NextEra Energy (NEE) is a multi-utilities company in the Utilities sector. Listed on the NASDAQ, NextEra Energy is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $85.12.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $85.12 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.24% |
| Risk / Std Dev (Annualized) | 26.93% |
| Sharpe Ratio (rf=4.5%) | 0.18 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Multi-Utilities
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.24% with an annualized volatility of 26.93%. The Sharpe ratio of 0.18 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 177.53B |
| Enterprise Value | 291.32B |
| Trailing P/E | 21.6 |
| Forward P/E | 19.35 |
| Price to Book | 3.21 |
| Price to Sales | 6.37 |
| EV/Revenue | 10.45 |
| EV/EBITDA | 20.57 |
| Profitability | | | Profit Margin | 29.37% | | Operating Margin | 30.18% | | ROE | 10.32% | | ROA | 2.41% |
| Growth | | | Revenue Growth | 7.3% | | Earnings Growth | 160.0% |
| Dividend | | | Dividend Yield | 293.0% | | Payout Ratio | 58.95% | | 5Y Avg Yield | 250.0% |
| Financial Health | | | Total Revenue | 27.87B | | Total Debt | 104.4B | | Total Cash | 2.0B | | Free Cash Flow | -18.45B | | Operating Cash Flow | 12.33B |
| Price & Technical | | | 52W High | $98.75$ | | 52W Low | $67.2$ | | 50-Day Avg | $91.59$ | | 200-Day Avg | $85.39$ | | Beta | 0.67 | | Shares Outstanding | 2.09B | | Float Shares | 2.08B | | Insider Holdings | 0.12% | | Institutional Holdings | 86.95% | | Short Ratio | 0.01 | | Short % of Float | 0.01% |
| Analyst Targets | | | Target High | $112.0$ | | Target Low | $55.0$ | | Target Mean | $98.55$ | | Target Median | $101.0$ | | # of Analysts | 19 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.