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FirstEnergy FE

equity

Price History

$18.5$39.78$61.05$82.33
1997-11 · DCA start$27

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-67.7%-45.2%-22.6%0.0%
1997-112026-08 · -42.9%

Worst drawdown: −68%, peaking Jun 2008 and bottoming Nov 2020 — still unrecovered after 218 months.

DCA Backtest

Invested
$34,600
Value today
$43,324
Return
+25.2%
Months invested
346

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $51,901 today, so the real (inflation-adjusted) return is -16.5%.

Lump sum instead — $34,600 all at once in Nov 1997: $60,242 (+74.1%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jun 2008): $26,685 on $21,900 invested (+21.9%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1997
1998
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2000
2001
2002
2003
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2008
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2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1997-11: +25.2%

About FirstEnergy

FirstEnergy Corp. is an electric utility headquartered in Akron, Ohio. It was established when Ohio Edison merged with Centerior Energy in 1997. (Wikipedia)

It's a listed company categorised under utilities and electric utilities, with a market cap of about $27.2B.

It rates Medium-Low Risk at 2.2/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (3.0/5) and sector / regulatory (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.2/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)2/515.1
  • Max drawdown from ATH3/567.7
  • Beta vs S&P 5001/50.28
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5231.9m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/52.2
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality2.0/5 · weight 15%
  • 3yr EPS volatility2/510.6
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.