US Utilities Sector: The End of the Goldilocks Era

For over a decade, favorable market conditions contributed to stabilized utility costs and robust earnings growth for both companies and shareholders. Key findings of our report include a sector trading at an 11% premium to fair value estimates, with most utilities unlikely to meet earnings growth expectations. Professional investors may wonder if this premium is sustainable. Or, they may ask how the rise in utility costs will impact the US. 

As utility bills continue to rise sharply due to higher energy costs and increased infrastructure investments, customers face unprecedented financial strain. Regulators and policy-makers grapple with balancing revenue requirements with customer affordability. Lastly, investors need to identify utilities with regulatory adaptability to weather volatile market trends.  

Download the US Utilities Sector report now to access actionable strategies, regional breakdowns, and detailed performance metrics to guide your investment decisions for this evolving sector.