NU vs D

Comparison between Nu Holdings Ltd Class A (NU, Company) and Dominion Energy Inc (D, Company).

NU is from the Financial Services sector, while D is from the Utilities sector.

5-Year PerformanceNU has outperformed D, delivering a return of +4.2% compared to +3.0%

NU vs D - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	D(COMPANY)
Market Cap	$61B	$61B
Max Drawdown	72.07%	55.98%
Sharpe Ratio	0.12	1.17
5Y Beta	1.32	0.18
Industry	Banks - Regional	Utilities - Regulated Electric
P/E Ratio	19.20	20.25
Forward P/E	17.48	19.08
PEG Ratio	0.40	0.48
Dividend Yield	N/A	3.92%
5Y Dividends CAGR	N/A	1.23%
5Y EPS CAGR	N/A	6.60%
Debt to Equity	25.15%	10.63%
Free Cash Flow Yield	1.08%	8.31%

Market Cap

Winner

$61B

Max Drawdown

72.07%

Winner

55.98%

Sharpe Ratio

0.12

Winner

1.17

5Y Beta

1.32

Winner

0.18

Industry

Banks - Regional

Utilities - Regulated Electric

P/E Ratio

Winner

19.20

20.25

Forward P/E

Winner

17.48

19.08

PEG Ratio

Winner

0.40

0.48

Dividend Yield

N/A

3.92%

5Y Dividends CAGR

N/A

1.23%

5Y EPS CAGR

N/A

6.60%

Debt to Equity

25.15%

Winner

10.63%

Free Cash Flow Yield

1.08%

Winner

8.31%

NU vs D - Historical Returns

Returns include dividend reinvestment.

Period	NU	D
1 month	-2.12%	+3.39%
3 months	-12.19%	+16.08%
6 months	-25.57%	+19.81%
1 year	-7.22%	+29.20%
5 years(CAGR)	+4.22%	+3.00%
10 years(CAGR)	N/A	+3.71%
Max(CAGR)	+4.22%	+8.51%

-2.12%

Winner

+3.39%

-12.19%

Winner

+16.08%

-25.57%

Winner

+19.81%

-7.22%

Winner

+29.20%

5Y(CAGR)

Winner

+4.22%

+3.00%

10Y(CAGR)

N/A

+3.71%

Max(CAGR)

+4.22%

Winner

+8.51%

NU vs D - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NU	D
2026	-26.79%	+19.35%
2025	+57.48%	+12.81%
2024	+27.43%	+16.64%
2023	+133.99%	-21.23%
2022	-59.22%	-18.93%
2021	-9.20%	+10.01%
2020	N/A	-4.28%
2019	N/A	+21.98%
2018	N/A	-6.70%
2017	N/A	+10.40%
2016	N/A	+18.00%
2015	N/A	-9.45%
2014	N/A	+25.15%
2013	N/A	+27.08%
2012	N/A	+2.78%
2011	N/A	+29.32%
2010	N/A	+14.69%
2009	N/A	+12.34%
2008	N/A	-19.99%
2007	N/A	+17.24%
2006	N/A	+9.77%
2005	N/A	+18.65%
2004	N/A	+10.18%
2003	N/A	+19.50%
2002	N/A	-5.61%
2001	N/A	-4.54%
2000	N/A	+85.54%
1999	N/A	-17.51%

NU vs D Drawdown Comparison

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

The maximum drawdown for D was -52.21%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The current NU drawdown is -33.58%. The current D drawdown is -4.56%.

Rank	NU	D
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-52.21% Apr 8, 2022 - Oct 23, 2023
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-44.32% Apr 19, 2002 - May 23, 2003
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-41.33% Dec 5, 2007 - Aug 9, 2010
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-33.29% Mar 4, 2020 - Mar 7, 2022
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-25.48% Dec 15, 2017 - Jun 24, 2019
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-25.47% Nov 4, 1999 - Jul 13, 2000
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-18.77% Oct 3, 2005 - Nov 1, 2006
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-16.89% Apr 24, 2001 - Apr 19, 2002
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-16.73% Dec 26, 2000 - Mar 8, 2001
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-16.10% Dec 29, 2014 - Jun 28, 2016
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-13.72% Sep 18, 2000 - Oct 23, 2000
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-12.14% Apr 25, 2007 - Oct 31, 2007
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-11.93% Feb 24, 2020 - Mar 4, 2020
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-11.59% Mar 8, 2001 - Apr 10, 2001
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-11.22% Jun 16, 2003 - Dec 30, 2003