NU vs OKE

Comparison between Nu Holdings Ltd Class A (NU, Company) and Oneok Inc (OKE, Company).

NU is from the Financial Services sector, while OKE is from the Energy sector.

5-Year PerformanceOKE has outperformed NU, delivering a return of +16.8% compared to +3.7%

NU vs OKE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	OKE(COMPANY)
Market Cap	$57B	$57B
Max Drawdown	72.07%	80.17%
Sharpe Ratio	-0.02	0.54
5Y Beta	1.34	0.63
Industry	Banks - Regional	Oil & Gas Midstream
P/E Ratio	17.91	16.15
Forward P/E	16.92	16.23
PEG Ratio	0.38	1.71
Dividend Yield	N/A	4.71%
5Y Dividends CAGR	N/A	6.94%
5Y EPS CAGR	N/A	16.93%
Debt to Equity	25.15%	143.15%
Free Cash Flow Yield	1.16%	3.93%
P/S Ratio	7.54	1.57
P/B Ratio	4.49	2.47

Market Cap

$57B

Winner

OKE

$57B

Max Drawdown

Winner

72.07%

OKE

80.17%

Sharpe Ratio

-0.02

Winner

OKE

0.54

5Y Beta

1.34

Winner

OKE

0.63

Industry

Banks - Regional

OKE

Oil & Gas Midstream

P/E Ratio

17.91

Winner

OKE

16.15

Forward P/E

16.92

Winner

OKE

16.23

PEG Ratio

Winner

0.38

OKE

1.71

Dividend Yield

N/A

OKE

4.71%

5Y Dividends CAGR

N/A

OKE

6.94%

5Y EPS CAGR

N/A

OKE

16.93%

Debt to Equity

Winner

25.15%

OKE

143.15%

Free Cash Flow Yield

1.16%

Winner

OKE

3.93%

P/S Ratio

7.54

Winner

OKE

1.57

P/B Ratio

4.49

Winner

OKE

2.47

NU vs OKE - Historical Returns

Returns include dividend reinvestment.

Period	NU	OKE
1 month	-8.14%	+2.44%
3 months	-12.74%	+7.92%
6 months	-27.87%	+26.32%
1 year	+1.58%	+15.74%
5 years(CAGR)	+3.74%	+16.77%
10 years(CAGR)	N/A	+14.01%
Max(CAGR)	+3.74%	+15.82%

-8.14%

Winner

OKE

+2.44%

-12.74%

Winner

OKE

+7.92%

-27.87%

Winner

OKE

+26.32%

+1.58%

Winner

OKE

+15.74%

5Y(CAGR)

+3.74%

Winner

OKE

+16.77%

10Y(CAGR)

N/A

OKE

+14.01%

Max(CAGR)

+3.74%

Winner

OKE

+15.82%

NU vs OKE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NU	OKE
2026	-28.38%	+25.05%
2025	+57.48%	-23.93%
2024	+27.43%	+48.48%
2023	+133.99%	+16.27%
2022	-59.22%	+16.46%
2021	-9.20%	+68.72%
2020	N/A	-43.39%
2019	N/A	+46.53%
2018	N/A	+3.95%
2017	N/A	-4.31%
2016	N/A	+142.58%
2015	N/A	-47.50%
2014	N/A	-3.35%
2013	N/A	+45.04%
2012	N/A	+0.66%
2011	N/A	+58.49%
2010	N/A	+26.45%
2009	N/A	+53.55%
2008	N/A	-32.32%
2007	N/A	+7.00%
2006	N/A	+63.52%
2005	N/A	-0.87%
2004	N/A	+33.80%
2003	N/A	+17.31%
2002	N/A	+12.90%
2001	N/A	-20.52%
2000	N/A	+102.55%
1999	N/A	-13.52%

NU vs OKE Drawdown Comparison

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

The maximum drawdown for OKE was -80.17%, occurring on Mar 18, 2020. Recovery took 500 trading sessions.

The current NU drawdown is -35.02%. The current OKE drawdown is -16.35%.

Rank	NU	OKE
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-80.17% Feb 20, 2020 - Feb 11, 2022
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-71.37% Sep 8, 2014 - Jan 16, 2018
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-64.59% Jul 20, 2007 - Apr 22, 2010
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-42.13% Nov 22, 2024 - Nov 4, 2025
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-41.68% Dec 28, 2000 - Jan 21, 2004
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-29.19% Apr 20, 2022 - Jan 12, 2023
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-27.01% Jul 13, 2018 - Mar 20, 2019
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-26.17% Nov 16, 1999 - Jun 1, 2000
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-24.70% Aug 2, 2005 - Jun 2, 2006
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-22.73% Apr 22, 2013 - Jul 25, 2013
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-21.31% Jul 21, 2011 - Oct 27, 2011
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-17.93% Jan 12, 2023 - Sep 14, 2023
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-17.19% May 3, 2010 - Oct 29, 2010
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-14.45% Mar 8, 2004 - Aug 18, 2004
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-14.22% Oct 5, 2012 - Apr 9, 2013