NVGS vs. NRG

Last updated Apr 2, 2026

Compare and contrast key facts about Navigator Holdings Ltd. (NVGS) and NRG Energy, Inc. (NRG).

Performance

NVGS vs. NRG - Performance Comparison

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

NVGS vs. NRG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NVGS Navigator Holdings Ltd.	11.80%	14.44%	6.79%	22.52%	34.84%	-19.00%	-18.71%	43.30%	-4.57%	5.91%
NRG NRG Energy, Inc.	-5.57%	78.91%	78.58%	69.36%	-23.47%	18.54%	-2.14%	0.69%	39.59%	133.69%

Fundamentals

Market Cap NVGS : $1.27B NRG : $29.83B
EPS NVGS : $1.49 NRG : $4.39
PE Ratio NVGS : 12.98 NRG : 34.12
PEG Ratio NVGS : 0.01 NRG : 0.51
PB Ratio NVGS : 1.04 NRG : 28.93
Total Revenue (TTM) NVGS : $586.96M NRG : $0.00
Gross Profit (TTM) NVGS : $214.87M NRG : $0.00
EBITDA (TTM) NVGS : $300.26M NRG : $1.80B

Returns By Period

In the year-to-date period, NVGS achieves a 11.80% return, which is significantly higher than NRG's -5.57% return. Over the past 10 years, NVGS has underperformed NRG with an annualized return of 2.53%, while NRG has yielded a comparatively higher 30.57% annualized return.

NVGS

• 1D: -0.21%
• 1M: -8.87%
• YTD: 11.80%
• 6M: 25.50%
• 1Y: 48.36%
• 3Y*: 12.67%
• 5Y*: 16.96%
• 10Y*: 2.53%

NRG

• 1D: 2.57%
• 1M: -14.63%
• YTD: -5.57%
• 6M: -6.89%
• 1Y: 54.03%
• 3Y*: 67.36%
• 5Y*: 35.75%
• 10Y*: 30.57%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

NVGS vs. NRG — Risk / Return Rank

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

NVGS

NVGS Risk / Return Rank: 81
NVGS Sharpe Ratio Rank: 83
NVGS Sortino Ratio Rank: 76
NVGS Omega Ratio Rank: 79
NVGS Calmar Ratio Rank: 83
NVGS Martin Ratio Rank: 87

NRG

NRG Risk / Return Rank: 76
NRG Sharpe Ratio Rank: 74
NRG Sortino Ratio Rank: 72
NRG Omega Ratio Rank: 72
NRG Calmar Ratio Rank: 82
NRG Martin Ratio Rank: 80

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.

NVGS vs. NRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Navigator Holdings Ltd. (NVGS) and NRG Energy, Inc. (NRG). 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.

	NVGS	NRG	Difference
Sharpe ratio Return per unit of total volatility	1.48	1.02	+0.46
Sortino ratio Return per unit of downside risk	1.94	1.71	+0.23
Omega ratio Gain probability vs. loss probability	1.28	1.23	+0.05
Calmar ratio Return relative to maximum drawdown	2.70	2.54	+0.17
Martin ratio Return relative to average drawdown	9.21	6.05	+3.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NVGS vs. NRG - Sharpe Ratio Comparison

The current NVGS Sharpe Ratio is 1.48, which is higher than the NRG Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of NVGS and NRG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	NVGS	NRG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.48	1.02	+0.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.47	0.92	-0.45
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.05	0.79	-0.73
Sharpe Ratio (All Time) Calculated using the full available price history	0.08	0.38	-0.29

Correlation

The correlation between NVGS and NRG is 0.18, 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

NVGS vs. NRG - Dividend Comparison

NVGS's dividend yield for the trailing twelve months is around 1.24%, more than NRG's 1.20% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NVGS Navigator Holdings Ltd.	1.24%	1.27%	1.30%	0.69%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NRG NRG Energy, Inc.	1.20%	1.11%	1.81%	2.92%	4.40%	3.02%	3.20%	0.30%	0.30%	0.42%	1.92%	4.93%

Drawdowns

NVGS vs. NRG - Drawdown Comparison

The maximum NVGS drawdown since its inception was -87.68%, which is greater than NRG's maximum drawdown of -79.41%. Use the drawdown chart below to compare losses from any high point for NVGS and NRG.

Drawdown Indicators

	NVGS	NRG	Difference
Max Drawdown Largest peak-to-trough decline	-87.68%	-79.41%	-8.27%
Max Drawdown (1Y) Largest decline over 1 year	-17.40%	-23.26%	+5.86%
Max Drawdown (5Y) Largest decline over 5 years	-38.88%	-32.62%	-6.26%
Max Drawdown (10Y) Largest decline over 10 years	-76.46%	-48.76%	-27.70%
Current Drawdown Current decline from peak	-36.44%	-18.55%	-17.89%
Average Drawdown Average peak-to-trough decline	-44.18%	-28.06%	-16.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.10%	9.75%	-4.65%

Volatility

NVGS vs. NRG - Volatility Comparison

Navigator Holdings Ltd. (NVGS) and NRG Energy, Inc. (NRG) have volatilities of 15.61% and 15.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NVGS	NRG	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.61%	15.32%	+0.29%
Volatility (6M) Calculated over the trailing 6-month period	21.82%	32.27%	-10.45%
Volatility (1Y) Calculated over the trailing 1-year period	32.85%	53.38%	-20.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.54%	39.08%	-2.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.76%	39.02%	+8.74%

Financials

NVGS vs. NRG - Profitability Comparison

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

NVGS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Navigator Holdings Ltd. reported a gross profit of 49.41M and revenue of 152.83M. Therefore, the gross margin over that period was 32.3%.

NRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NRG Energy, Inc. reported a gross profit of -4.17B and revenue of -22.96B. Therefore, the gross margin over that period was 18.2%.

NVGS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Navigator Holdings Ltd. reported an operating income of 40.02M and revenue of 152.83M, resulting in an operating margin of 26.2%.

NRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NRG Energy, Inc. reported an operating income of 246.00M and revenue of -22.96B, resulting in an operating margin of -1.1%.

NVGS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Navigator Holdings Ltd. reported a net income of 18.48M and revenue of 152.83M, resulting in a net margin of 12.1%.

NRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NRG Energy, Inc. reported a net income of 66.00M and revenue of -22.96B, resulting in a net margin of -0.3%.