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Entergy New Orleans Inc. Pref (ENJ)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US29364P5098
CUSIP
29364P509
Sector
Industry
IPO Date
Dec 5, 2012

Highlights

Market Cap
$9.05B
Enterprise Value
$15.11B
EPS (TTM)
$3.91
PE Ratio
5.14
PEG Ratio
0.04
Total Revenue (TTM)
$12.95B
Gross Profit (TTM)
$8.65B
EBITDA (TTM)
$5.43B
Year Range
$19.86 - $22.81
ROE (TTM)
10.39%

Share Price Chart


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Entergy New Orleans Inc. Pref

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Entergy New Orleans Inc. Pref (ENJ) has returned -1.94% so far this year and 2.77% over the past 12 months. Over the last ten years, ENJ has returned 2.85% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Entergy New Orleans Inc. Pref

1D
-1.45%
1M
-4.48%
YTD
-1.94%
6M
-3.74%
1Y
2.77%
3Y*
0.78%
5Y*
0.63%
10Y*
2.85%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 5, 2012, ENJ's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, your investment would double in approximately 17.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jan 2023 with a return of +9.4%, while the worst month was Jun 2013 at -9.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ENJ closed higher 45% of trading days. The best single day was Mar 24, 2020 with a return of +8.9%, while the worst single day was Nov 14, 2016 at -6.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.30%1.35%-4.48%-1.94%
20252.44%-0.29%-2.12%0.59%-1.25%0.40%2.85%2.92%1.14%3.47%-2.76%-2.44%4.78%
20243.51%2.79%0.22%-5.98%0.65%-1.36%2.96%7.02%2.36%-0.38%-1.50%-6.73%2.74%
20239.43%1.13%-3.15%1.76%-0.48%-2.37%0.13%-3.67%-0.60%-8.60%6.75%4.84%3.92%
2022-0.37%0.44%0.04%-3.44%-0.51%1.00%1.54%0.41%-2.16%-6.16%3.73%-2.76%-8.29%
2021-0.04%0.32%-0.33%0.84%0.20%0.37%0.11%1.13%-0.78%0.43%-0.14%0.92%3.06%

Benchmark Metrics

Entergy New Orleans Inc. Pref has an annualized alpha of 3.26%, beta of 0.11, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since December 06, 2012.

  • This stock participated in 29.26% of S&P 500 Index downside but only 23.81% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.11 may look defensive, but with R² of 0.01 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.01 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.26%
Beta
0.11
0.01
Upside Capture
23.81%
Downside Capture
29.26%

Return for Risk

Risk / Return Rank

ENJ ranks 44 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


ENJ Risk / Return Rank: 4444
Overall Rank
ENJ Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
ENJ Sortino Ratio Rank: 3737
Sortino Ratio Rank
ENJ Omega Ratio Rank: 3838
Omega Ratio Rank
ENJ Calmar Ratio Rank: 4949
Calmar Ratio Rank
ENJ Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Entergy New Orleans Inc. Pref (ENJ) and compare them to a chosen benchmark (S&P 500 Index).


ENJBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.19

0.90

-0.71

Sortino ratio

Return per unit of downside risk

0.36

1.39

-1.02

Omega ratio

Gain probability vs. loss probability

1.05

1.21

-0.16

Calmar ratio

Return relative to maximum drawdown

0.31

1.40

-1.08

Martin ratio

Return relative to average drawdown

0.78

6.61

-5.83

Explore ENJ risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Entergy New Orleans Inc. Pref provided a 6.22% dividend yield over the last twelve months, with an annual payout of $1.25 per share. The company has been increasing its dividends for 3 consecutive years.


4.00%4.50%5.00%5.50%6.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.25$1.25$1.25$1.25$1.25$1.25$1.25$1.25$0.94$1.25$1.25$1.25

Dividend yield

6.22%6.01%5.94%5.77%5.65%4.93%4.85%4.81%3.97%5.01%5.60%4.93%

Monthly Dividends

The table displays the monthly dividend distributions for Entergy New Orleans Inc. Pref. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.31$0.00$0.31
2025$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.25
2024$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.25
2023$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.25
2022$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.25
2021$0.00$0.31$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.31$0.00$1.25

Dividend Yield & Payout


Dividend Yield

Entergy New Orleans Inc. Pref has a dividend yield of 6.22%, which means its dividend payment is significantly above the market average.

Payout Ratio

Entergy New Orleans Inc. Pref has a payout ratio of 0.35%, which is below the market average. This means Entergy New Orleans Inc. Pref 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Entergy New Orleans Inc. Pref. 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 Entergy New Orleans Inc. Pref was 24.51%, occurring on Dec 12, 2013. Recovery took 115 trading sessions.

The current Entergy New Orleans Inc. Pref drawdown is 8.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.51%Apr 24, 2013163Dec 12, 2013115May 30, 2014278
-19.75%Sep 26, 201658Dec 15, 2016598May 6, 2019656
-18%Feb 28, 2023170Oct 30, 202394Mar 15, 2024264
-14.64%Jan 10, 202050Mar 23, 202089Jul 29, 2020139
-13.91%Oct 3, 2024130Apr 10, 2025136Oct 24, 2025266

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

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


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Entergy New Orleans Inc. Pref is priced in the market compared to other companies in the undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ENJ, comparing it with other companies in the undefined industry. Currently, ENJ has a P/E ratio of 5.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for ENJ compared to other companies in the undefined industry. ENJ currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ENJ relative to other companies in the undefined industry. Currently, ENJ has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ENJ in comparison with other companies in the undefined industry. Currently, ENJ has a P/B value of 0.5. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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