D vs NU

Comparison between Dominion Energy Inc (D, Company) and Nu Holdings Ltd Class A (NU, Company).

D is from the Utilities sector, while NU is from the Financial Services sector.

5-Year PerformanceNU has outperformed D, delivering a return of +4.2% compared to +3.0%

D vs NU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	D(COMPANY)	NU(COMPANY)
Market Cap	$61B	$61B
Max Drawdown	55.98%	72.07%
Sharpe Ratio	1.17	0.12
5Y Beta	0.18	1.32
Industry	Utilities - Regulated Electric	Banks - Regional
P/E Ratio	20.25	19.20
Forward P/E	19.08	17.48
PEG Ratio	0.48	0.40
Dividend Yield	3.92%	N/A
5Y Dividends CAGR	1.23%	N/A
5Y EPS CAGR	6.60%	N/A
Debt to Equity	10.63%	25.15%
Free Cash Flow Yield	8.31%	1.08%

Market Cap

$61B

Winner

$61B

Max Drawdown

Winner

55.98%

72.07%

Sharpe Ratio

Winner

1.17

0.12

5Y Beta

Winner

0.18

1.32

Industry

Utilities - Regulated Electric

Banks - Regional

P/E Ratio

20.25

Winner

19.20

Forward P/E

19.08

Winner

17.48

PEG Ratio

0.48

Winner

0.40

Dividend Yield

3.92%

N/A

5Y Dividends CAGR

1.23%

N/A

5Y EPS CAGR

6.60%

N/A

Debt to Equity

Winner

10.63%

25.15%

Free Cash Flow Yield

Winner

8.31%

1.08%

D vs NU - Historical Returns

Returns include dividend reinvestment.

Period	D	NU
1 month	+3.39%	-2.12%
3 months	+16.08%	-12.19%
6 months	+19.81%	-25.57%
1 year	+29.20%	-7.22%
5 years(CAGR)	+3.00%	+4.22%
10 years(CAGR)	+3.71%	N/A
Max(CAGR)	+8.51%	+4.22%

Winner

+3.39%

-2.12%

Winner

+16.08%

-12.19%

Winner

+19.81%

-25.57%

Winner

+29.20%

-7.22%

5Y(CAGR)

+3.00%

Winner

+4.22%

10Y(CAGR)

+3.71%

N/A

Max(CAGR)

Winner

+8.51%

+4.22%

D vs NU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	D	NU
2026	+19.35%	-26.79%
2025	+12.81%	+57.48%
2024	+16.64%	+27.43%
2023	-21.23%	+133.99%
2022	-18.93%	-59.22%
2021	+10.01%	-9.20%
2020	-4.28%	N/A
2019	+21.98%	N/A
2018	-6.70%	N/A
2017	+10.40%	N/A
2016	+18.00%	N/A
2015	-9.45%	N/A
2014	+25.15%	N/A
2013	+27.08%	N/A
2012	+2.78%	N/A
2011	+29.32%	N/A
2010	+14.69%	N/A
2009	+12.34%	N/A
2008	-19.99%	N/A
2007	+17.24%	N/A
2006	+9.77%	N/A
2005	+18.65%	N/A
2004	+10.18%	N/A
2003	+19.50%	N/A
2002	-5.61%	N/A
2001	-4.54%	N/A
2000	+85.54%	N/A
1999	-17.51%	N/A

D vs NU Drawdown Comparison

The maximum drawdown for D was -52.21%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current D drawdown is -4.56%. The current NU drawdown is -33.58%.

Rank	D	NU
#1	-52.21% Apr 8, 2022 - Oct 23, 2023	-72.07% Dec 10, 2021 - Mar 20, 2024
#2	-44.32% Apr 19, 2002 - May 23, 2003	-39.58% Nov 11, 2024 - Sep 15, 2025
#3	-41.33% Dec 5, 2007 - Aug 9, 2010	-38.17% Jan 28, 2026 - Jun 8, 2026
#4	-33.29% Mar 4, 2020 - Mar 7, 2022	-21.13% Jul 16, 2024 - Aug 15, 2024
#5	-25.48% Dec 15, 2017 - Jun 24, 2019	-14.45% Mar 22, 2024 - Jun 25, 2024
#6	-25.47% Nov 4, 1999 - Jul 13, 2000	-13.47% Sep 17, 2024 - Oct 28, 2024
#7	-18.77% Oct 3, 2005 - Nov 1, 2006	-10.14% Dec 4, 2025 - Jan 5, 2026
#8	-16.89% Apr 24, 2001 - Apr 19, 2002	-9.63% Sep 22, 2025 - Nov 11, 2025
#9	-16.73% Dec 26, 2000 - Mar 8, 2001	-8.84% Oct 30, 2024 - Nov 11, 2024
#10	-16.10% Dec 29, 2014 - Jun 28, 2016	-8.48% Aug 30, 2024 - Sep 17, 2024
#11	-13.72% Sep 18, 2000 - Oct 23, 2000	-7.69% Jan 5, 2026 - Jan 22, 2026
#12	-12.14% Apr 25, 2007 - Oct 31, 2007	-6.53% Nov 11, 2025 - Nov 25, 2025
#13	-11.93% Feb 24, 2020 - Mar 4, 2020	-4.41% Jun 27, 2024 - Jul 9, 2024
#14	-11.59% Mar 8, 2001 - Apr 10, 2001	-3.20% Aug 27, 2024 - Aug 30, 2024
#15	-11.22% Jun 16, 2003 - Dec 30, 2003	-1.66% Aug 19, 2024 - Aug 26, 2024