NRG Energy (NRG) is a independent power producers & energy traders company in the Utilities sector. Listed on the NASDAQ, NRG Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $120.65.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $120.65 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 34.31% |
| Risk / Std Dev (Annualized) | 40.04% |
| Sharpe Ratio (rf=4.5%) | 0.74 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Independent Power Producers & Energy Traders
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 34.31% with an annualized volatility of 40.04%. The Sharpe ratio of 0.74 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 25.46B |
| Enterprise Value | 49.29B |
| Trailing P/E | 134.06 |
| Forward P/E | 10.37 |
| Price to Book | 6.08 |
| Price to Sales | 0.79 |
| EV/Revenue | 1.52 |
| EV/EBITDA | 21.83 |
| Profitability | | | Profit Margin | 0.74% | | Operating Margin | 3.64% | | ROE | 6.25% | | ROA | 2.24% |
| Growth | | | Revenue Growth | 19.5% | | Earnings Growth | -85.6% |
| Dividend | | | Dividend Yield | 157.0% | | Payout Ratio | 197.25% | | 5Y Avg Yield | 260.0% |
| Financial Health | | | Total Revenue | 32.38B | | Total Debt | 23.36B | | Total Cash | 0.18B | | Free Cash Flow | 0.43B | | Operating Cash Flow | 0.89B |
| Price & Technical | | | 52W High | $189.96$ | | 52W Low | $120.11$ | | 50-Day Avg | $146.09$ | | 200-Day Avg | $157.2$ | | Beta | 1.22 | | Shares Outstanding | 0.21B | | Float Shares | 0.21B | | Insider Holdings | 4.41% | | Institutional Holdings | 95.03% | | Short Ratio | 1.75 | | Short % of Float | 3.18% |
| Analyst Targets | | | Target High | $267.0$ | | Target Low | $99.0$ | | Target Mean | $199.47$ | | Target Median | $200.0$ | | # of Analysts | 17 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.