Evenly matched
13 companies value 299 bn revenue 92 bn margin 16.1% free cash flow 1.1 bn avg. score 3.5
NGG holds 27.5% of the group's value, 1.5x the runner-up · D leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NGG | National Grid United Kingdom · score 1.1 | 28% | 82 bn | 24 bn | 18.3% | -2.9 bn | -3.5% | 2.6% | Electricity and gas transmission and distribution in the United Kingdom · Owner of transmission networks in the UK and the US Northeast | |
| 2 | D | Dominion Energy United States · score 6.1 | 18% | 55 bn | 18 bn | 14.0% | 5.4 bn | 9.8% | 4.2% | Electric and gas utilities, with offshore wind · Virginia utility, serving the world's largest data center corridor | |
| 3 | SRE | Sempra United States · score 2.1 | 18% | 53 bn | 14 bn | 16.6% | -5.2 bn | -9.8% | 3.1% | Electric and gas utilities in California and Texas · Texas and California utility + LNG export terminals | |
| 4 | PEG | Public Service Enterprise Group United States · score 4.8 | 12% | 35 bn | 13 bn | 16.0% | 0.3 bn | 0.8% | 3.7% | New Jersey electric and gas utility, with nuclear power · New Jersey utility with significant nuclear generation | |
| 5 | WEC | WEC Energy Group United States · score 6.6 | 12% | 35 bn | 10 bn | 16.7% | 3.6 bn | 10.3% | 3.4% | Electric and gas utilities in Wisconsin · Midwest utility with one of the sector's best dividend records | |
| 6 | LNT | ALLIANT ENERGY CORP United States · score 5.2 | 6% | 17 bn | 4.4 bn | 18.4% | 1.2 bn | 6.7% | 3.1% | Regulated electric utility holding company · Wisconsin — revenue of $4.4bn | |
| 7 | BKH | BLACK HILLS CORP /SD/ United States · score 1.7 | 2% | 5.8 bn | 2.3 bn | 13.0% | -0.3 bn | -5.2% | 3.5% | Electric and natural gas utility in the Midwest and Rockies · South Dakota — revenue of $2.3bn | |
| 8 | NWE | NorthWestern Energy Group, Inc. United States · score 0.9 | 2% | 4.6 bn | 1.7 bn | 10.1% | -0.2 bn | -4.2% | 3.6% | Electricity and natural gas in Montana, South Dakota and Nebraska · South Dakota — revenue of $1.7bn | |
| 9 | MDU | MDU RESOURCES GROUP INC United States · score 1.5 | 1% | 4.0 bn | 1.8 bn | 10.7% | -0.4 bn | -9.7% | 2.8% | Heavy construction, materials and energy distribution · North Dakota — revenue of $1.8bn | |
| 10 | AVA | AVISTA CORP United States · score 3.5 | 1% | 3.0 bn | 1.9 bn | 11.8% | -0.1 bn | -3.4% | 5.3% | Electric and natural gas utility in the Northwest, since 1889 · Washington — revenue of $1.9bn | |
| 11 | MGEE | MGE ENERGY INC United States · score 2.7 | 1% | 2.7 bn | 0.8 bn | 19.5% | -0.2 bn | -6.1% | 2.6% | Electric and gas utility of Madison, Wisconsin · Wisconsin — revenue of $769m | |
| 12 | UTL | UNITIL CORP United States · score 2.7 | 0% | 1.0 bn | 0.6 bn | 9.5% | -0.1 bn | -4.7% | 3.4% | New Hampshire energy utility holding company · New Hampshire — revenue of $596m | |
| 13 | GNE | Genie Energy Ltd. United States · score 6.5 | 0% | 0.4 bn | 0.5 bn | 5.1% | 0.0 bn | 4.6% | 1.8% | Electricity and gas retailing, and solar power · New Jersey — revenue of $502m |
Other industries in the same sector
- Sector overview
- Regulated electric utilities 27 companies
- Nuclear and data-center power 7 companies
- Gas and multi-utilities 11 companies
- Water utilities 14 companies
- Hydrogen and fuel cells 4 companies
- Canadian utilities 4 companies
- Solar manufacturing 16 companies
- Latin American electric utilities 6 companies
- Renewables (contracted generation) 16 companies
- Small modular reactors (SMR) 9 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.