Company context

NextEra Energy, Inc.

NYSE:NEE

Electric Utilities · benchmarked against Electric Utilities inside the XLU constituent company universe.

Active tabPeers

Current readMixed

Last close87.82

1M return+0.43%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:NEE 1W -1.71%, 1M +0.43%, 3M -1.37%, 6M -5.15%, 1Y +21.89%, 3Y +29.22%; NYSE:SO 1W -2.21%, 1M -2.13%, 3M +0.26%, 6M -2.93%, 1Y +1.79%, 3Y +37.98%; NASDAQ:AEP 1W -2.05%, 1M -4.10%, 3M +2.13%, 6M -1.15%, 1Y +17.46%, 3Y +64.38%; NYSE:DUK 1W -0.26%, 1M -0.15%, 3M +2.39%, 6M -4.30%, 1Y +2.69%, 3Y +38.86%; NYSE:WEC 1W -2.66%, 1M -4.45%, 3M +1.73%, 6M -4.03%, 1Y +4.63%, 3Y +30.95%; NYSE:D 1W -2.37%, 1M +1.05%, 3M +3.60%, 6M +11.66%, 1Y +16.84%, 3Y +44.25%; NASDAQ:XEL 1W -1.64%, 1M -2.12%, 3M +0.73%, 6M -5.41%, 1Y +8.68%, 3Y +36.63%; NYSE:AEE 1W -2.83%, 1M -2.73%, 3M +2.35%, 6M -1.87%, 1Y +10.14%, 3Y +36.61%; NYSE:ETR 1W -2.37%, 1M -1.48%, 3M +2.35%, 6M +5.99%, 1Y +27.31%, 3Y +136.60%; NASDAQ:EXC 1W -2.05%, 1M -2.59%, 3M +4.23%, 6M -6.39%, 1Y +4.92%, 3Y +13.72%; NYSE:PEG 1W -2.88%, 1M -4.39%, 3M +0.52%, 6M -8.00%, 1Y -6.18%, 3Y +26.37%

Company1W1M3M6M

1Y

3Y

NYSE:NEE-1.71%+0.43%-1.37%-5.15%+21.89%+29.22%

NYSE:SO-2.21%-2.13%+0.26%-2.93%+1.79%+37.98%

NASDAQ:AEP-2.05%-4.10%+2.13%-1.15%+17.46%+64.38%

NYSE:DUK-0.26%-0.15%+2.39%-4.30%+2.69%+38.86%

NYSE:WEC-2.66%-4.45%+1.73%-4.03%+4.63%+30.95%

NYSE:D-2.37%+1.05%+3.60%+11.66%+16.84%+44.25%

NASDAQ:XEL-1.64%-2.12%+0.73%-5.41%+8.68%+36.63%

NYSE:AEE-2.83%-2.73%+2.35%-1.87%+10.14%+36.61%

NYSE:ETR-2.37%-1.48%+2.35%+5.99%+27.31%+136.60%

NASDAQ:EXC-2.05%-2.59%+4.23%-6.39%+4.92%+13.72%

NYSE:PEG-2.88%-4.39%+0.52%-8.00%-6.18%+26.37%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NYSE:ETR+27.31% 1Y · +136.60% 3Y

NYSE:NEE+21.89% 1Y · +29.22% 3Y

NASDAQ:AEP+17.46% 1Y · +64.38% 3Y

NYSE:D+16.84% 1Y · +44.25% 3Y

Risk and quality spread

NYSE:DGM +53.10% · ROE +10.50%

NYSE:NEEGM +36.10% · ROE +15.58%

NYSE:WECGM +32.27% · ROE +12.07%

NASDAQ:AEPGM +31.77% · ROE +12.36%

Valuation screen

NASDAQ:EXCP/E 16.83 · FCF yield -4.60%

NYSE:PEGP/E 17.21 · FCF yield +0.47%

NYSE:DUKP/E 19.27 · FCF yield -3.34%

NASDAQ:AEPP/E 19.38 · FCF yield -3.19%

Valuation versus growth

P/E against 1Y return

NYSE:NEE P/E 22.34 1Y +21.89%, NYSE:SO P/E 24.16 1Y +1.79%, NASDAQ:AEP P/E 19.38 1Y +17.46%, NYSE:DUK P/E 19.27 1Y +2.69%, NYSE:WEC P/E 22.44 1Y +4.63%, NYSE:D P/E 20.81 1Y +16.84%, NASDAQ:XEL P/E 22.65 1Y +8.68%, NYSE:AEE P/E 19.84 1Y +10.14%, NYSE:ETR P/E 28.51 1Y +27.31%, NASDAQ:EXC P/E 16.83 1Y +4.92%, NYSE:PEG P/E 17.21 1Y -6.18%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:NEENextEra Energy, Inc.

22.3444th pctile6.744th pctile+1.29%96th pctile+36.10%93rd pctile+15.58%85th pctile1.8948th pctile

NYSE:SOSouthern Company (The)

24.160th pctile3.5629th pctile-3.87%43rd pctile+29.31%14th pctile+12.30%71st pctile2.050th pctile

NASDAQ:AEPAmerican Electric Power Company, Inc.

19.3886th pctile3.2386th pctile-3.19%71st pctile+31.77%57th pctile+12.36%86th pctile1.6371st pctile

NYSE:DUKDuke Energy Corporation (Holding Company)

19.27100th pctile2.94100th pctile-3.34%57th pctile+30.76%43rd pctile+9.75%14th pctile1.6743rd pctile

NYSE:WECWEC Energy Group, Inc.

22.4429th pctile3.6914th pctile-2.88%86th pctile+32.27%71st pctile+12.07%57th pctile1.5886th pctile

NYSE:DDominion Energy, Inc.

20.8157th pctile3.5243rd pctile-11.97%14th pctile+53.10%100th pctile+10.50%29th pctile1.7829th pctile

NASDAQ:XELXcel Energy Inc.

22.6514th pctile3.3471st pctile-14.64%0th pctile+24.66%0th pctile+9.59%0th pctile1.6557th pctile

NYSE:AEEAmeren Corporation

19.8471st pctile3.5057th pctile-4.40%29th pctile+30.55%29th pctile+11.83%43rd pctile1.57100th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.