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TGT vs. NEE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TGT vs. NEE - Performance Comparison

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

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Returns By Period

In the year-to-date period, TGT achieves a 38.37% return, which is significantly higher than NEE's 7.18% return. Over the past 10 years, TGT has underperformed NEE with an annualized return of 10.35%, while NEE has yielded a comparatively higher 13.49% annualized return.


TGT

1D
3.64%
1M
9.93%
YTD
38.37%
6M
39.48%
1Y
41.11%
3Y*
5.42%
5Y*
-7.90%
10Y*
10.35%

NEE

1D
-0.33%
1M
-9.65%
YTD
7.18%
6M
5.95%
1Y
19.58%
3Y*
7.80%
5Y*
5.65%
10Y*
13.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TGT vs. NEE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TGT
Target Corporation
38.37%-24.50%-2.27%-1.35%-34.24%32.91%40.47%100.17%4.67%-5.84%
NEE
NextEra Energy, Inc.
7.18%15.47%21.46%-25.30%-8.54%23.39%30.06%42.69%14.30%34.39%

Correlation

The correlation between TGT and NEE is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Jan 10, 2003

0.26

The correlation between TGT and NEE shifts across timeframes, from 0.15 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.

Fundamentals

EPS

TGT:

$7.93

NEE:

$5.27

PE Ratio

TGT:

16.72

NEE:

16.10

PS Ratio

TGT:

0.57

NEE:

4.72

Total Revenue (TTM)

TGT:

$105.47B

NEE:

$27.93B

Gross Profit (TTM)

TGT:

$27.05B

NEE:

$13.35B

EBITDA (TTM)

TGT:

$8.20B

NEE:

$14.56B

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Return for Risk

TGT vs. NEE — Risk / Return Rank

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

TGT
TGT Risk / Return Rank: 7878
Overall Rank
TGT Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
TGT Sortino Ratio Rank: 7777
Sortino Ratio Rank
TGT Omega Ratio Rank: 7474
Omega Ratio Rank
TGT Calmar Ratio Rank: 7878
Calmar Ratio Rank
TGT Martin Ratio Rank: 7777
Martin Ratio Rank

NEE
NEE Risk / Return Rank: 6868
Overall Rank
NEE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
NEE Sortino Ratio Rank: 6464
Sortino Ratio Rank
NEE Omega Ratio Rank: 6464
Omega Ratio Rank
NEE Calmar Ratio Rank: 7070
Calmar Ratio Rank
NEE Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TGT vs. NEE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Target Corporation (TGT) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TGTNEEDifference
Sharpe ratioReturn per unit of total volatility

+0.55

Sortino ratioReturn per unit of downside risk

+0.67

Omega ratioGain probability vs. loss probability

1.23

1.17

+0.07

Calmar ratioReturn relative to maximum drawdown

2.04

1.35

+0.68

Martin ratioReturn relative to average drawdown

4.78

3.77

+1.01

TGT vs. NEE - Sharpe Ratio Comparison

The current TGT Sharpe Ratio is 1.38, which is higher than the NEE Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of TGT and NEE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TGT vs. NEE - Drawdown Comparison

The maximum TGT drawdown since its inception was -64.40%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for TGT and NEE.


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Drawdown Indicators


TGTNEEDifference

Max Drawdown

Largest peak-to-trough decline

-64.40%

-47.81%

-16.59%

Max Drawdown (1Y)

Largest decline over 1 year

-20.27%

-14.53%

-5.74%

Max Drawdown (3Y)

Largest decline over 3 years

-49.78%

-34.57%

-15.21%

Max Drawdown (5Y)

Largest decline over 5 years

-64.40%

-44.97%

-19.43%

Max Drawdown (10Y)

Largest decline over 10 years

-64.40%

-44.97%

-19.43%

Current Drawdown

Current decline from peak

-42.46%

-12.69%

-29.77%

Average Drawdown

Average peak-to-trough decline

-17.10%

-8.93%

-8.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.62%

5.20%

+3.42%

Volatility

TGT vs. NEE - Volatility Comparison

Target Corporation (TGT) has a higher volatility of 8.79% compared to NextEra Energy, Inc. (NEE) at 8.35%. This indicates that TGT'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


TGTNEEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.79%

8.35%

+0.44%

Volatility (6M)

Calculated over the trailing 6-month period

21.39%

16.82%

+4.57%

Volatility (1Y)

Calculated over the trailing 1-year period

30.15%

23.75%

+6.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.48%

26.92%

+8.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.27%

25.49%

+7.78%

Dividends

TGT vs. NEE - Dividend Comparison

TGT's dividend yield for the trailing twelve months is around 3.44%, more than NEE's 2.80% yield.


PositionTTM20252024202320222021202020192018201720162015
NEE
NextEra Energy, Inc.
2.80%2.82%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%
TGT
Target Corporation
3.44%4.62%3.28%3.06%2.66%1.37%1.52%2.03%3.81%3.74%3.21%2.97%

Financials

TGT vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between Target 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


5.00B10.00B15.00B20.00B25.00B30.00B20222023202420252026
24.53B
6.70B
(TGT) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

TGT vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between Target 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

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
26.4%
0
Portfolio components
TGT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Target Corporation reported a gross profit of 6.46B and revenue of 24.53B. Therefore, the gross margin over that period was 26.4%.

NEE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported a gross profit of 0.00 and revenue of 6.70B. Therefore, the gross margin over that period was 0.0%.

TGT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Target Corporation reported an operating income of 1.30B and revenue of 24.53B, resulting in an operating margin of 5.3%.

NEE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported an operating income of 2.21B and revenue of 6.70B, resulting in an operating margin of 33.0%.

TGT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Target Corporation reported a net income of 942.00M and revenue of 24.53B, resulting in a net margin of 3.8%.

NEE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NextEra Energy, Inc. reported a net income of 2.18B and revenue of 6.70B, resulting in a net margin of 32.6%.


Frequently Asked Questions


TGT and NEE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TGT has higher volatility (8.79%) compared to NEE (8.35%). In terms of maximum drawdown, TGT dropped -64.40% vs NEE's -47.81%.

TGT currently has the higher Sharpe Ratio (1.38 vs 0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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