NEE vs. DUK
Compare and contrast key facts about NextEra Energy, Inc. (NEE) and Duke Energy Corporation (DUK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEE or DUK.
Key characteristics
| NEE | DUK | |
|---|---|---|
| YTD Return | 13.99% | 3.99% |
| 1Y Return | -6.85% | 6.86% |
| 3Y Return (Ann) | -1.64% | 3.82% |
| 5Y Return (Ann) | 9.89% | 6.37% |
| 10Y Return (Ann) | 13.77% | 7.65% |
| Sharpe Ratio | -0.28 | 0.30 |
| Daily Std Dev | 27.96% | 17.39% |
| Max Drawdown | -47.81% | -71.92% |
| Current Drawdown | -22.12% | -6.09% |
Fundamentals
| NEE | DUK | |
|---|---|---|
| Market Cap | $135.58B | $75.38B |
| EPS | $3.66 | $5.35 |
| PE Ratio | 18.03 | 18.26 |
| PEG Ratio | 2.61 | 2.41 |
| Revenue (TTM) | $27.13B | $28.60B |
| Gross Profit (TTM) | $10.14B | $13.11B |
| EBITDA (TTM) | $15.31B | $13.29B |
Correlation
The correlation between NEE and DUK is 0.58, 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.
Performance
NEE vs. DUK - Performance Comparison
In the year-to-date period, NEE achieves a 13.99% return, which is significantly higher than DUK's 3.99% return. Over the past 10 years, NEE has outperformed DUK with an annualized return of 13.77%, while DUK has yielded a comparatively lower 7.65% 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
NEE vs. DUK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NextEra Energy, Inc. (NEE) and Duke Energy Corporation (DUK). 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
NEE vs. DUK - Dividend Comparison
NEE's dividend yield for the trailing twelve months is around 2.79%, less than DUK's 4.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 2.79% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% | 3.08% |
DUK Duke Energy Corporation | 4.09% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% | 4.48% |
Drawdowns
NEE vs. DUK - Drawdown Comparison
The maximum NEE drawdown since its inception was -47.81%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for NEE and DUK. For additional features, visit the drawdowns tool.
Volatility
NEE vs. DUK - Volatility Comparison
NextEra Energy, Inc. (NEE) has a higher volatility of 6.55% compared to Duke Energy Corporation (DUK) at 5.10%. This indicates that NEE's price experiences larger fluctuations and is considered to be riskier than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NEE vs. DUK - Financials Comparison
This section allows you to compare key financial metrics between NextEra Energy, Inc. and Duke Energy Corporation. 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