UPBD vs. NEE
UPBD (Upbound Group Inc.) and NEE (NextEra Energy, Inc.) are both stocks. UPBD operates in Software - Application (Technology), while NEE operates in Utilities - Regulated Electric (Utilities). Over the past 10 years, UPBD returned 9.56%/yr vs 13.40%/yr for NEE. Their 0.22 correlation means their historical movements had little consistent relationship.
Performance
UPBD vs. NEE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UPBD achieves a 15.24% return, which is significantly higher than NEE's 9.81% return. Over the past 10 years, UPBD has underperformed NEE with an annualized return of 9.56%, while NEE has yielded a comparatively higher 13.40% annualized return.
UPBD
- 1D
- -3.63%
- 1M
- -2.51%
- 6M
- 7.07%
- YTD
- 15.24%
- 1Y
- 1.47%
- 3Y*
- -12.52%
- 5Y*
- -14.77%
- 10Y*
- 9.56%
- ALL TIME*
- 10.17%
NEE
- 1D
- -1.15%
- 1M
- -1.61%
- 6M
- 0.29%
- YTD
- 9.81%
- 1Y
- 27.04%
- 3Y*
- 9.58%
- 5Y*
- 4.94%
- 10Y*
- 13.40%
- ALL TIME*
- 14.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $904.33M | $924.07M | $1.03B | |
| $26.51M | $22.26M | $19.07M |
UPBD vs. NEE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPBD Upbound Group Inc. | 15.24% | -35.45% | -10.06% | 57.93% | -49.90% | 28.38% | 39.76% | 79.87% | 45.86% | 0.94% |
NEE NextEra Energy, Inc. | 9.81% | 15.47% | 21.46% | -25.30% | -8.54% | 23.39% | 30.06% | 42.69% | 14.30% | 34.39% |
Correlation
The correlation between UPBD and NEE is 0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jan 10, 2003 | 0.22 |
The correlation between UPBD and NEE shifts across timeframes, from 0.03 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UPBD:
$1.13B
NEE:
$181.30B
UPBD:
$2.05
NEE:
$5.96
UPBD:
9.44
NEE:
14.58
UPBD:
0.05
NEE:
0.74
UPBD:
0.18
NEE:
4.67
UPBD:
$4.74B
NEE:
$29.02B
UPBD:
$1.98B
NEE:
$14.68B
UPBD:
$685.19M
NEE:
$16.73B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UPBD vs. NEE — Risk / Return Rank
UPBD
NEE
UPBD vs. NEE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upbound Group Inc. (UPBD) 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.
| UPBD | NEE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.14 | ||
| Sortino ratioReturn per unit of downside risk | -1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.22 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 1.79 | -1.74 |
| Martin ratioReturn relative to average drawdown | 0.08 | 4.51 | -4.43 |
Loading charts...
Drawdowns
UPBD vs. NEE - Drawdown Comparison
The maximum UPBD drawdown since its inception was -79.53%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for UPBD and NEE.
Loading charts...
Drawdown Indicators
| UPBD | NEE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.53% | -47.81% | -31.72% |
Max Drawdown (1Y)Largest decline over 1 year | -40.17% | -14.53% | -25.64% |
Max Drawdown (3Y)Largest decline over 3 years | -54.21% | -28.81% | -25.40% |
Max Drawdown (5Y)Largest decline over 5 years | -71.97% | -44.97% | -27.00% |
Max Drawdown (10Y)Largest decline over 10 years | -71.97% | -44.97% | -27.00% |
Current DrawdownCurrent decline from peak | -60.52% | -10.55% | -49.97% |
Average DrawdownAverage peak-to-trough decline | -31.94% | -8.93% | -23.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.46% | 5.75% | +18.71% |
Volatility
UPBD vs. NEE - Volatility Comparison
Upbound Group Inc. (UPBD) has a higher volatility of 13.66% compared to NextEra Energy, Inc. (NEE) at 4.62%. This indicates that UPBD'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.
Loading charts...
Volatility by Period
| UPBD | NEE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.66% | 4.62% | +9.04% |
Volatility (6M)Calculated over the trailing 6-month period | 31.12% | 16.60% | +14.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.56% | 21.94% | +25.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.13% | 26.91% | +21.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.72% | 25.48% | +23.24% |
Dividends
UPBD vs. NEE - Dividend Comparison
UPBD's dividend yield for the trailing twelve months is around 8.05%, more than NEE's 2.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 2.74% | 2.82% | 2.87% | 3.08% | 2.03% | 1.65% | 1.81% | 2.06% | 2.55% | 2.52% | 2.91% | 2.96% |
UPBD Upbound Group Inc. | 8.05% | 8.88% | 5.14% | 4.09% | 6.03% | 2.64% | 3.84% | 0.87% | 0.00% | 2.16% | 2.13% | 6.41% |
Financials
UPBD vs. NEE - Financials Comparison
This section allows you to compare key financial metrics between Upbound Group 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
UPBD vs. NEE - Profitability Comparison
UPBD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Upbound Group Inc. reported a gross profit of 594.84M and revenue of 1.16B. Therefore, the gross margin over that period was 51.1%.
NEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, NextEra Energy, Inc. reported a gross profit of 0.00 and revenue of 7.53B. Therefore, the gross margin over that period was 0.0%.
UPBD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Upbound Group Inc. reported an operating income of 54.26M and revenue of 1.16B, resulting in an operating margin of 4.7%.
NEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, NextEra Energy, Inc. reported an operating income of 2.24B and revenue of 7.53B, resulting in an operating margin of 29.7%.
UPBD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Upbound Group Inc. reported a net income of 21.58M and revenue of 1.16B, resulting in a net margin of 1.9%.
NEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, NextEra Energy, Inc. reported a net income of 3.14B and revenue of 7.53B, resulting in a net margin of 41.7%.
Frequently Asked Questions
UPBD and NEE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UPBD has higher volatility (13.66%) compared to NEE (4.62%). In terms of maximum drawdown, UPBD dropped -79.53% vs NEE's -47.81%.
NEE currently has the higher Sharpe Ratio (1.18 vs 0.04), 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.
Find the right allocation for UPBD and NEE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer