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

Correlation

The correlation between PNW 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

PNW vs. NEE - Performance Comparison

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

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Key characteristics

Daily Std Dev

PNW:

17.99%

NEE:

15.21%

Max Drawdown

PNW:

-79.18%

NEE:

0.00%

Current Drawdown

PNW:

-3.08%

NEE:

0.00%

Fundamentals

Market Cap

PNW:

$10.99B

NEE:

$144.74B

EPS

PNW:

$5.05

NEE:

$2.67

PE Ratio

PNW:

18.14

NEE:

26.33

PEG Ratio

PNW:

4.63

NEE:

2.55

PS Ratio

PNW:

2.11

NEE:

5.73

PB Ratio

PNW:

1.66

NEE:

2.78

Total Revenue (TTM)

PNW:

$5.21B

NEE:

$25.27B

Gross Profit (TTM)

PNW:

$1.93B

NEE:

$17.71B

EBITDA (TTM)

PNW:

$2.04B

NEE:

$10.19B

Returns By Period


PNW

YTD

10.24%

1M

2.45%

6M

1.79%

1Y

23.53%

5Y*

9.21%

10Y*

8.79%

NEE

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

PNW vs. NEE — Risk-Adjusted Performance Rank

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

PNW
The Risk-Adjusted Performance Rank of PNW is 8787
Overall Rank
The Sharpe Ratio Rank of PNW is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of PNW is 8585
Sortino Ratio Rank
The Omega Ratio Rank of PNW is 8282
Omega Ratio Rank
The Calmar Ratio Rank of PNW is 9292
Calmar Ratio Rank
The Martin Ratio Rank of PNW is 8888
Martin Ratio Rank

NEE
The Risk-Adjusted Performance Rank of NEE is 4747
Overall Rank
The Sharpe Ratio Rank of NEE is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 4242
Sortino Ratio Rank
The Omega Ratio Rank of NEE is 4343
Omega Ratio Rank
The Calmar Ratio Rank of NEE is 5252
Calmar Ratio Rank
The Martin Ratio Rank of NEE is 5252
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.

PNW vs. NEE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pinnacle West Capital Corporation (PNW) 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.



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Dividends

PNW vs. NEE - Dividend Comparison

PNW's dividend yield for the trailing twelve months is around 3.89%, more than NEE's 3.00% yield.


TTM20242023202220212020201920182017201620152014
PNW
Pinnacle West Capital Corporation
3.89%4.17%4.84%4.49%4.73%3.98%3.33%3.31%3.12%3.24%3.74%3.37%
NEE
NextEra Energy, Inc.
3.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PNW vs. NEE - Drawdown Comparison

The maximum PNW drawdown since its inception was -79.18%, which is greater than NEE's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PNW and NEE. For additional features, visit the drawdowns tool.


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Volatility

PNW vs. NEE - Volatility Comparison


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Financials

PNW vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between Pinnacle West Capital 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


0.002.00B4.00B6.00B8.00B20212022202320242025
1.03B
6.25B
(PNW) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

PNW vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between Pinnacle West Capital 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
34.1%
100.0%
(PNW) Gross Margin
(NEE) Gross Margin
PNW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Pinnacle West Capital Corporation reported a gross profit of 352.10M and revenue of 1.03B. Therefore, the gross margin over that period was 34.1%.

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%.

PNW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Pinnacle West Capital Corporation reported an operating income of 57.22M and revenue of 1.03B, resulting in an operating margin of 5.5%.

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%.

PNW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Pinnacle West Capital Corporation reported a net income of -4.64M and revenue of 1.03B, resulting in a net margin of -0.5%.

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%.