Valuation

XLUThe Utilities Select Sector SPDR Fund

ETFNYSE ArcaStati UnitiUtilitiesEU retail: not available
4/10

Ratios vs sector

Medians of Utilities companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricXLUSector medianvs median
P/E—20,4 · n=51—
P/B—1,9 · n=51—
P/S—2,8 · n=46—
EV/EBIT—21,4 · n=48—
Free-cash-flow yield—−4,7% · n=41—
Dividend yield2,90%3,25% · n=5111% below
Return on equity—9,8% · n=51—
Return on invested capital—5,8% · n=49—
Gross margin—64,2% · n=14—
Net debt / EBITDA—5,37 · n=45—

Sector peers

The largest companies of the same sector and region.

InstrumentP/EP/BEV/EBITFree-cash-flow yieldDividend yieldSmart Score
NEENextEra Energy20,03,033,5—3,1%1/10
SOSouthern23,12,524,2−3,4%3,4%3/10
CEGConstellation Energy28,63,125,60,3%0,6%1/10
DUKDuke Energy Corp18,31,720,4−3,5%3,6%6/10
AEPAmerican Electric Power18,82,222,33,8%3,0%8/10
DDominion Energy Inc18,92,024,5—4,3%1/10
SRESempra27,81,7—−10,9%3,2%—/10
VSTVistra25,116,920,44,4%0,6%6/10
ETREntergy Corporation26,82,825,5−5,9%2,4%3/10
XELXcel Energy21,12,030,3−16,3%3,1%1/10

ratios computed by AI-Stock Invest from public filings and end-of-day prices