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NRG Energy, Inc. NRG

Utilities · Utilities - Independent Power Producers · United States · S&P 500

31
Profitability
41
Growth
32
Valuation
71
Financial strength
10
Momentum
0

Based on the available data, NRG Energy, Inc. gets an algorithmic score of 31/100. It trades at 97.17 $, with a bearish technical trend (RSI 32.2) and 48.4% annual volatility.

Updated: 2026-09-30

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Strengths

  • High ROE (23.8%): generates strong profit on equity.
  • Low valuation (P/E 8.7).

Weaknesses

  • Thin net margin (2.6%): vulnerable to costs.
  • Shrinking revenue (-0.9% per year).
  • High leverage (debt/equity 483%): rate-sensitive.
  • High beta (1.48): amplifies index moves.

Fundamentals

P/E25.24
Forward P/E8.68
PEG0.39
P/B4.86
EV/EBITDA13.64
P/S0.62
ROE %23.77
ROA %4.06
Gross margin %18.80
Operating margin %12.77
Net margin %2.56
Revenue growth % (y/y)11.00
Revenue CAGR %-0.88
Earnings CAGR %-10.89
Debt/Equity %483.36
Current ratio0.97
FCF yield %3.75
Dividend yield %1.96
Payout %47.66

Returns

1 month-12.6 %
3 months-33.2 %
6 months-30.7 %
YTD-41.0 %
1 year-41.6 %
3 years+165.8 %
5 years+164.9 %

Risk

1-year volatility48.4 %
Beta1.48
5-year max drawdown-46.9 %
Sharpe 1A-0.95

Macroeconomic context

Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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