NEE vs. DUK
Compare and contrast key facts about NextEra Energy, Inc. (NEE) and Duke Energy Corporation (DUK).
Performance
NEE vs. DUK - Performance Comparison
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NEE vs. DUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 16.48% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
DUK Duke Energy Corporation | 12.67% | 12.72% | 15.56% | -1.63% | 2.03% | 19.11% | 4.77% | 10.29% | 7.41% | 12.96% |
Fundamentals
NEE:
$3.30
DUK:
$9.62
NEE:
28.14
DUK:
13.62
NEE:
1.43
DUK:
1.07
NEE:
7.00
DUK:
2.10
NEE:
$27.48B
DUK:
$32.36B
NEE:
$17.26B
DUK:
$22.67B
NEE:
$15.53B
DUK:
$15.57B
Returns By Period
In the year-to-date period, NEE achieves a 16.48% return, which is significantly higher than DUK's 12.67% return. Over the past 10 years, NEE has outperformed DUK with an annualized return of 14.98%, while DUK has yielded a comparatively lower 9.28% annualized return.
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%
DUK
- 1D
- -0.58%
- 1M
- 0.07%
- YTD
- 12.67%
- 6M
- 7.64%
- 1Y
- 11.16%
- 3Y*
- 15.12%
- 5Y*
- 10.55%
- 10Y*
- 9.28%
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Return for Risk
NEE vs. DUK — Risk / Return Rank
NEE
DUK
NEE vs. DUK - Risk-Adjusted Trends 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.
| NEE | DUK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 0.70 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.04 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.24 | +1.97 |
Martin ratioReturn relative to average drawdown | 7.11 | 2.92 | +4.19 |
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
| NEE | DUK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 0.70 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.60 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.46 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.50 | +0.14 |
Correlation
The correlation between NEE and DUK 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
NEE vs. DUK - Dividend Comparison
NEE's dividend yield for the trailing twelve months is around 2.50%, less than DUK's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
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.
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Drawdown Indicators
| NEE | DUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.81% | -71.92% | +24.11% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -10.88% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -44.97% | -24.16% | -20.81% |
Max Drawdown (10Y)Largest decline over 10 years | -44.97% | -37.37% | -7.60% |
Current DrawdownCurrent decline from peak | -2.26% | -1.89% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -10.88% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 4.63% | +0.40% |
Volatility
NEE vs. DUK - Volatility Comparison
NextEra Energy, Inc. (NEE) has a higher volatility of 5.20% compared to Duke Energy Corporation (DUK) at 4.40%. 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.
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Volatility by Period
| NEE | DUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 4.40% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 14.70% | 10.47% | +4.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.79% | 16.12% | +9.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 17.76% | +8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.24% | 20.36% | +4.88% |
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
NEE vs. DUK - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.