CL vs. NEE
CL (Colgate-Palmolive Company) and NEE (NextEra Energy, Inc.) are both stocks. CL operates in Household & Personal Products (Consumer Defensive), while NEE operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, CL returned 4.67%/yr vs 13.49%/yr for NEE. At a 0.38 correlation, their price movements are largely independent.
Performance
CL vs. NEE - Performance Comparison
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Returns By Period
In the year-to-date period, CL achieves a 14.52% return, which is significantly higher than NEE's 7.18% return. Over the past 10 years, CL has underperformed NEE with an annualized return of 4.67%, while NEE has yielded a comparatively higher 13.49% annualized return.
CL
- 1D
- -0.62%
- 1M
- 2.23%
- YTD
- 14.52%
- 6M
- 17.15%
- 1Y
- -0.50%
- 3Y*
- 8.22%
- 5Y*
- 3.78%
- 10Y*
- 4.67%
NEE
- 1D
- -0.33%
- 1M
- -9.65%
- YTD
- 7.18%
- 6M
- 5.95%
- 1Y
- 19.58%
- 3Y*
- 7.80%
- 5Y*
- 5.65%
- 10Y*
- 13.49%
CL vs. NEE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 14.52% | -10.98% | 16.57% | 3.78% | -5.44% | 2.08% | 27.17% | 18.60% | -19.19% | 17.88% |
NEE NextEra Energy, Inc. | 7.18% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
Correlation
The correlation between CL and NEE is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jan 10, 2003 | 0.38 |
The correlation between CL and NEE shifts across timeframes, from 0.20 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CL:
$2.58
NEE:
$5.27
CL:
34.66
NEE:
16.10
CL:
8.95
NEE:
0.82
CL:
3.48
NEE:
4.72
CL:
$20.80B
NEE:
$27.93B
CL:
$12.49B
NEE:
$13.35B
CL:
$3.92B
NEE:
$14.56B
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Return for Risk
CL vs. NEE — Risk / Return Rank
CL
NEE
CL vs. NEE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Colgate-Palmolive Company (CL) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CL | NEE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.17 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | 1.35 | -1.38 |
| Martin ratioReturn relative to average drawdown | -0.04 | 3.77 | -3.82 |
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Drawdowns
CL vs. NEE - Drawdown Comparison
The maximum CL drawdown since its inception was -58.91%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for CL and NEE.
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Drawdown Indicators
| CL | NEE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.91% | -47.81% | -11.10% |
Max Drawdown (1Y)Largest decline over 1 year | -18.64% | -14.53% | -4.11% |
Max Drawdown (3Y)Largest decline over 3 years | -29.05% | -34.57% | +5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.05% | -44.97% | +15.92% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | -44.97% | +15.92% |
Current DrawdownCurrent decline from peak | -14.36% | -12.69% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -8.93% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.34% | 5.20% | +6.14% |
Volatility
CL vs. NEE - Volatility Comparison
Colgate-Palmolive Company (CL) and NextEra Energy, Inc. (NEE) have volatilities of 8.33% and 8.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CL | NEE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.33% | 8.35% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 17.30% | 16.82% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.83% | 23.75% | -1.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.81% | 26.92% | -8.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.75% | 25.49% | -5.74% |
Dividends
CL vs. NEE - Dividend Comparison
CL's dividend yield for the trailing twelve months is around 2.34%, less than NEE's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CL Colgate-Palmolive Company | 2.34% | 2.61% | 2.18% | 2.40% | 2.36% | 2.10% | 2.05% | 2.48% | 2.79% | 2.11% | 2.37% | 2.25% |
NEE NextEra Energy, Inc. | 2.80% | 2.82% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% |
Financials
CL vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between Colgate-Palmolive Company 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.
Total Revenue: Total amount of money received from sales and other business activities
CL vs. NEE - Profitability Comparison
CL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.
NEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported a gross profit of 0.00 and revenue of 6.70B. Therefore, the gross margin over that period was 0.0%.
CL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.
NEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported an operating income of 2.21B and revenue of 6.70B, resulting in an operating margin of 33.0%.
CL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.
NEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported a net income of 2.18B and revenue of 6.70B, resulting in a net margin of 32.6%.
Frequently Asked Questions
CL and NEE have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NEE has higher volatility (8.35%) compared to CL (8.33%). In terms of maximum drawdown, CL dropped -58.91% vs NEE's -47.81%.
NEE currently has the higher Sharpe Ratio (0.83 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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