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National Grid plc (NGG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6362744095
CUSIP636274409
SectorUtilities
IndustryUtilities—Regulated Electric

Highlights

Market Cap$49.33B
EPS$4.32
PE Ratio15.35
PEG Ratio3.31
Revenue (TTM)$20.70B
Gross Profit (TTM)$18.45B
EBITDA (TTM)$5.81B
Year Range$55.38 - $70.66
Target Price$73.21
Short %0.04%
Short Ratio9.08

Share Price Chart


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Compare to other instruments

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National Grid plc

Popular comparisons: NGG vs. AWK, NGG vs. GSK, NGG vs. KMI, NGG vs. ATO, NGG vs. INVH, NGG vs. GSG, NGG vs. NEE, NGG vs. MCD, NGG vs. XLU, NGG vs. ADC

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.


200.00%300.00%400.00%500.00%600.00%NovemberDecember2024FebruaryMarchApril
584.24%
282.17%
NGG (National Grid plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

National Grid plc had a return of -1.97% year-to-date (YTD) and -2.19% in the last 12 months. Over the past 10 years, National Grid plc had an annualized return of 5.54%, while the S&P 500 had an annualized return of 10.37%, indicating that National Grid plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-1.97%5.57%
1 month-2.30%-4.16%
6 months12.85%20.07%
1 year-2.19%20.82%
5 years (annualized)10.04%11.56%
10 years (annualized)5.54%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.68%-1.29%2.34%
2023-0.79%11.77%3.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NGG is 40, suggesting that the investment has average results relative to the market 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 NGG is 4040
National Grid plc(NGG)
The Sharpe Ratio Rank of NGG is 4343Sharpe Ratio Rank
The Sortino Ratio Rank of NGG is 3535Sortino Ratio Rank
The Omega Ratio Rank of NGG is 3535Omega Ratio Rank
The Calmar Ratio Rank of NGG is 4343Calmar Ratio Rank
The Martin Ratio Rank of NGG is 4444Martin 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 (NGG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


NGG
Sharpe ratio
The chart of Sharpe ratio for NGG, currently valued at -0.11, compared to the broader market-2.00-1.000.001.002.003.00-0.11
Sortino ratio
The chart of Sortino ratio for NGG, currently valued at -0.03, compared to the broader market-4.00-2.000.002.004.006.00-0.03
Omega ratio
The chart of Omega ratio for NGG, currently valued at 1.00, compared to the broader market0.501.001.501.00
Calmar ratio
The chart of Calmar ratio for NGG, currently valued at -0.09, compared to the broader market0.002.004.006.00-0.09
Martin ratio
The chart of Martin ratio for NGG, currently valued at -0.21, compared to the broader market-10.000.0010.0020.0030.00-0.21
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.78, compared to the broader market-2.00-1.000.001.002.003.001.78
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.58, compared to the broader market-4.00-2.000.002.004.006.002.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.002.004.006.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.92, compared to the broader market-10.000.0010.0020.0030.006.92

Sharpe Ratio

The current National Grid plc Sharpe ratio is -0.11. This value is calculated based on the past 12 months 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-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
-0.11
1.78
NGG (National Grid plc)
Benchmark (^GSPC)

Dividends

Dividend History

National Grid plc granted a 5.31% dividend yield in the last twelve months. The annual payout for that period amounted to $3.54 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.54$3.54$3.12$3.44$3.14$3.09$3.09$14.20$3.23$3.59$6.06$3.43

Dividend yield

5.31%5.20%5.18%4.75%5.32%4.94%6.44%24.15%5.07%4.73%7.86%4.82%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$2.35$0.00$0.00$0.00$0.00$1.19$0.00
2022$0.00$0.00$0.00$0.00$0.00$2.09$0.00$0.00$0.00$0.00$1.03$0.00
2021$0.00$0.00$0.00$0.00$0.00$2.28$0.00$0.00$0.00$0.00$0.00$1.16
2020$0.00$0.00$0.00$0.00$0.00$0.00$2.01$0.00$0.00$0.00$1.13$0.00
2019$0.00$0.00$0.00$0.00$2.03$0.00$0.00$0.00$0.00$0.00$1.07$0.00
2018$0.00$0.00$0.00$0.00$2.04$0.00$0.00$0.00$0.00$0.00$1.05$0.00
2017$0.00$0.00$0.00$0.00$13.20$0.00$0.00$0.00$0.00$0.00$1.01$0.00
2016$0.00$0.00$0.00$0.00$0.00$2.21$0.00$0.00$0.00$0.00$1.02$0.00
2015$0.00$0.00$0.00$0.00$0.00$2.36$0.00$0.00$0.00$0.00$1.22$0.00
2014$0.00$0.00$0.00$0.00$0.00$2.29$2.50$0.00$0.00$0.00$1.27$0.00
2013$2.17$0.00$0.00$0.00$0.00$0.00$1.26

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.3%
National Grid plc has a dividend yield of 5.31%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%149.8%
National Grid plc has a payout ratio of 149.82%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-8.07%
-4.16%
NGG (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 54.85%, occurring on Mar 30, 2009. Recovery took 1008 trading sessions.

The current National Grid plc drawdown is 8.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.85%Dec 11, 2007327Mar 30, 20091008Apr 2, 20131335
-39.2%Apr 7, 2022130Oct 12, 2022
-34.04%Feb 24, 202021Mar 23, 2020285May 10, 2021306
-33.89%Nov 16, 2000265Dec 14, 2001664Aug 6, 2004929
-27%May 26, 2017394Dec 18, 2018249Dec 13, 2019643

Volatility

Volatility Chart

The current National Grid plc volatility is 5.55%, 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%NovemberDecember2024FebruaryMarchApril
5.55%
3.95%
NGG (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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

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