NVGS vs. NRG
NVGS (Navigator Holdings Ltd.) and NRG (NRG Energy, Inc.) are both stocks. NVGS operates in Oil & Gas Midstream (Energy), while NRG operates in Utilities - Independent Power Producers (Utilities). Over the past 10 years, NVGS returned 5.15%/yr vs 25.18%/yr for NRG. At a 0.18 correlation, their price movements are largely independent.
Performance
NVGS vs. NRG - Performance Comparison
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Returns By Period
In the year-to-date period, NVGS achieves a 27.13% return, which is significantly higher than NRG's -15.48% return. Over the past 10 years, NVGS has underperformed NRG with an annualized return of 5.15%, while NRG has yielded a comparatively higher 25.18% annualized return.
NVGS
- 1D
- -1.58%
- 1M
- -0.12%
- YTD
- 27.13%
- 6M
- 23.08%
- 1Y
- 57.37%
- 3Y*
- 19.68%
- 5Y*
- 17.56%
- 10Y*
- 5.15%
NRG
- 1D
- 0.19%
- 1M
- -13.60%
- YTD
- -15.48%
- 6M
- -19.30%
- 1Y
- -15.99%
- 3Y*
- 62.27%
- 5Y*
- 35.21%
- 10Y*
- 25.18%
NVGS vs. NRG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NVGS Navigator Holdings Ltd. | 27.13% | 14.44% | 6.79% | 22.52% | 34.84% | -19.00% | -18.71% | 43.30% | -4.57% | 5.91% |
NRG NRG Energy, Inc. | -15.48% | 78.91% | 78.58% | 69.36% | -23.47% | 18.54% | -2.14% | 0.69% | 39.59% | 133.69% |
Correlation
The correlation between NVGS and NRG is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 10, 2007 | 0.18 |
Fundamentals
NVGS:
$1.44B
NRG:
$27.82B
NVGS:
$1.62
NRG:
$1.21
NVGS:
13.48
NRG:
110.45
NVGS:
0.01
NRG:
1.66
NVGS:
2.54
NRG:
0.82
NVGS:
1.20
NRG:
6.59
NVGS:
$576.17M
NRG:
$32.38B
NVGS:
$206.98M
NRG:
$4.69B
NVGS:
$287.24M
NRG:
$2.57B
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Return for Risk
NVGS vs. NRG — Risk / Return Rank
NVGS
NRG
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 ratioReturn per unit of total volatility | +2.43 | ||
| Sortino ratioReturn per unit of downside risk | +2.82 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.97 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | -0.49 | +4.30 |
| Martin ratioReturn relative to average drawdown | 11.64 | -1.26 | +12.89 |
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
| NVGS | NRG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | -0.36 | +2.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.89 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.64 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.36 | -0.26 |
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.
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Drawdown Indicators
| NVGS | NRG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.68% | -79.41% | -8.27% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -32.57% | +17.42% |
Max Drawdown (3Y)Largest decline over 3 years | -38.88% | -32.57% | -6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -38.88% | -32.62% | -6.26% |
Max Drawdown (10Y)Largest decline over 10 years | -73.33% | -48.76% | -24.57% |
Current DrawdownCurrent decline from peak | -27.72% | -27.09% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -44.04% | -28.00% | -16.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 12.80% | -7.86% |
Volatility
NVGS vs. NRG - Volatility Comparison
The current volatility for Navigator Holdings Ltd. (NVGS) is 7.54%, while NRG Energy, Inc. (NRG) has a volatility of 15.26%. This indicates that NVGS experiences smaller price fluctuations and is considered to be less risky than NRG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NVGS | NRG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 15.26% | -7.72% |
Volatility (6M)Calculated over the trailing 6-month period | 22.07% | 34.36% | -12.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.94% | 44.34% | -16.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.82% | 39.93% | -4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.69% | 39.28% | +8.41% |
Dividends
NVGS vs. NRG - Dividend Comparison
NVGS's dividend yield for the trailing twelve months is around 1.19%, less than NRG's 1.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
NVGS Navigator Holdings Ltd. | 1.19% | 1.27% | 1.30% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
NVGS vs. NRG - Financials Comparison
This section allows you to compare key financial metrics between Navigator Holdings Ltd. and NRG 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
NVGS vs. NRG - Profitability Comparison
NVGS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Navigator Holdings Ltd. reported a gross profit of 41.66M and revenue of 140.62M. Therefore, the gross margin over that period was 29.6%.
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%.
NVGS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Navigator Holdings Ltd. reported an operating income of 31.41M and revenue of 140.62M, resulting in an operating margin of 22.3%.
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%.
NVGS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Navigator Holdings Ltd. reported a net income of 35.46M and revenue of 140.62M, resulting in a net margin of 25.2%.
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%.
Frequently Asked Questions
NVGS and NRG have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NRG has higher volatility (15.26%) compared to NVGS (7.54%). In terms of maximum drawdown, NVGS dropped -87.68% vs NRG's -79.41%.
NVGS currently has the higher Sharpe Ratio (2.06 vs -0.36), 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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