ROST vs. NEE
Compare and contrast key facts about Ross Stores, Inc. (ROST) and NextEra Energy, Inc. (NEE).
Performance
ROST vs. NEE - Performance Comparison
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ROST vs. NEE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROST Ross Stores, Inc. | 20.51% | 20.41% | 10.39% | 20.64% | 2.94% | -6.03% | 5.81% | 41.72% | 4.78% | 23.53% |
NEE NextEra Energy, Inc. | 16.48% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
Fundamentals
ROST:
$69.80B
NEE:
$194.03B
ROST:
$6.60
NEE:
$3.30
ROST:
32.83
NEE:
28.14
ROST:
3.72
NEE:
1.43
ROST:
3.10
NEE:
7.00
ROST:
10.78
NEE:
3.55
ROST:
$22.75B
NEE:
$27.48B
ROST:
$4.50B
NEE:
$17.26B
ROST:
$3.45B
NEE:
$15.53B
Returns By Period
In the year-to-date period, ROST achieves a 20.51% return, which is significantly higher than NEE's 16.48% return. Both investments have delivered pretty close results over the past 10 years, with ROST having a 15.11% annualized return and NEE not far behind at 14.98%.
ROST
- 1D
- 3.75%
- 1M
- 5.57%
- YTD
- 20.51%
- 6M
- 42.78%
- 1Y
- 71.21%
- 3Y*
- 28.19%
- 5Y*
- 13.70%
- 10Y*
- 15.11%
NEE
- 1D
- 0.90%
- 1M
- -0.95%
- YTD
- 16.48%
- 6M
- 24.71%
- 1Y
- 34.91%
- 3Y*
- 9.56%
- 5Y*
- 6.89%
- 10Y*
- 14.98%
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Return for Risk
ROST vs. NEE — Risk / Return Rank
ROST
NEE
ROST vs. NEE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ross Stores, Inc. (ROST) 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.
| ROST | NEE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.77 | 1.36 | +1.41 |
Sortino ratioReturn per unit of downside risk | 3.78 | 1.83 | +1.95 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.26 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 4.21 | 3.21 | +1.00 |
Martin ratioReturn relative to average drawdown | 12.12 | 7.11 | +5.01 |
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
| ROST | NEE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.77 | 1.36 | +1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.26 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.60 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.64 | -0.20 |
Correlation
The correlation between ROST and NEE is 0.25, 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.
Dividends
ROST vs. NEE - Dividend Comparison
ROST's dividend yield for the trailing twelve months is around 0.77%, less than NEE's 2.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROST Ross Stores, Inc. | 0.77% | 0.90% | 0.97% | 0.97% | 1.07% | 1.00% | 0.23% | 1.10% | 1.08% | 0.80% | 0.82% | 4.59% |
NEE NextEra Energy, Inc. | 2.50% | 2.82% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% |
Drawdowns
ROST vs. NEE - Drawdown Comparison
The maximum ROST drawdown since its inception was -82.23%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for ROST and NEE.
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Drawdown Indicators
| ROST | NEE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.23% | -47.81% | -34.42% |
Max Drawdown (1Y)Largest decline over 1 year | -17.68% | -11.13% | -6.55% |
Max Drawdown (5Y)Largest decline over 5 years | -46.40% | -44.97% | -1.43% |
Max Drawdown (10Y)Largest decline over 10 years | -51.41% | -44.97% | -6.44% |
Current DrawdownCurrent decline from peak | 0.00% | -2.26% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -18.02% | -8.95% | -9.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 5.03% | +1.11% |
Volatility
ROST vs. NEE - Volatility Comparison
Ross Stores, Inc. (ROST) has a higher volatility of 9.96% compared to NextEra Energy, Inc. (NEE) at 5.20%. This indicates that ROST's price experiences larger fluctuations and is considered to be riskier than NEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROST | NEE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.96% | 5.20% | +4.76% |
Volatility (6M)Calculated over the trailing 6-month period | 16.51% | 14.70% | +1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.86% | 25.79% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.32% | 26.53% | +2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.51% | 25.24% | +6.27% |
Financials
ROST vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between Ross Stores, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities
ROST vs. NEE - Profitability Comparison
ROST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ross Stores, Inc. reported a gross profit of 0.00 and revenue of 6.64B. Therefore, the gross margin over that period was 0.0%.
NEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NextEra Energy, Inc. reported a gross profit of 3.77B and revenue of 6.56B. Therefore, the gross margin over that period was 57.5%.
ROST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ross Stores, Inc. reported an operating income of 814.12M and revenue of 6.64B, resulting in an operating margin of 12.3%.
NEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NextEra Energy, Inc. reported an operating income of 1.59B and revenue of 6.56B, resulting in an operating margin of 24.2%.
ROST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ross Stores, Inc. reported a net income of 645.87M and revenue of 6.64B, resulting in a net margin of 9.7%.
NEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NextEra Energy, Inc. reported a net income of 1.54B and revenue of 6.56B, resulting in a net margin of 23.4%.