Entergy Stock Three Year Return

ETR Stock

USD 73.66 0.58 0.78%

Entergy fundamentals help investors to digest information that contributes to Entergy's financial success or failures. It also enables traders to predict the movement of Entergy Stock. The fundamental analysis module provides a way to measure Entergy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Entergy stock.

Short Long Term Debt Total Total Assets

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Entergy Company Three Year Return Analysis

Entergy's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Entergy Three Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Entergy is extremely important. It helps to project a fair market value of Entergy Stock properly, considering its historical fundamentals such as Three Year Return. Since Entergy's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Entergy's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Entergy's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Current Deferred Revenue	Long Term Debt	Treasury Stock	Property Plant Equipment	Short Term Investments	Intangible Assets	Good Will	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.77	0.92	0.84	0.85	0.92	0.99	0.54	0.62	0.61	-0.61	0.91	-0.55	-0.17	0.29	0.01	0.17	0.66	0.81	0.69	-0.06	0.28	0.67	0.68	-0.55	0.12
Total Stockholder Equity	0.77		0.84	0.69	0.54	0.76	0.66	0.41	0.64	0.52	-0.24	0.82	-0.13	-0.57	-0.14	-0.29	-0.01	0.98	0.88	0.92	0.06	-0.23	0.64	0.86	-0.62	0.47
Net Debt	0.92	0.84		0.63	0.81	0.87	0.88	0.28	0.68	0.72	-0.31	0.99	-0.22	-0.42	0.22	-0.05	0.14	0.77	0.94	0.84	-0.05	0.07	0.81	0.84	-0.68	0.19
Retained Earnings	0.84	0.69	0.63		0.57	0.74	0.82	0.69	0.44	0.3	-0.8	0.59	-0.78	-0.04	-0.03	0.03	0.21	0.57	0.51	0.46	-0.13	0.17	0.31	0.39	-0.26	0.1
Accounts Payable	0.85	0.54	0.81	0.57		0.75	0.87	0.49	0.57	0.78	-0.46	0.84	-0.38	-0.04	0.59	0.05	0.09	0.45	0.73	0.5	-0.11	0.42	0.64	0.63	-0.57	-0.02
Net Receivables	0.92	0.76	0.87	0.74	0.75		0.89	0.55	0.7	0.59	-0.6	0.88	-0.51	-0.38	0.19	-0.23	-0.1	0.67	0.82	0.72	0.03	0.2	0.7	0.76	-0.59	0.3
Total Liab	0.99	0.66	0.88	0.82	0.87	0.89		0.54	0.57	0.6	-0.65	0.87	-0.61	-0.06	0.37	0.08	0.2	0.54	0.74	0.58	-0.08	0.39	0.63	0.59	-0.5	0.02
Total Current Assets	0.54	0.41	0.28	0.69	0.49	0.55	0.54		0.21	0.38	-0.66	0.34	-0.65	0.02	0.16	-0.1	-0.11	0.33	0.26	0.15	0.11	0.16	0.0	0.26	-0.05	0.09
Short Term Debt	0.62	0.64	0.68	0.44	0.57	0.7	0.57	0.21		0.37	-0.4	0.64	-0.23	-0.36	0.09	-0.5	-0.39	0.68	0.7	0.73	-0.33	0.32	0.88	0.76	-0.81	0.53
Common Stock	0.61	0.52	0.72	0.3	0.78	0.59	0.6	0.38	0.37		-0.1	0.75	-0.03	-0.32	0.33	0.18	0.14	0.46	0.66	0.45	0.0	-0.09	0.48	0.65	-0.36	-0.19
Current Deferred Revenue	-0.61	-0.24	-0.31	-0.8	-0.46	-0.6	-0.65	-0.66	-0.4	-0.1		-0.3	0.97	-0.16	-0.09	0.08	0.1	-0.14	-0.18	-0.08	0.32	-0.48	-0.14	-0.12	0.16	-0.05
Long Term Debt	0.91	0.82	0.99	0.59	0.84	0.88	0.87	0.34	0.64	0.75	-0.3		-0.2	-0.45	0.26	-0.11	0.06	0.75	0.96	0.83	0.04	0.08	0.77	0.87	-0.69	0.23
Treasury Stock	-0.55	-0.13	-0.22	-0.78	-0.38	-0.51	-0.61	-0.65	-0.23	-0.03	0.97	-0.2		-0.3	-0.1	-0.1	-0.06	0.0	-0.05	0.06	0.25	-0.49	-0.01	0.05	-0.02	0.12
Property Plant Equipment	-0.17	-0.57	-0.42	-0.04	-0.04	-0.38	-0.06	0.02	-0.36	-0.32	-0.16	-0.45	-0.3		0.46	0.56	0.43	-0.62	-0.6	-0.63	-0.13	0.58	-0.33	-0.71	0.44	-0.6
Short Term Investments	0.29	-0.14	0.22	-0.03	0.59	0.19	0.37	0.16	0.09	0.33	-0.09	0.26	-0.1	0.46		0.22	0.17	-0.18	0.16	-0.02	-0.12	0.55	0.27	0.04	-0.12	-0.23
Intangible Assets	0.01	-0.29	-0.05	0.03	0.05	-0.23	0.08	-0.1	-0.5	0.18	0.08	-0.11	-0.1	0.56	0.22		0.91	-0.4	-0.32	-0.44	-0.02	-0.02	-0.31	-0.5	0.6	-0.95
Good Will	0.17	-0.01	0.14	0.21	0.09	-0.1	0.2	-0.11	-0.39	0.14	0.1	0.06	-0.06	0.43	0.17	0.91		-0.11	-0.1	-0.15	-0.01	-0.13	-0.16	-0.33	0.48	-0.73
Net Tangible Assets	0.66	0.98	0.77	0.57	0.45	0.67	0.54	0.33	0.68	0.46	-0.14	0.75	0.0	-0.62	-0.18	-0.4	-0.11		0.85	0.94	0.0	-0.27	0.66	0.87	-0.67	0.56
Long Term Debt Total	0.81	0.88	0.94	0.51	0.73	0.82	0.74	0.26	0.7	0.66	-0.18	0.96	-0.05	-0.6	0.16	-0.32	-0.1	0.85		0.93	0.02	-0.03	0.8	0.95	-0.78	0.46
Capital Surpluse	0.69	0.92	0.84	0.46	0.5	0.72	0.58	0.15	0.73	0.45	-0.08	0.83	0.06	-0.63	-0.02	-0.44	-0.15	0.94	0.93		-0.01	-0.15	0.81	0.92	-0.78	0.61
Deferred Long Term Liab	-0.06	0.06	-0.05	-0.13	-0.11	0.03	-0.08	0.11	-0.33	0.0	0.32	0.04	0.25	-0.13	-0.12	-0.02	-0.01	0.0	0.02	-0.01		-0.13	-0.17	0.01	0.05	0.03
Long Term Investments	0.28	-0.23	0.07	0.17	0.42	0.2	0.39	0.16	0.32	-0.09	-0.48	0.08	-0.49	0.58	0.55	-0.02	-0.13	-0.27	-0.03	-0.15	-0.13		0.29	-0.11	-0.26	-0.06
Short Long Term Debt	0.67	0.64	0.81	0.31	0.64	0.7	0.63	0.0	0.88	0.48	-0.14	0.77	-0.01	-0.33	0.27	-0.31	-0.16	0.66	0.8	0.81	-0.17	0.29		0.78	-0.82	0.39
Net Invested Capital	0.68	0.86	0.84	0.39	0.63	0.76	0.59	0.26	0.76	0.65	-0.12	0.87	0.05	-0.71	0.04	-0.5	-0.33	0.87	0.95	0.92	0.01	-0.11	0.78		-0.84	0.57
Net Working Capital	-0.55	-0.62	-0.68	-0.26	-0.57	-0.59	-0.5	-0.05	-0.81	-0.36	0.16	-0.69	-0.02	0.44	-0.12	0.6	0.48	-0.67	-0.78	-0.78	0.05	-0.26	-0.82	-0.84		-0.62
Capital Stock	0.12	0.47	0.19	0.1	-0.02	0.3	0.02	0.09	0.53	-0.19	-0.05	0.23	0.12	-0.6	-0.23	-0.95	-0.73	0.56	0.46	0.61	0.03	-0.06	0.39	0.57	-0.62

Click cells to compare fundamentals

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

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Entergy Return On Tangible Assets

Return On Tangible Assets

0.0259

At this time, Entergy's Return On Tangible Assets are relatively stable compared to the past year.

Based on the latest financial disclosure, Entergy has a Three Year Return of 0.0%. This indicator is about the same for the Electric Utilities average (which is currently at 0.0) sector and about the same as Utilities (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Entergy Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Entergy's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Entergy could also be used in its relative valuation, which is a method of valuing Entergy by comparing valuation metrics of similar companies.

Entergy is currently under evaluation in three year return category among its peers.

Entergy Current Valuation Drivers

We derive many important indicators used in calculating different scores of Entergy from analyzing Entergy's financial statements. These drivers represent accounts that assess Entergy's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Entergy's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	11.7B	10.0B	11.3B	11.5B	10.7B	11.2B
Enterprise Value	31.1B	32.2B	38.0B	38.0B	36.8B	38.7B

Entergy ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Entergy's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Entergy's managers, analysts, and investors.

Environmental

Governance

Social

Entergy Fundamentals

	Return On Equity	0.12
	Return On Asset	0.0241
	Profit Margin	0.15 %
	Operating Margin	0.34 %
	Current Valuation	59.43 B
	Shares Outstanding	428.82 M
	Shares Owned By Insiders	0.20 %
	Shares Owned By Institutions	95.19 %
	Number Of Shares Shorted	6.49 M
	Price To Earning	18.47 X
	Price To Book	2.12 X
	Price To Sales	2.68 X
	Revenue	12.15 B
	Gross Profit	5.28 B
	EBITDA	4.92 B
	Net Income	2.36 B
	Cash And Equivalents	1000 M
	Cash Per Share	4.93 X
	Total Debt	26.25 B
	Debt To Equity	2.22 %
	Current Ratio	0.89 X
	Book Value Per Share	70.11 X
	Cash Flow From Operations	4.29 B
	Short Ratio	1.49 X
	Earnings Per Share	4.11 X
	Price To Earnings To Growth	8.91 X
	Target Price	79.67
	Number Of Employees	12 K
	Beta	0.7
	Market Capitalization	31.84 B
	Total Asset	59.7 B
	Retained Earnings	11.94 B
	Working Capital	(2.74 B)
	Current Asset	4.07 B
	Current Liabilities	3.17 B
	Annual Yield	0.03 %
	Five Year Return	3.76 %
	Net Asset	59.7 B
	Last Dividend Paid	4.52

About Entergy Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Entergy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Entergy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Entergy based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Entergy

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Entergy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Entergy will appreciate offsetting losses from the drop in the long position's value.

Moving against Entergy Stock

0.91	EBR	Centrais Electricas	Pair Corr
0.73	ES	Eversource Energy	Pair Corr
0.73	FE	FirstEnergy Sell-off Trend	Pair Corr
0.71	ED	Consolidated Edison	Pair Corr
0.64	CMS-PC	CMS Energy	Pair Corr

The ability to find closely correlated positions to Entergy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Entergy when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Entergy - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Entergy to buy it.

The correlation of Entergy is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Entergy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Entergy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Entergy can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Entergy Stock Analysis

When running Entergy's price analysis, check to measure Entergy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Entergy is operating at the current time. Most of Entergy's value examination focuses on studying past and present price action to predict the probability of Entergy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Entergy's price. Additionally, you may evaluate how the addition of Entergy to your portfolios can decrease your overall portfolio volatility.

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