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WRB vs. NEE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between WRB and NEE is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

WRB vs. NEE - Performance Comparison

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

1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%2,800.00%December2025FebruaryMarchAprilMay
2,828.77%
1,630.73%
WRB
NEE

Key characteristics

Sharpe Ratio

WRB:

1.80

NEE:

-0.03

Sortino Ratio

WRB:

2.33

NEE:

0.15

Omega Ratio

WRB:

1.33

NEE:

1.02

Calmar Ratio

WRB:

3.63

NEE:

-0.04

Martin Ratio

WRB:

9.56

NEE:

-0.08

Ulcer Index

WRB:

4.52%

NEE:

11.98%

Daily Std Dev

WRB:

24.04%

NEE:

28.31%

Max Drawdown

WRB:

-69.19%

NEE:

-47.81%

Current Drawdown

WRB:

-0.17%

NEE:

-22.85%

Fundamentals

Market Cap

WRB:

$27.00B

NEE:

$138.11B

EPS

WRB:

$4.31

NEE:

$2.67

PE Ratio

WRB:

16.52

NEE:

25.13

PEG Ratio

WRB:

18.05

NEE:

2.54

PS Ratio

WRB:

1.97

NEE:

5.47

PB Ratio

WRB:

3.09

NEE:

2.77

Total Revenue (TTM)

WRB:

$13.98B

NEE:

$25.27B

Gross Profit (TTM)

WRB:

$12.07B

NEE:

$17.71B

EBITDA (TTM)

WRB:

$2.30B

NEE:

$10.19B

Returns By Period

In the year-to-date period, WRB achieves a 24.03% return, which is significantly higher than NEE's -7.04% return. Over the past 10 years, WRB has outperformed NEE with an annualized return of 19.77%, while NEE has yielded a comparatively lower 12.98% annualized return.


WRB

YTD

24.03%

1M

10.79%

6M

27.38%

1Y

41.82%

5Y*

29.38%

10Y*

19.77%

NEE

YTD

-7.04%

1M

-1.21%

6M

-14.39%

1Y

-3.10%

5Y*

6.05%

10Y*

12.98%

*Annualized

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Risk-Adjusted Performance

WRB vs. NEE — Risk-Adjusted Performance Rank

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

WRB
The Risk-Adjusted Performance Rank of WRB is 9393
Overall Rank
The Sharpe Ratio Rank of WRB is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of WRB is 8989
Sortino Ratio Rank
The Omega Ratio Rank of WRB is 8989
Omega Ratio Rank
The Calmar Ratio Rank of WRB is 9797
Calmar Ratio Rank
The Martin Ratio Rank of WRB is 9494
Martin Ratio Rank

NEE
The Risk-Adjusted Performance Rank of NEE is 4545
Overall Rank
The Sharpe Ratio Rank of NEE is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of NEE is 4040
Sortino Ratio Rank
The Omega Ratio Rank of NEE is 4040
Omega Ratio Rank
The Calmar Ratio Rank of NEE is 4848
Calmar Ratio Rank
The Martin Ratio Rank of NEE is 4848
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.

WRB vs. NEE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for W. R. Berkley Corporation (WRB) 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.


The chart of Sharpe ratio for WRB, currently valued at 1.80, compared to the broader market-2.00-1.000.001.002.003.00
WRB: 1.80
NEE: -0.03
The chart of Sortino ratio for WRB, currently valued at 2.33, compared to the broader market-6.00-4.00-2.000.002.004.00
WRB: 2.33
NEE: 0.15
The chart of Omega ratio for WRB, currently valued at 1.33, compared to the broader market0.501.001.502.00
WRB: 1.33
NEE: 1.02
The chart of Calmar ratio for WRB, currently valued at 3.63, compared to the broader market0.001.002.003.004.005.00
WRB: 3.63
NEE: -0.04
The chart of Martin ratio for WRB, currently valued at 9.56, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
WRB: 9.56
NEE: -0.08

The current WRB Sharpe Ratio is 1.80, which is higher than the NEE Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of WRB and NEE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
1.80
-0.03
WRB
NEE

Dividends

WRB vs. NEE - Dividend Comparison

WRB's dividend yield for the trailing twelve months is around 1.94%, less than NEE's 3.19% yield.


TTM20242023202220212020201920182017201620152014
WRB
W. R. Berkley Corporation
1.94%2.39%2.73%1.22%2.44%0.71%2.43%2.83%2.16%2.27%0.86%2.79%
NEE
NextEra Energy, Inc.
3.19%2.87%3.08%2.03%1.65%1.81%2.06%2.55%2.52%2.91%2.96%2.73%

Drawdowns

WRB vs. NEE - Drawdown Comparison

The maximum WRB drawdown since its inception was -69.19%, which is greater than NEE's maximum drawdown of -47.81%. Use the drawdown chart below to compare losses from any high point for WRB and NEE. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-0.17%
-22.85%
WRB
NEE

Volatility

WRB vs. NEE - Volatility Comparison

The current volatility for W. R. Berkley Corporation (WRB) is 10.78%, while NextEra Energy, Inc. (NEE) has a volatility of 12.11%. This indicates that WRB 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.


4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
10.78%
12.11%
WRB
NEE

Financials

WRB vs. NEE - Financials Comparison

This section allows you to compare key financial metrics between W. R. Berkley 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


2.00B3.00B4.00B5.00B6.00B7.00B8.00B20212022202320242025
3.55B
6.25B
(WRB) Total Revenue
(NEE) Total Revenue
Values in USD except per share items

WRB vs. NEE - Profitability Comparison

The chart below illustrates the profitability comparison between W. R. Berkley 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%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
100.0%
(WRB) Gross Margin
(NEE) Gross Margin
WRB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, W. R. Berkley Corporation reported a gross profit of 3.55B and revenue of 3.55B. Therefore, the gross margin over that period was 100.0%.
NEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported a gross profit of 6.25B and revenue of 6.25B. Therefore, the gross margin over that period was 100.0%.
WRB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, W. R. Berkley Corporation reported an operating income of 588.53M and revenue of 3.55B, resulting in an operating margin of 16.6%.
NEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported an operating income of 2.26B and revenue of 6.25B, resulting in an operating margin of 36.1%.
WRB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, W. R. Berkley Corporation reported a net income of 417.57M and revenue of 3.55B, resulting in a net margin of 11.8%.
NEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, NextEra Energy, Inc. reported a net income of 833.00M and revenue of 6.25B, resulting in a net margin of 13.3%.