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FE vs. GLAD
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FE vs. GLAD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FirstEnergy Corp. (FE) and Gladstone Capital Corporation (GLAD). The values are adjusted to include any dividend payments, if applicable.

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FE vs. GLAD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FE
FirstEnergy Corp.
14.24%17.26%13.24%-8.86%4.79%41.81%-34.18%34.13%27.85%3.61%
GLAD
Gladstone Capital Corporation
-13.99%-21.14%46.99%22.71%-10.43%40.50%-0.69%48.58%-13.07%7.05%

Fundamentals

Market Cap

FE:

$29.28B

GLAD:

$492.13M

EPS

FE:

$2.20

GLAD:

$1.25

PE Ratio

FE:

23.06

GLAD:

13.91

PEG Ratio

FE:

0.99

GLAD:

0.81

PS Ratio

FE:

1.94

GLAD:

6.37

PB Ratio

FE:

2.34

GLAD:

1.03

Total Revenue (TTM)

FE:

$15.09B

GLAD:

$67.60M

Gross Profit (TTM)

FE:

$9.86B

GLAD:

$30.76M

EBITDA (TTM)

FE:

$2.21B

GLAD:

$30.96M

Returns By Period

In the year-to-date period, FE achieves a 14.24% return, which is significantly higher than GLAD's -13.99% return. Over the past 10 years, FE has underperformed GLAD with an annualized return of 7.87%, while GLAD has yielded a comparatively higher 11.11% annualized return.


FE

1D
0.48%
1M
-0.98%
YTD
14.24%
6M
12.71%
1Y
30.44%
3Y*
12.74%
5Y*
12.61%
10Y*
7.87%

GLAD

1D
1.05%
1M
-3.85%
YTD
-13.99%
6M
-16.89%
1Y
-30.95%
3Y*
6.96%
5Y*
5.62%
10Y*
11.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FE vs. GLAD — Risk / Return Rank

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

FE
FE Risk / Return Rank: 8989
Overall Rank
FE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FE Sortino Ratio Rank: 8989
Sortino Ratio Rank
FE Omega Ratio Rank: 8787
Omega Ratio Rank
FE Calmar Ratio Rank: 9191
Calmar Ratio Rank
FE Martin Ratio Rank: 8787
Martin Ratio Rank

GLAD
GLAD Risk / Return Rank: 88
Overall Rank
GLAD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
GLAD Sortino Ratio Rank: 66
Sortino Ratio Rank
GLAD Omega Ratio Rank: 55
Omega Ratio Rank
GLAD Calmar Ratio Rank: 1313
Calmar Ratio Rank
GLAD Martin Ratio Rank: 1313
Martin Ratio Rank
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.

FE vs. GLAD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FirstEnergy Corp. (FE) and Gladstone Capital Corporation (GLAD). 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.


FEGLADDifference

Sharpe ratio

Return per unit of total volatility

1.97

-1.13

+3.10

Sortino ratio

Return per unit of downside risk

2.69

-1.52

+4.21

Omega ratio

Gain probability vs. loss probability

1.35

0.80

+0.55

Calmar ratio

Return relative to maximum drawdown

4.09

-0.80

+4.89

Martin ratio

Return relative to average drawdown

8.84

-1.42

+10.26

FE vs. GLAD - Sharpe Ratio Comparison

The current FE Sharpe Ratio is 1.97, which is higher than the GLAD Sharpe Ratio of -1.13. The chart below compares the historical Sharpe Ratios of FE and GLAD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FEGLADDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.97

-1.13

+3.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.24

+0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.37

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.17

+0.13

Correlation

The correlation between FE and GLAD is 0.21, 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

FE vs. GLAD - Dividend Comparison

FE's dividend yield for the trailing twelve months is around 3.51%, less than GLAD's 11.47% yield.


TTM20252024202320222021202020192018201720162015
FE
FirstEnergy Corp.
3.51%3.93%4.24%4.31%3.72%3.75%5.10%3.13%3.83%4.70%4.65%4.54%
GLAD
Gladstone Capital Corporation
11.47%9.85%8.37%9.16%8.42%6.73%8.97%8.46%11.51%9.12%8.95%11.49%

Drawdowns

FE vs. GLAD - Drawdown Comparison

The maximum FE drawdown since its inception was -55.75%, smaller than the maximum GLAD drawdown of -74.87%. Use the drawdown chart below to compare losses from any high point for FE and GLAD.


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Drawdown Indicators


FEGLADDifference

Max Drawdown

Largest peak-to-trough decline

-55.75%

-74.87%

+19.12%

Max Drawdown (1Y)

Largest decline over 1 year

-7.73%

-39.22%

+31.49%

Max Drawdown (5Y)

Largest decline over 5 years

-28.59%

-39.59%

+11.00%

Max Drawdown (10Y)

Largest decline over 10 years

-47.68%

-58.37%

+10.69%

Current Drawdown

Current decline from peak

-2.13%

-36.67%

+34.54%

Average Drawdown

Average peak-to-trough decline

-21.33%

-18.62%

-2.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.58%

22.02%

-18.44%

Volatility

FE vs. GLAD - Volatility Comparison

The current volatility for FirstEnergy Corp. (FE) is 4.57%, while Gladstone Capital Corporation (GLAD) has a volatility of 8.21%. This indicates that FE experiences smaller price fluctuations and is considered to be less risky than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FEGLADDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.57%

8.21%

-3.64%

Volatility (6M)

Calculated over the trailing 6-month period

10.29%

18.03%

-7.74%

Volatility (1Y)

Calculated over the trailing 1-year period

15.55%

27.44%

-11.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.30%

23.40%

-4.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.88%

29.92%

-5.04%

Financials

FE vs. GLAD - Financials Comparison

This section allows you to compare key financial metrics between FirstEnergy Corp. and Gladstone Capital Corporation. 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


0.001.00B2.00B3.00B4.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
3.80B
21.60M
(FE) Total Revenue
(GLAD) Total Revenue
Values in USD except per share items

FE vs. GLAD - Profitability Comparison

The chart below illustrates the profitability comparison between FirstEnergy Corp. and Gladstone Capital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
67.6%
0
Portfolio components
FE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, FirstEnergy Corp. reported a gross profit of 2.57B and revenue of 3.80B. Therefore, the gross margin over that period was 67.6%.

GLAD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a gross profit of 0.00 and revenue of 21.60M. Therefore, the gross margin over that period was 0.0%.

FE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, FirstEnergy Corp. reported an operating income of -24.00M and revenue of 3.80B, resulting in an operating margin of -0.6%.

GLAD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported an operating income of 0.00 and revenue of 21.60M, resulting in an operating margin of 0.0%.

FE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, FirstEnergy Corp. reported a net income of 202.00M and revenue of 3.80B, resulting in a net margin of 5.3%.

GLAD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a net income of 0.00 and revenue of 21.60M, resulting in a net margin of 0.0%.