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Stock impact report

Lyrical Asset Management 2025 U.S. Value Review Letter [Seeking Alpha]

NRG Energy, Inc. (NRG) 
Last nrg energy, inc. earnings: 11/7 07:06 am Check Earnings Report
US:NYSE Investor Relations: investors.nrg.com
Company Research Source: Seeking Alpha
Those mega cap stocks skewed the index return so much that 70% of S&P 500 constituents underperformed. Our current portfolio has a history of 10.6% EPS growth, four percentage points faster than the 6.6% growth of the S&P 500. The value spread between our portfolio and the S&P 500 is historically wide at 78%. If our companies keep compounding earnings, their stock prices should follow. phuttaphat tipsana/iStock via Getty Images 2025 was a good year for Lyrical with our CS composite generating a 17.9% net return, matching the S&P 500 and significantly outperforming the S&P 500 Value by 470 bps. Keeping pace with the S&P 500 was difficult this year. The index is capitalization-weighted, and its returns were inflated by outsized contributions from a small number of very large growth stocks. Those mega cap stocks skewed the index return so much that 70% of S&P 500 constituents underperformed, and the S&P 500 Equal Weight index returned only 11.4%, 6.5 percentage points less tha Show less Read more
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