PortfoliosLab logoPortfoliosLab logo
NRG vs. NEE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

NRG vs. NEE - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, NRG achieves a -15.64% return, which is significantly lower than NEE's 7.45% return. Over the past 10 years, NRG has outperformed NEE with an annualized return of 25.16%, while NEE has yielded a comparatively lower 13.68% annualized return.


NRG

1D
3.12%
1M
-12.95%
YTD
-15.64%
6M
-18.13%
1Y
-14.80%
3Y*
62.17%
5Y*
34.85%
10Y*
25.16%

NEE

1D
2.41%
1M
-11.62%
YTD
7.45%
6M
1.99%
1Y
24.76%
3Y*
7.96%
5Y*
6.03%
10Y*
13.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NRG vs. NEE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NRG
NRG Energy, Inc.
-15.64%78.91%78.58%69.36%-23.47%18.54%-2.14%0.69%39.59%133.69%
NEE
NextEra Energy, Inc.
7.45%15.47%21.46%-25.30%-8.54%23.39%30.06%42.69%14.30%34.39%

Correlation

The correlation between NRG and NEE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

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

0.23

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

0.32

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

0.31

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2003

0.37

The correlation between NRG and NEE shifts across timeframes, from 0.23 (3 years) to 0.37 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

NRG:

$1.21

NEE:

$5.27

PE Ratio

NRG:

110.24

NEE:

16.26

PEG Ratio

NRG:

1.66

NEE:

0.83

PS Ratio

NRG:

0.81

NEE:

4.76

Total Revenue (TTM)

NRG:

$32.38B

NEE:

$27.93B

Gross Profit (TTM)

NRG:

$4.69B

NEE:

$13.35B

EBITDA (TTM)

NRG:

$2.57B

NEE:

$14.56B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

NRG vs. NEE — Risk / Return Rank

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

NRG
NRG Risk / Return Rank: 2424
Overall Rank
NRG Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
NRG Sortino Ratio Rank: 2626
Sortino Ratio Rank
NRG Omega Ratio Rank: 2525
Omega Ratio Rank
NRG Calmar Ratio Rank: 2626
Calmar Ratio Rank
NRG Martin Ratio Rank: 1818
Martin Ratio Rank

NEE
NEE Risk / Return Rank: 7070
Overall Rank
NEE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
NEE Sortino Ratio Rank: 6666
Sortino Ratio Rank
NEE Omega Ratio Rank: 6565
Omega Ratio Rank
NEE Calmar Ratio Rank: 7171
Calmar Ratio Rank
NEE Martin Ratio Rank: 7575
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.

NRG vs. NEE - Risk-Adjusted Trends Comparison

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


NRGNEEDifference

Sharpe ratio

Return per unit of total volatility

-0.33

1.05

-1.38

Sortino ratio

Return per unit of downside risk

-0.18

1.56

-1.74

Omega ratio

Gain probability vs. loss probability

0.98

1.20

-0.23

Calmar ratio

Return relative to maximum drawdown

-0.41

1.71

-2.12

Martin ratio

Return relative to average drawdown

-1.06

5.24

-6.30

NRG vs. NEE - Sharpe Ratio Comparison

The current NRG Sharpe Ratio is -0.33, which is lower than the NEE Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of NRG 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.


Loading charts...

Sharpe Ratios by Period


NRGNEEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.33

1.05

-1.38

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.23

+0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.54

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.62

-0.26

Drawdowns

NRG vs. NEE - Drawdown Comparison

The maximum NRG drawdown since its inception was -79.41%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for NRG and NEE.


Loading charts...

Drawdown Indicators


NRGNEEDifference

Max Drawdown

Largest peak-to-trough decline

-79.41%

-47.81%

-31.60%

Max Drawdown (1Y)

Largest decline over 1 year

-32.57%

-14.53%

-18.04%

Max Drawdown (3Y)

Largest decline over 3 years

-32.57%

-34.57%

+2.00%

Max Drawdown (5Y)

Largest decline over 5 years

-32.62%

-44.97%

+12.35%

Max Drawdown (10Y)

Largest decline over 10 years

-48.76%

-44.97%

-3.79%

Current Drawdown

Current decline from peak

-27.23%

-12.46%

-14.77%

Average Drawdown

Average peak-to-trough decline

-28.00%

-8.92%

-19.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.68%

4.75%

+7.93%

Volatility

NRG vs. NEE - Volatility Comparison

NRG Energy, Inc. (NRG) has a higher volatility of 15.33% compared to NextEra Energy, Inc. (NEE) at 8.33%. This indicates that NRG'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.


Loading charts...

Volatility by Period


NRGNEEDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.33%

8.33%

+7.00%

Volatility (6M)

Calculated over the trailing 6-month period

34.42%

17.09%

+17.33%

Volatility (1Y)

Calculated over the trailing 1-year period

44.37%

23.77%

+20.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.97%

26.89%

+13.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.29%

25.48%

+13.81%

Dividends

NRG vs. NEE - Dividend Comparison

NRG's dividend yield for the trailing twelve months is around 1.37%, less than NEE's 2.05% yield.


PositionTTM20252024202320222021202020192018201720162015
NEE
NextEra Energy, Inc.
2.05%2.82%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%
NRG
NRG Energy, Inc.
1.37%1.11%1.81%2.92%4.40%3.02%3.20%0.30%0.30%0.42%1.92%4.93%

Financials

NRG vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between NRG Energy, Inc. 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


2.00B4.00B6.00B8.00B10.00B20222023202420252026
10.26B
6.70B
(NRG) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

NRG vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between NRG Energy, Inc. 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

-20.0%0.0%20.0%40.0%60.0%2022202320242025202600
Portfolio components
NRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NRG Energy, Inc. reported a gross profit of 0.00 and revenue of 10.26B. Therefore, the gross margin over that period was 0.0%.

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%.

NRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NRG Energy, Inc. reported an operating income of 328.00M and revenue of 10.26B, resulting in an operating margin of 3.2%.

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%.

NRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NRG Energy, Inc. reported a net income of 125.00M and revenue of 10.26B, resulting in a net margin of 1.2%.

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


NRG and NEE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NRG has higher volatility (15.33%) compared to NEE (8.33%). In terms of maximum drawdown, NRG dropped -79.41% vs NEE's -47.81%.

NEE currently has the higher Sharpe Ratio (1.05 vs -0.33), 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.

Portfolio Optimizer

Find the right allocation for NRG and NEE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer