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Entergy Corporation (ETR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US29364G1031

CUSIP

29364G103

Sector

Utilities

IPO Date

Jun 1, 1972

Highlights

Market Cap

$32.09B

EPS (TTM)

$4.12

PE Ratio

18.17

PEG Ratio

8.91

Total Revenue (TTM)

$11.86B

Gross Profit (TTM)

$4.33B

EBITDA (TTM)

$4.56B

Year Range

$46.11 - $79.04

Target Price

$80.19

Short %

1.73%

Short Ratio

1.49

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
ETR vs. SO ETR vs. NI ETR vs. EVRG ETR vs. WM ETR vs. AQN.TO ETR vs. ABBV ETR vs. BNS ETR vs. XEL ETR vs. VOO ETR vs. EVR
Popular comparisons:
ETR vs. SO ETR vs. NI ETR vs. EVRG ETR vs. WM ETR vs. AQN.TO ETR vs. ABBV ETR vs. BNS ETR vs. XEL ETR vs. VOO ETR vs. EVR

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
45.16%
9.23%
ETR (Entergy Corporation)
Benchmark (^GSPC)

Returns By Period

Entergy Corporation had a return of 56.42% year-to-date (YTD) and 57.94% in the last 12 months. Over the past 10 years, Entergy Corporation had an annualized return of 11.60%, while the S&P 500 benchmark had an annualized return of 11.23%, indicating that Entergy Corporation performed slightly bigger than the benchmark.


ETR

YTD

56.42%

1M

-0.13%

6M

43.71%

1Y

57.94%

5Y*

10.12%

10Y*

11.60%

^GSPC (Benchmark)

YTD

26.63%

1M

1.18%

6M

10.44%

1Y

27.03%

5Y*

13.30%

10Y*

11.23%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.41%2.99%4.05%0.94%6.59%-4.88%8.38%5.08%9.05%17.61%2.55%56.42%
2023-3.75%-4.02%4.73%-0.15%-7.79%-0.85%5.47%-5.16%-2.89%3.34%7.34%-0.22%-5.03%
2022-0.78%-5.01%10.97%1.80%3.01%-6.38%2.21%1.00%-12.72%6.47%10.73%-3.24%5.52%
2021-4.52%-8.03%14.58%9.87%-1.98%-5.28%3.23%8.42%-10.22%3.74%-1.64%12.27%18.15%
20209.78%-10.48%-19.62%1.64%7.64%-7.87%12.07%-3.95%-0.62%2.73%8.48%-8.28%-12.93%
20193.62%5.70%2.46%1.33%1.13%6.04%2.61%8.69%4.01%3.51%-2.64%2.93%46.74%
2018-3.32%-2.47%3.90%3.57%1.44%-0.15%0.61%5.09%-2.94%3.48%5.96%-1.14%14.32%
2017-2.49%8.32%-0.91%0.39%4.85%-2.90%-0.07%4.38%-3.55%12.96%2.35%-5.89%17.12%
20163.25%4.80%9.79%-5.17%3.28%7.15%0.05%-1.83%-1.88%-3.98%-5.57%6.90%16.46%
20150.03%-7.25%-2.54%-0.40%0.17%-7.81%0.74%-5.74%-0.35%4.70%-0.96%2.60%-16.27%
2014-0.38%3.97%4.75%8.45%6.40%8.84%-11.28%7.52%-0.10%8.65%1.90%4.27%49.90%
20131.33%-2.37%1.57%12.63%-2.12%1.16%-3.13%-3.97%-0.06%2.42%-3.14%2.23%5.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 97, ETR is among the top 3% 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 ETR is 9797
Overall Rank
The Sharpe Ratio Rank of ETR is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of ETR is 9797
Sortino Ratio Rank
The Omega Ratio Rank of ETR is 9797
Omega Ratio Rank
The Calmar Ratio Rank of ETR is 9797
Calmar Ratio Rank
The Martin Ratio Rank of ETR is 9797
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 Entergy Corporation (ETR) 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 ETR, currently valued at 2.49, compared to the broader market-4.00-2.000.002.002.492.16
The chart of Sortino ratio for ETR, currently valued at 3.97, compared to the broader market-4.00-2.000.002.004.003.972.87
The chart of Omega ratio for ETR, currently valued at 1.58, compared to the broader market0.501.001.502.001.581.40
The chart of Calmar ratio for ETR, currently valued at 4.02, compared to the broader market0.002.004.006.004.023.19
The chart of Martin ratio for ETR, currently valued at 17.61, compared to the broader market0.0010.0020.0017.6113.87
ETR
^GSPC

The current Entergy Corporation Sharpe ratio is 2.49. 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 Entergy Corporation 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.49
2.07
ETR (Entergy Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Entergy Corporation provided a 3.84% dividend yield over the last twelve months, with an annual payout of $2.90 per share.


4.00%5.00%6.00%7.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.90$2.71$3.09$2.41$2.34$2.75$3.14$2.20$2.99$2.50$2.91$2.08

Dividend yield

3.84%5.35%5.49%4.27%4.68%4.59%7.28%5.39%8.13%7.31%6.64%6.56%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$1.20$0.00$2.90
2023$0.00$0.54$0.00$0.00$0.54$0.00$0.00$1.07$0.00$0.00$0.57$0.00$2.71
2022$0.00$0.51$0.00$0.00$1.01$0.00$0.00$0.51$0.00$0.00$1.07$0.00$3.09
2021$0.00$0.48$0.00$0.00$0.95$0.00$0.00$0.48$0.00$0.00$0.51$0.00$2.41
2020$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.93$0.00$0.00$0.48$0.00$2.34
2019$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.91$0.00$0.00$0.93$0.00$2.75
2018$0.00$0.45$0.00$0.00$0.89$0.00$0.00$0.89$0.00$0.00$0.91$0.00$3.14
2017$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.89$0.00$2.20
2016$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.44$0.00$2.99
2015$0.00$0.83$0.00$0.00$0.42$0.00$0.00$0.83$0.00$0.00$0.43$0.00$2.50
2014$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.42$0.00$0.00$0.83$0.00$2.91
2013$0.42$0.00$0.00$0.42$0.00$0.00$0.83$0.00$0.00$0.42$0.00$2.08

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.8%
Entergy Corporation has a dividend yield of 3.84%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%52.6%
Entergy Corporation has a payout ratio of 52.61%, which is quite average when compared to the overall market. This suggests that Entergy Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.54%
-1.91%
ETR (Entergy Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Entergy Corporation. 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 Corporation was 51.17%, occurring on Dec 1, 1987. Recovery took 250 trading sessions.

The current Entergy Corporation drawdown is 3.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.17%Feb 25, 1987195Dec 1, 1987250Nov 25, 1988445
-49.62%Jan 10, 2008296Mar 13, 20091330Jun 25, 20141626
-47.38%Jun 8, 1999189Mar 6, 2000111Aug 11, 2000300
-42.5%Jul 18, 198558Oct 8, 1985326Jan 22, 1987384
-41.99%Feb 19, 202024Mar 23, 2020515Apr 6, 2022539

Volatility

Volatility Chart

The current Entergy Corporation volatility is 5.35%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.35%
3.82%
ETR (Entergy Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Entergy Corporation 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 assessment of the market value of Entergy Corporation compared to its peers in the Utilities - Diversified industry.


PE Ratio
10.020.030.040.018.2
The chart displays the price to earnings (P/E) ratio for ETR in comparison to other companies of the Utilities - Diversified industry. Currently, ETR has a PE value of 18.2. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
2.04.06.08.08.9
The chart displays the price to earnings to growth (PEG) ratio for ETR in comparison to other companies of the Utilities - Diversified industry. Currently, ETR has a PEG value of 8.9. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

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


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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
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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.

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