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NextEra Energy, Inc. NEE

Utilities · Utilities - Regulated Electric · United States · S&P 500

42
Profitability
53
Growth
77
Valuation
46
Financial strength
19
Momentum
13

Based on the available data, NextEra Energy, Inc. gets an algorithmic score of 42/100. It trades at 75.89 $, with a bearish technical trend (RSI 24.9) and 21.3% annual volatility.

Updated: 2026-09-30

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Strengths

  • High net margin (32.4%): pricing power / competitive advantage.
  • Low beta (0.33): defensive profile.
  • Meaningful dividend (3.28%).

Weaknesses

  • —

Fundamentals

P/E17.05
Forward P/E17.27
PEG1.55
P/B2.77
EV/EBITDA18.96
P/S5.51
ROE %11.68
ROA %2.44
Gross margin %61.02
Operating margin %31.52
Net margin %32.40
Revenue growth % (y/y)12.40
Earnings growth % (y/y)53.10
Revenue CAGR %9.36
Earnings CAGR %18.12
Debt/Equity %161.68
Current ratio0.53
FCF yield %2.03
Dividend yield %3.28
Payout %53.47

Returns

1 month-7.3 %
3 months-12.9 %
6 months-16.3 %
YTD-4.2 %
1 year+2.9 %
3 years+22.6 %
5 years+6.0 %

Risk

1-year volatility21.3 %
Beta0.33
5-year max drawdown-45.0 %
Sharpe 1A0.05

Macroeconomic context

Highly rate-sensitive (high leverage, 'bond proxy'). Regulated; benefits from the energy transition and data-centre power demand. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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