Nrg Energy Stock Five Year Return
NRG Stock | USD 72.67 0.87 1.18% |
NRG Energy fundamentals help investors to digest information that contributes to NRG Energy's financial success or failures. It also enables traders to predict the movement of NRG Stock. The fundamental analysis module provides a way to measure NRG Energy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to NRG Energy stock.
NRG | Five Year Return |
NRG Energy Company Five Year Return Analysis
NRG Energy's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current NRG Energy Five Year Return | 1.80 % |
Most of NRG Energy's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, NRG Energy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
NRG Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for NRG Energy is extremely important. It helps to project a fair market value of NRG Stock properly, considering its historical fundamentals such as Five Year Return. Since NRG Energy's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of NRG Energy's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of NRG Energy's interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition |
NRG Return On Tangible Assets
Return On Tangible Assets |
|
According to the company disclosure, NRG Energy has a Five Year Return of 1.8%. This is much higher than that of the Independent Power and Renewable Electricity Producers sector and significantly higher than that of the Utilities industry. The five year return for all United States stocks is notably lower than that of the firm.
NRG Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses NRG Energy's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of NRG Energy could also be used in its relative valuation, which is a method of valuing NRG Energy by comparing valuation metrics of similar companies.NRG Energy is currently under evaluation in five year return category among related companies.
NRG Energy ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, NRG Energy's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to NRG Energy's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
NRG Fundamentals
Return On Equity | -0.06 | ||||
Return On Asset | -0.0239 | ||||
Profit Margin | (0.01) % | ||||
Operating Margin | (0.08) % | ||||
Current Valuation | 26.46 B | ||||
Shares Outstanding | 214.73 M | ||||
Shares Owned By Insiders | 1.40 % | ||||
Shares Owned By Institutions | 98.60 % | ||||
Number Of Shares Shorted | 9.24 M | ||||
Price To Earning | 20.37 X | ||||
Price To Book | 7.04 X | ||||
Price To Sales | 0.55 X | ||||
Revenue | 28.82 B | ||||
Gross Profit | 4.1 B | ||||
EBITDA | 325 M | ||||
Net Income | (202 M) | ||||
Cash And Equivalents | 430 M | ||||
Cash Per Share | 2.47 X | ||||
Total Debt | 10.97 B | ||||
Debt To Equity | 1.57 % | ||||
Current Ratio | 1.29 X | ||||
Book Value Per Share | 10.84 X | ||||
Cash Flow From Operations | (221 M) | ||||
Short Ratio | 2.06 X | ||||
Earnings Per Share | (1.12) X | ||||
Price To Earnings To Growth | 2.40 X | ||||
Target Price | 70.67 | ||||
Number Of Employees | 18.13 K | ||||
Beta | 1.13 | ||||
Market Capitalization | 15.88 B | ||||
Total Asset | 26.04 B | ||||
Retained Earnings | 820 M | ||||
Working Capital | 227 M | ||||
Current Asset | 7.39 B | ||||
Current Liabilities | 4.38 B | ||||
Annual Yield | 0.02 % | ||||
Five Year Return | 1.80 % | ||||
Net Asset | 26.04 B | ||||
Last Dividend Paid | 1.54 |
About NRG Energy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze NRG Energy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of NRG Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of NRG Energy based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out NRG Energy Piotroski F Score and NRG Energy Altman Z Score analysis. For more detail on how to invest in NRG Stock please use our How to Invest in NRG Energy guide.You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Complementary Tools for NRG Stock analysis
When running NRG Energy's price analysis, check to measure NRG Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy NRG Energy is operating at the current time. Most of NRG Energy's value examination focuses on studying past and present price action to predict the probability of NRG Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move NRG Energy's price. Additionally, you may evaluate how the addition of NRG Energy to your portfolios can decrease your overall portfolio volatility.
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
FinTech Suite Use AI to screen and filter profitable investment opportunities |
Is NRG Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of NRG Energy. If investors know NRG will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about NRG Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 3.946 | Dividend Share 1.54 | Earnings Share (1.12) | Revenue Per Share 126.417 | Quarterly Revenue Growth (0.13) |
The market value of NRG Energy is measured differently than its book value, which is the value of NRG that is recorded on the company's balance sheet. Investors also form their own opinion of NRG Energy's value that differs from its market value or its book value, called intrinsic value, which is NRG Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because NRG Energy's market value can be influenced by many factors that don't directly affect NRG Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between NRG Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if NRG Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, NRG Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.