NRG vs. SO
Compare and contrast key facts about NRG Energy, Inc. (NRG) and The Southern Company (SO).
Performance
NRG vs. SO - Performance Comparison
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NRG vs. SO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NRG NRG Energy, Inc. | -7.94% | 78.91% | 78.58% | 69.36% | -23.47% | 18.54% | -2.14% | 0.69% | 39.59% | 133.69% |
SO The Southern Company | 11.56% | 9.47% | 21.72% | 2.21% | 8.24% | 16.34% | 0.63% | 51.65% | -3.75% | 2.42% |
Fundamentals
NRG:
$29.08B
SO:
$107.04B
NRG:
$4.39
SO:
$3.92
NRG:
33.26
SO:
24.64
NRG:
0.50
SO:
1.53
NRG:
28.21
SO:
2.97
NRG:
$0.00
SO:
$29.55B
NRG:
$0.00
SO:
$22.08B
NRG:
$1.80B
SO:
$7.26B
Returns By Period
In the year-to-date period, NRG achieves a -7.94% return, which is significantly lower than SO's 11.56% return. Over the past 10 years, NRG has outperformed SO with an annualized return of 30.24%, while SO has yielded a comparatively lower 10.97% annualized return.
NRG
- 1D
- 3.48%
- 1M
- -18.34%
- YTD
- -7.94%
- 6M
- -9.25%
- 1Y
- 54.99%
- 3Y*
- 65.95%
- 5Y*
- 35.06%
- 10Y*
- 30.24%
SO
- 1D
- -0.42%
- 1M
- -0.88%
- YTD
- 11.56%
- 6M
- 3.49%
- 1Y
- 8.42%
- 3Y*
- 15.56%
- 5Y*
- 13.29%
- 10Y*
- 10.97%
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Return for Risk
NRG vs. SO — Risk / Return Rank
NRG
SO
NRG vs. SO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NRG Energy, Inc. (NRG) and The Southern Company (SO). 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.
| NRG | SO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.51 | +0.53 |
Sortino ratioReturn per unit of downside risk | 1.73 | 0.81 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.10 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.38 | 0.63 | +1.76 |
Martin ratioReturn relative to average drawdown | 5.73 | 1.53 | +4.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NRG | SO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.51 | +0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.72 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.50 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.63 | -0.26 |
Correlation
The correlation between NRG and SO is 0.30, 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
NRG vs. SO - Dividend Comparison
NRG's dividend yield for the trailing twelve months is around 1.23%, less than SO's 3.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NRG NRG Energy, Inc. | 1.23% | 1.11% | 1.81% | 2.92% | 4.40% | 3.02% | 3.20% | 0.30% | 0.30% | 0.42% | 1.92% | 4.93% |
SO The Southern Company | 3.07% | 3.37% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% |
Drawdowns
NRG vs. SO - Drawdown Comparison
The maximum NRG drawdown since its inception was -79.41%, which is greater than SO's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for NRG and SO.
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Drawdown Indicators
| NRG | SO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.41% | -38.43% | -40.98% |
Max Drawdown (1Y)Largest decline over 1 year | -23.26% | -14.99% | -8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -32.62% | -23.28% | -9.34% |
Max Drawdown (10Y)Largest decline over 10 years | -48.76% | -38.43% | -10.33% |
Current DrawdownCurrent decline from peak | -20.59% | -2.61% | -17.98% |
Average DrawdownAverage peak-to-trough decline | -28.06% | -6.88% | -21.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.68% | 6.14% | +3.54% |
Volatility
NRG vs. SO - Volatility Comparison
NRG Energy, Inc. (NRG) has a higher volatility of 16.78% compared to The Southern Company (SO) at 4.89%. This indicates that NRG's price experiences larger fluctuations and is considered to be riskier than SO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NRG | SO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.78% | 4.89% | +11.89% |
Volatility (6M)Calculated over the trailing 6-month period | 32.22% | 12.17% | +20.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 53.33% | 16.68% | +36.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.07% | 18.47% | +20.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.02% | 21.90% | +17.12% |
Financials
NRG vs. SO - Financials Comparison
This section allows you to compare key financial metrics between NRG Energy, Inc. and The Southern Company. 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