NEE vs. PRU
NEE (NextEra Energy, Inc.) and PRU (Prudential Financial, Inc.) are both stocks. NEE operates in Utilities - Regulated Electric (Utilities), while PRU operates in Insurance - Life (Financial Services). Over the past 10 years, NEE returned 13.35%/yr vs 8.31%/yr for PRU. At a 0.26 correlation, their price movements are largely independent.
Performance
NEE vs. PRU - Performance Comparison
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Returns By Period
In the year-to-date period, NEE achieves a 6.13% return, which is significantly higher than PRU's -5.60% return. Over the past 10 years, NEE has outperformed PRU with an annualized return of 13.35%, while PRU has yielded a comparatively lower 8.31% annualized return.
NEE
- 1D
- -2.13%
- 1M
- -9.10%
- YTD
- 6.13%
- 6M
- 5.78%
- 1Y
- 19.79%
- 3Y*
- 7.41%
- 5Y*
- 5.75%
- 10Y*
- 13.35%
PRU
- 1D
- -0.86%
- 1M
- 4.29%
- YTD
- -5.60%
- 6M
- -4.28%
- 1Y
- 3.57%
- 3Y*
- 12.48%
- 5Y*
- 4.51%
- 10Y*
- 8.31%
NEE vs. PRU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 6.13% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
PRU Prudential Financial, Inc. | -5.60% | 0.18% | 19.46% | 10.09% | -3.86% | 45.32% | -11.40% | 20.10% | -26.46% | 13.65% |
Correlation
The correlation between NEE and PRU is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2003 | 0.26 |
The correlation between NEE and PRU shifts across timeframes, from 0.07 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
Fundamentals
NEE:
$5.27
PRU:
$9.85
NEE:
15.94
PRU:
10.53
NEE:
0.81
PRU:
0.44
NEE:
4.67
PRU:
0.77
NEE:
$27.93B
PRU:
$47.43B
NEE:
$13.35B
PRU:
$14.72B
NEE:
$14.56B
PRU:
$4.02B
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Return for Risk
NEE vs. PRU — Risk / Return Rank
NEE
PRU
NEE vs. PRU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NextEra Energy, Inc. (NEE) and Prudential Financial, Inc. (PRU). 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 | PRU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.05 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.17 | +1.20 |
| Martin ratioReturn relative to average drawdown | 3.95 | 0.36 | +3.59 |
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 | PRU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.16 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.18 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.26 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.21 | +0.41 |
Drawdowns
NEE vs. PRU - Drawdown Comparison
The maximum NEE drawdown since its inception was -47.81%, smaller than the maximum PRU drawdown of -88.53%. Use the drawdown chart below to compare losses from any high point for NEE and PRU.
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Drawdown Indicators
| NEE | PRU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.81% | -88.53% | +40.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.53% | -21.46% | +6.93% |
Max Drawdown (3Y)Largest decline over 3 years | -34.57% | -25.66% | -8.91% |
Max Drawdown (5Y)Largest decline over 5 years | -44.97% | -33.11% | -11.86% |
Max Drawdown (10Y)Largest decline over 10 years | -44.97% | -65.89% | +20.92% |
Current DrawdownCurrent decline from peak | -13.54% | -13.45% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -8.92% | -18.32% | +9.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.02% | 9.84% | -4.82% |
Volatility
NEE vs. PRU - Volatility Comparison
NextEra Energy, Inc. (NEE) has a higher volatility of 8.52% compared to Prudential Financial, Inc. (PRU) at 5.88%. This indicates that NEE's price experiences larger fluctuations and is considered to be riskier than PRU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEE | PRU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 5.88% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 17.13% | 17.55% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.81% | 22.61% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.92% | 25.83% | +1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.49% | 31.84% | -6.35% |
Dividends
NEE vs. PRU - Dividend Comparison
NEE's dividend yield for the trailing twelve months is around 2.83%, less than PRU's 5.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 2.83% | 2.82% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% |
PRU Prudential Financial, Inc. | 5.30% | 4.78% | 4.39% | 4.82% | 4.83% | 4.25% | 5.64% | 4.27% | 4.41% | 2.61% | 2.69% | 3.00% |
Financials
NEE vs. PRU - Financials Comparison
This section allows you to compare key financial metrics between NextEra Energy, Inc. and Prudential Financial, 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
Frequently Asked Questions
NEE and PRU have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NEE has higher volatility (8.52%) compared to PRU (5.88%). In terms of maximum drawdown, NEE dropped -47.81% vs PRU's -88.53%.
NEE currently has the higher Sharpe Ratio (0.84 vs 0.16), 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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