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Utilities, in the accounts

30 companies · each one's last fiscal year · from their SEC filings

Utilities has 30 companies with five or more years of accounts filed with the SEC. The median one grew revenue +9% in its last fiscal year and kept 22% of it as operating profit; a quarter of them kept more than 25%. The median return on invested capital is 5%, with the middle half of the sector between 5% and 7%. Net debt is 5.2 times EBITDA at the median company.

Revenue growth, last year +9% middle half: +5% to +14% · 30 companies
Gross margin 63% middle half: 61% to 67% · 5 companies
Operating margin 22% middle half: 18% to 25% · 30 companies
Free cash flow margin -6% middle half: -11% to 3% · 23 companies
Return on invested capital 5% middle half: 5% to 7% · 27 companies
Net debt to EBITDA 5.2× middle half: 4.0× to 5.7× · 27 companies
Stock compensation as a share of revenue 0% middle half: 0% to 1% · 23 companies

The companies

Largest first. Each figure is the company's last fiscal year, as filed; open a company for its ten years.

CompanyRevenueGrowthOperating marginFCF marginROICNet debt / EBITDA
NEE Nextera Energy Inc 2025 25.8B +10% 32% — 5% 6.1×
SO Southern Co 2025 29.6B +11% 25% -10% 17% -0.1×
CEG Constellation Energy Corp 2025 22.7B +20% 14% 6% 9% 0.7×
DUK Duke Energy Corp 2025 31.7B +6% 27% -5% 6% 5.3×
AEP American Electric Power Co Inc 2025 21.7B +9% 25% 16% 7% 5.5×
D Dominion Energy, Inc 2025 16.5B +17% 27% — 5% 7.1×
SRE Sempra 2025 12.4B +5% 27% -49% 6% 0.7×
ETR Entergy Corp 2025 12.9B +9% 25% -20% 5% 5.1×
VST Vistra Corp. 2025 17.6B +19% 11% 7% 7% 4.6×
EXC Exelon Corp 2025 24.3B +5% 21% -9% 5% 5.7×
PCG PG&E Corp 2025 24.9B +2% 19% -12% 5% —
ED Consolidated Edison Inc 2025 17.0B +10% 17% — 5% 4.6×
PEG Public Service Enterprise Group Inc 2025 12.2B +18% 24% 0% 7% —
WEC WEC Energy Group, Inc. 2025 9.8B +14% 23% — 6% 5.4×
AEE Ameren Corp 2025 8.8B +15% 23% -9% 6% 5.3×
FE Firstenergy Corp 2025 15.1B +12% 15% -7% 14% 0.2×
ES Eversource Energy 2025 13.5B +14% 22% -0% — 5.2×
PPL PPL Corp 2025 9.2B +9% 23% -15% 5% 5.2×
NRG NRG Energy, Inc. 2025 30.3B +9% 6% 3% — —
CMS CMS Energy Corp 2025 8.3B +13% 21% — 5% 6.0×
NI Nisource Inc. 2025 6.5B +23% 28% -6% — -0.0×
EVRG Evergy, Inc. 2025 5.7B +0% 27% -13% 6% 5.0×
LNT Alliant Energy Corp 2025 4.4B +10% 23% — 4% 6.1×
OGE OGE Energy Corp. 2025 3.2B +9% 25% 3% 6% 4.0×
CWEN Clearway Energy, Inc. 2025 1.4B +4% 11% 26% 1% 9.9×
IDA Idacorp Inc 2025 1.7B -1% 20% -33% 5% 5.3×
POR Portland General Electric Co 2025 3.6B +4% 16% -2% 5% 4.0×
NWE NorthWestern Energy Group, Inc. 2025 1.6B +6% 20% -8% 5% 5.7×
HTO H2O America 2025 805.6M +9% 22% — 5% 6.3×
CWCO Consolidated Water Co. Ltd. 2025 132.1M -1% 14% 25% 7% -4.9×

Other sectors

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Signed in, the risk tab groups your holdings with this same classification: how much money and how much risk sits in each sector, and each company against its sector's median.

Sectors are grouped from each company's SEC industry code — our own grouping of public data, not the GICS classification. Only companies that file their accounts with the US Securities and Exchange Commission are covered: their filings are public, so they can be shown to anyone. A European share or an ETF files elsewhere, and is not here. Nothing on these pages is a recommendation to buy or sell anything.