NRG vs. PEP
Compare and contrast key facts about NRG Energy, Inc. (NRG) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NRG or PEP.
Correlation
The correlation between NRG and PEP is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NRG vs. PEP - Performance Comparison
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Key characteristics
NRG:
1.59
PEP:
-1.23
NRG:
2.41
PEP:
-1.73
NRG:
1.33
PEP:
0.80
NRG:
3.49
PEP:
-0.82
NRG:
10.06
PEP:
-1.93
NRG:
9.09%
PEP:
12.91%
NRG:
55.06%
PEP:
19.83%
NRG:
-79.41%
PEP:
-40.41%
NRG:
-1.08%
PEP:
-28.65%
Fundamentals
NRG:
$30.07B
PEP:
$178.66B
NRG:
$6.28
PEP:
$6.71
NRG:
24.49
PEP:
19.14
NRG:
2.40
PEP:
2.31
NRG:
1.03
PEP:
1.95
NRG:
14.40
PEP:
9.72
NRG:
$29.29B
PEP:
$91.52B
NRG:
$6.26B
PEP:
$50.10B
NRG:
$3.72B
PEP:
$16.57B
Returns By Period
In the year-to-date period, NRG achieves a 73.26% return, which is significantly higher than PEP's -12.75% return. Over the past 10 years, NRG has outperformed PEP with an annualized return of 22.35%, while PEP has yielded a comparatively lower 6.06% annualized return.
NRG
73.26%
60.28%
70.58%
86.86%
41.18%
22.35%
PEP
-12.75%
-7.94%
-18.98%
-24.28%
2.29%
6.06%
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Risk-Adjusted Performance
NRG vs. PEP — Risk-Adjusted Performance Rank
NRG
PEP
NRG vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NRG Energy, Inc. (NRG) and PepsiCo, Inc. (PEP). 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.
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Dividends
NRG vs. PEP - Dividend Comparison
NRG's dividend yield for the trailing twelve months is around 1.09%, less than PEP's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NRG NRG Energy, Inc. | 1.09% | 1.81% | 2.92% | 4.40% | 3.02% | 3.20% | 0.30% | 0.30% | 0.42% | 1.92% | 4.93% | 2.00% |
PEP PepsiCo, Inc. | 4.12% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
Drawdowns
NRG vs. PEP - Drawdown Comparison
The maximum NRG drawdown since its inception was -79.41%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for NRG and PEP. For additional features, visit the drawdowns tool.
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Volatility
NRG vs. PEP - Volatility Comparison
NRG Energy, Inc. (NRG) has a higher volatility of 24.64% compared to PepsiCo, Inc. (PEP) at 7.35%. This indicates that NRG's price experiences larger fluctuations and is considered to be riskier than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
NRG vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between NRG Energy, Inc. and PepsiCo, 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
NRG vs. PEP - Profitability Comparison
NRG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NRG Energy, Inc. reported a gross profit of 2.02B and revenue of 8.59B. Therefore, the gross margin over that period was 23.6%.
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a gross profit of 9.99B and revenue of 17.92B. Therefore, the gross margin over that period was 55.8%.
NRG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NRG Energy, Inc. reported an operating income of 1.13B and revenue of 8.59B, resulting in an operating margin of 13.2%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported an operating income of 2.58B and revenue of 17.92B, resulting in an operating margin of 14.4%.
NRG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NRG Energy, Inc. reported a net income of 750.00M and revenue of 8.59B, resulting in a net margin of 8.7%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a net income of 1.83B and revenue of 17.92B, resulting in a net margin of 10.2%.