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GNE vs. NEE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GNE vs. NEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Genie Energy Ltd. (GNE) and NextEra Energy, Inc. (NEE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GNE achieves a -1.14% return, which is significantly lower than NEE's 6.07% return. Over the past 10 years, GNE has underperformed NEE with an annualized return of 9.90%, while NEE has yielded a comparatively higher 13.54% annualized return.


GNE

1D
-3.99%
1M
-4.35%
YTD
-1.14%
6M
-5.40%
1Y
-36.52%
3Y*
0.13%
5Y*
19.92%
10Y*
9.90%

NEE

1D
-1.28%
1M
-11.44%
YTD
6.07%
6M
0.24%
1Y
21.77%
3Y*
7.50%
5Y*
5.77%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GNE vs. NEE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GNE
Genie Energy Ltd.
-1.14%-9.91%-43.56%177.26%95.26%-21.65%-2.76%32.91%46.22%-20.42%
NEE
NextEra Energy, Inc.
6.07%15.47%21.46%-25.30%-8.54%23.39%30.06%42.69%14.30%34.39%

Correlation

The correlation between GNE and NEE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.25

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Oct 27, 2011

0.18

Fundamentals

EPS

GNE:

$0.76

NEE:

$5.27

PE Ratio

GNE:

17.70

NEE:

16.05

PEG Ratio

GNE:

0.39

NEE:

0.82

PS Ratio

GNE:

0.70

NEE:

4.70

Total Revenue (TTM)

GNE:

$507.21M

NEE:

$27.93B

Gross Profit (TTM)

GNE:

$108.10M

NEE:

$13.35B

EBITDA (TTM)

GNE:

$7.87M

NEE:

$14.56B

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Return for Risk

GNE vs. NEE — Risk / Return Rank

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

GNE
GNE Risk / Return Rank: 1212
Overall Rank
GNE Sharpe Ratio Rank: 55
Sharpe Ratio Rank
GNE Sortino Ratio Rank: 88
Sortino Ratio Rank
GNE Omega Ratio Rank: 77
Omega Ratio Rank
GNE Calmar Ratio Rank: 1515
Calmar Ratio Rank
GNE Martin Ratio Rank: 2424
Martin Ratio Rank

NEE
NEE Risk / Return Rank: 6767
Overall Rank
NEE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
NEE Sortino Ratio Rank: 6262
Sortino Ratio Rank
NEE Omega Ratio Rank: 6262
Omega Ratio Rank
NEE Calmar Ratio Rank: 6868
Calmar Ratio Rank
NEE Martin Ratio Rank: 7373
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.

GNE vs. NEE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Genie Energy Ltd. (GNE) and NextEra Energy, Inc. (NEE). 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.


GNENEEDifference
Sharpe ratioReturn per unit of total volatility

-1.90

Sortino ratioReturn per unit of downside risk

-2.62

Omega ratioGain probability vs. loss probability

0.83

1.18

-0.35

Calmar ratioReturn relative to maximum drawdown

-0.70

1.51

-2.20

Martin ratioReturn relative to average drawdown

-0.84

4.52

-5.36

GNE vs. NEE - Sharpe Ratio Comparison

The current GNE Sharpe Ratio is -0.98, which is lower than the NEE Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of GNE and NEE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


GNENEEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.98

0.92

-1.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.22

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.53

-0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.61

-0.49

Drawdowns

GNE vs. NEE - Drawdown Comparison

The maximum GNE drawdown since its inception was -75.12%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for GNE and NEE.


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Drawdown Indicators


GNENEEDifference

Max Drawdown

Largest peak-to-trough decline

-75.12%

-47.81%

-27.31%

Max Drawdown (1Y)

Largest decline over 1 year

-52.48%

-14.53%

-37.95%

Max Drawdown (3Y)

Largest decline over 3 years

-55.52%

-34.57%

-20.95%

Max Drawdown (5Y)

Largest decline over 5 years

-55.52%

-44.97%

-10.55%

Max Drawdown (10Y)

Largest decline over 10 years

-57.65%

-44.97%

-12.68%

Current Drawdown

Current decline from peak

-53.81%

-13.59%

-40.22%

Average Drawdown

Average peak-to-trough decline

-43.25%

-8.92%

-34.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

43.68%

4.83%

+38.85%

Volatility

GNE vs. NEE - Volatility Comparison

Genie Energy Ltd. (GNE) has a higher volatility of 10.21% compared to NextEra Energy, Inc. (NEE) at 8.31%. This indicates that GNE's price experiences larger fluctuations and is considered to be riskier than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GNENEEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.21%

8.31%

+1.90%

Volatility (6M)

Calculated over the trailing 6-month period

21.71%

17.03%

+4.68%

Volatility (1Y)

Calculated over the trailing 1-year period

37.57%

23.81%

+13.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.24%

26.90%

+16.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.86%

25.48%

+19.38%

Dividends

GNE vs. NEE - Dividend Comparison

GNE's dividend yield for the trailing twelve months is around 2.23%, more than NEE's 2.08% yield.


PositionTTM20252024202320222021202020192018201720162015
GNE
Genie Energy Ltd.
2.23%2.18%1.92%1.07%3.72%1.44%4.58%3.88%4.98%6.88%4.17%1.08%
NEE
NextEra Energy, Inc.
2.08%2.82%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%

Financials

GNE vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between Genie Energy Ltd. and NextEra 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


0.002.00B4.00B6.00B8.00B20222023202420252026
142.31M
6.70B
(GNE) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

GNE vs. NEE - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%20222023202420252026
21.0%
0
Portfolio components
GNE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Genie Energy Ltd. reported a gross profit of 29.82M and revenue of 142.31M. Therefore, the gross margin over that period was 21.0%.

NEE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported a gross profit of 0.00 and revenue of 6.70B. Therefore, the gross margin over that period was 0.0%.

GNE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Genie Energy Ltd. reported an operating income of 1.87M and revenue of 142.31M, resulting in an operating margin of 1.3%.

NEE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported an operating income of 2.21B and revenue of 6.70B, resulting in an operating margin of 33.0%.

GNE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Genie Energy Ltd. reported a net income of 5.69M and revenue of 142.31M, resulting in a net margin of 4.0%.

NEE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported a net income of 2.18B and revenue of 6.70B, resulting in a net margin of 32.6%.


Frequently Asked Questions


GNE and NEE have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GNE has higher volatility (10.21%) compared to NEE (8.31%). In terms of maximum drawdown, GNE dropped -75.12% vs NEE's -47.81%.

NEE currently has the higher Sharpe Ratio (0.92 vs -0.98), 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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