DUK vs. NEE
Compare and contrast key facts about Duke Energy Corporation (DUK) and NextEra Energy, Inc. (NEE).
Performance
DUK vs. NEE - Performance Comparison
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DUK vs. NEE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 12.63% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
NEE NextEra Energy, Inc. | 16.45% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
Fundamentals
DUK:
$9.62
NEE:
$3.30
DUK:
13.61
NEE:
28.13
DUK:
1.07
NEE:
1.43
DUK:
2.10
NEE:
7.00
DUK:
$32.36B
NEE:
$27.48B
DUK:
$22.67B
NEE:
$17.26B
DUK:
$15.57B
NEE:
$15.53B
Returns By Period
In the year-to-date period, DUK achieves a 12.63% return, which is significantly lower than NEE's 16.45% return. Over the past 10 years, DUK has underperformed NEE with an annualized return of 9.28%, while NEE has yielded a comparatively higher 14.98% annualized return.
DUK
- 1D
- -0.03%
- 1M
- -0.55%
- YTD
- 12.63%
- 6M
- 8.80%
- 1Y
- 11.95%
- 3Y*
- 15.11%
- 5Y*
- 10.55%
- 10Y*
- 9.28%
NEE
- 1D
- -0.03%
- 1M
- 0.15%
- YTD
- 16.45%
- 6M
- 19.63%
- 1Y
- 34.81%
- 3Y*
- 9.55%
- 5Y*
- 6.88%
- 10Y*
- 14.98%
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Return for Risk
DUK vs. NEE — Risk / Return Rank
DUK
NEE
DUK vs. NEE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) 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.
| DUK | NEE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.36 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.82 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 3.13 | -2.11 |
Martin ratioReturn relative to average drawdown | 2.40 | 6.93 | -4.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DUK | NEE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.36 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.26 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.60 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.64 | -0.14 |
Correlation
The correlation between DUK and NEE is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DUK vs. NEE - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 3.24%, more than NEE's 2.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 3.24% | 3.60% | 3.84% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% |
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
DUK vs. NEE - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for DUK and NEE.
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Drawdown Indicators
| DUK | NEE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.92% | -47.81% | -24.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -11.13% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -44.97% | +20.81% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -44.97% | +7.60% |
Current DrawdownCurrent decline from peak | -1.92% | -2.30% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -10.88% | -8.95% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 5.03% | -0.39% |
Volatility
DUK vs. NEE - Volatility Comparison
The current volatility for Duke Energy Corporation (DUK) is 4.39%, while NextEra Energy, Inc. (NEE) has a volatility of 5.20%. This indicates that DUK 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.
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Volatility by Period
| DUK | NEE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 5.20% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.44% | 14.66% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 25.78% | -9.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 26.53% | -8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 25.24% | -4.88% |
Financials
DUK vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between Duke Energy Corporation 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
DUK vs. NEE - Profitability Comparison
DUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported a gross profit of 7.60B and revenue of 7.94B. Therefore, the gross margin over that period was 95.7%.
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%.
DUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported an operating income of 2.13B and revenue of 7.94B, resulting in an operating margin of 26.8%.
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%.
DUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Duke Energy Corporation reported a net income of 1.20B and revenue of 7.94B, resulting in a net margin of 15.2%.
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%.