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National Grid plc (NG.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00BDR05C01
SectorUtilities
IndustryUtilities - Regulated Electric
IPO DateOct 7, 1999

Highlights

Market Cap£48.31B
EPS (TTM)£0.41
PE Ratio23.80
PEG Ratio4.00
Total Revenue (TTM)£11.36B
Gross Profit (TTM)£3.56B
EBITDA (TTM)£4.26B
Year Range£617.01 - £1,062.00
Target Price£1,136.21

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: NG.L vs. IQQI.DE, NG.L vs. LGEN.L, NG.L vs. JPM, NG.L vs. SPG, NG.L vs. SWRD.L, NG.L vs. FTAL.L, NG.L vs. SPY, NG.L vs. VOO, NG.L vs. HMWO.L, NG.L vs. SWDA.L

Performance

Performance Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
-3.87%
11.40%
NG.L (National Grid plc)
Benchmark (^GSPC)

Returns By Period

National Grid plc had a return of 3.26% year-to-date (YTD) and 12.84% in the last 12 months. Over the past 10 years, National Grid plc had an annualized return of 6.75%, while the S&P 500 had an annualized return of 11.39%, indicating that National Grid plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.26%25.48%
1 month-4.75%2.14%
6 months-3.87%12.76%
1 year12.84%33.14%
5 years (annualized)9.21%13.96%
10 years (annualized)6.75%11.39%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.28%-1.66%2.75%-1.69%-8.39%4.56%11.72%1.28%3.14%-5.22%3.26%
20232.77%2.24%4.63%4.38%-3.36%-2.31%-0.86%-4.00%-1.03%-0.14%7.19%2.97%12.45%
20221.87%4.74%3.68%1.84%-1.93%-7.25%7.56%-4.73%-13.64%1.87%9.02%-1.69%-0.98%
2021-1.73%-5.13%7.14%5.39%3.14%1.75%0.36%1.86%-6.02%5.74%7.61%7.28%29.56%
20206.51%-2.29%-3.68%-1.35%-0.84%6.83%-5.66%-6.35%5.53%3.28%-5.76%1.96%-3.09%
20197.98%2.75%0.34%-1.73%-1.05%5.42%1.02%1.68%2.73%2.20%0.68%6.14%31.51%
2018-8.04%-8.02%8.38%5.06%2.76%0.61%-2.99%-0.41%-2.30%4.78%2.55%-8.25%-7.34%
2017-2.51%5.37%3.68%-1.33%8.47%-10.02%-1.58%4.05%-5.14%-2.01%-0.44%-1.12%-3.88%
20165.15%-2.26%2.46%-1.26%3.30%12.28%-1.19%-3.37%4.35%-2.47%-12.71%4.20%6.60%
20151.90%-5.23%-2.47%1.65%6.26%-9.48%4.39%0.82%6.84%0.64%1.87%1.26%7.50%
20140.13%5.77%-1.50%2.25%5.89%1.06%1.85%5.08%-1.22%4.28%2.13%-1.28%26.87%
2013-1.64%5.50%4.87%7.12%-4.27%2.31%5.43%-5.59%-1.62%7.39%-1.21%5.86%25.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NG.L is 58, 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 NG.L is 5858
Combined Rank
The Sharpe Ratio Rank of NG.L is 6060Sharpe Ratio Rank
The Sortino Ratio Rank of NG.L is 4848Sortino Ratio Rank
The Omega Ratio Rank of NG.L is 5353Omega Ratio Rank
The Calmar Ratio Rank of NG.L is 6565Calmar Ratio Rank
The Martin Ratio Rank of NG.L is 6161Martin 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 Grid plc (NG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


NG.L
Sharpe ratio
The chart of Sharpe ratio for NG.L, currently valued at 0.63, compared to the broader market-4.00-2.000.002.004.000.63
Sortino ratio
The chart of Sortino ratio for NG.L, currently valued at 0.87, compared to the broader market-4.00-2.000.002.004.006.000.87
Omega ratio
The chart of Omega ratio for NG.L, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for NG.L, currently valued at 0.63, compared to the broader market0.002.004.006.000.63
Martin ratio
The chart of Martin ratio for NG.L, currently valued at 2.22, compared to the broader market0.0010.0020.0030.002.22
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current National Grid plc Sharpe ratio is 0.63. 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 Grid plc 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 Ratio-1.00-0.500.000.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
0.63
2.18
NG.L (National Grid plc)
Benchmark (^GSPC)

Dividends

Dividend History

National Grid plc provided a 6.09% dividend yield over the last twelve months, with an annual payout of £0.59 per share. The company has been increasing its dividends for 5 consecutive years.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%£0.00£0.20£0.40£0.60£0.80£1.00£1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend£0.59£0.57£0.52£0.49£0.49£0.48£0.47£1.29£0.47£0.47£0.74£0.85

Dividend yield

6.09%5.86%5.63%5.07%6.16%5.51%6.62%16.03%4.97%5.01%8.00%10.81%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.00£0.00£0.00£0.00£0.00£0.39£0.00£0.00£0.00£0.00£0.00£0.39
2023£0.00£0.00£0.00£0.00£0.00£0.38£0.00£0.00£0.00£0.00£0.19£0.00£0.57
2022£0.00£0.00£0.00£0.00£0.00£0.34£0.00£0.00£0.00£0.00£0.18£0.00£0.52
2021£0.00£0.00£0.00£0.00£0.00£0.32£0.00£0.00£0.00£0.00£0.00£0.17£0.49
2020£0.00£0.00£0.00£0.00£0.00£0.00£0.32£0.00£0.00£0.00£0.17£0.00£0.49
2019£0.00£0.00£0.00£0.00£0.31£0.00£0.00£0.00£0.00£0.00£0.17£0.00£0.48
2018£0.00£0.00£0.00£0.00£0.30£0.00£0.00£0.00£0.00£0.00£0.16£0.00£0.47
2017£0.00£0.00£0.00£0.00£0.84£0.29£0.00£0.00£0.00£0.00£0.15£0.00£1.29
2016£0.00£0.00£0.00£0.00£0.00£0.31£0.00£0.00£0.00£0.00£0.17£0.00£0.47
2015£0.00£0.00£0.00£0.00£0.00£0.31£0.00£0.00£0.00£0.00£0.16£0.00£0.47
2014£0.00£0.00£0.00£0.00£0.00£0.58£0.00£0.00£0.00£0.00£0.16£0.00£0.74
2013£0.55£0.00£0.00£0.00£0.00£0.00£0.30£0.85

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.1%
National Grid plc has a dividend yield of 6.09%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%139.3%
National Grid plc has a payout ratio of 139.34%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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%JuneJulyAugustSeptemberOctoberNovember
-9.03%
0
NG.L (National Grid plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the National Grid plc. 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 Grid plc was 37.91%, occurring on Mar 12, 2003. Recovery took 481 trading sessions.

The current National Grid plc drawdown is 9.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.91%Nov 22, 2000581Mar 12, 2003481Feb 4, 20051062
-37.05%Jan 11, 2008309Mar 30, 2009567Jun 30, 2011876
-32.73%May 22, 2017187Feb 13, 2018487Jan 17, 2020674
-28.85%May 19, 2022101Oct 12, 2022397May 10, 2024498
-25.08%Feb 20, 202023Mar 23, 2020356Aug 19, 2021379

Volatility

Volatility Chart

The current National Grid plc volatility is 4.15%, 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%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
4.15%
3.80%
NG.L (National Grid plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of National Grid plc 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 Grid plc compared to its peers in the Utilities - Regulated Electric industry.


PE Ratio
20.040.060.080.0100.023.8
The chart displays the price to earnings (P/E) ratio for NG.L in comparison to other companies of the Utilities - Regulated Electric industry. Currently, NG.L has a PE value of 23.8. 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
5.010.015.04.0
The chart displays the price to earnings to growth (PEG) ratio for NG.L in comparison to other companies of the Utilities - Regulated Electric industry. Currently, NG.L has a PEG value of 4.0. 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 National Grid plc.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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