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NEE vs. NEP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NEE and NEP is 0.44, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

NEE vs. NEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NextEra Energy, Inc. (NEE) and NextEra Energy Partners, LP (NEP). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%NovemberDecember2025FebruaryMarchApril
266.54%
-44.20%
NEE
NEP

Key characteristics

Fundamentals

Market Cap

NEE:

$144.98B

NEP:

$985.85M

EPS

NEE:

$3.37

NEP:

-$0.10

PEG Ratio

NEE:

2.70

NEP:

3.64

Total Revenue (TTM)

NEE:

$19.07B

NEP:

$959.00M

Gross Profit (TTM)

NEE:

$10.10B

NEP:

$439.00M

EBITDA (TTM)

NEE:

$9.72B

NEP:

$407.00M

Returns By Period


NEE

YTD

-0.88%

1M

-1.59%

6M

-16.26%

1Y

15.25%

5Y*

7.52%

10Y*

13.30%

NEP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

NEE vs. NEP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NEE
The Risk-Adjusted Performance Rank of NEE is 6868
Overall Rank
The Sharpe Ratio Rank of NEE is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 6363
Sortino Ratio Rank
The Omega Ratio Rank of NEE is 6262
Omega Ratio Rank
The Calmar Ratio Rank of NEE is 7373
Calmar Ratio Rank
The Martin Ratio Rank of NEE is 6868
Martin Ratio Rank

NEP
The Risk-Adjusted Performance Rank of NEP is 44
Overall Rank
The Sharpe Ratio Rank of NEP is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NEP is 33
Sortino Ratio Rank
The Omega Ratio Rank of NEP is 44
Omega Ratio Rank
The Calmar Ratio Rank of NEP is 88
Calmar Ratio Rank
The Martin Ratio Rank of NEP is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NEE vs. NEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NextEra Energy, Inc. (NEE) and NextEra Energy Partners, LP (NEP). 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.


Sharpe ratio
The chart of Sharpe ratio for NEE, currently valued at 0.54, compared to the broader market-2.00-1.000.001.002.003.00
NEE: 0.54
NEP: -1.17
The chart of Sortino ratio for NEE, currently valued at 0.88, compared to the broader market-6.00-4.00-2.000.002.004.00
NEE: 0.88
NEP: -1.79
The chart of Omega ratio for NEE, currently valued at 1.11, compared to the broader market0.501.001.502.00
NEE: 1.11
NEP: 0.72
The chart of Calmar ratio for NEE, currently valued at 0.48, compared to the broader market0.001.002.003.004.005.00
NEE: 0.48
NEP: -0.71
The chart of Martin ratio for NEE, currently valued at 1.39, compared to the broader market-5.000.005.0010.0015.0020.00
NEE: 1.39
NEP: -1.55


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.54
-1.17
NEE
NEP

Dividends

NEE vs. NEP - Dividend Comparison

NEE's dividend yield for the trailing twelve months is around 3.00%, while NEP has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
NEE
NextEra Energy, Inc.
3.00%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%2.73%
NEP
NextEra Energy Partners, LP
25.76%20.20%11.10%4.27%3.08%3.37%3.74%3.98%3.46%5.08%3.03%0.56%

Drawdowns

NEE vs. NEP - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-17.74%
-84.49%
NEE
NEP

Volatility

NEE vs. NEP - Volatility Comparison

NextEra Energy, Inc. (NEE) has a higher volatility of 8.37% compared to NextEra Energy Partners, LP (NEP) at 0.00%. This indicates that NEE's price experiences larger fluctuations and is considered to be riskier than NEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
8.37%
0
NEE
NEP

Financials

NEE vs. NEP - Financials Comparison

This section allows you to compare key financial metrics between NextEra Energy, Inc. and NextEra Energy Partners, LP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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