PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
WES vs. NEP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WES and NEP is 0.21, 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.


-0.50.00.51.0
Correlation: 0.2

Performance

WES vs. NEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Western Midstream Partners, LP (WES) and NextEra Energy Partners, LP (NEP). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%NovemberDecember2025FebruaryMarchApril
39.19%
-44.20%
WES
NEP

Key characteristics

Fundamentals

Market Cap

WES:

$15.33B

NEP:

$985.85M

EPS

WES:

$4.02

NEP:

-$0.10

PEG Ratio

WES:

5.48

NEP:

3.64

Total Revenue (TTM)

WES:

$2.72B

NEP:

$959.00M

Gross Profit (TTM)

WES:

$1.78B

NEP:

$439.00M

EBITDA (TTM)

WES:

$1.72B

NEP:

$407.00M

Returns By Period


WES

YTD

6.88%

1M

3.85%

6M

8.51%

1Y

22.22%

5Y*

81.70%

10Y*

3.54%

NEP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

WES vs. NEP — Risk-Adjusted Performance Rank

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

WES
The Risk-Adjusted Performance Rank of WES is 8282
Overall Rank
The Sharpe Ratio Rank of WES is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of WES is 7676
Sortino Ratio Rank
The Omega Ratio Rank of WES is 7373
Omega Ratio Rank
The Calmar Ratio Rank of WES is 9292
Calmar Ratio Rank
The Martin Ratio Rank of WES is 8484
Martin Ratio Rank

NEP
The Risk-Adjusted Performance Rank of NEP is 44
Overall Rank
The Sharpe Ratio Rank of NEP is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NEP is 33
Sortino Ratio Rank
The Omega Ratio Rank of NEP is 44
Omega Ratio Rank
The Calmar Ratio Rank of NEP is 88
Calmar Ratio Rank
The Martin Ratio Rank of NEP is 11
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.

WES vs. NEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Western Midstream Partners, LP (WES) and NextEra Energy Partners, LP (NEP). 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.


Sharpe ratio
The chart of Sharpe ratio for WES, currently valued at 0.93, compared to the broader market-2.00-1.000.001.002.003.00
WES: 0.93
NEP: -1.16
The chart of Sortino ratio for WES, currently valued at 1.38, compared to the broader market-6.00-4.00-2.000.002.004.00
WES: 1.38
NEP: -1.76
The chart of Omega ratio for WES, currently valued at 1.16, compared to the broader market0.501.001.502.00
WES: 1.16
NEP: 0.73
The chart of Calmar ratio for WES, currently valued at 1.78, compared to the broader market0.001.002.003.004.005.00
WES: 1.78
NEP: -0.70
The chart of Martin ratio for WES, currently valued at 4.22, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
WES: 4.22
NEP: -1.53


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.93
-1.16
WES
NEP

Dividends

WES vs. NEP - Dividend Comparison

WES's dividend yield for the trailing twelve months is around 8.71%, while NEP has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
WES
Western Midstream Partners, LP
8.71%8.33%8.52%6.80%5.69%11.25%12.45%8.28%5.44%4.04%3.86%1.73%
NEP
NextEra Energy Partners, LP
25.76%20.20%11.10%4.27%3.08%3.37%3.74%3.98%3.46%5.08%3.03%0.56%

Drawdowns

WES vs. NEP - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-4.24%
-84.49%
WES
NEP

Volatility

WES vs. NEP - Volatility Comparison

Western Midstream Partners, LP (WES) has a higher volatility of 8.18% compared to NextEra Energy Partners, LP (NEP) at 0.00%. This indicates that WES's price experiences larger fluctuations and is considered to be riskier than NEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
8.18%
0
WES
NEP

Financials

WES vs. NEP - Financials Comparison

This section allows you to compare key financial metrics between Western Midstream Partners, LP and NextEra Energy Partners, LP. 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab