Market research · sector

Utilities market intelligence

Published portfolio characteristics, comparable market proxies and verified observations.

Publication2026-10-01
What the data shows

Utilities's named proxy ranks 4 of 11 covered sector proxies on lowest P/E, at 17.46×, compared with a group median of 20.06×.

Proxy: Utilities · XLU. USD returns of the named US sector ETF proxy, not a global sector index. Performance date: Underlying observation date unavailable. Fundamentals date: Sep 30, 2026 (reported or retrieval; legacy provenance unverified).

Utilities proxy characteristics and comparable covered-group context
MeasureUtilitiesGroup medianRank / coverage
1M total return-6.65%-4.81%11 / 11
YTD total return-5.68%+5.77%10 / 11
1Y total return-7.86%+5.84%10 / 11
P/E17.46×20.06×4 / 11
P/B2.00×2.99×1 / 11
P/S2.51×2.31×7 / 11
Historical earnings growth+8.88%+11.78%9 / 11
Projected earnings growth+8.88%+11.78%9 / 11
Sales growth+3.11%+5.09%9 / 11
Portfolio dividend yield3.13%1.76%2 / 11

P/E, P/B and P/S ranks run from lowest to highest; return, growth and yield ranks run from highest to lowest. These are descriptive comparisons, not recommendations.

Recorded observations Explore history

1Y total return

1Y total return at recorded observation dates, not a reconstructed daily series.

P/E

P/E at recorded observation dates, not a reconstructed daily series.

Portfolio dividend yield

Portfolio dividend yield at recorded observation dates, not a reconstructed daily series.

How to read this comparison

These US-listed sector ETFs compare US sector exposures. They do not represent every company in a global industry, and sector composition matters when comparing growth and valuation.

Valuation multiples describe the portfolio's published characteristics, not a forecast. Earnings growth, dividend yield and price returns measure different things. Lower multiples or higher yields alone do not establish investment suitability.

Understanding the measures → · Full definitions and eligibility →

Covered stocks

The five largest qualifying covered companies by market capitalization, classified by provider sector. This is not an exhaustive directory or the ETF's holdings list. Stock snapshot: 2026-09-01.

NEENextera Energy Inc
IBDRYIberdrola SA
ENLAYENEL Societa per Azioni
SOSouthern Company
CEGConstellation Energy Corp

Related research

Market valuations → · Market performance → · Covered stock rankings →

Informational only, not investment advice. Fundamentals refresh quarterly; performance refreshes monthly. Historical observations are prospective where older verified data does not exist.