ROST vs. NEE
Compare and contrast key facts about Ross Stores, Inc. (ROST) and NextEra Energy, Inc. (NEE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROST or NEE.
Performance
ROST vs. NEE - Performance Comparison
Returns By Period
In the year-to-date period, ROST achieves a 2.43% return, which is significantly lower than NEE's 28.50% return. Both investments have delivered pretty close results over the past 10 years, with ROST having a 14.35% annualized return and NEE not far ahead at 14.36%.
ROST
2.43%
-4.80%
6.85%
18.27%
5.42%
14.35%
NEE
28.50%
-9.53%
1.65%
39.02%
8.20%
14.36%
Fundamentals
| ROST | NEE | |
|---|---|---|
| Market Cap | $46.55B | $152.71B |
| EPS | $6.21 | $3.37 |
| PE Ratio | 22.59 | 22.04 |
| PEG Ratio | 1.92 | 3.10 |
| Total Revenue (TTM) | $16.17B | $26.29B |
| Gross Profit (TTM) | $4.51B | $14.94B |
| EBITDA (TTM) | $2.33B | $15.63B |
Key characteristics
| ROST | NEE | |
|---|---|---|
| Sharpe Ratio | 0.68 | 1.48 |
| Sortino Ratio | 1.20 | 1.93 |
| Omega Ratio | 1.15 | 1.26 |
| Calmar Ratio | 0.98 | 1.01 |
| Martin Ratio | 2.50 | 6.57 |
| Ulcer Index | 5.84% | 5.79% |
| Daily Std Dev | 21.52% | 25.78% |
| Max Drawdown | -82.23% | -47.81% |
| Current Drawdown | -9.38% | -12.21% |
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Correlation
The correlation between ROST and NEE is 0.26, 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.
Risk-Adjusted Performance
ROST vs. NEE - Risk-Adjusted Performance 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.
Dividends
ROST vs. NEE - Dividend Comparison
ROST's dividend yield for the trailing twelve months is around 1.02%, less than NEE's 2.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROST Ross Stores, Inc. | 1.02% | 0.97% | 1.07% | 1.00% | 0.23% | 0.88% | 1.08% | 0.80% | 0.82% | 0.88% | 0.85% | 0.91% |
NEE NextEra Energy, Inc. | 2.64% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% | 2.73% | 3.08% |
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. For additional features, visit the drawdowns tool.
Volatility
ROST vs. NEE - Volatility Comparison
The current volatility for Ross Stores, Inc. (ROST) is 5.98%, while NextEra Energy, Inc. (NEE) has a volatility of 9.48%. This indicates that ROST 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.
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