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NRG vs CUK

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

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

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

NRG vs CUK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
NRG
$26B
Winner
CUK
$26B
Max Drawdown
Winner
NRG
80.85%
CUK
92.13%
Sharpe Ratio
NRG
-0.22
Winner
CUK
1.09
5Y Beta
NRG
1.59
CUK
N/A
Industry
NRG
Utilities - Independent Power Producers
CUK
Travel Services
P/E Ratio
NRG
101.35
Winner
CUK
12.10
Forward P/E
Winner
NRG
11.71
CUK
12.42
PEG Ratio
Winner
NRG
0.45
CUK
1.04
Dividend Yield
Winner
NRG
1.48%
CUK
0.55%
5Y Dividends CAGR
Winner
NRG
12.67%
CUK
-21.40%
5Y EPS CAGR
NRG
-1.11%
CUK
N/A
Debt to Equity
NRG
475.05%
Winner
CUK
34.25%
Free Cash Flow Yield
NRG
-1.39%
Winner
CUK
0.00%
P/S Ratio
Winner
NRG
0.85
CUK
1.41
P/B Ratio
NRG
6.45
Winner
CUK
2.73

NRG vs CUK - Historical Returns

Returns include dividend reinvestment.

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

NRG vs CUK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

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

NRG vs CUK Drawdown Comparison

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

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

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

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

Correlation

Correlation between NRG and CUK 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)

NRG vs CUK dividend yield comparison.

YearNRGCUK
20260.76%0.55%
20251.11%0.00%
20241.81%0.00%
20232.92%0.00%
20224.40%0.00%
20213.02%0.00%
20203.20%2.67%
20190.30%4.15%
20180.30%4.00%
20170.42%2.41%
20161.92%2.64%
20154.93%1.93%
20142.00%2.22%
20131.57%2.41%
20120.78%3.87%
20110.00%3.04%
20100.00%0.86%
20080.00%7.06%
20070.00%3.13%
20060.00%2.04%
20050.00%1.41%
20040.00%0.86%
20030.00%1.04%
20020.00%1.44%
20010.00%1.73%

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