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SID vs. NRG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SID vs. NRG - Performance Comparison

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

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Returns By Period

In the year-to-date period, SID achieves a -34.37% return, which is significantly lower than NRG's -12.23% return. Over the past 10 years, SID has underperformed NRG with an annualized return of -2.25%, while NRG has yielded a comparatively higher 28.42% annualized return.


SID

1D
1.94%
1M
-22.22%
YTD
-34.37%
6M
-35.98%
1Y
-26.57%
3Y*
-23.59%
5Y*
-28.62%
10Y*
-2.25%

NRG

1D
2.85%
1M
0.92%
YTD
-12.23%
6M
-10.95%
1Y
-7.52%
3Y*
62.10%
5Y*
34.01%
10Y*
28.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SID vs. NRG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SID
Companhia Siderúrgica Nacional
-34.37%11.11%-59.60%69.73%-29.68%-22.18%72.67%68.56%-10.61%-24.15%
NRG
NRG Energy, Inc.
-12.23%78.91%78.58%69.36%-23.47%18.54%-2.14%0.69%39.59%133.69%

Correlation

The correlation between SID and NRG is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.26

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

0.25

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

0.23

Correlation (All Time)
Calculated using the full available price history since Dec 2, 2003

0.29

Fundamentals

Market Cap

SID:

$1.39B

NRG:

$28.89B

EPS

SID:

-R$1.51

NRG:

$1.21

PS Ratio

SID:

0.16

NRG:

0.85

PB Ratio

SID:

0.56

NRG:

6.84

Total Revenue (TTM)

SID:

R$44.47B

NRG:

$32.38B

Gross Profit (TTM)

SID:

R$12.14B

NRG:

$4.69B

EBITDA (TTM)

SID:

R$7.32B

NRG:

$2.57B

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Return for Risk

SID vs. NRG — Risk / Return Rank

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

SID
SID Risk / Return Rank: 2222
Overall Rank
SID Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
SID Sortino Ratio Rank: 2323
Sortino Ratio Rank
SID Omega Ratio Rank: 2424
Omega Ratio Rank
SID Calmar Ratio Rank: 2424
Calmar Ratio Rank
SID Martin Ratio Rank: 1717
Martin Ratio Rank

NRG
NRG Risk / Return Rank: 3434
Overall Rank
NRG Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
NRG Sortino Ratio Rank: 3333
Sortino Ratio Rank
NRG Omega Ratio Rank: 3333
Omega Ratio Rank
NRG Calmar Ratio Rank: 3535
Calmar Ratio Rank
NRG Martin Ratio Rank: 3232
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.

SID vs. NRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Companhia Siderúrgica Nacional (SID) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SIDNRGDifference
Sharpe ratioReturn per unit of total volatility

-0.30

Sortino ratioReturn per unit of downside risk

-0.42

Omega ratioGain probability vs. loss probability

0.96

1.01

-0.05

Calmar ratioReturn relative to maximum drawdown

-0.52

-0.22

-0.30

Martin ratioReturn relative to average drawdown

-1.13

-0.53

-0.60

SID vs. NRG - Sharpe Ratio Comparison

The current SID Sharpe Ratio is -0.47, which is lower than the NRG Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of SID and NRG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SID vs. NRG - Drawdown Comparison

The maximum SID drawdown since its inception was -95.79%, which is greater than NRG's maximum drawdown of -79.41%. Use the drawdown chart below to compare losses from any high point for SID and NRG.


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Drawdown Indicators


SIDNRGDifference

Max Drawdown

Largest peak-to-trough decline

-95.79%

-79.41%

-16.38%

Max Drawdown (1Y)

Largest decline over 1 year

-51.42%

-34.24%

-17.18%

Max Drawdown (3Y)

Largest decline over 3 years

-71.61%

-34.24%

-37.37%

Max Drawdown (5Y)

Largest decline over 5 years

-83.38%

-34.24%

-49.14%

Max Drawdown (10Y)

Largest decline over 10 years

-84.09%

-48.76%

-35.33%

Current Drawdown

Current decline from peak

-89.95%

-24.29%

-65.66%

Average Drawdown

Average peak-to-trough decline

-51.73%

-27.99%

-23.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.61%

14.25%

+9.36%

Volatility

SID vs. NRG - Volatility Comparison

Companhia Siderúrgica Nacional (SID) has a higher volatility of 20.92% compared to NRG Energy, Inc. (NRG) at 12.42%. This indicates that SID's price experiences larger fluctuations and is considered to be riskier 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


SIDNRGDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.92%

12.42%

+8.50%

Volatility (6M)

Calculated over the trailing 6-month period

47.23%

34.43%

+12.80%

Volatility (1Y)

Calculated over the trailing 1-year period

57.31%

45.24%

+12.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

53.66%

40.01%

+13.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.22%

39.17%

+20.05%

Dividends

SID vs. NRG - Dividend Comparison

SID has not paid dividends to shareholders, while NRG's dividend yield for the trailing twelve months is around 1.32%.


PositionTTM20252024202320222021202020192018201720162015
NRG
NRG Energy, Inc.
1.32%1.11%1.81%2.92%4.40%3.02%3.20%0.30%0.30%0.42%1.92%4.93%
SID
Companhia Siderúrgica Nacional
0.00%0.00%15.93%12.83%14.31%8.41%0.03%6.89%0.00%0.00%0.00%14.30%

Financials

SID vs. NRG - Financials Comparison

This section allows you to compare key financial metrics between Companhia Siderúrgica Nacional 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


6.00B8.00B10.00B12.00B14.00B16.00B20222023202420252026
10.41B
10.26B
(SID) Total Revenue
(NRG) Total Revenue
Please note, different currencies. SID values in BRL, NRG values in USD

SID vs. NRG - Profitability Comparison

The chart below illustrates the profitability comparison between Companhia Siderúrgica Nacional and NRG 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

-10.0%0.0%10.0%20.0%30.0%40.0%50.0%20222023202420252026
23.1%
0
Portfolio components
SID - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Companhia Siderúrgica Nacional reported a gross profit of 2.41B and revenue of 10.41B. Therefore, the gross margin over that period was 23.1%.

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%.

SID - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Companhia Siderúrgica Nacional reported an operating income of 803.82M and revenue of 10.41B, resulting in an operating margin of 7.7%.

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%.

SID - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Companhia Siderúrgica Nacional reported a net income of -604.01M and revenue of 10.41B, resulting in a net margin of -5.8%.

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


SID and NRG have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SID has higher volatility (20.92%) compared to NRG (12.42%). In terms of maximum drawdown, SID dropped -95.79% vs NRG's -79.41%.

NRG currently has the higher Sharpe Ratio (-0.17 vs -0.47), 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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