NC vs. EE
NC (NACCO Industries, Inc.) and EE (Excelerate Energy Inc) are both stocks. NC operates in Thermal Coal (Energy), while EE operates in Utilities - Renewable (Utilities). Over the past 3 years, NC returned 16.97%/yr vs 22.67%/yr for EE. At a 0.25 correlation, their price movements are largely independent.
Performance
NC vs. EE - Performance Comparison
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Returns By Period
In the year-to-date period, NC achieves a 5.58% return, which is significantly lower than EE's 29.13% return.
NC
- 1D
- 1.56%
- 1M
- 5.22%
- YTD
- 5.58%
- 6M
- 6.14%
- 1Y
- 31.76%
- 3Y*
- 16.97%
- 5Y*
- 17.91%
- 10Y*
- 1.01%
EE
- 1D
- 0.45%
- 1M
- 0.06%
- YTD
- 29.13%
- 6M
- 28.53%
- 1Y
- 25.39%
- 3Y*
- 22.67%
- 5Y*
- —
- 10Y*
- —
NC vs. EE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NC NACCO Industries, Inc. | 5.58% | 68.74% | -15.91% | -1.51% | -20.56% |
EE Excelerate Energy Inc | 29.13% | -6.29% | 96.89% | -37.97% | -11.00% |
Correlation
The correlation between NC and EE 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 | 0.21 |
Correlation (All Time) Calculated using the full available price history since Apr 13, 2022 | 0.25 |
Fundamentals
NC:
$387.27M
EE:
$1.19B
NC:
$2.87
EE:
$2.11K
NC:
17.84
EE:
0.02
NC:
0.43
EE:
0.00
NC:
1.40
EE:
0.00
NC:
0.89
EE:
0.00
NC:
$274.40M
EE:
$434.35B
NC:
$42.94M
EE:
$336.42M
NC:
-$5.34M
EE:
$66.22B
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Return for Risk
NC vs. EE — Risk / Return Rank
NC
EE
NC vs. EE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NACCO Industries, Inc. (NC) and Excelerate Energy Inc (EE). 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.
| NC | EE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.00 | +0.62 |
| Martin ratioReturn relative to average drawdown | 2.96 | 1.77 | +1.19 |
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Drawdowns
NC vs. EE - Drawdown Comparison
The maximum NC drawdown since its inception was -91.50%, which is greater than EE's maximum drawdown of -54.57%. Use the drawdown chart below to compare losses from any high point for NC and EE.
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Drawdown Indicators
| NC | EE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.50% | -54.57% | -36.93% |
Max Drawdown (1Y)Largest decline over 1 year | -19.61% | -25.43% | +5.82% |
Max Drawdown (3Y)Largest decline over 3 years | -31.24% | -38.19% | +6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -55.01% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -80.21% | — | — |
Current DrawdownCurrent decline from peak | -34.63% | -15.55% | -19.08% |
Average DrawdownAverage peak-to-trough decline | -36.54% | -24.08% | -12.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.74% | 14.36% | -3.62% |
Volatility
NC vs. EE - Volatility Comparison
The current volatility for NACCO Industries, Inc. (NC) is 7.23%, while Excelerate Energy Inc (EE) has a volatility of 9.25%. This indicates that NC experiences smaller price fluctuations and is considered to be less risky than EE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NC | EE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.23% | 9.25% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 29.83% | 27.45% | +2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.53% | 35.93% | +6.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.76% | 44.38% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.36% | 44.38% | +5.98% |
Dividends
NC vs. EE - Dividend Comparison
NC's dividend yield for the trailing twelve months is around 1.99%, more than EE's 0.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EE Excelerate Energy Inc | 0.89% | 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. | 1.99% | 2.01% | 3.02% | 2.36% | 2.16% | 2.16% | 2.92% | 1.57% | 1.95% | 2.60% | 1.18% | 2.48% |
Financials
NC vs. EE - Financials Comparison
This section allows you to compare key financial metrics between NACCO Industries, Inc. and Excelerate 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.
Total Revenue: Total amount of money received from sales and other business activities
NC vs. EE - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
NC and EE 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.
EE has higher volatility (9.25%) compared to NC (7.23%). In terms of maximum drawdown, NC dropped -91.50% vs EE's -54.57%.
NC currently has the higher Sharpe Ratio (0.75 vs 0.71), 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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