BMO vs NEE-P-S

Comparison between Bank of Montreal (BMO, Company) and NextEra Energy Inc 7.299 Corporate Units (NEE-P-S, Company).

BMO vs NEE-P-S - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMO(COMPANY)	NEE-P-S(COMPANY)
Market Cap	$112B	$113B
Max Drawdown	71.02%	20.45%
Sharpe Ratio	2.36	0.74
5Y Beta	0.70	0.15
Industry	Banks - Diversified	N/A
P/E Ratio	17.33	13.78
Forward P/E	14.71	N/A
PEG Ratio	1.24	0.29
Dividend Yield	4.24%	N/A
5Y Dividends CAGR	13.40%	N/A
5Y EPS CAGR	7.25%	13.15%
Debt to Equity	196.55%	177.08%
Free Cash Flow Yield	7.03%	10.89%

Market Cap

BMO

$112B

Winner

NEE-P-S

$113B

Max Drawdown

BMO

71.02%

Winner

NEE-P-S

20.45%

Sharpe Ratio

Winner

BMO

2.36

NEE-P-S

0.74

5Y Beta

BMO

0.70

Winner

NEE-P-S

0.15

Industry

BMO

Banks - Diversified

NEE-P-S

N/A

P/E Ratio

BMO

17.33

Winner

NEE-P-S

13.78

Forward P/E

BMO

14.71

NEE-P-S

N/A

PEG Ratio

BMO

1.24

Winner

NEE-P-S

0.29

Dividend Yield

BMO

4.24%

NEE-P-S

N/A

5Y Dividends CAGR

BMO

13.40%

NEE-P-S

N/A

5Y EPS CAGR

BMO

7.25%

Winner

NEE-P-S

13.15%

Debt to Equity

BMO

196.55%

Winner

NEE-P-S

177.08%

Free Cash Flow Yield

BMO

7.03%

Winner

NEE-P-S

10.89%

BMO vs NEE-P-S - Historical Returns

Returns include dividend reinvestment.

Period	BMO	NEE-P-S
1 month	+3.72%	-3.09%
3 months	+8.97%	-3.25%
6 months	+33.87%	+3.57%
1 year	+58.20%	+16.54%
5 years(CAGR)	+14.21%	N/A
10 years(CAGR)	+14.74%	N/A
Max(CAGR)	+13.59%	+9.89%

Winner

BMO

+3.72%

NEE-P-S

-3.09%

Winner

BMO

+8.97%

NEE-P-S

-3.25%

Winner

BMO

+33.87%

NEE-P-S

+3.57%

Winner

BMO

+58.20%

NEE-P-S

+16.54%

5Y(CAGR)

BMO

+14.21%

NEE-P-S

N/A

10Y(CAGR)

BMO

+14.74%

NEE-P-S

N/A

Max(CAGR)

Winner

BMO

+13.59%

NEE-P-S

+9.89%

BMO vs NEE-P-S - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BMO	NEE-P-S
2026	+21.44%	+6.48%
2025	+39.63%	+13.52%
2024	+4.14%	-1.74%
2023	+14.70%	N/A
2022	-13.33%	N/A
2021	+50.18%	N/A
2020	+3.23%	N/A
2019	+22.41%	N/A
2018	-15.22%	N/A
2017	+16.13%	N/A
2016	+38.11%	N/A
2015	-15.17%	N/A
2014	+11.59%	N/A
2013	+12.35%	N/A
2012	+14.28%	N/A
2011	-1.53%	N/A
2010	+12.59%	N/A
2009	+117.13%	N/A
2008	-51.18%	N/A
2007	-0.12%	N/A
2006	+7.35%	N/A
2005	+22.60%	N/A
2004	+19.52%	N/A
2003	+58.98%	N/A
2002	+23.28%	N/A
2001	-6.32%	N/A
2000	+65.58%	N/A
1999	-9.33%	N/A

BMO vs NEE-P-S Drawdown Comparison

The maximum drawdown for BMO was -68.20%, occurring on Feb 23, 2009. Recovery took 584 trading sessions.

The maximum drawdown for NEE-P-S was -17.50%, occurring on Apr 21, 2025. Recovery took 251 trading sessions.

The current NEE-P-S drawdown is -8.03%.

Rank	BMO	NEE-P-S
#1	-68.20% Nov 6, 2007 - Mar 4, 2010	-17.50% Oct 3, 2024 - Oct 6, 2025
#2	-50.96% Jan 21, 2020 - Dec 3, 2020	-8.03% Apr 30, 2026 - May 20, 2026
#3	-33.91% Mar 22, 2022 - May 27, 2025	-5.80% Nov 28, 2025 - Jan 26, 2026
#4	-33.86% Sep 3, 2014 - Dec 6, 2016	-5.19% Jul 12, 2024 - Jul 31, 2024
#5	-26.55% Feb 12, 2001 - Dec 12, 2002	-4.00% Feb 24, 2026 - Apr 23, 2026
#6	-24.45% Nov 15, 1999 - May 17, 2000	-3.94% Oct 27, 2025 - Nov 11, 2025
#7	-23.48% Sep 21, 2018 - Jan 21, 2020	-3.43% Jun 27, 2024 - Jul 11, 2024
#8	-19.74% Jan 22, 2004 - Oct 1, 2004	-2.55% Sep 13, 2024 - Oct 1, 2024
#9	-17.98% Apr 29, 2011 - Dec 18, 2012	-2.43% Nov 12, 2025 - Nov 26, 2025
#10	-17.80% Apr 26, 2010 - Feb 24, 2011	-2.34% Aug 2, 2024 - Aug 19, 2024
#11	-14.70% Jul 19, 2007 - Oct 1, 2007	-2.27% Sep 11, 2024 - Sep 13, 2024
#12	-13.27% Feb 27, 2006 - Aug 23, 2006	-2.04% Oct 15, 2025 - Oct 27, 2025
#13	-13.06% Nov 15, 2013 - May 8, 2014	-1.86% Feb 13, 2026 - Feb 23, 2026
#14	-12.61% Feb 16, 2017 - Jul 14, 2017	-1.85% Aug 26, 2024 - Sep 10, 2024
#15	-11.62% Feb 26, 2026 - Apr 15, 2026	-1.80% Apr 28, 2026 - Apr 30, 2026

Correlation

Correlation between BMO and NEE-P-S is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

BMO vs NEE-P-S dividend yield comparison.

Year	BMO	NEE-P-S
2026	1.56%	1.68%
2025	3.55%	7.05%
2024	4.60%	1.87%
2023	4.76%	0.00%
2022	4.62%	0.00%
2021	3.95%	0.00%
2020	4.15%	0.00%
2019	3.96%	0.00%
2018	4.78%	0.00%
2017	4.45%	0.00%
2016	4.73%	0.00%
2015	5.74%	0.00%
2014	4.35%	0.00%
2013	4.41%	0.00%
2012	4.60%	0.00%
2011	5.11%	0.00%
2010	4.86%	0.00%
2009	5.28%	0.00%
2008	10.90%	0.00%
2007	4.79%	0.00%
2006	3.71%	0.00%
2005	3.31%	0.00%
2004	3.30%	0.00%
2003	3.24%	0.00%
2002	4.52%	0.00%
2001	4.93%	0.00%
2000	3.80%	0.00%
1999	1.38%	0.00%