Infrastructure IndexLive
Energy
Power generation, nuclear, grid infrastructure, and clean energy companies enabling the electrification of AI and industry.
1 Month
-5.3%
3 Month
-17.8%
1 Year
+65.5%
YTD
+21.7%
Energy Index
241.6+141.6%
Indexed to 100 · Jan 2024
Public Companies
Energy Comps
Live8 companies
Company | Price | Mkt Cap | EV | LTM Rev | Rev Gr. | Gross Mgn | EBITDA Mgn | EV/Rev | EV/EBITDA | 1M | 3M | 1Y | 52W High |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NextEra EnergyNEE | $85.29 | $138.2B | $201.4B | $24.1B | +8.2% | 52.3% | 44.8% | 8.4x | 18.6x | +8.8% | -1.0% | +8.3% | -12.9% |
GE VernovaGEV | $818.49 | $91.3B | $86.7B | $34.2B | +6.8% | 17.6% | 8.5% | 2.5x | 29.9x | -13.1% | -23.0% | +68.4% | -30.3% |
Constellation EnergyCEG | $282.40 | $82.4B | $96.1B | $24.6B | +31.2% | 38.4% | 25.2% | 3.9x | 15.5x | +1.0% | -0.0% | +127.4% | -25.4% |
Vistra EnergyVST | $134.51 | $52.7B | $68.4B | $15.3B | +14.8% | 32.1% | 24.8% | 4.5x | 18.0x | -11.4% | -9.2% | +89.2% | -25.3% |
NRG EnergyNRG | $98.05 | $21.4B | $28.6B | $28.1B | +4.9% | 18.2% | 11.4% | 1.0x | 8.9x | -2.8% | -22.3% | +44.8% | -46.7% |
Talen EnergyTLN | $386.68 | $9.4B | $12.8B | $2.6B | +24.1% | 41.5% | 30.0% | 4.9x | 16.4x | +7.9% | +6.6% | +142.6% | -11.7% |
OkloOKLO | $24.45 | $3.1B | $2.8B | Pre-rev | — | — | -100.0% | — | — | -15.8% | -44.9% | +62.3% | -78.1% |
NuScale PowerSMR | $4.82 | $800M | $700M | $20M | 0.0% | — | -100.0% | 35.0x | — | -17.3% | -48.7% | -18.6% | -79.2% |
Mkt Cap / EV — $BLTM Rev — last twelve months revenue, $BRev Gr. — year-over-yearEV/Rev · EV/EBITDA — valuation multiples on LTM1M · 3M · 1Y — total return periods52W High — % below 52-week high
Live Coverage
Energy Market PulseLive feed
- 01E.ON Backs Guidance as Energy Infrastructure Investments Continue - WSJWSJ· 2d ago
- 02Venture Global raises profit forecast, expands push into AI data center market - ReutersReuters· 2d ago
- 03Oil settles $3 higher on attacks on Saudi energy sites, Strait of Hormuz disruptions - ReutersReuters· 1d ago
- 04Siemens Energy sees higher margins as data centres boost power equipment demand - ReutersReuters· 1d ago
- 05NRG Energy Signs $4 Billion Asset-Sale Agreement, Posts Higher Quarterly Earnings - WSJWSJ· 3d ago
Founders & Investors
Energy EpisodesLive feed
- 01SaaStr 481: Cloud-first Clarity: Evolving Infrastructure for Enterprise with Asana's Head of Engineering, Prashant PandeyThe Official SaaStr Podcast: SaaS | Founders | Investors· 23 min· Sep 13
- 02The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value PartnersMoney Maze Podcast· 33 min· Aug 1
- 03Director of INPP and Amber Infrastructure co-founder Giles Frost and IFM Investor's Gregg McClymont discuss UK greenfield investmentCrossroads: The Infrastructure Podcast· 42 min· Mar 18
- 04Snippet (from Episode 95)- Vishnu Acharya, ex-Head of Network Infrastructure EMEA at Uber Warns Founders Are Rebranding Around AI Just To Attract InvestorsTechnologist of the Month· 1 min· 2d ago
Methodology: Index performance is an equal-weighted basket of tracked companies, indexed to 100 at January 2024. Price and return figures refresh from live public market data roughly every minute; when the feed is unreachable, the last-known figures are shown instead. Fundamentals (revenue, margins, valuation multiples) reflect the most recent public filings. Not investment advice.