The performance of some S&P 500 stocks has raised intrigue as they continue to showcase remarkable returns, signaling potential trends for investors and analysts alike. Notably, Constellation Energy (CEG) and Vistra (VST) have distinguished themselves by being among the top performers in both 2024 and 2025. According to a recent analysis, these utility companies are thriving in an era marked by increased electricity demand, particularly fueled by technology firms developing AI systems.
Constellation Energy has experienced a staggering 33.5% increase in its stock value this year, building on a monumental 91.4% rise in 2024. The company now boasts a Relative Strength (RS) Rating of 95, although its Earnings Per Share (EPS) Rating sits at 54. Analysts are optimistic, predicting an impressive profit increase of 88% for 2024, with an additional 9% growth anticipated in 2025.
Similarly, Vistra has not disappointed, with shares climbing 21.5% thus far in 2025 after an astonishing 257.9% surge the previous year, yielding a stellar RS Rating of 98. Analysts forecast a 53% spike in profits for 2024, followed by a 28% increase in 2025, despite the stock maintaining a lower EPS Rating of 48.
Interestingly, while utility stocks are proving their worth, the health care sector is also making its mark. The Health Care Select Sector SPDR Fund (XLV) has risen 7% this year, positioning it as a leader among the 11 S&P 500 sectors. Noteworthy contributors from this sector include CVS Health (CVS), which has bounced back with a 26.4% increase, and DaVita (DVA), up 17.8% in 2025. CVS Health, however, is expecting a decline in earnings of 41% for 2024, despite analysts predicting a recovery of 14% in 2025. Conversely, DaVita is slated for strong growth, with expected earnings increases of 19% and 18% for 2024 and 2025, respectively.
While it is still early in 2025, the ongoing trends present an encouraging picture for investors, with significant advances seen both in the utility and health care sectors. This positive momentum sets the stage for potential future growth in these industries as they adjust to broader economic demands and technological advances.
In summary, the performance of Constellation Energy and Vistra, coupled with emerging strengths in the health care sector, suggests a potentially prosperous landscape for these industries moving forward. Investors may want to keep a close watch on these developments as they unfold through the year.