(NEE) Nextera Energy - Overview
Stock: Electricity, Wind, Solar, Nuclear, Storage
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 3.09% |
| Yield on Cost 5y | 3.09% |
| Yield CAGR 5y | 10.14% |
| Payout Consistency | 80.1% |
| Payout Ratio | 53.4% |
| Risk 5d forecast | |
|---|---|
| Volatility | 26.0% |
| Relative Tail Risk | -4.50% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.06 |
| Alpha | 25.01 |
| Character TTM | |
|---|---|
| Beta | 0.365 |
| Beta Downside | 0.459 |
| Drawdowns 3y | |
|---|---|
| Max DD | 36.77% |
| CAGR/Max DD | 0.26 |
Description: NEE Nextera Energy January 28, 2026
NextEra Energy (NEE) is a vertically integrated utility that produces, transmits, distributes, and sells electricity across North America. Its generation mix spans wind, solar, nuclear, natural-gas and other low-carbon sources, and the firm also builds and operates long-term contracted assets such as renewable farms, battery-storage sites, and transmission infrastructure. The company serves roughly 12 million customers (≈6 million accounts) primarily on Florida’s east and lower-west coasts.
As of the latest 2024 quarterly release, NextEra operated about 35,052 MW of net capacity, of which ≈ 24 GW is renewable (wind + solar) and ≈ 5 GW of that is paired with battery storage. Capital expenditures for 2024 are projected at $6.5 billion, reflecting aggressive expansion of clean-energy projects. The firm posted adjusted EPS of $10.78 for FY 2023 and guides to $11.10 in FY 2024, with a return on equity of ~10 % and a debt-to-equity ratio near 1.4, underscoring solid profitability and manageable leverage.
Key macro drivers include the Inflation Reduction Act’s extended production tax credits (through 2025) that lower the cost of new wind and solar builds, and rising U.S. electricity demand driven by electrification of transport and heating-both of which favor NextEra’s growth pipeline. For a deeper quantitative dive, you may find ValueRay’s sector-level analytics useful.
Piotroski VR‑10 (Strict, 0-10) 3.0
| Net Income: 6.83b TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.06 > 0.02 and ΔFCF/TA -8.19 > 1.0 |
| NWC/Revenue: -33.60% < 20% (prev -54.15%; Δ 20.55% < -1%) |
| CFO/TA 0.06 > 3% & CFO 12.48b > Net Income 6.83b |
| Net Debt (92.81b) to EBITDA (16.16b): 5.74 < 3 |
| Current Ratio: 0.60 > 1.5 & < 3 |
| Outstanding Shares: last quarter (2.09b) vs 12m ago 1.31% < -2% |
| Gross Margin: 62.80% > 18% (prev 0.60%; Δ 6220 % > 0.5%) |
| Asset Turnover: 13.64% > 50% (prev 13.02%; Δ 0.62% > 0%) |
| Interest Coverage Ratio: 1.99 > 6 (EBITDA TTM 16.16b / Interest Expense TTM 4.57b) |
Altman Z'' 0.81
| A: -0.04 (Total Current Assets 13.58b - Total Current Liabilities 22.82b) / Total Assets 212.72b |
| B: 0.17 (Retained Earnings 35.10b / Total Assets 212.72b) |
| C: 0.05 (EBIT TTM 9.10b / Avg Total Assets 201.43b) |
| D: 0.24 (Book Value of Equity 35.11b / Total Liabilities 146.24b) |
| Altman-Z'' Score: 0.81 = B |
Beneish M -2.96
| DSRI: 1.09 (Receivables 5.75b/4.77b, Revenue 27.48b/24.75b) |
| GMI: 0.96 (GM 62.80% / 60.06%) |
| AQI: 0.98 (AQ_t 0.20 / AQ_t-1 0.21) |
| SGI: 1.11 (Revenue 27.48b / 24.75b) |
| TATA: -0.03 (NI 6.83b - CFO 12.48b) / TA 212.72b) |
| Beneish M-Score: -2.96 (Cap -4..+1) = A |
What is the price of NEE shares?
Over the past week, the price has changed by +1.79%, over one month by +10.39%, over three months by +9.85% and over the past year by +33.19%.
Is NEE a buy, sell or hold?
- StrongBuy: 6
- Buy: 7
- Hold: 8
- Sell: 0
- StrongSell: 1
What are the forecasts/targets for the NEE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 92.7 | 3.6% |
| Analysts Target Price | 92.7 | 3.6% |
| ValueRay Target Price | 97.9 | 9.5% |
NEE Fundamental Data Overview January 31, 2026
P/E Forward = 22.0264
P/S = 6.6956
P/B = 3.363
P/EG = 2.6244
Revenue TTM = 27.48b USD
EBIT TTM = 9.10b USD
EBITDA TTM = 16.16b USD
Long Term Debt = 89.56b USD (from longTermDebt, last quarter)
Short Term Debt = 6.06b USD (from shortTermDebt, last quarter)
Debt = 95.62b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 92.81b USD (from netDebt column, last quarter)
Enterprise Value = 276.35b USD (183.54b + Debt 95.62b - CCE 2.81b)
Interest Coverage Ratio = 1.99 (Ebit TTM 9.10b / Interest Expense TTM 4.57b)
EV/FCF = -22.80x (Enterprise Value 276.35b / FCF TTM -12.12b)
FCF Yield = -4.39% (FCF TTM -12.12b / Enterprise Value 276.35b)
FCF Margin = -44.11% (FCF TTM -12.12b / Revenue TTM 27.48b)
Net Margin = 24.87% (Net Income TTM 6.83b / Revenue TTM 27.48b)
Gross Margin = 62.80% ((Revenue TTM 27.48b - Cost of Revenue TTM 10.22b) / Revenue TTM)
Gross Margin QoQ = 57.50% (prev 66.23%)
Tobins Q-Ratio = 1.30 (Enterprise Value 276.35b / Total Assets 212.72b)
Interest Expense / Debt = 0.61% (Interest Expense 586.0m / Debt 95.62b)
Taxrate = 17.07% (225.0m / 1.32b)
NOPAT = 7.55b (EBIT 9.10b * (1 - 17.07%))
Current Ratio = 0.60 (Total Current Assets 13.58b / Total Current Liabilities 22.82b)
Debt / Equity = 1.75 (Debt 95.62b / totalStockholderEquity, last quarter 54.61b)
Debt / EBITDA = 5.74 (Net Debt 92.81b / EBITDA 16.16b)
Debt / FCF = -7.66 (negative FCF - burning cash) (Net Debt 92.81b / FCF TTM -12.12b)
Total Stockholder Equity = 52.35b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.39% (Net Income 6.83b / Total Assets 212.72b)
RoE = 13.05% (Net Income TTM 6.83b / Total Stockholder Equity 52.35b)
RoCE = 6.41% (EBIT 9.10b / Capital Employed (Equity 52.35b + L.T.Debt 89.56b))
RoIC = 5.26% (NOPAT 7.55b / Invested Capital 143.59b)
WACC = 4.95% (E(183.54b)/V(279.16b) * Re(7.26%) + D(95.62b)/V(279.16b) * Rd(0.61%) * (1-Tc(0.17)))
Discount Rate = 7.26% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: 100.0 | Cagr: 0.85%
Fair Price DCF = unknown (Cash Flow -12.12b)
EPS Correlation: 14.24 | EPS CAGR: -8.06% | SUE: -1.53 | # QB: 0
Revenue Correlation: 47.43 | Revenue CAGR: 24.45% | SUE: -0.84 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.92 | Chg30d=+0.066 | Revisions Net=-2 | Analysts=9
EPS current Year (2026-12-31): EPS=4.01 | Chg30d=+0.008 | Revisions Net=-2 | Growth EPS=+8.2% | Growth Revenue=+15.4%
EPS next Year (2027-12-31): EPS=4.38 | Chg30d=+0.003 | Revisions Net=-3 | Growth EPS=+9.1% | Growth Revenue=+9.2%