NRG:NYE-NRG Energy Inc.

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

Last Closing

USD 43.37

Change

+0.86 (+2.02)%

Market Cap

USD 3.45B

Volume

2.96M

Analyst Target

USD 46.55
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: 2019-03-21 )

Largest Industry Peers for Utilities - Independent Power Producers

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

-2.77 (-4.03%)

USD 24.04B
PAM Pampa Energia SA ADR

-0.13 (-0.31%)

USD 3.22B
TAC TransAlta Corp

+0.21 (+3.38%)

USD 1.95B
KEN Kenon Holdings

+0.10 (+0.48%)

USD 1.26B

ETFs Containing NRG

ADPV Series Portfolios Trust -.. 4.38 % 0.00 %

-0.24 (0%)

USD 0.06B
RSPU Invesco S&P 500® Equal.. 3.61 % 0.00 %

+0.29 (+0%)

USD 0.25B
IFRA 0.86 % 0.00 %

N/A

N/A
USVT Lyrical US VALUE ETF 0.60 % 0.00 %

+0.04 (+0%)

USD 6.05M
SPED:LSE Invesco S&P 500 Equal Wei.. 0.23 % 0.00 %

+0.39 (+0%)

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

+17.50 (+0%)

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

+0.04 (+0%)

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

+0.23 (+0%)

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

+23.25 (+0%)

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

+0.07 (+0%)

USD 0.06B
CIF:CA iShares Global Infrastruc.. 0.00 % 0.72 %

-0.11 (0%)

CAD 0.41B
DIVA 0.00 % 1.00 %

N/A

N/A
DVY iShares Select Dividend E.. 0.00 % 0.39 %

+0.53 (+0%)

USD 18.38B
EUSA iShares MSCI USA Equal We.. 0.00 % 0.15 %

-0.09 (0%)

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

N/A

CAD 3.53M
PUI Invesco DWA Utilities Mom.. 0.00 % 0.60 %

+0.10 (+0%)

USD 0.04B
USVM VictoryShares US Small Mi.. 0.00 % 0.25 %

-0.30 (0%)

USD 0.22B
RYJ Invesco Raymond James SB-.. 0.00 % 0.75 %

N/A

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 9.52% 45% F 43% F
Dividend Return 0.08% 14% F 2% F
Total Return 9.60% 36% F 40% F
Trailing 12 Months  
Capital Gain 43.66% 100% F 97% N/A
Dividend Return 0.40% 11% F 4% F
Total Return 44.05% 100% F 97% N/A
Trailing 5 Years  
Capital Gain 42.76% 83% B 79% B-
Dividend Return 4.95% 40% F 16% F
Total Return 47.71% 83% B 73% C
Average Annual (5 Year Horizon)  
Capital Gain 19.53% 90% A- 92% A
Dividend Return 20.85% 100% F 92% A
Total Return 1.32% 33% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 59.18% 10% F 5% F
Risk Adjusted Return 35.23% 50% F 48% F
Market Capitalization 3.45B 90% A- 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 51.63 20% 10%
Price/Book Ratio -13.14 100% 99%
Price / Cash Flow Ratio 2.29 30% 53%
Price/Free Cash Flow Ratio 12.53 30% 46%
Management Effectiveness  
Return on Equity -40.00% 10% 4%
Return on Invested Capital 12.93% 100% 67%
Return on Assets 1.55% 60% 42%
Debt to Equity Ratio -4,455.75% 90% 100%

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 capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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 cash flow

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

Positive free cash flow

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

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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.

Overpriced on cashflow basis

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

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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 Revenue Growth

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

Low Dividend Growth

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

Negative Book Value

The company has negative book value.