IBE.MC vs. NEE
Compare and contrast key facts about Iberdrola S.A. (IBE.MC) and NextEra Energy, Inc. (NEE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBE.MC or NEE.
Key characteristics
| IBE.MC | NEE | |
|---|---|---|
| YTD Return | 5.56% | 28.01% |
| 1Y Return | 8.15% | 4.74% |
| 3Y Return (Ann) | 6.62% | 4.25% |
| 5Y Return (Ann) | 12.09% | 11.72% |
| 10Y Return (Ann) | 12.15% | 15.26% |
| Sharpe Ratio | 0.62 | 0.09 |
| Daily Std Dev | 16.43% | 28.12% |
| Max Drawdown | -72.78% | -47.81% |
| Current Drawdown | 0.00% | -12.54% |
Fundamentals
| IBE.MC | NEE | |
|---|---|---|
| Market Cap | €76.83B | $151.60B |
| EPS | €0.91 | $3.66 |
| PE Ratio | 13.42 | 20.16 |
| PEG Ratio | 3.02 | 2.61 |
| Revenue (TTM) | €46.55B | $27.13B |
| Gross Profit (TTM) | €20.20B | $10.14B |
| EBITDA (TTM) | €15.09B | $15.31B |
Correlation
The correlation between IBE.MC and NEE is 0.19, 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.
Performance
IBE.MC vs. NEE - Performance Comparison
In the year-to-date period, IBE.MC achieves a 5.56% return, which is significantly lower than NEE's 28.01% return. Over the past 10 years, IBE.MC has underperformed NEE with an annualized return of 12.15%, while NEE has yielded a comparatively higher 15.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IBE.MC vs. NEE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Iberdrola S.A. (IBE.MC) 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.
Dividends
IBE.MC vs. NEE - Dividend Comparison
IBE.MC's dividend yield for the trailing twelve months is around 3.43%, more than NEE's 2.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBE.MC Iberdrola S.A. | 3.43% | 3.42% | 3.34% | 3.28% | 2.77% | 3.10% | 3.76% | 2.07% | 2.04% | 0.37% | 6.25% | 5.75% |
NEE NextEra Energy, Inc. | 2.49% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% | 3.08% |
Drawdowns
IBE.MC vs. NEE - Drawdown Comparison
The maximum IBE.MC drawdown since its inception was -72.78%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for IBE.MC and NEE. For additional features, visit the drawdowns tool.
Volatility
IBE.MC vs. NEE - Volatility Comparison
The current volatility for Iberdrola S.A. (IBE.MC) is 3.86%, while NextEra Energy, Inc. (NEE) has a volatility of 5.39%. This indicates that IBE.MC 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.
Financials
IBE.MC vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between Iberdrola S.A. 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