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CUK vs NRG

Comparison between Carnival PLC (CUK, Company) and NRG Energy Inc (NRG, Company).

CUK is from the Consumer Cyclical sector, while NRG is from the Utilities sector.

5-Year PerformanceNRG has outperformed CUK, delivering a return of +30.9% compared to +3.6%

CUK vs NRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CUK
$26B
NRG
$26B
Max Drawdown
CUK
92.13%
Winner
NRG
80.85%
Sharpe Ratio
Winner
CUK
1.09
NRG
-0.24
5Y Beta
CUK
N/A
NRG
1.58
Industry
CUK
Travel Services
NRG
Utilities - Independent Power Producers
P/E Ratio
Winner
CUK
12.10
NRG
101.35
Forward P/E
CUK
12.42
Winner
NRG
12.24
PEG Ratio
CUK
1.04
Winner
NRG
0.45
Dividend Yield
CUK
0.55%
Winner
NRG
1.43%
5Y Dividends CAGR
CUK
-21.40%
Winner
NRG
12.67%
5Y EPS CAGR
CUK
N/A
NRG
-1.11%
Debt to Equity
Winner
CUK
34.25%
NRG
475.05%
Free Cash Flow Yield
Winner
CUK
0.00%
NRG
-1.39%
P/S Ratio
CUK
1.41
Winner
NRG
0.85
P/B Ratio
Winner
CUK
2.73
NRG
6.45

CUK vs NRG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CUK
+9.01%
NRG
-8.64%
3M
CUK
-18.07%
Winner
NRG
-17.25%
6M
Winner
CUK
+14.19%
NRG
-21.79%
1Y
Winner
CUK
+53.68%
NRG
-15.95%
5Y(CAGR)
CUK
+3.60%
Winner
NRG
+30.94%
10Y(CAGR)
CUK
-4.64%
Winner
NRG
+26.34%
Max(CAGR)
CUK
+4.35%
Winner
NRG
+13.55%

CUK vs NRG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearCUKNRG
2026-10.04%-24.01%
2025+34.68%+73.98%
2024+42.74%+80.22%
2023+137.80%+68.65%
2022-63.28%-23.25%
2021+4.88%+22.64%
2020-60.92%+0.25%
2019+2.10%+4.63%
2018-24.95%+37.56%
2017+32.75%+132.94%
2016-6.96%+8.62%
2015+28.55%-55.93%
2014+13.27%-4.01%
2013+8.24%+27.52%
2012+20.26%+29.05%
2011-27.95%-8.62%
2010+36.99%-18.14%
2009+43.05%-0.13%
2008-44.48%-45.52%
2007-13.42%+55.26%
2006-11.34%+16.81%
2005-5.33%+33.07%
2004+53.47%+60.58%
2003+74.30%+13.77%
2002+21.44%N/A
2001+40.94%N/A
2000-8.00%N/A

CUK vs NRG Drawdown Comparison

The maximum drawdown for CUK was -91.43%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The maximum drawdown for NRG was -79.42%, occurring on Jan 25, 2016. Recovery took 2808 trading sessions.

The current CUK drawdown is -58.06%. The current NRG drawdown is -31.61%.

RankCUKNRG
#1-91.43%
Jan 29, 2018 - Oct 10, 2022
-79.42%
Oct 18, 2007 - Dec 13, 2018
#2-72.11%
Dec 28, 2004 - Mar 27, 2015
-48.76%
Mar 21, 2019 - Jan 25, 2021
#3-53.15%
Aug 27, 2001 - Dec 26, 2001
-34.24%
Feb 24, 2026 - Jun 10, 2026
#4-31.82%
Feb 9, 2001 - Aug 1, 2001
-32.63%
May 25, 2022 - Nov 2, 2023
#5-31.41%
Nov 6, 2002 - May 28, 2003
-26.22%
Feb 26, 2025 - May 1, 2025
#6-23.78%
Oct 23, 2000 - Jan 4, 2001
-26.15%
Mar 15, 2021 - Aug 6, 2021
#7-23.71%
Dec 29, 2015 - Mar 10, 2017
-22.98%
Aug 31, 2021 - May 17, 2022
#8-22.08%
May 16, 2002 - Sep 11, 2002
-21.32%
Oct 3, 2005 - Jan 13, 2006
#9-14.40%
Feb 17, 2004 - Jun 23, 2004
-20.65%
Mar 1, 2005 - Aug 1, 2005
#10-11.69%
Aug 18, 2015 - Oct 23, 2015
-19.80%
Jun 15, 2007 - Oct 17, 2007
#11-11.22%
Sep 11, 2002 - Oct 23, 2002
-19.65%
Dec 12, 2003 - Jun 9, 2004
#12-10.68%
Apr 7, 2015 - May 19, 2015
-19.45%
May 24, 2024 - Sep 20, 2024
#13-10.39%
Jul 2, 2004 - Sep 16, 2004
-19.39%
Oct 29, 2025 - Feb 20, 2026
#14-9.03%
Aug 31, 2017 - Jan 12, 2018
-16.76%
Aug 4, 2025 - Oct 29, 2025
#15-8.61%
Jan 17, 2002 - Mar 6, 2002
-15.25%
Feb 10, 2021 - Mar 15, 2021

Correlation

Correlation between CUK and NRG is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24
-101

Dividend Comparison (2001 - 2026)

CUK vs NRG dividend yield comparison.

YearCUKNRG
20260.55%0.76%
20250.00%1.11%
20240.00%1.81%
20230.00%2.92%
20220.00%4.40%
20210.00%3.02%
20202.67%3.20%
20194.15%0.30%
20184.00%0.30%
20172.41%0.42%
20162.64%1.92%
20151.93%4.93%
20142.22%2.00%
20132.41%1.57%
20123.87%0.78%
20113.04%0.00%
20100.86%0.00%
20087.06%0.00%
20073.13%0.00%
20062.04%0.00%
20051.41%0.00%
20040.86%0.00%
20031.04%0.00%
20021.44%0.00%
20011.73%0.00%

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