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

Company Info

ISINUS29364G1031
CUSIP29364G103
SectorUtilities
IndustryUtilities—Diversified

Highlights

Market Cap$21.96B
EPS$11.10
PE Ratio9.29
PEG Ratio2.18
Revenue (TTM)$12.15B
Gross Profit (TTM)$5.28B
EBITDA (TTM)$4.71B
Year Range$85.10 - $107.03
Target Price$111.20
Short %1.39%
Short Ratio1.75

Share Price Chart


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Entergy Corporation

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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.


2,000.00%3,000.00%4,000.00%5,000.00%OctoberNovemberDecember2024FebruaryMarch
5,191.62%
1,983.73%
ETR (Entergy Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Entergy Corporation had a return of 4.85% year-to-date (YTD) and 4.35% in the last 12 months. Over the past 10 years, Entergy Corporation had an annualized return of 9.08%, while the S&P 500 had an annualized return of 10.96%, indicating that Entergy Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.85%10.04%
1 month4.93%3.53%
6 months15.12%22.79%
1 year4.35%32.16%
5 years (annualized)5.80%13.15%
10 years (annualized)9.08%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.41%2.99%
2023-6.22%-2.89%3.34%7.34%-0.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Entergy Corporation (ETR) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ETR
Entergy Corporation
0.26
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Entergy Corporation Sharpe ratio is 0.26. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
0.26
2.76
ETR (Entergy Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Entergy Corporation granted a 4.20% dividend yield in the last twelve months. The annual payout for that period amounted to $4.40 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$4.40$4.34$4.10$3.86$3.74$3.66$3.58$3.50$3.42$3.34$3.32$3.32

Dividend yield

4.20%4.29%3.64%3.43%3.75%3.06%4.16%4.30%4.65%4.89%3.80%5.25%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$1.13
2023$0.00$1.07$0.00$0.00$1.07$0.00$0.00$1.07$0.00$0.00$1.13$0.00
2022$0.00$1.01$0.00$0.00$1.01$0.00$0.00$1.01$0.00$0.00$1.07$0.00
2021$0.00$0.95$0.00$0.00$0.95$0.00$0.00$0.95$0.00$0.00$1.01$0.00
2020$0.00$0.93$0.00$0.00$0.93$0.00$0.00$0.93$0.00$0.00$0.95$0.00
2019$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.91$0.00$0.00$0.93$0.00
2018$0.00$0.89$0.00$0.00$0.89$0.00$0.00$0.89$0.00$0.00$0.91$0.00
2017$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.87$0.00$0.00$0.89$0.00
2016$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.85$0.00$0.00$0.87$0.00
2015$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.85$0.00
2014$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00
2013$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00$0.00$0.83$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.2%
Entergy Corporation has a dividend yield of 4.20%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%65.0%
Entergy Corporation has a payout ratio of 64.99%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-9.55%
0
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 49.98%, occurring on Mar 13, 2009. Recovery took 2162 trading sessions.

The current Entergy Corporation drawdown is 9.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.98%Jan 10, 2008296Mar 13, 20092162Oct 12, 20172458
-47.93%Jun 8, 1999189Mar 6, 2000114Aug 16, 2000303
-44.31%Sep 2, 1993392Mar 22, 1995702Dec 30, 19971094
-41.99%Feb 19, 202024Mar 23, 2020524Apr 20, 2022548
-28.43%May 3, 200256Jul 23, 2002104Dec 18, 2002160

Volatility

Volatility Chart

The current Entergy Corporation volatility is 3.67%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2024FebruaryMarch
3.67%
2.82%
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

Income Statement


Income Statement
Balance Sheet
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Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items