PortfoliosLab logoPortfoliosLab logo
CNSWF vs. NEE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CNSWF vs. NEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Constellation Software Inc (CNSWF) and NextEra Energy, Inc. (NEE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CNSWF achieves a -12.86% return, which is significantly lower than NEE's 8.63% return. Over the past 10 years, CNSWF has outperformed NEE with an annualized return of 18.47%, while NEE has yielded a comparatively lower 13.51% annualized return.


CNSWF

1D
-4.59%
1M
13.58%
YTD
-12.86%
6M
-12.08%
1Y
-41.18%
3Y*
0.56%
5Y*
7.55%
10Y*
18.47%

NEE

1D
1.36%
1M
-9.47%
YTD
8.63%
6M
6.81%
1Y
18.32%
3Y*
8.11%
5Y*
5.94%
10Y*
13.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CNSWF vs. NEE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CNSWF
Constellation Software Inc
-12.86%-22.46%24.90%59.77%-15.99%43.09%34.48%53.34%6.04%33.51%
NEE
NextEra Energy, Inc.
8.63%15.47%21.46%-25.30%-8.54%23.39%30.06%42.69%14.30%34.39%

Correlation

The correlation between CNSWF and NEE is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Apr 30, 2007

0.11

The correlation between CNSWF and NEE shifts across timeframes, from -0.10 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

CNSWF:

$34.82

NEE:

$5.27

PE Ratio

CNSWF:

60.03

NEE:

16.32

PEG Ratio

CNSWF:

3.18

NEE:

0.83

PS Ratio

CNSWF:

3.66

NEE:

4.78

Total Revenue (TTM)

CNSWF:

$12.11B

NEE:

$27.93B

Gross Profit (TTM)

CNSWF:

$4.15B

NEE:

$13.35B

EBITDA (TTM)

CNSWF:

$2.77B

NEE:

$14.56B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CNSWF vs. NEE — Risk / Return Rank

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

CNSWF
CNSWF Risk / Return Rank: 1010
Overall Rank
CNSWF Sharpe Ratio Rank: 55
Sharpe Ratio Rank
CNSWF Sortino Ratio Rank: 66
Sortino Ratio Rank
CNSWF Omega Ratio Rank: 88
Omega Ratio Rank
CNSWF Calmar Ratio Rank: 1414
Calmar Ratio Rank
CNSWF Martin Ratio Rank: 1717
Martin Ratio Rank

NEE
NEE Risk / Return Rank: 6868
Overall Rank
NEE Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
NEE Sortino Ratio Rank: 6363
Sortino Ratio Rank
NEE Omega Ratio Rank: 6363
Omega Ratio Rank
NEE Calmar Ratio Rank: 6969
Calmar Ratio Rank
NEE Martin Ratio Rank: 7373
Martin Ratio Rank
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.

CNSWF vs. NEE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Constellation Software Inc (CNSWF) 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.


CNSWFNEEDifference
Sharpe ratioReturn per unit of total volatility

-1.85

Sortino ratioReturn per unit of downside risk

-2.77

Omega ratioGain probability vs. loss probability

0.83

1.17

-0.34

Calmar ratioReturn relative to maximum drawdown

-0.76

1.37

-2.14

Martin ratioReturn relative to average drawdown

-1.15

3.78

-4.93

CNSWF vs. NEE - Sharpe Ratio Comparison

The current CNSWF Sharpe Ratio is -1.02, which is lower than the NEE Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of CNSWF and NEE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CNSWF vs. NEE - Drawdown Comparison

The maximum CNSWF drawdown since its inception was -55.25%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for CNSWF and NEE.


Loading charts...

Drawdown Indicators


CNSWFNEEDifference

Max Drawdown

Largest peak-to-trough decline

-55.25%

-47.81%

-7.44%

Max Drawdown (1Y)

Largest decline over 1 year

-55.12%

-14.53%

-40.59%

Max Drawdown (3Y)

Largest decline over 3 years

-55.25%

-34.57%

-20.68%

Max Drawdown (5Y)

Largest decline over 5 years

-55.25%

-44.97%

-10.28%

Max Drawdown (10Y)

Largest decline over 10 years

-55.25%

-44.97%

-10.28%

Current Drawdown

Current decline from peak

-43.59%

-11.50%

-32.09%

Average Drawdown

Average peak-to-trough decline

-6.91%

-8.93%

+2.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

36.56%

5.25%

+31.31%

Volatility

CNSWF vs. NEE - Volatility Comparison

Constellation Software Inc (CNSWF) has a higher volatility of 13.88% compared to NextEra Energy, Inc. (NEE) at 8.52%. This indicates that CNSWF'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.


Loading charts...

Volatility by Period


CNSWFNEEDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.88%

8.52%

+5.36%

Volatility (6M)

Calculated over the trailing 6-month period

34.02%

16.75%

+17.27%

Volatility (1Y)

Calculated over the trailing 1-year period

41.50%

23.78%

+17.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.11%

26.91%

+3.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.94%

25.49%

+3.45%

Dividends

CNSWF vs. NEE - Dividend Comparison

CNSWF's dividend yield for the trailing twelve months is around 0.19%, less than NEE's 2.77% yield.


PositionTTM20252024202320222021202020192018201720162015
CNSWF
Constellation Software Inc
0.19%0.17%0.13%0.16%0.26%0.22%0.41%0.41%0.63%0.83%1.76%0.96%
NEE
NextEra Energy, Inc.
2.77%2.82%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%

Financials

CNSWF vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between Constellation Software Inc 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


1.00B2.00B3.00B4.00B5.00B6.00B7.00B8.00B20222023202420252026
3.14B
6.70B
(CNSWF) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

CNSWF vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between Constellation Software Inc and NextEra Energy, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
23.4%
0
Portfolio components
CNSWF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Constellation Software Inc reported a gross profit of 733.69M and revenue of 3.14B. Therefore, the gross margin over that period was 23.4%.

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%.

CNSWF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Constellation Software Inc reported an operating income of 452.64M and revenue of 3.14B, resulting in an operating margin of 14.4%.

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%.

CNSWF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Constellation Software Inc reported a net income of 361.92M and revenue of 3.14B, resulting in a net margin of 11.5%.

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


CNSWF and NEE have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CNSWF has higher volatility (13.88%) compared to NEE (8.52%). In terms of maximum drawdown, CNSWF dropped -55.25% vs NEE's -47.81%.

NEE currently has the higher Sharpe Ratio (0.84 vs -1.02), 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.

Portfolio Optimizer

Find the right allocation for CNSWF and NEE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer