AXIA vs. NLCP

Last updated Apr 1, 2026

Compare and contrast key facts about AXIA Energia SA (AXIA) and NewLake Capital Partners, Inc. (NLCP).

Performance

AXIA vs. NLCP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXIA Energia SA (AXIA) and NewLake Capital Partners, Inc. (NLCP). The values are adjusted to include any dividend payments, if applicable.

AXIA vs. NLCP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AXIA AXIA Energia SA	23.14%	121.49%	-31.28%	9.41%	32.73%	-14.71%
NLCP NewLake Capital Partners, Inc.	-6.61%	2.42%	19.43%	11.85%	-39.27%	-2.96%

Fundamentals

EPS AXIA : $4.49 NLCP : $1.25
PE Ratio AXIA : 2.51 NLCP : 11.51
PEG Ratio AXIA : 0.11 NLCP : 0.38
PS Ratio AXIA : 0.42 NLCP : 5.93
Total Revenue (TTM) AXIA : $40.57B NLCP : $51.07M
Gross Profit (TTM) AXIA : $17.12B NLCP : $41.21M
EBITDA (TTM) AXIA : $2.36B NLCP : $42.77M

Returns By Period

In the year-to-date period, AXIA achieves a 23.14% return, which is significantly higher than NLCP's -6.61% return.

AXIA

• 1D: 5.32%
• 1M: -6.62%
• YTD: 23.14%
• 6M: 48.02%
• 1Y: 119.74%
• 3Y*: 34.87%
• 5Y*: 23.25%
• 10Y*: 26.11%

NLCP

• 1D: 0.63%
• 1M: -2.79%
• YTD: -6.61%
• 6M: 15.30%
• 1Y: 13.34%
• 3Y*: 17.12%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AXIA vs. NLCP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AXIA

AXIA Risk / Return Rank: 97
AXIA Sharpe Ratio Rank: 98
AXIA Sortino Ratio Rank: 97
AXIA Omega Ratio Rank: 95
AXIA Calmar Ratio Rank: 98
AXIA Martin Ratio Rank: 98

NLCP

NLCP Risk / Return Rank: 57
NLCP Sharpe Ratio Rank: 60
NLCP Sortino Ratio Rank: 53
NLCP Omega Ratio Rank: 53
NLCP Calmar Ratio Rank: 58
NLCP Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AXIA vs. NLCP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXIA Energia SA (AXIA) and NewLake Capital Partners, Inc. (NLCP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AXIA	NLCP	Difference
Sharpe ratio Return per unit of total volatility	3.55	0.51	+3.04
Sortino ratio Return per unit of downside risk	3.99	0.92	+3.06
Omega ratio Gain probability vs. loss probability	1.51	1.12	+0.39
Calmar ratio Return relative to maximum drawdown	8.18	0.71	+7.47
Martin ratio Return relative to average drawdown	23.41	1.60	+21.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AXIA vs. NLCP - Sharpe Ratio Comparison

The current AXIA Sharpe Ratio is 3.55, which is higher than the NLCP Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of AXIA and NLCP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AXIA	NLCP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.55	0.51	+3.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.62	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.27	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.06	-0.20	+0.26

Correlation

The correlation between AXIA and NLCP is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AXIA vs. NLCP - Dividend Comparison

AXIA's dividend yield for the trailing twelve months is around 5.84%, less than NLCP's 11.91% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
AXIA AXIA Energia SA	5.84%	7.19%	3.85%	0.51%	1.89%	7.32%	4.38%	2.21%
NLCP NewLake Capital Partners, Inc.	11.91%	10.80%	9.71%	9.81%	8.99%	1.50%	0.00%	0.00%

Drawdowns

AXIA vs. NLCP - Drawdown Comparison

The maximum AXIA drawdown since its inception was -93.65%, which is greater than NLCP's maximum drawdown of -58.59%. Use the drawdown chart below to compare losses from any high point for AXIA and NLCP.

Drawdown Indicators

	AXIA	NLCP	Difference
Max Drawdown Largest peak-to-trough decline	-93.65%	-58.59%	-35.06%
Max Drawdown (1Y) Largest decline over 1 year	-14.50%	-14.78%	+0.28%
Max Drawdown (5Y) Largest decline over 5 years	-45.28%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-72.80%	—	—
Current Drawdown Current decline from peak	-8.14%	-29.36%	+21.22%
Average Drawdown Average peak-to-trough decline	-57.15%	-33.94%	-23.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.06%	6.57%	-1.51%

Volatility

AXIA vs. NLCP - Volatility Comparison

AXIA Energia SA (AXIA) has a higher volatility of 16.16% compared to NewLake Capital Partners, Inc. (NLCP) at 6.86%. This indicates that AXIA's price experiences larger fluctuations and is considered to be riskier than NLCP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AXIA	NLCP	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.16%	6.86%	+9.30%
Volatility (6M) Calculated over the trailing 6-month period	25.87%	16.44%	+9.43%
Volatility (1Y) Calculated over the trailing 1-year period	33.91%	26.16%	+7.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.76%	29.99%	+7.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	95.32%	29.99%	+65.33%

Financials