tickrz reports
NRG Energy Inc (NRG)
Utilities | Utilities
28.29  -1.22%
NRG vs UTILITIES SECTOR & S&P 500
VALUATION
NRGSECTORS&P 500
P/E RATIO22.521.12
EV/EBITDA RATIO14.5910.812.66
P/S RATIO0.789.22.25
P/B RATIO7.812.33.45
QUALITY
RETURN ON EQUITY-37.83%10.58%13.64%
RETURN ON CAPITAL1.11%5.74%10.09%
NET MARGIN-5.9%10.32%9.73%
DIVIDEND ANALYSIS
DIVIDEND YIELD
0.42%
PAYOUT RATION/A
3 YR DIVIDEND GROWTHN/A
FINANCIAL STRENGTH
PIOTROSKI F SCORE
5 OUT OF 9
DEBT-TO-EQUITY464%
INTEREST COVERAGE1x
CURRENT RATIO1.28
GROWTH
5 YR EPS GROWTH-225.88%
5 YR SPS GROWTH7.64%
5 YR BPS GROWTH-27.77%
About tickrz
Key Concepts
Great Investors
NRG Energy Inc's stock has climbed 100% over the last year, earning it a strong Momentum Rank
TICKRZBOT SUMMARY
NRG Energy Inc receives a C ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here. Here's a summary of NRG Energy Inc's factor rankings that are combined together to calculate the tickrz MFM ranking:

FACTOR RANKINGSFACTOR SCREENER 
TICKRZ MFM RANK C / 267PURE VALUE RANKB / 227
DIVIDEND RANKD / 377MOAT RANKD / 410
FINANCIAL STRENGTH RANKD / 358GROWTH RANKD / 405
MOMENTUM RANKA / 2
GURU ANALYSIS
Buffett Rank D / 409Peter Lynch Rank N/A
NRG Energy Inc ranks 409 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on combined valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, NRG Energy Inc is probably not for you.Unfortunately tickrzbot doesn't have enough data to calculate a Peter Lynch ranking for this stock.
Alex Roepers Rank C / 312Joel Greenblatt Rank D / 386
Alex Roepers, founder of Atlantic Investment Management, looks for stocks trading at low EV/EBITDA multiples with strong and consistent free cash flow. NRG Energy Inc ranks 312 out of the S&P 500 constituents on our Roepers-inspired multi-factor model.In his best-selling The Little Book that Beats the Market, Greenblatt introduced the Magic Formula, a straightforward approach that ranks stocks on earnings yield and return on invested capital. NRG Energy Inc places 386 out the S&P 500 consitituents on this ranking methodology.
FACTOR RANKINGS
Value
Pure Value Ranking B / 227
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. NRG Energy Inc's valuation score is comprised of a P/B ratio of 7.8x, a P/S ratio of 0.8x, and an EV/EBITDA ratio of 14.6x. NRG Energy Inc ranks 227 out of the S&P 500 constituents on valuation--a relatively average score.

Quality
Moat D / 410Financial Strength D / 358
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is weak. Its position within the Utilities sector appears to be weak. Either the dynamics of its sector place it in a difficult position or management's executition is to blame for its disappointing performance.NRG Energy Inc has a Piotroski F Score of 5 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 1x, a debt/equity ratio of 464% and a Moat Rank of 410 translate to a weak Financial Strength score.


Momentum A / 2
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 99.58% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 2. NRG Energy Inc's strong 12 month stock performance will appeal to momentum investors.

Yield D / 377
Value + Yield
Shares currently yield 0.42%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, NRG Energy Inc ranks 377 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

Growth D / 405
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its -225.9% 5 year annualized EPS growth, 7.6% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of -27.8% speak to its relatively poor ranking.

NRG Energy Inc (NRG)
Utilities | Utilities
28.29  -1.22%


tickrz rank
C
VALUATION RATIOS
P/E Ratiox
P/B Ratio7.81x
P/S Ratio0.78x
EV/EBITDA Ratio14.59x
DIVIDEND ANALYSIS
DIVIDEND YIELD
0.42%
PAYOUT RATION/A
3 YR DIVIDEND GROWTHN/A
FINANCIAL STRENGTH
PIOTROSKI F SCORE
5 OUT OF 9
DEBT-TO-EQUITY464%
INTEREST COVERAGE1x
CURRENT RATIO1.28
MOAT
ROE-37.83%
ROIC1.11%
Net Margin-5.9%
GROWTH
5 YR EPS GROWTH-225.88%
5 YR SPS GROWTH7.64%
5 YR BPS GROWTH-27.77%

TICKRZ RANK
NRG Energy Inc receives a C ranking in our multi-factor model that blends valuation, moat, operational performance, and financial strength. View the tickrz MFM Screener here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. NRG Energy Inc's valuation score is comprised of a P/B ratio of 7.8x, a P/S ratio of 0.8x, and an EV/EBITDA ratio of 14.6x. NRG Energy Inc ranks 227 out of the S&P 500 constituents on valuation--a relatively average score.

WARREN BUFFETT RANKING
NRG Energy Inc ranks 409 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on combined valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, NRG Energy Inc is probably not for you.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is weak. Its position within the Utilities sector appears to be weak. Either the dynamics of its sector place it in a difficult position or management's executition is to blame for its disappointing performance.

FINANCIAL STRENGTH
NRG Energy Inc has a Piotroski F Score of 5 out of 9. The F Score examines changes in profitability, leverage, liquidity, and operating efficiency. Interest coverage of 1x, a debt/equity ratio of 464% and a Moat Rank of 410 translate to a weak Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 99.58% over the last 12 months. This performance is strong compared to other stocks in the S&P 500, earning it a rank of 2. NRG Energy Inc's strong 12 month stock performance will appeal to momentum investors.

VALUE + YIELD
Shares currently yield 0.42%. Our dividend ranking approach looks at a company's dividend growth rate, payout ratio, business moat, and valuation. Based on our methodology, NRG Energy Inc ranks 377 among the S&P 500 constituents. Investors looking for undervalued dividend stocks will probably want to look elsewhere.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the bottom third of S&P500 companies. Its -225.9% 5 year annualized EPS growth, 7.6% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of -27.8% speak to its relatively poor ranking.