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Genie Energy Ltd. (GNE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS3722842081
CUSIP372284208
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market Cap$415.37M
EPS$0.38
PE Ratio40.29
Revenue (TTM)$443.12M
Gross Profit (TTM)$154.78M
EBITDA (TTM)$57.34M
Year Range$12.73 - $30.63
Target Price$7.50
Short %3.76%
Short Ratio5.35

Share Price Chart


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Compare to other instruments

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Genie Energy Ltd.

Popular comparisons: GNE vs. ^SP600, GNE vs. NRG, GNE vs. MRK, GNE vs. NEE, GNE vs. VOO, GNE vs. SPY

Performance

Performance Chart

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


150.00%200.00%250.00%300.00%350.00%400.00%December2024FebruaryMarchAprilMay
150.05%
312.95%
GNE (Genie Energy Ltd.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Genie Energy Ltd. had a return of -44.37% year-to-date (YTD) and 5.59% in the last 12 months. Over the past 10 years, Genie Energy Ltd. had an annualized return of 10.96%, while the S&P 500 benchmark had an annualized return of 10.76%, indicating that Genie Energy Ltd. performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date-44.37%11.21%
1 month-1.61%4.60%
6 months-38.22%16.35%
1 year5.59%27.79%
5 years (annualized)13.26%13.43%
10 years (annualized)10.96%10.76%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-33.84%-1.59%-17.32%1.39%-44.37%
20235.90%4.91%21.02%12.66%-9.05%0.36%-5.16%14.74%-3.79%34.69%22.60%16.00%177.26%
2022-9.69%23.99%9.58%-3.85%28.10%11.30%5.13%9.18%-10.44%4.49%2.86%3.71%92.73%
20212.36%2.30%-16.03%-11.67%8.93%3.61%-6.80%14.77%-3.40%-24.20%4.04%8.15%-22.75%
2020-6.47%-4.29%4.96%9.75%10.42%-14.52%10.46%9.77%-9.50%3.62%0.12%-12.24%-2.76%
201939.64%7.84%-5.55%2.24%8.30%14.03%3.47%-34.34%4.19%-0.13%9.59%-4.45%32.91%
20180.23%1.83%13.86%-16.63%36.09%-11.11%4.84%5.54%-0.19%-1.85%21.78%-5.49%46.22%
20170.35%-5.54%34.53%9.81%-2.30%-0.91%-12.99%-6.07%6.50%-12.67%-23.29%0.69%-20.42%
2016-24.57%11.02%-17.91%-3.15%3.38%-10.45%-5.17%0.30%-7.52%-11.69%11.44%-0.00%-46.65%
20151.46%16.27%9.94%79.12%-11.52%-16.51%-1.15%3.38%-23.08%37.79%0.79%-2.45%82.74%
2014-2.06%14.60%-13.00%-18.76%-3.21%0.38%-11.94%20.63%-15.91%3.13%-7.72%-6.79%-38.92%
20130.56%-1.68%31.91%16.41%-20.32%6.52%12.68%-17.36%15.02%5.41%62.63%-39.23%43.80%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GNE is 46, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of GNE is 4646
GNE (Genie Energy Ltd.)
The Sharpe Ratio Rank of GNE is 4848Sharpe Ratio Rank
The Sortino Ratio Rank of GNE is 4444Sortino Ratio Rank
The Omega Ratio Rank of GNE is 4444Omega Ratio Rank
The Calmar Ratio Rank of GNE is 4949Calmar Ratio Rank
The Martin Ratio Rank of GNE is 4747Martin 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 Genie Energy Ltd. (GNE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


GNE
Sharpe ratio
The chart of Sharpe ratio for GNE, currently valued at 0.10, compared to the broader market-2.00-1.000.001.002.003.004.000.10
Sortino ratio
The chart of Sortino ratio for GNE, currently valued at 0.45, compared to the broader market-4.00-2.000.002.004.006.000.45
Omega ratio
The chart of Omega ratio for GNE, currently valued at 1.06, compared to the broader market0.501.001.502.001.06
Calmar ratio
The chart of Calmar ratio for GNE, currently valued at 0.09, compared to the broader market0.002.004.006.000.09
Martin ratio
The chart of Martin ratio for GNE, currently valued at 0.17, compared to the broader market-10.000.0010.0020.0030.000.17
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.52, compared to the broader market-2.00-1.000.001.002.003.004.002.52
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.56, compared to the broader market-4.00-2.000.002.004.006.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.44, compared to the broader market0.501.001.502.001.44
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.04, compared to the broader market0.002.004.006.002.04
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.59, compared to the broader market-10.000.0010.0020.0030.009.59

Sharpe Ratio

The current Genie Energy Ltd. Sharpe ratio is 0.10. 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 Genie Energy Ltd. 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 Ratio0.001.002.003.004.00December2024FebruaryMarchAprilMay
0.10
2.52
GNE (Genie Energy Ltd.)
Benchmark (^GSPC)

Dividends

Dividend History

Genie Energy Ltd. granted a 1.93% dividend yield in the last twelve months. The annual payout for that period amounted to $0.30 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend$0.30$0.30$0.30$0.00$0.33$0.30$0.30$0.30$0.24$0.12$0.06

Dividend yield

1.93%1.07%2.90%0.00%4.58%3.88%4.98%6.88%4.17%1.08%0.97%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.08$0.00$0.00$0.08$0.15
2023$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2022$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.08$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.00$0.09$0.33
2019$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2018$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2017$0.00$0.00$0.08$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.30
2016$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.24
2015$0.00$0.00$0.06$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2014$0.06$0.00$0.06

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.9%
Genie Energy Ltd. has a dividend yield of 1.93%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%58.4%
Genie Energy Ltd. has a payout ratio of 58.41%, which is quite average when compared to the overall market. This suggests that Genie Energy Ltd. 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-48.88%
-0.31%
GNE (Genie Energy Ltd.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Genie Energy Ltd.. 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 Genie Energy Ltd. was 75.12%, occurring on Apr 13, 2018. Recovery took 1248 trading sessions.

The current Genie Energy Ltd. drawdown is 48.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.12%Dec 6, 20131095Apr 13, 20181248Mar 29, 20232343
-51.65%Dec 27, 202362Mar 26, 2024
-46.87%Feb 7, 2012195Nov 14, 201294Apr 3, 2013289
-30.22%Apr 4, 2013109Sep 6, 201351Nov 18, 2013160
-25.49%Oct 31, 201119Nov 25, 201130Jan 10, 201249

Volatility

Volatility Chart

The current Genie Energy Ltd. volatility is 11.46%, 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%20.00%December2024FebruaryMarchAprilMay
11.46%
3.10%
GNE (Genie Energy Ltd.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

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