PortfoliosLab logo
PBA vs. NEE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PBA and NEE is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

PBA vs. NEE - Performance Comparison

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

Loading data...

Key characteristics

Sharpe Ratio

PBA:

0.28

NEE:

-0.15

Sortino Ratio

PBA:

0.53

NEE:

0.04

Omega Ratio

PBA:

1.08

NEE:

1.00

Calmar Ratio

PBA:

0.35

NEE:

-0.13

Martin Ratio

PBA:

0.76

NEE:

-0.27

Ulcer Index

PBA:

8.29%

NEE:

12.46%

Daily Std Dev

PBA:

20.40%

NEE:

28.86%

Max Drawdown

PBA:

-70.87%

NEE:

-47.81%

Current Drawdown

PBA:

-11.74%

NEE:

-16.50%

Fundamentals

Market Cap

PBA:

$21.83B

NEE:

$153.18B

EPS

PBA:

$2.19

NEE:

$2.67

PE Ratio

PBA:

17.16

NEE:

27.87

PEG Ratio

PBA:

1.25

NEE:

2.82

PS Ratio

PBA:

2.69

NEE:

6.06

PB Ratio

PBA:

1.98

NEE:

3.08

Total Revenue (TTM)

PBA:

$8.13B

NEE:

$25.27B

Gross Profit (TTM)

PBA:

$3.41B

NEE:

$17.71B

EBITDA (TTM)

PBA:

$3.34B

NEE:

$10.19B

Returns By Period

In the year-to-date period, PBA achieves a 2.24% return, which is significantly higher than NEE's 0.61% return. Over the past 10 years, PBA has underperformed NEE with an annualized return of 6.92%, while NEE has yielded a comparatively higher 13.72% annualized return.


PBA

YTD

2.24%

1M

-0.74%

6M

-9.91%

1Y

5.76%

3Y*

3.77%

5Y*

14.79%

10Y*

6.92%

NEE

YTD

0.61%

1M

10.61%

6M

-5.55%

1Y

-4.41%

3Y*

2.87%

5Y*

6.66%

10Y*

13.72%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Pembina Pipeline Corporation

NextEra Energy, Inc.

Risk-Adjusted Performance

PBA vs. NEE — Risk-Adjusted Performance Rank

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

PBA
The Risk-Adjusted Performance Rank of PBA is 5959
Overall Rank
The Sharpe Ratio Rank of PBA is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of PBA is 5252
Sortino Ratio Rank
The Omega Ratio Rank of PBA is 5454
Omega Ratio Rank
The Calmar Ratio Rank of PBA is 6767
Calmar Ratio Rank
The Martin Ratio Rank of PBA is 6161
Martin Ratio Rank

NEE
The Risk-Adjusted Performance Rank of NEE is 4141
Overall Rank
The Sharpe Ratio Rank of NEE is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 3636
Sortino Ratio Rank
The Omega Ratio Rank of NEE is 3737
Omega Ratio Rank
The Calmar Ratio Rank of NEE is 4242
Calmar Ratio Rank
The Martin Ratio Rank of NEE is 4545
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.

PBA vs. NEE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pembina Pipeline Corporation (PBA) and NextEra Energy, Inc. (NEE). 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.


The current PBA Sharpe Ratio is 0.28, which is higher than the NEE Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of PBA and NEE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

PBA vs. NEE - Dividend Comparison

PBA's dividend yield for the trailing twelve months is around 5.30%, more than NEE's 2.95% yield.


TTM20242023202220212020201920182017201620152014
PBA
Pembina Pipeline Corporation
5.30%5.38%5.69%5.76%6.63%7.93%4.95%5.81%4.36%4.57%6.45%4.27%
NEE
NextEra Energy, Inc.
2.95%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%2.73%

Drawdowns

PBA vs. NEE - Drawdown Comparison

The maximum PBA drawdown since its inception was -70.87%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for PBA and NEE. For additional features, visit the drawdowns tool.


Loading data...

Volatility

PBA vs. NEE - Volatility Comparison

The current volatility for Pembina Pipeline Corporation (PBA) is 6.89%, while NextEra Energy, Inc. (NEE) has a volatility of 8.15%. This indicates that PBA experiences smaller price fluctuations and is considered to be less risky than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

PBA vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between Pembina Pipeline Corporation and NextEra Energy, 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.


Quarterly
Annual

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


1.00B2.00B3.00B4.00B5.00B6.00B7.00B8.00B20212022202320242025
2.31B
6.25B
(PBA) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

PBA vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between Pembina Pipeline Corporation and NextEra Energy, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
40.1%
100.0%
(PBA) Gross Margin
(NEE) Gross Margin
PBA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Pembina Pipeline Corporation reported a gross profit of 928.00M and revenue of 2.31B. Therefore, the gross margin over that period was 40.1%.

NEE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported a gross profit of 6.25B and revenue of 6.25B. Therefore, the gross margin over that period was 100.0%.

PBA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Pembina Pipeline Corporation reported an operating income of 789.00M and revenue of 2.31B, resulting in an operating margin of 34.1%.

NEE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported an operating income of 2.26B and revenue of 6.25B, resulting in an operating margin of 36.1%.

PBA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Pembina Pipeline Corporation reported a net income of 502.00M and revenue of 2.31B, resulting in a net margin of 21.7%.

NEE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported a net income of 833.00M and revenue of 6.25B, resulting in a net margin of 13.3%.