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

Correlation

The correlation between PPL and NEE is 0.43, 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.


Performance

PPL vs. NEE - Performance Comparison

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

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Key characteristics

Sharpe Ratio

PPL:

1.11

NEE:

-0.02

Sortino Ratio

PPL:

1.62

NEE:

0.17

Omega Ratio

PPL:

1.21

NEE:

1.02

Calmar Ratio

PPL:

2.30

NEE:

-0.02

Martin Ratio

PPL:

5.67

NEE:

-0.05

Ulcer Index

PPL:

3.67%

NEE:

12.30%

Daily Std Dev

PPL:

17.88%

NEE:

28.49%

Max Drawdown

PPL:

-55.37%

NEE:

-47.81%

Current Drawdown

PPL:

-7.42%

NEE:

-15.84%

Fundamentals

Market Cap

PPL:

$24.98B

NEE:

$143.47B

EPS

PPL:

$1.34

NEE:

$2.67

PE Ratio

PPL:

25.22

NEE:

26.10

PEG Ratio

PPL:

1.32

NEE:

2.64

PS Ratio

PPL:

2.88

NEE:

5.68

PB Ratio

PPL:

1.79

NEE:

2.88

Total Revenue (TTM)

PPL:

$8.66B

NEE:

$25.27B

Gross Profit (TTM)

PPL:

$3.25B

NEE:

$17.71B

EBITDA (TTM)

PPL:

$3.35B

NEE:

$10.19B

Returns By Period

In the year-to-date period, PPL achieves a 4.94% return, which is significantly higher than NEE's 1.41% return. Over the past 10 years, PPL has underperformed NEE with an annualized return of 5.42%, while NEE has yielded a comparatively higher 13.86% annualized return.


PPL

YTD

4.94%

1M

-2.73%

6M

3.28%

1Y

19.72%

5Y*

10.63%

10Y*

5.42%

NEE

YTD

1.41%

1M

9.57%

6M

-1.44%

1Y

-0.59%

5Y*

7.01%

10Y*

13.86%

*Annualized

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Risk-Adjusted Performance

PPL vs. NEE — Risk-Adjusted Performance Rank

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

PPL
The Risk-Adjusted Performance Rank of PPL is 8585
Overall Rank
The Sharpe Ratio Rank of PPL is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of PPL is 7979
Sortino Ratio Rank
The Omega Ratio Rank of PPL is 7878
Omega Ratio Rank
The Calmar Ratio Rank of PPL is 9595
Calmar Ratio Rank
The Martin Ratio Rank of PPL is 8888
Martin Ratio Rank

NEE
The Risk-Adjusted Performance Rank of NEE is 4646
Overall Rank
The Sharpe Ratio Rank of NEE is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 4040
Sortino Ratio Rank
The Omega Ratio Rank of NEE is 4040
Omega Ratio Rank
The Calmar Ratio Rank of NEE is 4949
Calmar Ratio Rank
The Martin Ratio Rank of NEE is 4949
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.

PPL vs. NEE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PPL Corporation (PPL) 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 PPL Sharpe Ratio is 1.11, which is higher than the NEE Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of PPL 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.


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Dividends

PPL vs. NEE - Dividend Comparison

PPL's dividend yield for the trailing twelve months is around 3.10%, more than NEE's 2.93% yield.


TTM20242023202220212020201920182017201620152014
PPL
PPL Corporation
3.10%3.18%3.54%2.99%5.52%5.89%4.60%5.79%5.11%4.46%4.33%4.12%
NEE
NextEra Energy, Inc.
2.93%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%2.73%

Drawdowns

PPL vs. NEE - Drawdown Comparison

The maximum PPL drawdown since its inception was -55.37%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for PPL and NEE. For additional features, visit the drawdowns tool.


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Volatility

PPL vs. NEE - Volatility Comparison

The current volatility for PPL Corporation (PPL) is 6.02%, while NextEra Energy, Inc. (NEE) has a volatility of 8.32%. This indicates that PPL 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.


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Financials

PPL vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between PPL 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
2.50B
6.25B
(PPL) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

PPL vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between PPL 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
44.5%
100.0%
(PPL) Gross Margin
(NEE) Gross Margin
PPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PPL Corporation reported a gross profit of 1.11B and revenue of 2.50B. Therefore, the gross margin over that period was 44.5%.

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%.

PPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PPL Corporation reported an operating income of 678.00M and revenue of 2.50B, resulting in an operating margin of 27.1%.

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%.

PPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PPL Corporation reported a net income of 414.00M and revenue of 2.50B, resulting in a net margin of 16.5%.

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%.