NRG Energy Inc.
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 2000年5月25日
- 従業員数
- 16,702
- 公式サイト
- www.nrg.com
総合バリュエーションレンジ · 保守的 $90–$110 / 妥当 $120–$145 / 楽観的 $150–$180。$136.5 時点で 妥当な本源的価値レンジ内。
レポート公開時 $138（2026年5月28日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
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.
沿革
NRG Energy, Inc. was founded in 1989 and is headquartered in Houston, Texas, and it went public on May 25, 2000. The company evolved from a power generator into an integrated energy platform that packages competitive retail electricity and gas, owned generation assets, hedging capability and the Vivint smart-home subscription business, operating through its Texas, East, West/Other, Vivint Smart Home and Corporate Activities segments under the NRG, Reliant, Direct Energy, Green Mountain Energy and Vivint brands. In January 2026 NRG completed the LS Power asset acquisition, which added about 13GW and doubled its generation capacity to roughly 25GW. Over recent years its share count fell substantially, with basic weighted-average shares declining from 245M in 2021 to 195M in 2025 and year-end common shares outstanding dropping from 316.74M in 2017 to 190.38M in 2025. In April 2026 the company completed a leadership transition, with the CEO role passing from Larry Coben to Robert Gaudette alongside a handover of the chairman position.
業界での地位
NRG is not a traditional regulated utility but a competitive energy retailer combined with owned, dispatchable generation and a smart-home subscription business, serving about 8 million North American customers across residential, commercial, government, industrial, data center and wholesale segments. Behind its core power and gas business sits roughly 25GW of competitive generation as of the first quarter of 2026, of which about 13GW came from the January 2026 LS Power acquisition. In 2025 it sold approximately 154 TWh of electricity and 1,857 MMDth of natural gas, giving it large scale in the U.S. competitive retail energy market, and its retail brands hold the largest market share among Texas competitive residential electricity customers. As of end-2024 it had recurring electricity and gas business across 25 states, Washington D.C. and 8 Canadian provinces, while Vivint covers all 50 U.S. states and D.C., with an average customer lifecycle of about 9 years and a platform managing more than 33 million home devices. Its differentiation comes from facts such as owned generation plus multi-region supply and hedging that give greater supply flexibility than pure retailers, and Vivint's higher switching costs driven by hardware, monitoring and installation; its closest public comparables are Vistra, Constellation and AES.
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