NEE vs. JPM
NEE (NextEra Energy, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. NEE operates in Utilities - Regulated Electric (Utilities), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, NEE returned 13.69%/yr vs 20.04%/yr for JPM. At a 0.25 correlation, their price movements are largely independent.
Performance
NEE vs. JPM - Performance Comparison
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Returns By Period
In the year-to-date period, NEE achieves a 7.45% return, which is significantly higher than JPM's -2.59% return. Over the past 10 years, NEE has underperformed JPM with an annualized return of 13.69%, while JPM has yielded a comparatively higher 20.04% annualized return.
NEE
- 1D
- 1.30%
- 1M
- -11.01%
- YTD
- 7.45%
- 6M
- 3.45%
- 1Y
- 25.24%
- 3Y*
- 8.09%
- 5Y*
- 6.04%
- 10Y*
- 13.69%
JPM
- 1D
- 3.34%
- 1M
- 0.48%
- YTD
- -2.59%
- 6M
- -0.70%
- 1Y
- 19.95%
- 3Y*
- 33.76%
- 5Y*
- 16.21%
- 10Y*
- 20.04%
NEE vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 7.45% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
JPM JPMorgan Chase & Co. | -2.59% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between NEE and JPM is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2003 | 0.25 |
The correlation between NEE and JPM shifts across timeframes, from 0.11 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
NEE:
$5.27
JPM:
$21.08
NEE:
16.26
JPM:
14.75
NEE:
0.83
JPM:
1.63
NEE:
4.76
JPM:
3.05
NEE:
$27.93B
JPM:
$285.09B
NEE:
$13.35B
JPM:
$173.52B
NEE:
$14.56B
JPM:
$81.46B
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Return for Risk
NEE vs. JPM — Risk / Return Rank
NEE
JPM
NEE vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NextEra Energy, Inc. (NEE) and JPMorgan Chase & Co. (JPM). 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 | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.30 | +0.45 |
| Martin ratioReturn relative to average drawdown | 5.17 | 3.09 | +2.09 |
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 | JPM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.93 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.67 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.73 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.34 | +0.28 |
Drawdowns
NEE vs. JPM - Drawdown Comparison
The maximum NEE drawdown since its inception was -47.81%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for NEE and JPM.
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Drawdown Indicators
| NEE | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.81% | -76.16% | +28.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.53% | -15.47% | +0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -34.57% | -24.42% | -10.15% |
Max Drawdown (5Y)Largest decline over 5 years | -44.97% | -38.77% | -6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -44.97% | -43.63% | -1.34% |
Current DrawdownCurrent decline from peak | -12.46% | -6.61% | -5.85% |
Average DrawdownAverage peak-to-trough decline | -8.92% | -17.62% | +8.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 6.47% | -1.58% |
Volatility
NEE vs. JPM - Volatility Comparison
NextEra Energy, Inc. (NEE) has a higher volatility of 8.41% compared to JPMorgan Chase & Co. (JPM) at 7.21%. This indicates that NEE's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEE | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.41% | 7.21% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 17.08% | 17.47% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.81% | 21.65% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 24.45% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.48% | 27.39% | -1.91% |
Dividends
NEE vs. JPM - Dividend Comparison
NEE's dividend yield for the trailing twelve months is around 2.05%, more than JPM's 1.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM JPMorgan Chase & Co. | 1.90% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
NEE NextEra Energy, Inc. | 2.05% | 2.82% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% |
Financials
NEE vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between NextEra Energy, Inc. and JPMorgan Chase & Co.. 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. JPM - Profitability Comparison
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%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
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%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
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%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
NEE and JPM have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NEE has higher volatility (8.41%) compared to JPM (7.21%). In terms of maximum drawdown, NEE dropped -47.81% vs JPM's -76.16%.
NEE currently has the higher Sharpe Ratio (1.07 vs 0.93), 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.
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