# Genie Energy Ltd. Class B Common Stock Stock (GNE) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Utilities / Electric Utilities. Price $15.51, market value $408 million.

## Valuation
- **P/E (trailing): 13.8×** (5-yr avg 9.6×, 3-yr avg 13.4×). Genie Energy Ltd. Class B Common Stock Stock trades at 13.8× trailing earnings, well above its own five-year average of 9.6×: investors are paying up relative to the company's past. The Utilities median in the September 2026 study was 21.2×.
- **Price / sales: 0.8×**. Each dollar of revenue is priced at 0.8×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 1.6×**. The shares trade at 1.6× book value; book value is a meaningful part of the valuation.
- **EV / EBITDA: 9.8×**. Enterprise value is 9.8× operating earnings before depreciation, the multiple that ignores how the company is financed.
- **Earnings yield: 7.2%**. The inverse of the P/E: 7.2% of the price is earned each year.

## Profitability
- **Gross margin: 25.3%**. Genie Energy Ltd. Class B Common Stock Stock keeps 25.3% of revenue after the direct cost of what it sells.
- **Operating margin: 4.1%**. 4.1% of revenue is left after running the business, which leaves little cushion in a downturn.
- **Net margin: 4.8%**. 4.8% of each dollar of sales reaches the bottom line.
- **Return on equity: 9.6%**. 9.6% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: 29.1%**. Return on all capital, debt included, is 29.1%: comfortably above what that capital costs.
- **Return on assets: 6.4%**. Each dollar of assets produces 6.4% of profit.

## Growth
- **Revenue growth (1 yr): 18.1%** (3-yr 16.7%/yr, 5-yr 7.1%/yr). Revenue grew 18.1% over the last year, against 7.1% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): -31.3%** (3-yr -34.9%/yr, 5-yr 15.4%/yr). Earnings per share fell 31.3%, slower than revenue, so margins compressed.

## Financial health
- **Debt to equity: 0.03**. Debt is 0.03 times equity: a conservative balance sheet.
- **Net debt / EBITDA: net cash**. Genie Energy Ltd. Class B Common Stock Stock holds more cash than debt.
- **Altman Z-score: 4.12**. A Z-score of 4.12 places the company in the safe zone for bankruptcy risk.
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 1.93%** ($0.30 per share, trailing). Genie Energy Ltd. Class B Common Stock Stock yields 1.93%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 33%**. 33% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 2**. 2 straight years of increases.
- **Dividend growth (5 yr): -6.4%/yr** (1-yr 0.0%). The dividend has not grown over five years.

## Price and momentum
- **Total return (1 yr): 4.7%** (YTD 13.7%, 3-mo 11.1%). The shares are up 4.7% over twelve months including dividends.
- **From 52-week high: -4.7%** (22.2% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 66**. An RSI of 66 is neutral.
- **Beta (1 yr): 0.45** (volatility 29%). Beta of 0.45 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=GNE · Page: https://foliofundamentals.com/stocks/gne

Not investment advice.