FWONA vs NRG

Comparison between Liberty Media Corp (New Liberty Formula One) Series A (FWONA, Company) and NRG Energy Inc (NRG, Company).

FWONA is from the Communication Services sector, while NRG is from the Utilities sector.

5-Year PerformanceNRG has outperformed FWONA, delivering a return of +35.1% compared to +16.4%

FWONA vs NRG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FWONA(COMPANY)	NRG(COMPANY)
Market Cap	$28B	$29B
Max Drawdown	88.68%	80.85%
Sharpe Ratio	-0.37	-0.25
5Y Beta	0.63	1.58
Industry	Entertainment	Utilities - Independent Power Producers
P/E Ratio	74.21	112.54
Forward P/E	58.82	15.11
PEG Ratio	0.62	N/A
Dividend Yield	N/A	1.46%
5Y Dividends CAGR	N/A	12.67%
5Y EPS CAGR	N/A	-1.11%
Debt to Equity	64.95%	475.05%
Free Cash Flow Yield	6.08%	-1.26%

Market Cap

FWONA

$28B

Winner

NRG

$29B

Max Drawdown

FWONA

88.68%

Winner

NRG

80.85%

Sharpe Ratio

FWONA

-0.37

Winner

NRG

-0.25

5Y Beta

Winner

FWONA

0.63

NRG

1.58

Industry

FWONA

Entertainment

NRG

Utilities - Independent Power Producers

P/E Ratio

Winner

FWONA

74.21

NRG

112.54

Forward P/E

FWONA

58.82

Winner

NRG

15.11

PEG Ratio

FWONA

0.62

NRG

N/A

Dividend Yield

FWONA

N/A

NRG

1.46%

5Y Dividends CAGR

FWONA

N/A

NRG

12.67%

5Y EPS CAGR

FWONA

N/A

NRG

-1.11%

Debt to Equity

Winner

FWONA

64.95%

NRG

475.05%

Free Cash Flow Yield

Winner

FWONA

6.08%

NRG

-1.26%

FWONA vs NRG - Historical Returns

Returns include dividend reinvestment.

Period	FWONA	NRG
1 month	+0.04%	-14.50%
3 months	+1.04%	-24.99%
6 months	-3.56%	-15.98%
1 year	-7.23%	-15.13%
5 years(CAGR)	+16.40%	+35.14%
10 years(CAGR)	+16.32%	+26.46%
Max(CAGR)	+9.70%	+13.92%

Winner

FWONA

+0.04%

NRG

-14.50%

Winner

FWONA

+1.04%

NRG

-24.99%

Winner

FWONA

-3.56%

NRG

-15.98%

Winner

FWONA

-7.23%

NRG

-15.13%

5Y(CAGR)

FWONA

+16.40%

Winner

NRG

+35.14%

10Y(CAGR)

FWONA

+16.32%

Winner

NRG

+26.46%

Max(CAGR)

FWONA

+9.70%

Winner

NRG

+13.92%

FWONA vs NRG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	FWONA	NRG
2026	-6.99%	-18.86%
2025	+7.25%	+73.98%
2024	+47.00%	+80.22%
2023	+13.94%	+68.65%
2022	-11.53%	-23.25%
2021	+61.03%	+22.64%
2020	-13.70%	+0.25%
2019	+45.93%	+4.63%
2018	-10.02%	+37.56%
2017	+3.35%	+132.94%
2016	-17.61%	+8.62%
2015	+12.63%	-55.93%
2014	-6.54%	-4.01%
2013	+52.12%	+27.52%
2012	N/A	+29.05%
2011	N/A	-8.62%
2010	N/A	-18.14%
2009	N/A	-0.13%
2008	N/A	-45.52%
2007	N/A	+55.26%
2006	N/A	+16.81%
2005	N/A	+33.07%
2004	N/A	+60.58%
2003	N/A	+13.77%

FWONA vs NRG Drawdown Comparison

The maximum drawdown for FWONA was -60.76%, occurring on Mar 18, 2020. Recovery took 407 trading sessions.

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

The current FWONA drawdown is -16.60%. The current NRG drawdown is -26.97%.

Rank	FWONA	NRG
#1	-60.76% Jan 22, 2020 - Sep 1, 2021	-79.42% Oct 18, 2007 - Dec 13, 2018
#2	-57.28% Nov 18, 2015 - Nov 18, 2019	-48.76% Mar 21, 2019 - Jan 25, 2021
#3	-25.71% Feb 13, 2025 - Jun 24, 2025	-32.63% May 25, 2022 - Nov 2, 2023
#4	-24.99% Oct 6, 2025 - Mar 20, 2026	-32.57% Feb 24, 2026 - May 19, 2026
#5	-23.77% Apr 4, 2022 - Jan 31, 2023	-26.22% Feb 26, 2025 - May 1, 2025
#6	-22.24% Oct 22, 2013 - Nov 4, 2015	-26.15% Mar 15, 2021 - Aug 6, 2021
#7	-19.14% Jun 15, 2023 - Jun 3, 2024	-22.98% Aug 31, 2021 - May 17, 2022
#8	-15.50% Jan 3, 2022 - Mar 24, 2022	-21.32% Oct 3, 2005 - Jan 13, 2006
#9	-11.12% Jun 27, 2025 - Oct 3, 2025	-20.65% Mar 1, 2005 - Aug 1, 2005
#10	-9.61% Jul 30, 2024 - Oct 29, 2024	-19.80% Jun 15, 2007 - Oct 17, 2007
#11	-9.24% Jun 3, 2024 - Jul 15, 2024	-19.65% Dec 12, 2003 - Jun 9, 2004
#12	-9.16% Mar 3, 2023 - Mar 27, 2023	-19.45% May 24, 2024 - Sep 20, 2024
#13	-7.92% Mar 29, 2023 - Jun 12, 2023	-19.39% Oct 29, 2025 - Feb 20, 2026
#14	-7.68% Aug 2, 2013 - Sep 18, 2013	-16.76% Aug 4, 2025 - Oct 29, 2025
#15	-7.24% Feb 9, 2023 - Mar 2, 2023	-15.25% Feb 10, 2021 - Mar 15, 2021

Correlation

Correlation between FWONA and NRG is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2012 - 2026)

FWONA vs NRG dividend yield comparison.

Year	FWONA	NRG
2026	0.00%	0.71%
2025	0.00%	1.11%
2024	0.00%	1.81%
2023	0.00%	2.92%
2022	0.00%	4.40%
2021	0.00%	3.02%
2020	0.00%	3.20%
2019	0.00%	0.30%
2018	0.00%	0.30%
2017	0.00%	0.42%
2016	0.00%	1.92%
2015	0.00%	4.93%
2014	294.29%	2.00%
2013	9.77%	1.57%
2012	0.00%	0.78%