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NRG vs SW

Comparison between NRG Energy Inc (NRG, Company) and Smurfit WestRock plc (SW, Company).

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

NRG vs SW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NRG
$25B
SW
$25B
Max Drawdown
NRG
80.85%
Winner
SW
42.11%
Sharpe Ratio
NRG
-0.55
Winner
SW
0.37
5Y Beta
NRG
1.52
Winner
SW
1.25
Industry
NRG
Utilities - Independent Power Producers
SW
Packaging & Containers
P/E Ratio
Winner
NRG
29.30
SW
51.00
Forward P/E
Winner
NRG
12.48
SW
18.45
PEG Ratio
Winner
NRG
0.60
SW
1.24
Dividend Yield
NRG
1.54%
Winner
SW
3.64%
5Y Dividends CAGR
NRG
7.90%
SW
N/A
5Y EPS CAGR
NRG
-1.17%
SW
N/A
Debt to Equity
NRG
512.96%
Winner
SW
5.16%
Free Cash Flow Yield
NRG
1.37%
Winner
SW
12.97%
P/S Ratio
Winner
NRG
0.72
SW
0.81
P/B Ratio
NRG
5.87
Winner
SW
1.34

NRG vs SW - Historical Returns

Returns include dividend reinvestment.

1M
NRG
-15.28%
Winner
SW
+2.83%
3M
NRG
-20.70%
Winner
SW
+13.38%
6M
NRG
-21.84%
Winner
SW
+8.56%
1Y
NRG
-18.88%
Winner
SW
+14.97%
5Y(CAGR)
NRG
+25.33%
SW
N/A
10Y(CAGR)
NRG
+26.80%
SW
N/A
Max(CAGR)
Winner
NRG
+13.20%
SW
+4.36%

NRG vs SW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearNRGSW
2026-27.65%+21.01%
2025+73.98%-24.93%
2024+80.22%+18.04%
2023+68.65%N/A
2022-23.25%N/A
2021+22.64%N/A
2020+0.25%N/A
2019+4.63%N/A
2018+37.56%N/A
2017+132.94%N/A
2016+8.62%N/A
2015-55.93%N/A
2014-4.01%N/A
2013+27.52%N/A
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 SW Drawdown Comparison

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

The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The current NRG drawdown is -34.89%. The current SW drawdown is -11.97%.

RankNRGSW
#1-79.42%
Oct 18, 2007 - Dec 13, 2018
-39.76%
Nov 22, 2024 - Nov 20, 2025
#2-48.76%
Mar 21, 2019 - Jan 25, 2021
-21.13%
Jul 16, 2024 - Sep 19, 2024
#3-35.99%
Feb 24, 2026 - Aug 4, 2026
-13.32%
Sep 27, 2024 - Oct 31, 2024
#4-32.63%
May 25, 2022 - Nov 2, 2023
-5.80%
Nov 7, 2024 - Nov 18, 2024
#5-26.22%
Feb 26, 2025 - May 1, 2025
-4.65%
Sep 19, 2024 - Sep 26, 2024
#6-26.15%
Mar 15, 2021 - Aug 6, 2021
-3.01%
Jul 8, 2024 - Jul 11, 2024
#7-22.98%
Aug 31, 2021 - May 17, 2022
-0.52%
Nov 18, 2024 - Nov 20, 2024
#8-21.32%
Oct 3, 2005 - Jan 13, 2006
-0.49%
Jul 12, 2024 - Jul 16, 2024
#9-20.65%
Mar 1, 2005 - Aug 1, 2005
-0.08%
Oct 31, 2024 - Nov 4, 2024
#10-19.80%
Jun 15, 2007 - Oct 17, 2007
N/A
#11-19.65%
Dec 12, 2003 - Jun 9, 2004
N/A
#12-19.45%
May 24, 2024 - Sep 20, 2024
N/A
#13-19.39%
Oct 29, 2025 - Feb 20, 2026
N/A
#14-16.76%
Aug 4, 2025 - Oct 29, 2025
N/A
#15-15.25%
Feb 10, 2021 - Mar 15, 2021
N/A

Correlation

Correlation between NRG and SW is -0.57 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.57
-101

Dividend Comparison (2012 - 2026)

NRG vs SW dividend yield comparison.

YearNRGSW
20261.20%1.93%
20251.11%4.46%
20241.81%1.12%
20232.92%0.00%
20224.40%0.00%
20213.02%0.00%
20203.20%0.00%
20190.30%0.00%
20180.30%0.00%
20170.42%0.00%
20161.92%0.00%
20154.93%0.00%
20142.00%0.00%
20131.57%0.00%
20120.78%0.00%

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