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ET vs NU

Comparison between Energy Transfer LP (ET, Company) and Nu Holdings Ltd Class A (NU, Company).

ET is from the Energy sector, while NU is from the Financial Services sector.

5-Year PerformanceET has outperformed NU, delivering a return of +24.7% compared to +7.4%

ET vs NU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ET
$68B
NU
$68B
Max Drawdown
ET
88.51%
Winner
NU
72.07%
Sharpe Ratio
Winner
ET
1.22
NU
0.35
5Y Beta
Winner
ET
0.62
NU
1.33
Industry
ET
Oil & Gas Midstream
NU
Banks - Regional
P/E Ratio
Winner
ET
15.67
NU
21.39
Forward P/E
Winner
ET
12.09
NU
19.42
PEG Ratio
ET
0.60
Winner
NU
0.45
Dividend Yield
ET
6.57%
NU
N/A
5Y Dividends CAGR
ET
22.20%
NU
N/A
5Y EPS CAGR
ET
-0.36%
NU
N/A
Debt to Equity
ET
139.41%
Winner
NU
25.15%
Free Cash Flow Yield
Winner
ET
15.49%
NU
0.97%
P/S Ratio
Winner
ET
0.74
NU
8.80
P/B Ratio
Winner
ET
2.00
NU
5.37

ET vs NU - Historical Returns

Returns include dividend reinvestment.

1M
ET
+7.25%
Winner
NU
+12.51%
3M
Winner
ET
+8.72%
NU
-4.39%
6M
Winner
ET
+18.97%
NU
-16.53%
1Y
Winner
ET
+26.64%
NU
+11.64%
5Y(CAGR)
Winner
ET
+24.73%
NU
+7.45%
10Y(CAGR)
ET
+10.65%
NU
N/A
Max(CAGR)
Winner
ET
+13.96%
NU
+7.45%

ET vs NU - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearETNU
2026+26.57%-15.45%
2025-9.92%+57.48%
2024+53.00%+27.43%
2023+30.64%+133.99%
2022+47.20%-59.22%
2021+44.83%-9.20%
2020-46.91%N/A
2019+5.67%N/A
2018-20.06%N/A
2017-4.07%N/A
2016+51.16%N/A
2015-51.29%N/A
2014+45.35%N/A
2013+79.14%N/A
2012+18.95%N/A
2011+10.26%N/A
2010+33.30%N/A
2009+97.73%N/A
2008-50.58%N/A
2007+17.31%N/A
2006+41.76%N/A

ET vs NU Drawdown Comparison

The maximum drawdown for ET was -87.82%, occurring on Feb 8, 2016. Recovery took 2309 trading sessions.

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

The current ET drawdown is -0.64%. The current NU drawdown is -23.29%.

RankETNU
#1-87.82%
Jun 15, 2015 - Aug 16, 2024
-72.07%
Dec 10, 2021 - Mar 20, 2024
#2-66.17%
Jul 6, 2007 - Jul 12, 2010
-39.58%
Nov 11, 2024 - Sep 15, 2025
#3-29.34%
Jun 21, 2011 - Feb 24, 2012
-38.17%
Jan 28, 2026 - Jun 8, 2026
#4-25.04%
Sep 10, 2014 - Nov 17, 2014
-21.13%
Jul 16, 2024 - Aug 15, 2024
#5-24.55%
Jan 30, 2025 - Mar 26, 2026
-14.45%
Mar 22, 2024 - Jun 25, 2024
#6-22.07%
Nov 18, 2014 - Feb 25, 2015
-13.47%
Sep 17, 2024 - Oct 28, 2024
#7-21.10%
Mar 19, 2012 - Aug 17, 2012
-10.14%
Dec 4, 2025 - Jan 5, 2026
#8-12.67%
Apr 27, 2011 - Jun 16, 2011
-9.63%
Sep 22, 2025 - Nov 11, 2025
#9-11.31%
May 21, 2013 - Jul 9, 2013
-8.84%
Oct 30, 2024 - Nov 11, 2024
#10-9.04%
Jul 25, 2014 - Aug 27, 2014
-8.48%
Aug 30, 2024 - Sep 17, 2024
#11-8.36%
Nov 29, 2024 - Jan 14, 2025
-7.69%
Jan 5, 2026 - Jan 22, 2026
#12-8.04%
May 19, 2026 - Jun 17, 2026
-6.53%
Nov 11, 2025 - Nov 25, 2025
#13-7.96%
Nov 9, 2010 - Feb 15, 2011
-4.41%
Jun 27, 2024 - Jul 9, 2024
#14-7.09%
Dec 11, 2012 - Jan 7, 2013
-3.20%
Aug 27, 2024 - Aug 30, 2024
#15-7.09%
May 10, 2006 - Sep 1, 2006
-1.66%
Aug 19, 2024 - Aug 26, 2024

Correlation

Correlation between ET and NU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

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