initiatives. Overall, the Utilities sector remains a foundational pillar of economic stability and growth while adapting to the evolving demands of renewable energy and sustainability considerations.

Key Metrics

*Weighted by Market Cap Last updated: Jun 21, 2026
Avg P/E Ratio 22.2
Profitable Companies 95%
Avg Growth 23.8%
Avg Dividend Yield 3.15%

Historical Return

Last updated: Jun 15, 2026
1 Year +8.6% +3.1% Div
3 Years Ø +7.9% +3.1% Div
5 Years Ø +4.6% +3.1% Div
1 Year +9.1% +3.1% Div
3 Years Ø +6.6% +3.1% Div
5 Years Ø +3.8% +3.1% Div

Risk & Analysis Metrics

Last updated: Jun 21, 2026

Volatility

14.38% 1 Year
13.38% 3 Years
13.78% 5 Years
16.94% 10 Years

Max Drawdown

-16.35% 1 Year
-14.89% 3 Years
-20.28% 5 Years
-36.68% 10 Years

Sharpe Ratio

-0.45 1 Year
0.35 3 Years
0.14 5 Years
0.26 10 Years

Volatility

12.39% 1 Year
15.47% 3 Years
15.53% 5 Years
17.80% 10 Years

Max Drawdown

-8.78% 1 Year
-12.30% 3 Years
-17.75% 5 Years
-34.75% 10 Years

Sharpe Ratio

0.55 1 Year
0.66 3 Years
0.35 5 Years
0.69 10 Years

Return Triangle (Heatmap)

Last updated: Jun 15, 2026
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 17.0% 8.7% 8.1% 9.8% 5.1% 6.9% 7.6% 6.5% 7.8% 6.9% 7.2% 6.3% 5.7% 6.0% 6.2%
2012 0.9% 3.9% 7.5% 2.3% 4.9% 6.1% 5.0% 6.7% 5.9% 6.2% 5.3% 4.8% 5.2% 5.4%
2013 6.9% 10.9% 2.8% 5.9% 7.2% 5.7% 7.6% 6.5% 6.8% 5.8% 5.2% 5.5% 5.8%
2014 15.1% 0.8% 5.6% 7.3% 5.5% 7.7% 6.5% 6.8% 5.7% 5.0% 5.4% 5.7%
2015 -11.8% 1.2% 4.8% 3.2% 6.3% 5.1% 5.7% 4.6% 4.0% 4.5% 4.9%
2016 16.1% 14.2% 8.8% 11.3% 8.8% 8.9% 7.1% 6.1% 6.5% 6.7%
2017 12.3% 5.3% 9.8% 7.1% 7.6% 5.7% 4.8% 5.3% 5.7%
2018 -1.4% 8.5% 5.4% 6.4% 4.4% 3.5% 4.4% 4.9%
2019 19.4% 8.9% 9.1% 5.9% 4.6% 5.4% 5.8%
2020 -0.7% 4.3% 1.7% 1.1% 2.8% 3.7%
2021 9.5% 3.0% 1.7% 3.6% 4.6%
2022 -3.2% -1.9% 1.8% 3.5%
2023 -0.7% 4.3% 5.8%
2024 9.6% 9.1%
2025 8.7%
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2011 2.3% 0.6% 7.9% 10.3% 6.2% 9.2% 9.6% 7.9% 8.9% 10.5% 10.5% 9.2% 10.0% 9.5% 9.7%
2012 -1.1% 10.8% 13.1% 7.2% 10.6% 10.8% 8.7% 9.8% 11.5% 11.4% 9.8% 10.7% 10.1% 10.3%
2013 24.0% 20.9% 10.1% 13.7% 13.4% 10.4% 11.4% 13.2% 12.9% 10.9% 11.8% 11.1% 11.2%
2014 17.8% 3.7% 10.5% 10.8% 7.9% 9.4% 11.7% 11.5% 9.6% 10.6% 10.0% 10.2%
2015 -8.7% 7.0% 8.6% 5.5% 7.8% 10.7% 10.7% 8.6% 9.9% 9.2% 9.5%
2016 25.5% 18.5% 10.8% 12.4% 15.1% 14.3% 11.3% 12.5% 11.4% 11.5%
2017 11.9% 4.1% 8.4% 12.6% 12.2% 9.1% 10.7% 9.8% 10.1%
2018 -3.2% 6.7% 12.8% 12.3% 8.6% 10.5% 9.5% 9.9%
2019 17.7% 21.9% 18.0% 11.8% 13.5% 11.8% 11.9%
2020 26.2% 18.1% 9.8% 12.5% 10.6% 10.9%
2021 10.6% 2.5% 8.2% 7.0% 8.1%
2022 -5.0% 7.1% 5.9% 7.5%
2023 20.7% 11.8% 12.0%
2024 3.5% 7.9%
2025 12.4%

Distributions

Last updated: Jun 15, 2026

Profit Margin Distribution

< 0%
3%
1y 3y N/A N/A
0 - 5%
11%
1y 3y N/A N/A
5 - 10%
10%
1y 3y N/A N/A
10 - 15%
27%
1y 3y N/A N/A
15 - 20%
25%
1y 3y N/A N/A
20 - 30%
21%
1y 3y N/A N/A
30 - 40%
1%
1y 3y N/A N/A
> 40%
2%
1y 3y N/A N/A
< 0%
15%
1y 3y N/A N/A
0 - 5%
14%
1y 3y N/A N/A
5 - 10%
11%
1y 3y N/A N/A
10 - 15%
29%
1y 3y N/A N/A
15 - 20%
14%
1y 3y N/A N/A
20 - 30%
12%
1y 3y N/A N/A
30 - 40%
2%
1y 3y N/A N/A
> 40%
4%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
2%
1y 3y N/A N/A
0 - 10
12%
1y 3y N/A N/A
10 - 15
10%
1y 3y N/A N/A
15 - 20
18%
1y 3y N/A N/A
20 - 25
39%
1y 3y N/A N/A
25 - 35
15%
1y 3y N/A N/A
35 - 50
1%
1y 3y N/A N/A
> 50
3%
1y 3y N/A N/A
< 0
12%
1y 3y N/A N/A
0 - 10
17%
1y 3y N/A N/A
10 - 15
12%
1y 3y N/A N/A
15 - 20
18%
1y 3y N/A N/A
20 - 25
22%
1y 3y N/A N/A
25 - 35
9%
1y 3y N/A N/A
35 - 50
3%
1y 3y N/A N/A
> 50
7%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A
Equal Weight Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Jun 15, 2026
26.7% Top 5 Holdings
39.6% Top 10 Holdings
88.7% Top 50 Holdings
99.6% Top 100 Holdings
Top 5 Companies
NEE NextEra Energy Inc
8.3%
ENBA Enbridge Inc
5.7%
SOLN Southern Company
4.9%
DUKB Duke Energy Corp.
4.5%
AEPPL American Electric Power Company Inc.
3.3%

Market Cap Size Distribution

Micro Cap
0.1%
1y 3y N/A N/A
Small Cap
0.6%
1y 3y N/A N/A
Mid Cap
10.1%
1y 3y N/A N/A
Large Cap
89.2%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B
Micro Cap
12.0%
1y 3y N/A N/A
Small Cap
12.0%
1y 3y N/A N/A
Mid Cap
35.2%
1y 3y N/A N/A
Large Cap
40.8%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300Mā€“$2B Mid: $2Bā€“$10B Large: $10Bā€“$200B Mega: > $200B

Latest News

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3 days ago • gurufocus.com

Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and approximately 70% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC

Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and approximately 70% Stock Decline - Investors may Con
3 days ago • prnewswire.com

Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and approximately 70% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC

/PRNewswire/ -- Kahn Swick and Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with...
4 days ago • newsfilecorp.com

Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and Approximately 70% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC

New York, New York and New Orleans, Louisiana--(Newsfile Corp. - June 19, 2026) - Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney G...

Industries

19 total

Average metrics of all companies in sector Last updated: Jun 21, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $26.4B
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 3.15 %
Beta Indicates the relationship between the price performance of a share and the market. 0.49
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 22.17
Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything. -17.52
Profitable Companies 95%
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 1.77
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 2.77
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 2.43
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. 11.09
Enterprise Value to Revenue Enterprise value divided by revenue. 5.31
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.37
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 1.71
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 13.35%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +23.8%
Return on Equity Equity divided by market cap. 13.25%
Return on Assets Indicates a company's profitability in relation to its total assets. 4.09%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 0.75%

Stock Screener

Select filters to narrow down the 177 companies below

177 companies
$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
Dividends Ratio of dividends in the last 12 months to current share price
P/E Ratio
Revenue Revenue of the last quarter YoY Change
Net income Net income of the last quarter YoY Change
Profit margin Profit margin of the last quarter

NextEra Energy Inc

NEE

NextEra Energy Inc

NEE
Market Cap $180.9B
Dividends 2.7%
P/E Ratio 22.1
Revenue $6.7B +7.3%
Net Income $2.18B +161.9%
Profit Margin +32.6%
Employees 14.8K
View Stock

Enbridge Inc

ENB

Enbridge Inc

ENB
Market Cap $119.12B
Dividends 4.9%
P/E Ratio 23.1
Revenue $22.4B +20.8%
Net Income $2.95B -24.0%
Profit Margin +13.2%
Employees 11.2K
View Stock

Enbridge Inc - FXDFR NT REDEEM 15/04/2078 USD 25

ENBA

Enbridge Inc - FXDFR NT REDEEM 15/04/2078 USD 25

ENBA
Market Cap $119.12B
Dividends 4.9%
P/E Ratio 23.1
Revenue $22.4B +20.8%
Net Income $2.95B -24.0%
Profit Margin +13.2%
Employees 11.2K
View Stock

Southern Company

SO

Southern Company

SO
Market Cap $104.94B
Dividends 3.2%
P/E Ratio 24.0
Revenue $6.98B -1.7%
Net Income $416M -84.0%
Profit Margin +6.0%
Employees 2.02K
View Stock

Southern Company - Unit - Series A (2019)

SOLN

Southern Company - Unit - Series A (2019)

SOLN
Market Cap $104.94B
Dividends 3.2%
P/E Ratio 24.0
Revenue $6.98B -1.7%
Net Income $416M -84.0%
Profit Margin +6.0%
Employees 2.02K
View Stock

Southern Company - 5.25% NT REDEEM 01/10/2076 USD 25

SOJB

Southern Company - 5.25% NT REDEEM 01/10/2076 USD 25

SOJB
Market Cap $104.94B
Dividends 0.0%
P/E Ratio 6.4
Revenue $6.98B -1.7%
Net Income $416M -84.0%
Profit Margin +6.0%
Employees 2.02K
View Stock

Southern Company - 5.25% NT REDEEM 01/12/2077 USD 25

SOJC

Southern Company - 5.25% NT REDEEM 01/12/2077 USD 25

SOJC
Market Cap $104.94B
Dividends 3.2%
P/E Ratio 24.0
Revenue $6.98B -1.7%
Net Income $416M -84.0%
Profit Margin +6.0%
Employees 2.02K
View Stock

Duke Energy Corp.

DUK

Duke Energy Corp.

DUK
Market Cap $96.56B
Dividends 3.4%
P/E Ratio 19.0
Revenue $9.18B +11.3%
Net Income $1.55B +12.4%
Profit Margin +16.9%
Employees 2.02K
View Stock

Duke Energy Corp. - 5.625% DB REDEEM 15/09/2078 USD 25

DUKB

Duke Energy Corp. - 5.625% DB REDEEM 15/09/2078 USD 25

DUKB
Market Cap $96.56B
Dividends 3.4%
P/E Ratio 19.0
Revenue $9.18B +11.3%
Net Income $1.55B +12.4%
Profit Margin +16.9%
Employees 2.02K
View Stock

Northern Lights Fund Trust - Ocean Park High Income ETF

DUKH

Northern Lights Fund Trust - Ocean Park High Income ETF

DUKH
Market Cap $96.56B
Dividends 5.6%
P/E Ratio 3.7
Revenue $9.18B +11.3%
Net Income $1.55B +12.4%
Profit Margin +16.9%
Employees 2.02K
View Stock

American Electric Power Company Inc.

AEP

American Electric Power Company Inc.

AEP
Market Cap $69.48B
Dividends 3.0%
P/E Ratio 18.8
Revenue $5.05B +7.4%
Net Income $582M -12.4%
Profit Margin +11.5%
Employees 2.02K
View Stock

American Electric Power Company Inc. - Unit - 15/08/2025

AEPPZ

American Electric Power Company Inc. - Unit - 15/08/2025

AEPPZ
Market Cap $69.48B
Dividends 3.0%
P/E Ratio 18.8
Revenue $5.05B +7.4%
Net Income $582M -12.4%
Profit Margin +11.5%
Employees 2.02K
View Stock

American Electric Power Company Inc. - Unit

AEPPL

American Electric Power Company Inc. - Unit

AEPPL
Market Cap $69.48B
Dividends
P/E Ratio 0.0
Revenue $5.05B +7.4%
Net Income $582M -12.4%
Profit Margin +11.5%
Employees 2.02K
View Stock

Dominion Energy Inc

D

Dominion Energy Inc

D
Market Cap $60.15B
Dividends 3.9%
P/E Ratio 20.1
Revenue $5.02B +23.1%
Net Income $690k -8.0%
Profit Margin +0.0%
Employees 21K
View Stock

Dominion Energy Inc - Units - 2019 Series A

DCUE

Dominion Energy Inc - Units - 2019 Series A

DCUE
Market Cap $60.15B
Dividends 3.9%
P/E Ratio 20.1
Revenue $5.02B +23.1%
Net Income $690k -8.0%
Profit Margin +0.0%
Employees 21K
View Stock

Sempra

SRE

Sempra

SRE
Market Cap $59.28B
Dividends 2.9%
P/E Ratio 28.6
Revenue $3.66B -3.9%
Net Income $1.15B +25.4%
Profit Margin +31.5%
Employees 4.4K
View Stock

Sempra - 5.75% NT REDEEM 01/07/2079 USD 25

SREA

Sempra - 5.75% NT REDEEM 01/07/2079 USD 25

SREA
Market Cap $59.28B
Dividends 2.9%
P/E Ratio 28.6
Revenue $3.66B -3.9%
Net Income $1.15B +25.4%
Profit Margin +31.5%
Employees 4.4K
View Stock

Vistra Corp

VST

Vistra Corp

VST
Market Cap $55.21B
Dividends 0.6%
P/E Ratio 24.8
Revenue $6.29B +53.9%
Net Income $1.84B +266.5%
Profit Margin +29.3%
Employees 5.37K
View Stock

Vistra Corp - Warrants (02/02/2024)

VSA

Vistra Corp - Warrants (02/02/2024)

VSA
Market Cap $55.21B
Dividends 1.8%
P/E Ratio 9.5
Revenue $6.29B +53.9%
Net Income $1.84B +266.5%
Profit Margin +29.3%
Employees 5.37K
View Stock

E. On SE - ADR

EONGY

E. On SE - ADR

EONGY
Market Cap $54.2B
Dividends 3.2%
P/E Ratio 13.8
Revenue $22.2B -12.0%
Net Income $2.27B +328.5%
Profit Margin +10.2%
View Stock