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AQNU vs. NEE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AQNU and NEE is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.3

Performance

AQNU vs. NEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Algonquin Power & Utilities Corp. (AQNU) and NextEra Energy, Inc. (NEE). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%December2025FebruaryMarchAprilMay
-44.76%
0.66%
AQNU
NEE

Key characteristics

Fundamentals

EPS

AQNU:

$0.52

NEE:

$2.67

PE Ratio

AQNU:

37.48

NEE:

24.74

PS Ratio

AQNU:

0.00

NEE:

5.38

PB Ratio

AQNU:

0.00

NEE:

2.76

Returns By Period


AQNU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

NEE

YTD

-5.65%

1M

-4.81%

6M

-11.96%

1Y

0.19%

5Y*

5.94%

10Y*

13.26%

*Annualized

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Risk-Adjusted Performance

AQNU vs. NEE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AQNU
The Risk-Adjusted Performance Rank of AQNU is 1919
Overall Rank
The Sharpe Ratio Rank of AQNU is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of AQNU is 1515
Sortino Ratio Rank
The Omega Ratio Rank of AQNU is 1717
Omega Ratio Rank
The Calmar Ratio Rank of AQNU is 2626
Calmar Ratio Rank
The Martin Ratio Rank of AQNU is 2222
Martin Ratio Rank

NEE
The Risk-Adjusted Performance Rank of NEE is 5252
Overall Rank
The Sharpe Ratio Rank of NEE is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 4747
Sortino Ratio Rank
The Omega Ratio Rank of NEE is 4646
Omega Ratio Rank
The Calmar Ratio Rank of NEE is 5858
Calmar Ratio Rank
The Martin Ratio Rank of NEE is 5555
Martin 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.

AQNU vs. NEE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Algonquin Power & Utilities Corp. (AQNU) and NextEra Energy, Inc. (NEE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for AQNU, currently valued at -0.50, compared to the broader market-2.00-1.000.001.002.003.00
AQNU: -0.50
NEE: 0.11
The chart of Sortino ratio for AQNU, currently valued at -0.60, compared to the broader market-6.00-4.00-2.000.002.004.00
AQNU: -0.60
NEE: 0.33
The chart of Omega ratio for AQNU, currently valued at 0.81, compared to the broader market0.501.001.502.00
AQNU: 0.81
NEE: 1.04
The chart of Calmar ratio for AQNU, currently valued at -0.11, compared to the broader market0.001.002.003.004.005.00
AQNU: -0.11
NEE: 0.12
The chart of Martin ratio for AQNU, currently valued at -0.40, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
AQNU: -0.40
NEE: 0.25


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50December2025FebruaryMarchAprilMay
-0.50
0.11
AQNU
NEE

Dividends

AQNU vs. NEE - Dividend Comparison

AQNU has not paid dividends to shareholders, while NEE's dividend yield for the trailing twelve months is around 3.15%.


TTM20242023202220212020201920182017201620152014
AQNU
Algonquin Power & Utilities Corp.
5.01%10.02%17.40%13.46%4.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NEE
NextEra Energy, Inc.
3.15%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%2.73%

Drawdowns

AQNU vs. NEE - Drawdown Comparison


-50.00%-40.00%-30.00%-20.00%-10.00%December2025FebruaryMarchAprilMay
-47.77%
-21.70%
AQNU
NEE

Volatility

AQNU vs. NEE - Volatility Comparison

The current volatility for Algonquin Power & Utilities Corp. (AQNU) is 0.00%, while NextEra Energy, Inc. (NEE) has a volatility of 12.35%. This indicates that AQNU experiences smaller price fluctuations and is considered to be less risky than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay0
12.35%
AQNU
NEE

Financials

AQNU vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between Algonquin Power & Utilities Corp. and NextEra Energy, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B20212022202320242025
727.45M
6.25B
(AQNU) Total Revenue
(NEE) Total Revenue
Values in USD except per share items