PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Excelerate Energy Inc (EE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US30069T1016

Sector

Utilities

IPO Date

Apr 13, 2022

Highlights

Market Cap

$3.17B

EPS (TTM)

$0.98

PE Ratio

29.71

Total Revenue (TTM)

$576.87M

Gross Profit (TTM)

-$45.10B

EBITDA (TTM)

$240.43M

Year Range

$13.30 - $32.99

Target Price

$30.70

Short %

5.86%

Short Ratio

4.36

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
EE vs. NEE EE vs. NRG
Popular comparisons:
EE vs. NEE EE vs. NRG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Excelerate Energy Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20.00%40.00%60.00%SeptemberOctoberNovemberDecember2025February
51.00%
9.25%
EE (Excelerate Energy Inc)
Benchmark (^GSPC)

Returns By Period

Excelerate Energy Inc had a return of -3.74% year-to-date (YTD) and 115.46% in the last 12 months.


EE

YTD

-3.74%

1M

-9.93%

6M

49.60%

1Y

115.46%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

3.96%

1M

1.97%

6M

9.03%

1Y

22.16%

5Y*

12.60%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of EE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.26%-3.74%
2024-0.91%2.48%2.20%5.24%5.78%3.54%9.16%-9.32%20.73%8.50%29.95%-2.32%96.89%
2023-6.99%-7.25%2.45%-2.79%-13.57%9.54%4.38%-12.23%-8.39%-16.55%17.75%-7.54%-37.97%
20220.60%-1.33%-25.25%11.14%16.10%-8.88%18.03%2.77%-11.67%-6.53%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, EE is among the top 6% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EE is 9494
Overall Rank
The Sharpe Ratio Rank of EE is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of EE is 9393
Sortino Ratio Rank
The Omega Ratio Rank of EE is 9292
Omega Ratio Rank
The Calmar Ratio Rank of EE is 9090
Calmar Ratio Rank
The Martin Ratio Rank of EE is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Excelerate Energy Inc (EE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EE, currently valued at 2.80, compared to the broader market-2.000.002.004.002.801.83
The chart of Sortino ratio for EE, currently valued at 3.41, compared to the broader market-6.00-4.00-2.000.002.004.006.003.412.47
The chart of Omega ratio for EE, currently valued at 1.44, compared to the broader market0.501.001.502.001.441.33
The chart of Calmar ratio for EE, currently valued at 2.10, compared to the broader market0.002.004.006.002.102.76
The chart of Martin ratio for EE, currently valued at 21.82, compared to the broader market-10.000.0010.0020.0030.0021.8211.27
EE
^GSPC

The current Excelerate Energy Inc Sharpe ratio is 2.80. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Excelerate Energy Inc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
2.80
1.83
EE (Excelerate Energy Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Excelerate Energy Inc provided a 0.46% dividend yield over the last twelve months, with an annual payout of $0.14 per share. The company has been increasing its dividends for 2 consecutive years.


0.20%0.30%0.40%0.50%0.60%$0.00$0.02$0.04$0.06$0.08$0.10$0.12$0.14202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$0.14$0.14$0.10$0.05

Dividend yield

0.46%0.45%0.65%0.20%

Monthly Dividends

The table displays the monthly dividend distributions for Excelerate Energy Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.03$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.06$0.00$0.14
2023$0.00$0.00$0.00$0.03$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.10
2022$0.03$0.00$0.00$0.03$0.00$0.05

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%0.5%
Excelerate Energy Inc has a dividend yield of 0.46%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%14.7%
Excelerate Energy Inc has a payout ratio of 14.67%, which is below the market average. This means Excelerate Energy Inc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-10.07%
-0.07%
EE (Excelerate Energy Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Excelerate Energy Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Excelerate Energy Inc was 54.57%, occurring on Feb 14, 2024. Recovery took 193 trading sessions.

The current Excelerate Energy Inc drawdown is 10.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.57%Nov 23, 2022307Feb 14, 2024193Nov 19, 2024500
-35.88%Jun 6, 202219Jul 1, 2022100Nov 22, 2022119
-15.29%Apr 18, 20224Apr 21, 202228Jun 1, 202232
-10.07%Jan 22, 202518Feb 14, 2025
-9.72%Dec 6, 20249Dec 18, 202419Jan 17, 202528

Volatility

Volatility Chart

The current Excelerate Energy Inc volatility is 10.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
10.50%
3.21%
EE (Excelerate Energy Inc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Excelerate Energy Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Excelerate Energy Inc.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab