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U.S. Independent Power Producers and Energy Traders Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies5
  • 7D-1.5%
  • 3M-8.9%
  • 1Y56.2%
  • YTDn/a

Over the last 7 days, the Independent Power Producers and Energy Traders industry has dropped 1.5%, driven by Vistra declining 2.8%. Over the past 12 months, the industry was up 56%. Looking forward, earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

Has the U.S. Independent Power Producers and Energy Traders Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$77.0bUS$33.1bUS$1.5b17.8x50.9x2.3x
Tue, 03 Mar 2026US$88.7bUS$32.9bUS$1.4b44.7x61.7x2.7x
Thu, 29 Jan 2026US$83.6bUS$32.1bUS$2.1b58.5x40x2.6x
Sat, 27 Dec 2025US$83.2bUS$32.1bUS$2.1b57.1x39.9x2.6x
Mon, 24 Nov 2025US$84.5bUS$32.1bUS$2.1b59.5x40.5x2.6x
Wed, 22 Oct 2025US$95.5bUS$33.1bUS$3.1b28.8x30.8x2.9x
Fri, 19 Sep 2025US$98.9bUS$33.1bUS$3.1b32.4x31.9x3x
Sun, 17 Aug 2025US$94.3bUS$33.1bUS$3.1b30.4x30.4x2.8x
Tue, 15 Jul 2025US$88.9bUS$32.7bUS$3.9b22.6x22.9x2.7x
Thu, 12 Jun 2025US$75.5bUS$32.3bUS$4.1b22x18.4x2.3x
Sat, 10 May 2025US$65.9bUS$32.2bUS$4.1b18x16x2x
Mon, 07 Apr 2025US$48.9bUS$31.6bUS$5.2b10.8x9.5x1.5x
Wed, 05 Mar 2025US$58.6bUS$31.6bUS$5.2b13.2x11.4x1.9x
Fri, 31 Jan 2025US$70.6bUS$30.6bUS$4.0b17.5x17.8x2.3x
Sun, 29 Dec 2024US$66.8bUS$30.6bUS$4.0b16.9x16.8x2.2x
Tue, 26 Nov 2024US$75.3bUS$30.6bUS$4.0b16.8x18.9x2.5x
Thu, 24 Oct 2024US$64.3bUS$28.6bUS$2.1b13.6x30.9x2.2x
Sat, 21 Sep 2024US$54.3bUS$28.6bUS$2.1b15.7x26.1x1.9x
Mon, 19 Aug 2024US$46.6bUS$28.6bUS$2.1b15.6x22.4x1.6x
Wed, 17 Jul 2024US$49.7bUS$28.1bUS$1.5b22.5x33.2x1.8x
Fri, 14 Jun 2024US$51.4bUS$28.1bUS$1.5b22.4x34.4x1.8x
Sun, 12 May 2024US$52.9bUS$28.4bUS$1.2b37.1x42.4x1.9x
Tue, 09 Apr 2024US$44.7bUS$29.9bUS$1.7b30.5x26x1.5x
Thu, 07 Mar 2024US$37.1bUS$28.2bUS$2.1b13.8x17.4x1.3x
Sat, 03 Feb 2024US$31.4bUS$29.1bUS$1.3b11.8x24.9x1.1x
Mon, 01 Jan 2024US$30.4bUS$29.1bUS$1.3b10.8x24.1x1x
Wed, 29 Nov 2023US$27.3bUS$29.1bUS$1.3b9.8x21.7x0.9x
Fri, 27 Oct 2023US$25.2bUS$30.6bUS$1.4b9.9x18.1x0.8x
Sun, 24 Sep 2023US$26.1bUS$30.6bUS$1.4b10.1x18.7x0.9x
Tue, 22 Aug 2023US$26.2bUS$30.1bUS$212.0m7.6x123.6x0.9x
Thu, 20 Jul 2023US$28.1bUS$28.6b-US$1,769,000,000.00n/a-15.9x1x
Sat, 17 Jun 2023US$23.6bUS$28.0b-US$903,000,000.00n/a-26.2x0.8x
Mon, 15 May 2023US$24.1bUS$28.0b-US$903,000,000.00n/a-26.7x0.9x
Wed, 12 Apr 2023US$26.3bUS$26.3b-US$1,923,000,000.00n/a-13.7x1x
Price to Earnings Ratio

-13.7x


Total Market Cap: US$26.3bTotal Earnings: -US$1,923,000,000.00Total Revenue: US$26.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Independent Power Producers and Energy Traders Industry Price to Earnings3Y Average 22.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Independent Power Producers and Energy Traders industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 50.9x which is higher than its 3-year average PE of 22.7x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • Total earnings for the Independent Power Producers and Energy Traders industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 7.9% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Independent Power Producers and Energy Traders compare with similar industries?

US Market3.46%
Utilities1.59%
Renewable Energy-0.17%
Independent Power Producers and Energy Traders-1.52%
Renewable Energy3.08%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AES AESUS$14.302.1%
+US$213.9m		32.7%PE10.9x
TLN Talen EnergyUS$327.580.9%
+US$138.0m		87.8%PS5.7x

Latest News

VST
US$151.18
Vistra
7D
-2.8%
1Y
54.2%
AES
US$14.30
AES
7D
2.1%
1Y
32.7%

AES: Take Private Offer And Data Center Commitments Will Shape Future Upside

The analyst fair value estimate for AES has been revised from $8.50 to $15.00. Analysts are pointing to the $15 per share take-private offer and a cluster of recent downgrades and Neutral ratings that now anchor expectations around the deal price.
TLN
US$327.58
Talen Energy
7D
0.9%
1Y
87.8%

TLN: PJM Power Prices And Data Center Demand Will Recast Earnings Power

Analysts have adjusted the Talen Energy price target to $548, trimming their fair value view while citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that reflect recent shifts in sector research and company specific debates across firms such as JPMorgan, BNP Paribas, Morgan Stanley, Wells Fargo, and Seaport Research. Analyst Commentary Recent Street research around Talen Energy centers on how quickly analysts are recalibrating their models, with several firms revisiting price targets in light of updated sector work, valuation frameworks, and upcoming earnings discussions.
HNRG
US$15.83
Hallador Energy
7D
-9.9%
1Y
53.7%