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NextEra Energy, Inc. (NEE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS65339F1012
CUSIP65339F101
SectorUtilities
IndustryUtilities - Regulated Electric

Highlights

Market Cap$158.14B
EPS (TTM)$3.66
PE Ratio21.03
PEG Ratio2.61
Total Revenue (TTM)$27.13B
Gross Profit (TTM)$17.10B
EBITDA (TTM)$15.00B
Year Range$46.04 - $79.95
Target Price$76.73
Short %1.63%
Short Ratio2.78

Share Price Chart


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Compare to other instruments

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NextEra Energy, Inc.

Popular comparisons: NEE vs. NEP, NEE vs. CWEN, NEE vs. BEPC, NEE vs. DUK, NEE vs. FSLR, NEE vs. SPY, NEE vs. SEDG, NEE vs. VOO, NEE vs. AWK, NEE vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in NextEra Energy, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%2024FebruaryMarchAprilMayJune
17.41%
15.17%
NEE (NextEra Energy, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

NextEra Energy, Inc. had a return of 20.83% year-to-date (YTD) and 0.20% in the last 12 months. Over the past 10 years, NextEra Energy, Inc. had an annualized return of 14.49%, outperforming the S&P 500 benchmark which had an annualized return of 10.86%.


PeriodReturnBenchmark
Year-To-Date20.83%13.65%
1 month-2.48%3.82%
6 months17.41%15.17%
1 year0.20%24.08%
5 years (annualized)9.43%13.46%
10 years (annualized)14.49%10.86%

Monthly Returns

The table below presents the monthly returns of NEE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.47%-5.01%15.80%4.79%19.49%20.83%
2023-10.73%-4.21%8.52%-0.58%-3.52%1.01%-1.21%-8.24%-14.24%1.76%1.18%3.81%-25.30%
2022-16.32%0.75%8.23%-16.16%7.18%2.34%9.08%1.16%-7.82%-1.16%9.85%-1.30%-8.54%
20214.82%-8.66%2.90%2.51%-5.53%0.62%6.30%8.31%-6.51%8.67%2.15%7.58%23.40%
202010.75%-5.26%-4.80%-3.95%10.57%-5.50%16.88%-0.04%-0.58%5.51%0.99%4.84%30.06%
20192.97%5.58%2.98%0.58%2.58%3.36%1.13%6.34%6.35%2.30%-1.37%3.57%42.69%
20181.43%-3.27%7.35%0.35%1.16%1.43%0.31%2.19%-1.47%2.92%6.00%-4.34%14.30%
20173.57%6.70%-2.01%4.04%6.65%-0.93%4.25%3.70%-2.63%5.81%2.56%-1.17%34.39%
20167.53%1.76%4.89%-0.64%2.91%8.56%-1.62%-5.07%1.14%4.64%-10.07%4.58%18.43%
20152.78%-4.60%0.57%-3.00%2.18%-4.21%7.31%-5.73%-0.87%5.24%-1.98%4.04%0.75%
20147.37%0.21%4.63%4.42%-1.76%5.26%-8.38%5.65%-4.64%6.75%4.90%1.82%27.92%
20134.13%0.67%8.08%5.60%-7.00%7.75%6.30%-6.45%-0.25%5.73%0.58%1.22%28.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NEE is 45, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of NEE is 4545
NEE (NextEra Energy, Inc.)
The Sharpe Ratio Rank of NEE is 4747Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 4141Sortino Ratio Rank
The Omega Ratio Rank of NEE is 4242Omega Ratio Rank
The Calmar Ratio Rank of NEE is 4747Calmar Ratio Rank
The Martin Ratio Rank of NEE is 4747Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for NextEra Energy, Inc. (NEE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


NEE
Sharpe ratio
The chart of Sharpe ratio for NEE, currently valued at 0.02, compared to the broader market-2.00-1.000.001.002.003.000.02
Sortino ratio
The chart of Sortino ratio for NEE, currently valued at 0.23, compared to the broader market-4.00-2.000.002.004.006.000.23
Omega ratio
The chart of Omega ratio for NEE, currently valued at 1.03, compared to the broader market0.501.001.502.001.03
Calmar ratio
The chart of Calmar ratio for NEE, currently valued at 0.02, compared to the broader market0.002.004.006.000.02
Martin ratio
The chart of Martin ratio for NEE, currently valued at 0.04, compared to the broader market0.0010.0020.0030.000.04
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.12, compared to the broader market-4.00-2.000.002.004.006.003.12
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.76, compared to the broader market0.002.004.006.001.76
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.26, compared to the broader market0.0010.0020.0030.008.26

Sharpe Ratio

The current NextEra Energy, Inc. Sharpe ratio is 0.02. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of NextEra Energy, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.002024FebruaryMarchAprilMayJune
0.02
2.20
NEE (NextEra Energy, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

NextEra Energy, Inc. granted a 2.72% dividend yield in the last twelve months. The annual payout for that period amounted to $1.97 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.97$1.87$1.70$1.54$1.40$1.25$1.11$0.98$0.87$0.77$0.72$0.66

Dividend yield

2.72%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%2.73%3.08%

Monthly Dividends

The table displays the monthly dividend distributions for NextEra Energy, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.52$0.00$0.00$0.00$0.52$1.03
2023$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.47$0.00$1.87
2022$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$1.70
2021$0.00$0.39$0.00$0.00$0.00$0.39$0.00$0.39$0.00$0.00$0.39$0.00$1.54
2020$0.00$0.35$0.00$0.00$0.00$0.35$0.00$0.35$0.00$0.00$0.35$0.00$1.40
2019$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$1.25
2018$0.00$0.28$0.00$0.00$0.00$0.28$0.00$0.28$0.00$0.00$0.28$0.00$1.11
2017$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.98
2016$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.87
2015$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.77
2014$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.72
2013$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.66

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.7%
NextEra Energy, Inc. has a dividend yield of 2.72%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%60.5%
NextEra Energy, Inc. has a payout ratio of 60.46%, which is quite average when compared to the overall market. This suggests that NextEra Energy, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-17.44%
0
NEE (NextEra Energy, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the NextEra Energy, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the NextEra Energy, Inc. was 47.81%, occurring on Oct 10, 2008. Recovery took 877 trading sessions.

The current NextEra Energy, Inc. drawdown is 17.44%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.81%Dec 6, 2007214Oct 10, 2008877Apr 4, 20121091
-45.65%Oct 9, 1998348Feb 25, 2000152Oct 2, 2000500
-44.97%Jan 3, 2022444Oct 9, 2023
-35.63%Mar 5, 202013Mar 23, 202085Jul 23, 202098
-32.23%Dec 27, 2000391Jul 23, 2002212May 27, 2003603

Volatility

Volatility Chart

The current NextEra Energy, Inc. volatility is 8.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%2024FebruaryMarchAprilMayJune
8.65%
2.51%
NEE (NextEra Energy, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of NextEra Energy, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items