CLMT vs. NEE

Last updated Apr 1, 2026

Compare and contrast key facts about Calumet Specialty Products Partners, L.P. (CLMT) and NextEra Energy, Inc. (NEE).

Performance

CLMT vs. NEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Calumet Specialty Products Partners, L.P. (CLMT) and NextEra Energy, Inc. (NEE). The values are adjusted to include any dividend payments, if applicable.

CLMT vs. NEE - Yearly Performance Comparison

	2026 (YTD)	2025	2024
CLMT Calumet Specialty Products Partners, L.P.	80.67%	-9.76%	29.76%
NEE NextEra Energy, Inc.	16.48%	15.47%	-2.76%

Fundamentals

Market Cap CLMT : $3.12B NEE : $194.03B
EPS CLMT : -$0.79 NEE : $3.30
PS Ratio CLMT : 0.75 NEE : 7.00
Total Revenue (TTM) CLMT : $4.14B NEE : $27.48B
Gross Profit (TTM) CLMT : $245.70M NEE : $17.26B
EBITDA (TTM) CLMT : $253.00M NEE : $15.53B

Returns By Period

In the year-to-date period, CLMT achieves a 80.67% return, which is significantly higher than NEE's 16.48% return.

CLMT

• 1D: 2.45%
• 1M: 33.16%
• YTD: 80.67%
• 6M: 96.71%
• 1Y: 183.12%
• 3Y*: —
• 5Y*: —
• 10Y*: —

NEE

• 1D: 0.90%
• 1M: -0.95%
• YTD: 16.48%
• 6M: 24.71%
• 1Y: 34.91%
• 3Y*: 9.56%
• 5Y*: 6.89%
• 10Y*: 14.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CLMT vs. NEE — Risk / Return Rank

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

CLMT

CLMT Risk / Return Rank: 96
CLMT Sharpe Ratio Rank: 98
CLMT Sortino Ratio Rank: 95
CLMT Omega Ratio Rank: 95
CLMT Calmar Ratio Rank: 95
CLMT Martin Ratio Rank: 96

NEE

NEE Risk / Return Rank: 81
NEE Sharpe Ratio Rank: 83
NEE Sortino Ratio Rank: 76
NEE Omega Ratio Rank: 77
NEE Calmar Ratio Rank: 87
NEE Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLMT vs. NEE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Calumet Specialty Products Partners, L.P. (CLMT) 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.

	CLMT	NEE	Difference
Sharpe ratio Return per unit of total volatility	3.48	1.36	+2.12
Sortino ratio Return per unit of downside risk	3.45	1.83	+1.62
Omega ratio Gain probability vs. loss probability	1.52	1.26	+0.26
Calmar ratio Return relative to maximum drawdown	5.46	3.21	+2.25
Martin ratio Return relative to average drawdown	18.94	7.11	+11.83
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CLMT vs. NEE - Sharpe Ratio Comparison

The current CLMT Sharpe Ratio is 3.48, which is higher than the NEE Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of CLMT and NEE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CLMT	NEE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.48	1.36	+2.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.26	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.60	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.87	0.64	+0.23

Correlation

The correlation between CLMT and NEE is 0.04, 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.

Dividends

CLMT vs. NEE - Dividend Comparison

CLMT has not paid dividends to shareholders, while NEE's dividend yield for the trailing twelve months is around 2.50%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CLMT Calumet Specialty Products Partners, L.P.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NEE NextEra Energy, Inc.	2.50%	2.82%	2.87%	3.08%	2.03%	1.65%	1.81%	2.06%	2.55%	2.52%	2.91%	2.96%

Drawdowns

CLMT vs. NEE - Drawdown Comparison

The maximum CLMT drawdown since its inception was -61.87%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for CLMT and NEE.

Drawdown Indicators

	CLMT	NEE	Difference
Max Drawdown Largest peak-to-trough decline	-61.87%	-47.81%	-14.06%
Max Drawdown (1Y) Largest decline over 1 year	-31.63%	-11.13%	-20.50%
Max Drawdown (5Y) Largest decline over 5 years	—	-44.97%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-44.97%	—
Current Drawdown Current decline from peak	0.00%	-2.26%	+2.26%
Average Drawdown Average peak-to-trough decline	-21.96%	-8.95%	-13.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.12%	5.03%	+4.09%

Volatility

CLMT vs. NEE - Volatility Comparison

Calumet Specialty Products Partners, L.P. (CLMT) has a higher volatility of 13.22% compared to NextEra Energy, Inc. (NEE) at 5.20%. This indicates that CLMT's price experiences larger fluctuations and is considered to be riskier than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CLMT	NEE	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.22%	5.20%	+8.02%
Volatility (6M) Calculated over the trailing 6-month period	27.65%	14.70%	+12.95%
Volatility (1Y) Calculated over the trailing 1-year period	53.11%	25.79%	+27.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	63.07%	26.53%	+36.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	63.07%	25.24%	+37.83%

Financials

CLMT vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between Calumet Specialty Products Partners, L.P. and NextEra Energy, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CLMT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Calumet Specialty Products Partners, L.P. reported a gross profit of -3.00M and revenue of 1.04B. Therefore, the gross margin over that period was -0.3%.

NEE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NextEra Energy, Inc. reported a gross profit of 3.77B and revenue of 6.56B. Therefore, the gross margin over that period was 57.5%.

CLMT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Calumet Specialty Products Partners, L.P. reported an operating income of -64.50M and revenue of 1.04B, resulting in an operating margin of -6.2%.

NEE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NextEra Energy, Inc. reported an operating income of 1.59B and revenue of 6.56B, resulting in an operating margin of 24.2%.

CLMT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Calumet Specialty Products Partners, L.P. reported a net income of -72.50M and revenue of 1.04B, resulting in a net margin of -7.0%.

NEE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NextEra Energy, Inc. reported a net income of 1.54B and revenue of 6.56B, resulting in a net margin of 23.4%.