EE vs. NC

Last updated Jun 3, 2026

EE (Excelerate Energy Inc) and NC (NACCO Industries, Inc.) are both stocks. EE operates in Utilities - Renewable (Utilities), while NC operates in Thermal Coal (Energy). Over the past 3 years, EE returned 18.33%/yr vs 20.81%/yr for NC. At a 0.25 correlation, their price movements are largely independent.

Performance

EE vs. NC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Excelerate Energy Inc (EE) and NACCO Industries, Inc. (NC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EE achieves a 17.24% return, which is significantly higher than NC's 3.89% return.

EE

• 1D: 0.37%
• 1M: -4.81%
• YTD: 17.24%
• 6M: 18.72%
• 1Y: 14.83%
• 3Y*: 18.33%
• 5Y*: —
• 10Y*: —

NC

• 1D: 0.20%
• 1M: 5.56%
• YTD: 3.89%
• 6M: 16.45%
• 1Y: 41.54%
• 3Y*: 20.81%
• 5Y*: 16.57%
• 10Y*: 1.35%

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

EE vs. NC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
EE Excelerate Energy Inc	17.24%	-6.29%	96.89%	-37.97%	-6.53%
NC NACCO Industries, Inc.	3.89%	68.74%	-15.91%	-1.51%	-20.64%

Correlation

The correlation between EE and NC is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.19
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (All Time) Calculated using the full available price history since Apr 14, 2022	0.25

Fundamentals

Market Cap EE : $1.08B NC : $381.07M
EPS EE : $2.11K NC : $2.87
PE Ratio EE : 0.02 NC : 17.55
PEG Ratio EE : 0.00 NC : 0.42
PS Ratio EE : 0.00 NC : 1.38
PB Ratio EE : 0.00 NC : 0.87
Total Revenue (TTM) EE : $434.35B NC : $274.40M
Gross Profit (TTM) EE : $336.42M NC : $42.94M
EBITDA (TTM) EE : $66.22B NC : -$5.34M

Return for Risk

EE vs. NC — Risk / Return Rank

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

EE

EE Risk / Return Rank: 51
EE Sharpe Ratio Rank: 55
EE Sortino Ratio Rank: 49
EE Omega Ratio Rank: 47
EE Calmar Ratio Rank: 54
EE Martin Ratio Rank: 52

NC

NC Risk / Return Rank: 69
NC Sharpe Ratio Rank: 70
NC Sortino Ratio Rank: 66
NC Omega Ratio Rank: 63
NC Calmar Ratio Rank: 76
NC Martin Ratio Rank: 72

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.

EE vs. NC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Excelerate Energy Inc (EE) and NACCO Industries, Inc. (NC). 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.

	EE	NC	Difference
Sharpe ratio Return per unit of total volatility	0.41	0.97	-0.56
Sortino ratio Return per unit of downside risk	0.81	1.57	-0.76
Omega ratio Gain probability vs. loss probability	1.10	1.19	-0.09
Calmar ratio Return relative to maximum drawdown	0.64	2.23	-1.59
Martin ratio Return relative to average drawdown	1.05	4.22	-3.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EE vs. NC - Sharpe Ratio Comparison

The current EE Sharpe Ratio is 0.41, which is lower than the NC Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of EE and NC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EE	NC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.41	0.97	-0.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.36	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.03	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.13	0.15	-0.03

Drawdowns

EE vs. NC - Drawdown Comparison

The maximum EE drawdown since its inception was -54.57%, smaller than the maximum NC drawdown of -91.50%. Use the drawdown chart below to compare losses from any high point for EE and NC.

Drawdown Indicators

	EE	NC	Difference
Max Drawdown Largest peak-to-trough decline	-54.57%	-91.50%	+36.93%
Max Drawdown (1Y) Largest decline over 1 year	-27.46%	-19.61%	-7.85%
Max Drawdown (3Y) Largest decline over 3 years	-38.19%	-31.24%	-6.95%
Max Drawdown (5Y) Largest decline over 5 years	—	-55.01%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-80.21%	—
Current Drawdown Current decline from peak	-23.33%	-35.68%	+12.35%
Average Drawdown Average peak-to-trough decline	-24.12%	-36.54%	+12.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.74%	10.38%	+6.36%

Volatility

EE vs. NC - Volatility Comparison

Excelerate Energy Inc (EE) has a higher volatility of 11.34% compared to NACCO Industries, Inc. (NC) at 9.29%. This indicates that EE's price experiences larger fluctuations and is considered to be riskier than NC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EE	NC	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.34%	9.29%	+2.05%
Volatility (6M) Calculated over the trailing 6-month period	27.69%	31.59%	-3.90%
Volatility (1Y) Calculated over the trailing 1-year period	36.34%	42.93%	-6.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	44.53%	46.84%	-2.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	44.53%	50.33%	-5.80%

Dividends

EE vs. NC - Dividend Comparison

EE's dividend yield for the trailing twelve months is around 0.98%, less than NC's 2.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EE Excelerate Energy Inc	0.98%	1.00%	0.45%	0.65%	0.20%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NC NACCO Industries, Inc.	2.02%	2.01%	3.02%	2.36%	2.16%	2.16%	2.92%	1.57%	1.95%	2.60%	1.18%	2.48%

Financials

EE vs. NC - Profitability Comparison

The chart below illustrates the profitability comparison between Excelerate Energy Inc and NACCO Industries, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

EE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Excelerate Energy Inc reported a gross profit of 0.00 and revenue of 433.44B. Therefore, the gross margin over that period was 0.0%.

NC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a gross profit of 14.29M and revenue of 62.78M. Therefore, the gross margin over that period was 22.8%.

EE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Excelerate Energy Inc reported an operating income of 81.97B and revenue of 433.44B, resulting in an operating margin of 18.9%.

NC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported an operating income of 16.57M and revenue of 62.78M, resulting in an operating margin of 26.4%.

EE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Excelerate Energy Inc reported a net income of 68.90B and revenue of 433.44B, resulting in a net margin of 15.9%.

NC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a net income of 8.84M and revenue of 62.78M, resulting in a net margin of 14.1%.

Frequently Asked Questions

Can I hold both EE and NC in my portfolio?

EE and NC have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EE or NC?

EE has higher volatility (11.34%) compared to NC (9.29%). In terms of maximum drawdown, EE dropped -54.57% vs NC's -91.50%.

Which has better risk-adjusted returns?

NC currently has the higher Sharpe Ratio (0.97 vs 0.41), 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.