NRG
NRG Energy
Utilities · Independent Power Producers & Energy Traders · US
$129.20
Data: 2025-12-31
✗ ETHICAL FAIL

WEAK MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$29.1B
Total market value of the company
151.80
Expensive — high growth expected
12.10
Based on estimated future earnings — lower means cheaper
Rev Growth
+19.5%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
6.2%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$200.47
+55% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 17 analysts covering this stock
About NRG Energy

NRG Energy, Inc., together with its subsidiaries, operates as an energy and home services company in the United States and Canada. It operates through the Texas, East, West/Other, Vivint Smart Home, and Corporate Activities segments. The company offers retail electricity, energy management, demand response and virtual power plant programs, carbon offsets, smart home security, and automation services. It also offers system power, distributed and backup generation, energy storage, energy management, renewable and low-carbon products, and carbon management solutions for large business and commercial customers; a cloud-based home platform, including hardware, software, sales, installation, customer service, technical support, and professional monitoring solutions; and generation portfolio includes fossil fuel and renewable generation assets diversified by fuel type and dispatch level, with ongoing development of new natural gas and renewable projects. In addition, the company trades in power, natural gas, and related products; environmental products; weather products; and financial products, including forwards, futures, options, and swaps. It offers its products and services under the NRG, Reliant, Direct Energy, Green Mountain Energy, and Vivint. It serves residential, commercial, government, industrial, data center, and wholesale customers. NRG Energy, Inc. was founded in 1989 and is headquartered in Houston, Texas.

https://www.nrg.com

Country: United States Employees: 16,702 Industry: Utilities - Independent Power Producers
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
57.0% FAIL
Debt must be below 33% of total assets
Cash Ratio
0.1% PASS
Interest-bearing cash below 33% of assets
Receivables
30.1% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$284.00
What our model estimates this business is worth per share
54.5%
Deep discount to fair value — significant undervaluation
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
62.2th
Ranks in the top 38% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
88.0
Quality Score
38.0
Combined
43.6

Trading at $138 against a fair value of $284, a 51% discount. Fails ethical screen (Debt ratio). Ranks better than 64% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

DISTRIBUTION
Smart money appears to be selling into strength — caution
0.799
Good returns relative to risk taken
0.0706
Suggested allocation is meaningful — the edge justifies a position
0.971
Acceptable balance between returns and drawdown risk
Annual Return
31.6%
Historical annualised return based on price data
-32.6%
Largest peak-to-trough decline — the worst it has been
CRISIS
Elevated risk detected — extreme caution warranted
Days in State
3
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

1.32
Moves slightly more than the broader market
52W High
$189.96
32% below the year high
52W Low
$128.49
1% above the year low
Avg Volume
2,901,904
Average daily shares traded — higher means easier to buy and sell
1.8
Days it would take all short sellers to cover — higher means more crowded
Short % Float
3.0%
Low short interest — limited bearish positioning
138.0%
Annual dividend as a percentage of the share price
$0.91
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

4.79
Heavy leverage — higher financial risk if revenues decline
0.84
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.33
Like current ratio but excludes inventory — stricter test
Gross Margin
16.4%
Revenue left after cost of goods — higher means pricing power
Operating Margin
3.6%
Profit from core operations before interest and tax
$432M
Positive — the business generates more cash than it spends
Revenue (TTM)
$32.4B
Total revenue over the last 12 months
Net Income
$172M
Profitable — the bottom line is positive
Analyst Coverage
Analysts
17
Target High
$290.00
Target Median
$200.47
Target Low
$96.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-05-01 ZLOTNIK MARCIE C Director 22
2026-05-01 DONOHUE ELISABETH B Director 73
2026-05-01 KAPOOR SANJAY Director 4
2026-05-01 POURBAIX ALEXANDER J. Director 31
2026-05-01 CARRILLO RULE ANTONIO Director 58
2026-05-01 CARTER MATTHEW JR. Director 129
2026-05-01 GAUDETTE ROBERT J Chief Executive Officer 47
2026-05-01 COX HEATHER Director 79
2026-05-01 CURCI BRIAN General Counsel 40
2026-05-01 SPENCER GERALD ALFRED Officer 13
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2025-12-31

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