PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
National Fuel Gas Company (NFG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US6361801011

CUSIP

636180101

Sector

Energy

IPO Date

Sep 1, 1987

Highlights

Market Cap

$5.51B

EPS (TTM)

$0.84

PE Ratio

72.18

PEG Ratio

2.05

Total Revenue (TTM)

$1.87B

Gross Profit (TTM)

$742.36M

EBITDA (TTM)

$680.96M

Year Range

$44.09 - $65.06

Target Price

$71.25

Short %

3.29%

Short Ratio

5.04

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:
NFG vs. KMI NFG vs. AQN.TO NFG vs. XLU NFG vs. QQQ NFG vs. SPY NFG vs. ENB NFG vs. MO NFG vs. VOO NFG vs. XLV NFG vs. ABBV
Popular comparisons:
NFG vs. KMI NFG vs. AQN.TO NFG vs. XLU NFG vs. QQQ NFG vs. SPY NFG vs. ENB NFG vs. MO NFG vs. VOO NFG vs. XLV NFG vs. ABBV

Performance

Performance Chart

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


1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%JulyAugustSeptemberOctoberNovemberDecember
2,226.57%
1,733.91%
NFG (National Fuel Gas Company)
Benchmark (^GSPC)

Returns By Period

National Fuel Gas Company had a return of 22.79% year-to-date (YTD) and 23.37% in the last 12 months. Over the past 10 years, National Fuel Gas Company had an annualized return of 1.82%, while the S&P 500 had an annualized return of 11.06%, indicating that National Fuel Gas Company did not perform as well as the benchmark.


NFG

YTD

22.79%

1M

-2.82%

6M

11.69%

1Y

23.37%

5Y*

8.70%

10Y*

1.82%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-6.00%3.35%11.27%-1.15%7.65%-4.30%8.12%2.00%2.29%-0.13%5.68%22.79%
2023-8.28%-1.34%1.65%-3.19%-8.93%1.88%3.41%1.19%-2.49%-1.85%-0.31%-0.24%-17.71%
2022-5.02%2.49%11.11%2.08%4.85%-9.54%9.52%-1.48%-12.99%9.65%-1.87%-3.71%1.87%
2021-2.12%12.87%10.99%-0.66%4.49%1.56%-1.57%0.74%2.23%9.35%0.66%11.39%60.66%
2020-7.20%-15.24%3.10%9.95%2.37%1.03%-3.24%12.50%-10.12%-1.55%3.03%0.99%-7.58%
201911.96%5.04%1.99%-2.87%-9.96%-0.24%-9.50%-2.09%1.32%-3.43%-0.64%4.34%-5.94%
20181.53%-11.34%4.94%-0.19%2.51%1.42%1.40%3.41%1.74%-3.16%-0.81%-4.17%-3.74%
2017-0.87%7.39%-0.45%-7.11%2.49%-0.89%6.03%-2.08%-1.65%2.54%1.29%-5.90%-0.20%
20166.04%0.77%10.43%10.89%-0.90%4.18%-0.65%0.97%-4.54%-3.13%7.64%1.17%36.47%
2015-8.77%1.54%-5.73%6.83%-0.31%-7.74%-8.18%-0.20%-6.64%5.10%-12.96%-5.63%-36.63%
20145.55%-0.32%-6.25%5.14%1.85%4.92%-11.99%10.93%-7.93%-1.09%0.06%0.93%-0.51%
20137.32%6.97%6.07%2.23%-2.42%-4.70%11.87%0.69%5.91%4.06%-5.69%6.37%44.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, NFG is among the top 20% 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 NFG is 8080
Overall Rank
The Sharpe Ratio Rank of NFG is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of NFG is 7979
Sortino Ratio Rank
The Omega Ratio Rank of NFG is 7676
Omega Ratio Rank
The Calmar Ratio Rank of NFG is 7474
Calmar Ratio Rank
The Martin Ratio Rank of NFG is 8888
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 National Fuel Gas Company (NFG) 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 NFG, currently valued at 1.21, compared to the broader market-4.00-2.000.002.001.212.10
The chart of Sortino ratio for NFG, currently valued at 1.85, compared to the broader market-4.00-2.000.002.004.001.852.80
The chart of Omega ratio for NFG, currently valued at 1.23, compared to the broader market0.501.001.502.001.231.39
The chart of Calmar ratio for NFG, currently valued at 0.69, compared to the broader market0.002.004.006.000.693.09
The chart of Martin ratio for NFG, currently valued at 7.61, compared to the broader market-5.000.005.0010.0015.0020.0025.007.6113.49
NFG
^GSPC

The current National Fuel Gas Company Sharpe ratio is 1.21. 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 National Fuel Gas Company 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.21
2.10
NFG (National Fuel Gas Company)
Benchmark (^GSPC)

Dividends

Dividend History

National Fuel Gas Company provided a 3.37% dividend yield over the last twelve months, with an annual payout of $2.02 per share. The company has been increasing its dividends for 25 consecutive years, earning it the status of a dividend aristocrat.


2.00%2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.02$1.96$1.88$1.81$1.77$1.73$1.69$1.65$1.61$1.57$1.53$1.49

Dividend yield

3.37%3.91%2.97%2.83%4.30%3.72%3.30%3.00%2.84%3.67%2.20%2.09%

Monthly Dividends

The table displays the monthly dividend distributions for National Fuel Gas Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.50$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.00$1.53
2023$0.00$0.00$0.48$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$1.96
2022$0.00$0.00$0.46$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$1.88
2021$0.00$0.00$0.45$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$0.46$1.81
2020$0.00$0.00$0.44$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$1.77
2019$0.00$0.00$0.43$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$1.73
2018$0.00$0.00$0.42$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.69
2017$0.00$0.00$0.41$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$1.65
2016$0.00$0.00$0.40$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$1.61
2015$0.00$0.00$0.39$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$1.57
2014$0.00$0.00$0.38$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$1.53
2013$0.37$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$1.49

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.4%
National Fuel Gas Company has a dividend yield of 3.37%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%40.3%
National Fuel Gas Company has a payout ratio of 40.32%, which is quite average when compared to the overall market. This suggests that National Fuel Gas Company 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.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.34%
-2.62%
NFG (National Fuel Gas Company)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the National Fuel Gas Company. 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 National Fuel Gas Company was 70.97%, occurring on Jul 24, 2002. Recovery took 1183 trading sessions.

The current National Fuel Gas Company drawdown is 13.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.97%Dec 11, 2000403Jul 24, 20021183Apr 5, 20071586
-55.49%May 22, 2008128Nov 20, 2008492Nov 4, 2010620
-50.1%Jul 1, 20141442Mar 23, 2020424Nov 24, 20211866
-42.91%Jul 7, 2011230Jun 4, 2012348Oct 22, 2013578
-35.74%Jun 8, 2022417Feb 5, 2024

Volatility

Volatility Chart

The current National Fuel Gas Company volatility is 5.74%, 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%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.74%
3.79%
NFG (National Fuel Gas Company)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of National Fuel Gas Company 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 National Fuel Gas Company compared to its peers in the Oil & Gas Integrated industry.


PE Ratio
10.020.030.040.072.2
The chart displays the price to earnings (P/E) ratio for NFG in comparison to other companies of the Oil & Gas Integrated industry. Currently, NFG has a PE value of 72.2. 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
0.02.04.06.08.010.012.02.1
The chart displays the price to earnings to growth (PEG) ratio for NFG in comparison to other companies of the Oil & Gas Integrated industry. Currently, NFG has a PEG value of 2.1. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for National Fuel Gas Company.


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 © 2024 PortfoliosLab