NRG:NYE-NRG Energy Inc. (USD)

EQUITY | Utilities - Independent Power Producers | New York Stock Exchange

Last Closing

USD 72.95

Change

-0.98 (-1.33)%

Market Cap

USD 3.45B

Volume

3.90M

Analyst Target

USD 44.44
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

NRG Energy Inc is engaged in ownership & operation of power generation facilities; the trading of energy, capacity & related products; transacting in & trading of fuel & transportation services & the direct sale of energy, services to retail customers.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-15 )

Largest Industry Peers for Utilities - Independent Power Producers

Symbol Name Price(Change) Market Cap
VST Vistra Energy Corp

N/A

USD 25.36B
PAM Pampa Energia SA ADR

N/A

USD 3.22B
TAC TransAlta Corp

N/A

USD 1.95B
KEN Kenon Holdings

N/A

USD 1.11B

ETFs Containing NRG

ADPV Series Portfolios Trust -.. 4.38 % 0.00 %

N/A

USD 0.06B
PUI Invesco DWA Utilities Mom.. 3.91 % 0.60 %

N/A

USD 0.04B
RSPU Invesco S&P 500® Equal.. 3.61 % 0.00 %

N/A

USD 0.25B
RBLD First Trust Exchange-Trad.. 1.20 % 0.00 %

N/A

USD 9.34M
IFRA 0.86 % 0.00 %

N/A

N/A
USVT Lyrical US VALUE ETF 0.70 % 0.00 %

N/A

USD 6.01M
USVM VictoryShares US Small Mi.. 0.67 % 0.25 %

N/A

USD 0.22B
EWSP:LSE iShares S&P 500 Equal Wei.. 0.24 % 0.00 %

N/A

USD 1.24B
SPED:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

N/A

USD 0.19B
SPES:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

N/A

USD 0.07B
ISPE:LSE iShares S&P 500 Equal Wei.. 0.23 % 0.00 %

N/A

USD 0.52B
SPEQ:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

N/A

USD 0.19B
SPEX:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

N/A

USD 0.14B
XEWG:LSE Xtrackers S&P 500 Equal W.. 0.23 % 0.00 %

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USD 0.06B
DIVA 0.00 % 1.00 %

N/A

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EUSA iShares MSCI USA Equal We.. 0.00 % 0.15 %

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USD 0.76B
FHU:CA First Trust AlphaDEX U.S... 0.00 % 0.78 %

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CAD 3.53M
RSP Invesco S&P 500® Equal W.. 0.00 % 0.20 %

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USD 53.38B
RYJ Invesco Raymond James SB-.. 0.00 % 0.75 %

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USD 0.12B
YXM.B:CA 0.00 % 0.69 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Utilities - Independent Power Producers) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 41.10% 80% B- 98% N/A
Dividend Return 0.79% 75% C 42% F
Total Return 41.89% 80% B- 98% N/A
Trailing 12 Months  
Capital Gain 107.78% 80% B- 98% N/A
Dividend Return 4.39% 75% C 63% D
Total Return 112.16% 80% B- 98% N/A
Trailing 5 Years  
Capital Gain 77.15% 80% B- 84% B
Dividend Return 14.35% 75% C 56% F
Total Return 91.49% 60% D- 85% B
Average Annual (5 Year Horizon)  
Capital Gain 7.10% 20% F 65% D
Dividend Return 10.55% 20% F 67% D+
Total Return 3.45% 75% C 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 27.06% 100% F 42% F
Risk Adjusted Return 38.98% 40% F 63% D
Market Capitalization 3.45B 80% B- 88% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Utilities - Independent Power Producers) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 14.54 40% 59%
Price/Book Ratio 6.93 40% 12%
Price / Cash Flow Ratio -70.71 100% 97%
Price/Free Cash Flow Ratio 15.13 20% 25%
Management Effectiveness  
Return on Equity -6.00% 40% 21%
Return on Invested Capital 3.09% 40% 36%
Return on Assets -2.39% 20% 15%
Debt to Equity Ratio 348.69% 20% 8%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector