Added to YB: 2025-06-02
Pitch date: 2025-04-14
NRG [bullish]
NRG Energy, Inc.
+68.2%
current return
Author Info
No bio for this author
Company Info
NRG Energy, Inc., together with its subsidiaries, operates as an energy and home services company in the United States and Canada.
Market Cap
$32.5B
Pitch Price
$95.12
Price Target
165.00 (+2%)
Dividend
1.04%
EV/EBITDA
11.53
P/E
25.02
EV/Sales
1.49
Sector
Electric Utilities
Category
growth
NRG Energy, Inc. - $NRG
NRG: Integrated power firm targeting >10% EPS CAGR through 2029 with 12 GW capacity & 8M customers. Growth via data centers (15 GW opportunity, $68/share potential), Vivint Smart Home integration, and VPPs. Aggressive buybacks ($1.3B in 2025) plus retail/generation synergies. Undervalued at 7.5x EV/EBITDA vs peers. PT $150-165 (60%+ upside).
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