AXIA vs. NLCP
AXIA (AXIA Energia SA) and NLCP (NewLake Capital Partners, Inc.) are both stocks. AXIA operates in Utilities - Renewable (Utilities), while NLCP operates in REIT - Specialty (Real Estate). Over the past 3 years, AXIA returned 21.08%/yr vs 18.78%/yr for NLCP. At a 0.09 correlation, their price movements are largely independent.
Performance
AXIA vs. NLCP - Performance Comparison
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Returns By Period
In the year-to-date period, AXIA achieves a 12.55% return, which is significantly higher than NLCP's 1.22% return.
AXIA
- 1D
- 3.31%
- 1M
- -4.27%
- YTD
- 12.55%
- 6M
- 16.50%
- 1Y
- 93.49%
- 3Y*
- 21.08%
- 5Y*
- 10.26%
- 10Y*
- 17.84%
NLCP
- 1D
- 1.03%
- 1M
- 7.85%
- YTD
- 1.22%
- 6M
- 11.96%
- 1Y
- 20.24%
- 3Y*
- 18.78%
- 5Y*
- —
- 10Y*
- —
AXIA vs. NLCP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AXIA AXIA Energia SA | 12.55% | 121.49% | -31.28% | 9.41% | 32.73% | -13.86% |
NLCP NewLake Capital Partners, Inc. | 1.22% | 2.42% | 19.43% | 11.85% | -39.27% | 3.97% |
Correlation
The correlation between AXIA and NLCP is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2021 | 0.09 |
Fundamentals
AXIA:
$23.36B
NLCP:
$328.95M
AXIA:
R$4.28
NLCP:
$1.23
AXIA:
12.39
NLCP:
12.74
AXIA:
0.88
NLCP:
0.42
AXIA:
2.79
NLCP:
6.55
AXIA:
1.07
NLCP:
0.85
AXIA:
R$42.79B
NLCP:
$50.17M
AXIA:
R$19.78B
NLCP:
$6.26M
AXIA:
R$6.39B
NLCP:
$42.43M
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Return for Risk
AXIA vs. NLCP — Risk / Return Rank
AXIA
NLCP
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AXIA | NLCP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.75 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.17 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.41 | 1.38 | +2.04 |
| Martin ratioReturn relative to average drawdown | 10.45 | 2.81 | +7.64 |
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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.
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Drawdown Indicators
| AXIA | NLCP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.65% | -58.59% | -35.06% |
Max Drawdown (1Y)Largest decline over 1 year | -27.55% | -14.78% | -12.77% |
Max Drawdown (3Y)Largest decline over 3 years | -38.66% | -35.06% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -45.28% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -72.80% | — | — |
Current DrawdownCurrent decline from peak | -23.23% | -23.44% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -56.59% | -33.64% | -22.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.98% | 7.23% | +1.75% |
Volatility
AXIA vs. NLCP - Volatility Comparison
AXIA Energia SA (AXIA) and NewLake Capital Partners, Inc. (NLCP) have volatilities of 9.52% and 9.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXIA | NLCP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.52% | 9.07% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 27.97% | 18.32% | +9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.09% | 23.69% | +12.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.52% | 30.02% | +7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.92% | 30.02% | +64.90% |
Dividends
AXIA vs. NLCP - Dividend Comparison
AXIA's dividend yield for the trailing twelve months is around 5.18%, less than NLCP's 10.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AXIA AXIA Energia SA | 5.18% | 7.19% | 3.85% | 0.51% | 1.89% | 7.32% | 4.38% | 2.21% |
NLCP NewLake Capital Partners, Inc. | 10.99% | 10.80% | 9.71% | 9.81% | 8.99% | 1.50% | 0.00% | 0.00% |
Financials
AXIA vs. NLCP - Financials Comparison
This section allows you to compare key financial metrics between AXIA Energia SA and NewLake Capital Partners, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AXIA vs. NLCP - Profitability Comparison
AXIA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported a gross profit of 7.31B and revenue of 12.47B. Therefore, the gross margin over that period was 58.6%.
NLCP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NewLake Capital Partners, Inc. reported a gross profit of 0.00 and revenue of 12.31M. Therefore, the gross margin over that period was 0.0%.
AXIA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported an operating income of 5.59B and revenue of 12.47B, resulting in an operating margin of 44.8%.
NLCP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NewLake Capital Partners, Inc. reported an operating income of 6.01M and revenue of 12.31M, resulting in an operating margin of 48.9%.
AXIA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported a net income of 2.58B and revenue of 12.47B, resulting in a net margin of 20.7%.
NLCP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NewLake Capital Partners, Inc. reported a net income of 5.78M and revenue of 12.31M, resulting in a net margin of 46.9%.
Frequently Asked Questions
AXIA and NLCP have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AXIA has higher volatility (9.52%) compared to NLCP (9.07%). In terms of maximum drawdown, AXIA dropped -93.65% vs NLCP's -58.59%.
AXIA currently has the higher Sharpe Ratio (2.61 vs 0.86), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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