Stocks · Sector

Utility stocks

Power generators and grid operators caught up in surging AI data-centre electricity demand.

3 companies tracked. Quotes are delayed at least 15 minutes.

How to compare utility stocks

Regulated utilities and competitive power generators face different pricing, financing and investment constraints.

What to check in company filings

Alongside profitability, examine contracted demand, generation capacity, debt and capital expenditure in company disclosures.

Important differences and risks

Data-centre demand does not automatically become earnings. Regulation, fuel costs and the timing of new capacity matter.

Utilities constituents

Ordered by reference market capitalisation, not expected returns. Prices are the latest available closes; dates are shown for each symbol.

Cached prices refresh after 15 minutes; company details after 24 hours and financials after 12 hours. These are completed-session closes, not live quotes.

Some market snapshots are awaiting refresh or the provider is unavailable. Figures may be out of date; check the dates before using them.

Symbol Latest close Change Market cap 52-week range
CEG Constellation Energy Nuclear power and the utility side of the AI energy crunch. $279.54 Retrieved -5.49% $104.8 billion $228.63 – $412.70
VST Vistra Power generation caught up in surging AI data-centre demand. $151.79 Retrieved -6.51% $54.49 billion $132.66 – $217.10
TLN Talen Energy Nuclear power supplying data-centre operators directly. $358.42 Retrieved -6.21% $18.08 billion $279.77 – $449.84

Utilities growth, profitability and valuation comparison

Company / reporting period Revenue growth (YoY) Revenue (TTM) Net margin (TTM) P/E (TTM) P/S (TTM)
Constellation Energy (CEG) — — — — —
Vistra (VST) — — — — —
Talen Energy (TLN) — — — — —
About the data and comparisons

Stock prices reflect the latest available market close. Market capitalisation and financial results may have different reporting dates; refer to the dates shown when comparing companies.

  • Revenue growth compares the latest fiscal quarter with the same fiscal quarter a year earlier. Missing or ambiguous comparison periods are not estimated.
  • TTM means trailing twelve months. Comparisons require four reported quarters with consistent USD units; unknown or other currencies are not converted or mixed. Net margin is TTM net income divided by TTM revenue.
  • P/E uses the displayed close divided by TTM diluted EPS and is omitted for non-positive earnings. P/S uses reference market capitalisation divided by positive TTM revenue; it is not enterprise value to sales.
  • Financial figures cover the whole company unless a business segment is specified. Inclusion in an AI theme does not indicate the share of revenue generated by AI.
  • Fiscal calendars and reporting dates differ. Check each row's period end and filing date before comparing. Missing values are shown as —, not zero; funds do not receive operating-company ratios.

Theme membership is editorial, not an investment recommendation or a complete market universe. Compare similar business models and verify financial statements through the company website linked on each stock page.

Other sectors