NRG vs FWONA

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

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

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

NRG vs FWONA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

NRG

$29B

FWONA

$28B

Max Drawdown

Winner

NRG

80.85%

FWONA

88.68%

Sharpe Ratio

Winner

NRG

-0.25

FWONA

-0.37

5Y Beta

NRG

1.58

Winner

FWONA

0.63

Industry

NRG

Utilities - Independent Power Producers

FWONA

Entertainment

P/E Ratio

NRG

112.54

Winner

FWONA

74.21

Forward P/E

Winner

NRG

15.11

FWONA

58.82

PEG Ratio

NRG

N/A

FWONA

0.62

Dividend Yield

NRG

1.46%

FWONA

N/A

5Y Dividends CAGR

NRG

12.67%

FWONA

N/A

5Y EPS CAGR

NRG

-1.11%

FWONA

N/A

Debt to Equity

NRG

475.05%

Winner

FWONA

64.95%

Free Cash Flow Yield

NRG

-1.26%

Winner

FWONA

6.08%

NRG vs FWONA - Historical Returns

Returns include dividend reinvestment.

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

NRG

-14.50%

Winner

FWONA

+0.04%

NRG

-24.99%

Winner

FWONA

+1.04%

NRG

-15.98%

Winner

FWONA

-3.56%

NRG

-15.13%

Winner

FWONA

-7.23%

5Y(CAGR)

Winner

NRG

+35.14%

FWONA

+16.40%

10Y(CAGR)

Winner

NRG

+26.46%

FWONA

+16.32%

Max(CAGR)

Winner

NRG

+13.92%

FWONA

+9.70%

NRG vs FWONA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

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

NRG vs FWONA Drawdown Comparison

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

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

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

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

Correlation

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

0.88

-101

Dividend Comparison (2012 - 2026)

NRG vs FWONA dividend yield comparison.

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