Tearsheet

Genie Energy (GNE)


Market Price (5/6/2026): $14.35 | Market Cap: $376.2 Mil
Sector: Utilities | Industry: Independent Power Producers & Energy Traders

Genie Energy (GNE)


Market Price (5/6/2026): $14.35
Market Cap: $376.2 Mil
Sector: Utilities
Industry: Independent Power Producers & Energy Traders

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, FCF Yield is 10%

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -54%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 18%

Low stock price volatility
Vol 12M is 38%

Megatrend and thematic drivers
Megatrends include US Energy Independence, and Smart Grids & Grid Modernization. Themes include US Oilfield Technologies, Smart Metering, Show more.

Weak multi-year price returns
2Y Excs Rtn is -47%, 3Y Excs Rtn is -77%

Key risks
GNE key risks include [1] significant margin compression from the volatile wholesale energy market and [2] a heavy revenue concentration in its single Genie Retail Energy segment.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%, FCF Yield is 10%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -54%
2 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 18%
3 Low stock price volatility
Vol 12M is 38%
4 Megatrend and thematic drivers
Megatrends include US Energy Independence, and Smart Grids & Grid Modernization. Themes include US Oilfield Technologies, Smart Metering, Show more.
5 Weak multi-year price returns
2Y Excs Rtn is -47%, 3Y Excs Rtn is -77%
6 Key risks
GNE key risks include [1] significant margin compression from the volatile wholesale energy market and [2] a heavy revenue concentration in its single Genie Retail Energy segment.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Genie Energy (GNE) stock has gained about 5% since 1/31/2026 because of the following key factors:

1. Robust Preliminary 2025 Revenue Growth and Healthy Cash Position.

Genie Energy reported preliminary unaudited full-year 2025 consolidated revenue of $502 million, a significant increase from $425.2 million in fiscal year 2024. Additionally, the company maintained a strong cash and equivalents balance of $211.4 million as of December 31, 2025, which likely contributed to investor confidence.

2. Shareholder Returns Through Dividend Declaration.

On February 5, 2026, Genie Energy's board of directors declared a quarterly cash dividend of $0.075 per share for the fourth quarter of 2025, which was scheduled to be paid around February 26, 2026. This commitment to returning value to stockholders can positively influence investor sentiment.

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Stock Movement Drivers

Fundamental Drivers

The 4.7% change in GNE stock from 1/31/2026 to 5/5/2026 was primarily driven by a 21.4% change in the company's P/E Multiple.
(LTM values as of)13120265052026Change
Stock Price ($)13.7014.344.7%
Change Contribution By: 
Total Revenues ($ Mil)4835023.9%
Net Income Margin (%)5.7%4.8%-16.8%
P/E Multiple12.915.721.4%
Shares Outstanding (Mil)2626-0.3%
Cumulative Contribution4.7%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/5/2026
ReturnCorrelation
GNE4.7% 
Market (SPY)3.6%32.1%
Sector (XLU)8.0%50.7%

Fundamental Drivers

The -3.7% change in GNE stock from 10/31/2025 to 5/5/2026 was primarily driven by a -30.0% change in the company's Net Income Margin (%).
(LTM values as of)103120255052026Change
Stock Price ($)14.9014.34-3.7%
Change Contribution By: 
Total Revenues ($ Mil)4575029.9%
Net Income Margin (%)6.8%4.8%-30.0%
P/E Multiple12.515.725.4%
Shares Outstanding (Mil)2626-0.2%
Cumulative Contribution-3.7%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/5/2026
ReturnCorrelation
GNE-3.7% 
Market (SPY)5.5%33.3%
Sector (XLU)5.6%47.1%

Fundamental Drivers

The -1.1% change in GNE stock from 4/30/2025 to 5/5/2026 was primarily driven by a -42.7% change in the company's Net Income Margin (%).
(LTM values as of)43020255052026Change
Stock Price ($)14.4914.34-1.1%
Change Contribution By: 
Total Revenues ($ Mil)42550218.1%
Net Income Margin (%)8.4%4.8%-42.7%
P/E Multiple10.915.743.5%
Shares Outstanding (Mil)27262.0%
Cumulative Contribution-1.1%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/5/2026
ReturnCorrelation
GNE-1.1% 
Market (SPY)30.4%25.0%
Sector (XLU)20.9%31.6%

Fundamental Drivers

The -2.7% change in GNE stock from 4/30/2023 to 5/5/2026 was primarily driven by a -82.8% change in the company's Net Income Margin (%).
(LTM values as of)43020235052026Change
Stock Price ($)14.7314.34-2.7%
Change Contribution By: 
Total Revenues ($ Mil)31650259.1%
Net Income Margin (%)27.8%4.8%-82.8%
P/E Multiple4.315.7264.0%
Shares Outstanding (Mil)2626-2.2%
Cumulative Contribution-2.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/5/2026
ReturnCorrelation
GNE-2.7% 
Market (SPY)78.7%23.2%
Sector (XLU)47.4%25.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
GNE Return-23%94%177%-44%-10%3%119%
Peers Return-0%3%22%62%52%-7%189%
S&P 500 Return27%-19%24%23%16%5%92%

Monthly Win Rates [3]
GNE Win Rate58%75%75%33%42%40% 
Peers Win Rate50%50%57%57%58%52% 
S&P 500 Win Rate75%42%67%75%67%40% 

Max Drawdowns [4]
GNE Max Drawdown-34%-10%-13%-49%-11%-4% 
Peers Max Drawdown-25%-27%-25%-17%-23%-19% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: NRG, VST, RUN, NEE, FSLR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/5/2026 (YTD)

How Low Can It Go

EventGNES&P 500
2023 SVB Regional Banking Crisis
  % Loss-29.4%-6.7%
  % Gain to Breakeven41.6%7.1%
  Time to Breakeven14 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-11.2%-24.5%
  % Gain to Breakeven12.6%32.4%
  Time to Breakeven15 days427 days
2020 COVID-19 Crash
  % Loss-33.3%-33.7%
  % Gain to Breakeven49.9%50.9%
  Time to Breakeven30 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-15.9%-3.7%
  % Gain to Breakeven18.8%3.9%
  Time to Breakeven3 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-29.8%-12.2%
  % Gain to Breakeven42.4%13.9%
  Time to Breakeven1093 days62 days
2014-2016 Oil Price Collapse
  % Loss-32.5%-6.8%
  % Gain to Breakeven48.2%7.3%
  Time to Breakeven86 days15 days

Compare to NRG, VST, RUN, NEE, FSLR

In The Past

Genie Energy's stock fell -3.6% during the 2025 US Tariff Shock. Such a loss loss requires a 3.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventGNES&P 500
2023 SVB Regional Banking Crisis
  % Loss-29.4%-6.7%
  % Gain to Breakeven41.6%7.1%
  Time to Breakeven14 days31 days
2020 COVID-19 Crash
  % Loss-33.3%-33.7%
  % Gain to Breakeven49.9%50.9%
  Time to Breakeven30 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-29.8%-12.2%
  % Gain to Breakeven42.4%13.9%
  Time to Breakeven1093 days62 days
2014-2016 Oil Price Collapse
  % Loss-32.5%-6.8%
  % Gain to Breakeven48.2%7.3%
  Time to Breakeven86 days15 days
2013 Taper Tantrum
  % Loss-20.2%-0.2%
  % Gain to Breakeven25.3%0.2%
  Time to Breakeven356 days1 days

Compare to NRG, VST, RUN, NEE, FSLR

In The Past

Genie Energy's stock fell -3.6% during the 2025 US Tariff Shock. Such a loss loss requires a 3.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Genie Energy (GNE)

Genie Energy Ltd., through its subsidiaries, supplies electricity and natural gas to residential and small business customers in the United States, Finland, Sweden, Japan, and internationally. It operates in three segments: Genie Retail Energy (GRE); GRE International; and Genie Renewables. The company also engages in the provision of energy advisory and brokerage services; solar panel manufacturing and distribution; solar installation design; and project management activities. Genie Energy Ltd. was incorporated in 2011 and is headquartered in Newark, New Jersey.

AI Analysis | Feedback

Here are 1-3 brief analogies for Genie Energy (GNE):

  • The Amazon for choosing your electricity and natural gas provider.
  • Like a smaller, international Constellation Energy (a major electricity and natural gas supplier) that also has a significant solar panel business.
  • A company that's part energy retailer (like NRG Energy) and part solar panel manufacturer/installer (like Sunrun).

AI Analysis | Feedback

  • Electricity and Natural Gas Supply: Genie Energy supplies electricity and natural gas to residential and small business customers across various markets.
  • Energy Advisory and Brokerage Services: The company offers professional advisory and brokerage services related to energy.
  • Solar Panel Manufacturing and Distribution: Genie Energy manufactures and distributes solar panels for various applications.
  • Solar Installation Design and Project Management: The company provides services for designing solar installations and managing their projects.

AI Analysis | Feedback

Genie Energy (GNE) primarily serves individuals and small businesses by supplying electricity and natural gas.

Based on the company description, its major customer categories are:

  • Residential Customers: Individuals and households that purchase electricity and natural gas for personal use in their homes.
  • Small Business Customers: Small commercial enterprises and organizations that procure electricity and natural gas for their operational needs.

AI Analysis | Feedback

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AI Analysis | Feedback

Michael Stein

Chief Executive Officer of Genie Energy; Chief Executive Officer of Genie Retail Energy

Michael Stein has served as Chief Executive Officer of Genie Energy since November 2017 and as Chief Executive Officer of Genie Retail Energy, Inc. since May 2015. He also served as Genie's Chief Operating Officer from March until November 2017, Executive Vice President of Genie from May 2014 to March 2017, and Senior Vice President of Operations from January to May 2014. Mr. Stein also serves as Chief Executive Officer of Diversegy LLC and Executive Chairman of Retail Energy Holdings, the operating entity of Town Square Energy. Previously, from July 2012 to January 2014, he was Senior Vice President of Business Development of IDT Telecom, and from June 2007 to January 2009, he was an analyst at Belstar Investment Management. Mr. Stein received his B.A. in Psychology from Yeshiva University.

Avi Goldin

Chief Financial Officer

Avi Goldin has served as Chief Financial Officer of Genie since August 2011. Prior to that, he served as Vice President of Corporate Development of IDT Corporation from May 2009 through October 2011. Mr. Goldin originally joined IDT in January 2004 and held several positions within IDT and its affiliates before leaving in January 2008 to join CayComm Media Holdings, a telecommunications acquisition fund, where he served as Vice President, Finance. He rejoined IDT in May 2009 as Vice President of Corporate Development. Before joining IDT, Mr. Goldin served as an Investment Analyst at Dreman Value Management and an Associate in the Satellite Communications group at Morgan Stanley & Co. Mr. Goldin holds an MBA from the Stern School of Business of New York University and a B.A. in Finance from the Syms School of Business of Yeshiva University, and is a Chartered Financial Analyst (CFA).

Howard S. Jonas

Chairman of the Board

Howard S. Jonas has served as Chairman of the Board of Directors of Genie Energy since January 2011, when it was spun off from IDT, and as Chief Executive Officer of the Company from January 2014 to November 2017. He founded IDT in August 1990 and has served as Chairman of its Board of Directors since its inception. He also served as Chief Executive Officer of IDT from October 2009 through December 2013.

Alan Schwab

President and COO of Genie Retail Energy

Alan Schwab is the President and Chief Operating Officer (COO) of Genie Retail Energy, Inc. He is responsible for the day-to-day operations of the company's retail energy businesses, including sales, marketing, operations, regulatory, compliance, and customer service. Before joining Genie Retail Energy, Mr. Schwab held senior operations positions at IDT, beginning at IDT Telecom in 1996. As SVP at IDT Telecom, he managed routing, provisioning, and switching translations for IDT's global telecommunications network. He was later named COO of IDT Capital, where he directed the development of over a dozen successful start-ups, including IDT Energy. Alan holds an MBA from Barry University.

Joyce J. Mason

Corporate Secretary and Director

Joyce J. Mason has served as a director of Genie since May 2021 and as the Corporate Secretary of the Company since August 2011. Ms. Mason also serves as an Executive Vice President of IDT Corporation since December 1998 and as General Counsel and Corporate Secretary of IDT Corporation from its inception. She also served as a director of IDT Corporation from its inception until December 2006.

AI Analysis | Feedback

Key Risks to Genie Energy (GNE)

Genie Energy Ltd. (GNE) faces several significant risks, with issues related to financial reporting and internal controls being the most prominent. Other key risks include exposure to market volatility in commodity prices and intense competition within a highly regulated energy sector.

  1. Financial Statement Restatement and Internal Control Weaknesses: Genie Energy has determined that its previously issued financial statements for 2023, 2024, and related interim periods should not be relied upon due to errors in accounting for a captive insurance liability. Management has also identified material weaknesses in the company's internal control over financial reporting and concluded that internal and disclosure controls were not effective as of December 31, 2025. This situation is compounded by the revocation of the previous auditor's registration by the Public Company Accounting Oversight Board (PCAOB), necessitating a re-audit of the 2023 and 2024 financial statements. This fundamental challenge impacts the reliability of the company's financial information and can lead to investor uncertainty and potential regulatory scrutiny.
  2. Market Volatility and Commodity Price Risk: As a retail energy supplier, Genie Energy purchases electricity and natural gas for resale to its customers. The company's business model exposes it to significant risks from fluctuating wholesale energy prices, as its revenues are often fixed (especially with fixed-price contracts) while its costs can vary considerably. This can lead to pressure on profit margins, as evidenced by declining net income in Q3 2025 despite increased revenue, due to rising energy commodity prices. Managing this price risk often involves hedging strategies, but these do not eliminate the risk entirely.
  3. Intense Competition and Regulatory Changes: Genie Energy operates in a highly competitive and regulated commodity industry. The retail energy market is characterized by numerous suppliers, and new entrants, including other service companies, continuously increase competition. This competitive environment, coupled with a constantly evolving regulatory framework, necessitates that the company continually adapt and offer value beyond just price to attract and retain customers. Small companies in this sector often face challenges in generating adequate returns.

AI Analysis | Feedback

The clear emerging threat to Genie Energy is the increasing adoption of decentralized energy generation and storage solutions by residential and small business customers. As solar panel technology becomes more efficient and affordable, coupled with advancements and decreasing costs in battery storage solutions, customers are increasingly able to generate their own electricity and store it for later use. This trend empowers customers to become "prosumers," significantly reducing their reliance on purchasing electricity and natural gas from traditional retail energy suppliers like Genie Energy's GRE segment. This shift in consumer behavior, driven by technological progress in renewables and storage, poses a direct threat to the sales volume and revenue of Genie's core energy retail business.

AI Analysis | Feedback

Genie Energy (symbol: GNE) operates in several addressable markets related to electricity, natural gas, and renewable energy. The estimated market sizes for their main products and services are detailed below:

Genie Retail Energy (Electricity and Natural Gas Supply)

  • United States Retail Electricity Market: The market size for retail electricity in the United States is estimated at USD 575.49 billion in 2025. U.S. retail electricity sales to end-use customers were approximately 3,861 billion kWh (or about 3.9 trillion kWh) in 2023.
  • United States Natural Gas Distribution Market: The U.S. natural gas distribution market was valued at USD 222.5 billion in 2025. It was valued at USD 170.0 billion in 2024 and is projected to reach USD 186.0 billion by 2032.
  • Japan Retail Electricity Market: The Japanese electricity retailing market recorded revenues of USD 152 billion in 2023.
  • Finland Retail Electricity Market: Unable to size the market in monetary terms. In 2022, there were 3,590,000 total electricity customers in Finland. In 2024, Finland imported $415M of electricity and exported $198M.
  • Finland Natural Gas Market: Unable to size the market in monetary terms. The total natural gas supply in Finland was 7,864 TJ in 2024.
  • Sweden Retail Electricity Market: Unable to size the market in monetary terms. Sweden's electricity use averages 140 TWh, with 169 TWh of electricity produced in 2024.
  • Sweden Natural Gas Market: Unable to size the market in monetary terms. The natural gas market in Sweden is limited, covering only about 3.5% of the country's total energy needs, with a consumption of approximately 15 TWh/year.

Genie Renewables (Energy Advisory and Brokerage Services; Solar Panel Manufacturing, Distribution, Installation Design, and Project Management)

  • Global Energy Consulting Market (for Energy Advisory and Brokerage Services): The global energy consulting market size was recorded at USD 15.4074 billion in 2021 and is expected to reach USD 19.2271 billion by the end of 2025. Advisory services constitute approximately 45% of this market.
  • Global Solar Panel Market (for Solar Panel Manufacturing, Distribution, Installation Design, and Project Management): The global solar panel market size was valued at USD 284.6 billion in 2025 and is projected to grow to USD 696.99 billion by 2034. Other estimates place the global solar PV panels market size at USD 183.6 billion in 2024, projected to reach USD 462.43 billion by 2030.

AI Analysis | Feedback

Genie Energy Ltd. (GNE) is expected to drive future revenue growth over the next 2-3 years through several key initiatives across its segments: * Growth in Genie Retail Energy (GRE) Customer Base: The company has demonstrated consistent expansion in its customer count within the Genie Retail Energy segment. This includes adding a significant number of new meters and an overall increase in its customer base (measured in RCEs). For instance, in Q1 2024, the GRE segment saw an 11% increase in revenue, partially driven by growth in its meter base, and Q4 2024 reported an addition of 23,000 net new meters, marking a nearly 17% year-over-year increase. The company added over 60,000 new customers during the full year 2024. * Expansion and Performance of Genie Renewables (GREW) Segment: The Genie Renewables segment, which includes Genie Solar and Diversegy, is a significant growth engine. This segment experienced an 87% increase in revenue in Q1 2024, driven by increased sales from Genie Solar and Diversegy. Diversegy, the energy brokerage and advisory business, continues to exhibit strong growth and accelerating profitability, contributing to the segment's performance. Genie Energy is also actively pursuing projects with robust return on investment projections in utility-scale solar, which are expected to generate growing recurring revenue streams. * Geographic Market Expansion for Energy Supply: Genie Energy is expanding its footprint by entering new geographic markets. The company has begun generating revenue from its newest market, natural gas in California, and is experiencing accelerated growth in the Texas dynamic electricity market. This strategic expansion into new regions provides additional avenues for revenue generation. * Increased Consumption per Meter: Growth in electricity and natural gas consumption per meter among existing customers contributes to higher sales volume and, consequently, increased revenue. This factor was noted in Q1 2024, where increased consumption per meter was a driver for GRE's revenue growth, and in Q3 2025, where higher electricity consumption and increased kilowatt-hours sold fueled revenue.

AI Analysis | Feedback

Share Repurchases

  • Genie Energy repurchased approximately 124,000 shares of its Class B common stock for $2.0 million during Q3 2025.
  • In Q2 2025, the company repurchased approximately 159,000 shares of its Class B common stock for $2.7 million.
  • Approximately $25 million was returned to shareholders in Q4 2022 through preferred redemptions, dividends, and buybacks.

Outbound Investments

  • In Q4 2021, Genie Energy made a small acquisition in Scandinavia to take advantage of market consolidation.
  • During 2023, the Sunlight Energy subsidiary acquired a 9.4MW portfolio of operating assets.
  • Genie Solar closed a $7.4 million term loan in November 2024 to finance a portfolio of operating solar generation assets.

Capital Expenditures

  • Year-to-date Q2 2025 capital expenditures were $3.7 million.
  • The company's capital expenditures include investments in developing vertically integrated solar power projects within its Genie Renewables segment.
  • Management anticipates the completion and commissioning of a community solar project in 2025 and plans to begin construction on two to three additional projects during the year.

Better Bets vs. Genie Energy (GNE)

Latest Trefis Analyses

Title
0ARTICLES

Trade Ideas

Select ideas related to GNE.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
RUN_4302026_Short_Squeeze04302026RUNSunrunSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.
0.0%0.0%0.0%
SRE_3312026_Insider_Buying_45D_2Buy_200K03312026SRESempraInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
-2.1%-2.1%-4.9%
FSLR_3132026_Dip_Buyer_FCFYield03132026FSLRFirst SolarDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.0%3.0%-5.8%
CTRI_12122025_Insider_Buying_GTE_1Mil_EBITp+DE_V212122025CTRICenturiInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
41.5%41.5%-5.5%
PEG_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025PEGPublic Service EnterpriseMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.1%2.1%-4.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

GNENRGVSTRUNNEEFSLRMedian
NameGenie En.NRG Ener.Vistra Sunrun NextEra .First So. 
Mkt Price14.34157.43160.3813.4696.28219.38126.86
Mkt Cap0.430.254.33.1200.523.626.9
Rev LTM50230,71317,7382,95727,8675,41911,579
Op Inc LTM291,9442,134-1267,7511,7211,832
FCF LTM387651,318-2,9222,3631,6681,042
FCF 3Y Avg515792,527-3,2733,25056317
CFO LTM461,9134,070-42112,3302,4502,182
CFO 3Y Avg601,3334,695-66912,6621,2321,283

Growth & Margins

GNENRGVSTRUNNEEFSLRMedian
NameGenie En.NRG Ener.Vistra Sunrun NextEra .First So. 
Rev Chg LTM18.1%9.2%3.0%45.1%10.3%27.3%14.2%
Rev Chg 3Y Avg17.7%-0.6%9.1%10.9%4.3%24.7%10.0%
Rev Chg Q18.2%13.7%13.5%123.5%7.3%23.6%15.9%
QoQ Delta Rev Chg LTM3.9%3.1%3.2%27.6%1.7%3.8%3.5%
Op Inc Chg LTM-34.9%-14.8%-47.7%78.0%4.8%25.3%-5.0%
Op Inc Chg 3Y Avg-28.0%51.9%116.3%28.1%3.2%231.9%40.0%
Op Mgn LTM5.8%6.3%12.0%-4.3%27.8%31.8%9.2%
Op Mgn 3Y Avg9.8%3.6%18.0%-22.9%29.9%31.7%13.9%
QoQ Delta Op Mgn LTM-1.3%-2.4%-0.2%11.2%-1.4%1.2%-0.8%
CFO/Rev LTM9.2%6.2%22.9%-14.3%44.2%45.2%16.1%
CFO/Rev 3Y Avg13.5%4.6%28.8%-29.4%47.4%26.2%19.8%
FCF/Rev LTM7.6%2.5%7.4%-98.8%8.5%30.8%7.5%
FCF/Rev 3Y Avg11.6%2.0%15.8%-140.2%12.3%-2.3%6.8%

Valuation

GNENRGVSTRUNNEEFSLRMedian
NameGenie En.NRG Ener.Vistra Sunrun NextEra .First So. 
Mkt Cap0.430.254.33.1200.523.626.9
P/S0.71.03.11.17.24.32.1
P/Op Inc12.815.525.4-24.825.913.714.6
P/EBIT10.216.125.8-17.420.313.414.7
P/E15.735.057.57.024.514.120.1
P/CFO8.115.813.3-7.416.39.611.5
Total Yield6.4%2.9%2.3%14.4%6.5%7.1%6.4%
Dividend Yield0.0%0.0%0.6%0.0%2.4%0.0%0.0%
FCF Yield 3Y Avg13.2%1.7%11.7%-105.5%2.2%-0.7%1.9%
D/E0.00.50.44.70.50.00.4
Net D/E-0.50.40.44.50.5-0.10.4

Returns

GNENRGVSTRUNNEEFSLRMedian
NameGenie En.NRG Ener.Vistra Sunrun NextEra .First So. 
1M Rtn1.5%3.4%6.1%-0.3%3.4%12.3%3.4%
3M Rtn3.0%3.8%5.0%-27.1%9.1%-8.2%3.4%
6M Rtn-1.7%-5.7%-13.4%-29.4%19.5%-16.5%-9.6%
12M Rtn-4.4%37.0%15.1%92.8%50.0%72.5%43.5%
3Y Rtn-1.2%435.4%610.5%-23.7%39.2%22.8%31.0%
1M Excs Rtn-7.6%-4.4%-4.0%-8.1%-6.0%2.4%-5.2%
3M Excs Rtn-1.9%-1.2%0.0%-32.1%4.2%-13.2%-1.5%
6M Excs Rtn-9.9%-13.7%-20.7%-41.3%13.8%-23.9%-17.2%
12M Excs Rtn-32.7%8.9%-11.9%57.0%20.1%40.4%14.5%
3Y Excs Rtn-76.8%316.0%523.3%-110.1%-37.0%-53.9%-45.5%

Comparison Analyses

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Financials

Segment Financials

Assets by Segment
$ Mil20252024202320222021
Genie Retail Energy (GRE)204214192174102
Corporate12988741627
Genie Renewables (GREW)38291243
Genie Retail Energy (GRE) International   3555
Total371331278229187


Price Behavior

Price Behavior
Market Price$14.34 
Market Cap ($ Bil)0.4 
First Trading Date10/26/2011 
Distance from 52W High-47.8% 
   50 Days200 Days
DMA Price$14.08$14.85
DMA Trenddownindeterminate
Distance from DMA1.9%-3.4%
 3M1YR
Volatility29.2%38.5%
Downside Capture0.450.54
Upside Capture75.8867.08
Correlation (SPY)30.3%24.0%
GNE Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta0.720.730.590.710.770.59
Up Beta0.770.830.690.780.960.73
Down Beta-3.80-0.09-0.170.360.270.39
Up Capture24%60%70%62%58%22%
Bmk +ve Days15223166141428
Stock +ve Days12233564136398
Down Capture356%118%79%94%107%87%
Bmk -ve Days4183056108321
Stock -ve Days10202960115351

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GNE
GNE-5.1%38.4%-0.05-
Sector ETF (XLU)19.7%14.2%1.0331.3%
Equity (SPY)27.8%12.5%1.7324.3%
Gold (GLD)40.6%27.2%1.234.6%
Commodities (DBC)50.1%18.0%2.16-14.9%
Real Estate (VNQ)11.0%13.4%0.5323.5%
Bitcoin (BTCUSD)-17.3%42.2%-0.3412.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GNE
GNE22.7%43.2%0.61-
Sector ETF (XLU)10.5%17.2%0.4621.4%
Equity (SPY)12.8%17.1%0.5920.2%
Gold (GLD)20.2%17.9%0.922.6%
Commodities (DBC)14.0%19.1%0.603.7%
Real Estate (VNQ)3.4%18.8%0.0920.3%
Bitcoin (BTCUSD)7.9%56.2%0.354.6%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with GNE
GNE9.3%45.3%0.37-
Sector ETF (XLU)10.4%19.2%0.4723.3%
Equity (SPY)14.9%17.9%0.7124.2%
Gold (GLD)13.4%15.9%0.700.7%
Commodities (DBC)9.6%17.7%0.458.7%
Real Estate (VNQ)5.6%20.7%0.2323.0%
Bitcoin (BTCUSD)67.4%66.9%1.063.9%

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Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity0.4 Mil
Short Interest: % Change Since 3312026-22.5%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest9.1 days
Basic Shares Quantity26.2 Mil
Short % of Basic Shares1.6%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/19/2026-2.4%-0.1%-4.4%
11/3/2025-1.7%-1.3%-3.8%
8/7/2025-19.3%-18.9%-23.8%
3/10/2025-4.3%-4.4%-0.9%
11/6/20247.4%3.1%-5.4%
8/6/2024-1.7%1.4%10.6%
3/11/2024-9.4%-13.5%-20.6%
11/6/202313.5%19.9%17.5%
...
SUMMARY STATS   
# Positive8109
# Negative1089
Median Positive8.7%7.9%10.6%
Median Negative-4.2%-9.2%-5.4%
Max Positive13.5%19.9%35.4%
Max Negative-23.2%-18.9%-23.8%

SEC Filings

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Report DateFiling DateFiling
12/31/202505/01/202610-K
09/30/202511/06/202510-Q
06/30/202508/07/202510-Q
03/31/202505/09/202510-Q
12/31/202403/14/202510-K
09/30/202411/07/202410-Q
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202303/14/202410-K
09/30/202311/08/202310-Q
06/30/202308/08/202310-Q
03/31/202305/09/202310-Q
12/31/202203/15/202310-K
09/30/202211/09/202210-Q
06/30/202208/08/202210-Q
03/31/202205/09/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 3/19/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Adjusted EBITDA40.00 Mil45.00 Mil50.00 Mil0 AffirmedGuidance: 45.00 Mil for 2025

Prior: Q3 2025 Earnings Reported 11/3/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2025 Adjusted EBITDA40.00 Mil45.00 Mil50.00 Mil0 AffirmedGuidance: 45.00 Mil for 2025

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Goldin, AviCFODirectSell1120202514.6112,000175,3551,410,013Form
2Sass, Allan DirectSell519202517.722,92051,750685,691Form