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BE vs. NRG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BE and NRG is 0.28, 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.


-0.50.00.51.00.3

Performance

BE vs. NRG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bloom Energy Corporation (BE) and NRG Energy, Inc. (NRG). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%AugustSeptemberOctoberNovemberDecember2025
47.88%
31.87%
BE
NRG

Key characteristics

Sharpe Ratio

BE:

0.76

NRG:

2.81

Sortino Ratio

BE:

1.93

NRG:

3.37

Omega Ratio

BE:

1.22

NRG:

1.44

Calmar Ratio

BE:

0.90

NRG:

5.25

Martin Ratio

BE:

2.97

NRG:

16.30

Ulcer Index

BE:

24.20%

NRG:

6.27%

Daily Std Dev

BE:

95.02%

NRG:

36.49%

Max Drawdown

BE:

-92.54%

NRG:

-79.41%

Current Drawdown

BE:

-47.71%

NRG:

-1.79%

Fundamentals

Market Cap

BE:

$5.10B

NRG:

$20.21B

EPS

BE:

-$0.54

NRG:

$4.04

PEG Ratio

BE:

2.42

NRG:

2.40

Total Revenue (TTM)

BE:

$901.46M

NRG:

$21.36B

Gross Profit (TTM)

BE:

$222.53M

NRG:

$2.21B

EBITDA (TTM)

BE:

-$46.05M

NRG:

$2.27B

Returns By Period

In the year-to-date period, BE achieves a 0.41% return, which is significantly lower than NRG's 10.61% return.


BE

YTD

0.41%

1M

-12.86%

6M

47.88%

1Y

75.18%

5Y*

19.25%

10Y*

N/A

NRG

YTD

10.61%

1M

5.06%

6M

31.87%

1Y

101.34%

5Y*

25.15%

10Y*

17.00%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

BE vs. NRG — Risk-Adjusted Performance Rank

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

BE
The Risk-Adjusted Performance Rank of BE is 7878
Overall Rank
The Sharpe Ratio Rank of BE is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of BE is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BE is 7777
Omega Ratio Rank
The Calmar Ratio Rank of BE is 8080
Calmar Ratio Rank
The Martin Ratio Rank of BE is 7575
Martin Ratio Rank

NRG
The Risk-Adjusted Performance Rank of NRG is 9696
Overall Rank
The Sharpe Ratio Rank of NRG is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of NRG is 9595
Sortino Ratio Rank
The Omega Ratio Rank of NRG is 9393
Omega Ratio Rank
The Calmar Ratio Rank of NRG is 9898
Calmar Ratio Rank
The Martin Ratio Rank of NRG is 9797
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.

BE vs. NRG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bloom Energy Corporation (BE) and NRG Energy, Inc. (NRG). 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.


Sharpe ratio
The chart of Sharpe ratio for BE, currently valued at 0.76, compared to the broader market-2.000.002.000.762.81
The chart of Sortino ratio for BE, currently valued at 1.93, compared to the broader market-4.00-2.000.002.004.001.933.37
The chart of Omega ratio for BE, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.44
The chart of Calmar ratio for BE, currently valued at 0.90, compared to the broader market0.002.004.006.000.905.25
The chart of Martin ratio for BE, currently valued at 2.97, compared to the broader market0.0010.0020.002.9716.30
BE
NRG

The current BE Sharpe Ratio is 0.76, which is lower than the NRG Sharpe Ratio of 2.81. The chart below compares the historical Sharpe Ratios of BE and NRG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00AugustSeptemberOctoberNovemberDecember2025
0.76
2.81
BE
NRG

Dividends

BE vs. NRG - Dividend Comparison

BE has not paid dividends to shareholders, while NRG's dividend yield for the trailing twelve months is around 1.64%.


TTM20242023202220212020201920182017201620152014
BE
Bloom Energy Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NRG
NRG Energy, Inc.
1.64%1.81%2.92%4.40%3.02%3.20%0.30%0.30%0.42%1.92%4.93%2.00%

Drawdowns

BE vs. NRG - Drawdown Comparison

The maximum BE drawdown since its inception was -92.54%, which is greater than NRG's maximum drawdown of -79.41%. Use the drawdown chart below to compare losses from any high point for BE and NRG. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-47.71%
-1.79%
BE
NRG

Volatility

BE vs. NRG - Volatility Comparison

Bloom Energy Corporation (BE) has a higher volatility of 16.95% compared to NRG Energy, Inc. (NRG) at 9.90%. This indicates that BE's price experiences larger fluctuations and is considered to be riskier than NRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%AugustSeptemberOctoberNovemberDecember2025
16.95%
9.90%
BE
NRG

Financials

BE vs. NRG - Financials Comparison

This section allows you to compare key financial metrics between Bloom Energy Corporation and NRG Energy, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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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.

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