ITUB vs NEE-P-T

Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and NextEra Energy Inc 7.234 Corporate Units (NEE-P-T, Company).

ITUB vs NEE-P-T - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITUB(COMPANY)	NEE-P-T(COMPANY)
Market Cap	$110B	$110B
Max Drawdown	74.70%	14.55%
Sharpe Ratio	1.46	1.39
5Y Beta	0.68	0.26
Industry	Banks - Regional	N/A
P/E Ratio	11.48	13.39
Forward P/E	9.30	N/A
PEG Ratio	4.81	0.28
Dividend Yield	41.10%	N/A
5Y Dividends CAGR	50.88%	N/A
5Y EPS CAGR	15.16%	13.15%
Debt to Equity	0.00%	177.08%
Free Cash Flow Yield	23.04%	11.21%
P/S Ratio	0.67	N/A
P/B Ratio	2.29	N/A

Market Cap

ITUB

$110B

Winner

NEE-P-T

$110B

Max Drawdown

ITUB

74.70%

Winner

NEE-P-T

14.55%

Sharpe Ratio

Winner

ITUB

1.46

NEE-P-T

1.39

5Y Beta

ITUB

0.68

Winner

NEE-P-T

0.26

Industry

ITUB

Banks - Regional

NEE-P-T

N/A

P/E Ratio

Winner

ITUB

11.48

NEE-P-T

13.39

Forward P/E

ITUB

9.30

NEE-P-T

N/A

PEG Ratio

ITUB

4.81

Winner

NEE-P-T

0.28

Dividend Yield

ITUB

41.10%

NEE-P-T

N/A

5Y Dividends CAGR

ITUB

50.88%

NEE-P-T

N/A

5Y EPS CAGR

Winner

ITUB

15.16%

NEE-P-T

13.15%

Debt to Equity

Winner

ITUB

0.00%

NEE-P-T

177.08%

Free Cash Flow Yield

Winner

ITUB

23.04%

NEE-P-T

11.21%

P/S Ratio

ITUB

0.67

NEE-P-T

N/A

P/B Ratio

ITUB

2.29

NEE-P-T

N/A

ITUB vs NEE-P-T - Historical Returns

Returns include dividend reinvestment.

Period	ITUB	NEE-P-T
1 month	-5.01%	-0.03%
3 months	-9.25%	+1.97%
6 months	+21.87%	+8.31%
1 year	+51.55%	+28.30%
5 years(CAGR)	+29.56%	N/A
10 years(CAGR)	+18.14%	N/A
Max(CAGR)	+15.15%	+13.82%

ITUB

-5.01%

Winner

NEE-P-T

-0.03%

ITUB

-9.25%

Winner

NEE-P-T

+1.97%

Winner

ITUB

+21.87%

NEE-P-T

+8.31%

Winner

ITUB

+51.55%

NEE-P-T

+28.30%

5Y(CAGR)

ITUB

+29.56%

NEE-P-T

N/A

10Y(CAGR)

ITUB

+18.14%

NEE-P-T

N/A

Max(CAGR)

Winner

ITUB

+15.15%

NEE-P-T

+13.82%

ITUB vs NEE-P-T - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	ITUB	NEE-P-T
2026	+17.08%	+10.12%
2025	+86.05%	+15.60%
2024	-21.94%	-5.00%
2023	+67.63%	N/A
2022	+29.71%	N/A
2021	-2.56%	N/A
2020	-32.18%	N/A
2019	+1.95%	N/A
2018	+8.21%	N/A
2017	+25.69%	N/A
2016	+111.60%	N/A
2015	-41.39%	N/A
2014	+11.81%	N/A
2013	-0.15%	N/A
2012	-10.71%	N/A
2011	-22.22%	N/A
2010	+3.44%	N/A
2009	+84.25%	N/A
2008	-39.27%	N/A
2007	+44.83%	N/A
2006	+47.32%	N/A
2005	+62.42%	N/A
2004	+58.50%	N/A
2003	+107.90%	N/A
2002	-40.98%	N/A

ITUB vs NEE-P-T Drawdown Comparison

The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.

The maximum drawdown for NEE-P-T was -12.80%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.

The current ITUB drawdown is -11.62%. The current NEE-P-T drawdown is -3.40%.

Rank	ITUB	NEE-P-T
#1	-69.35% May 30, 2008 - Dec 2, 2009	-12.80% Nov 29, 2024 - Jul 14, 2025
#2	-66.01% Sep 2, 2014 - Feb 8, 2017	-6.59% Nov 28, 2025 - Jan 27, 2026
#3	-65.93% Apr 10, 2002 - Oct 28, 2003	-6.03% Jul 22, 2025 - Aug 19, 2025
#4	-61.98% Feb 4, 2019 - Jun 15, 2023	-5.00% Aug 20, 2025 - Sep 26, 2025
#5	-47.93% Nov 4, 2010 - Aug 27, 2014	-4.81% Feb 25, 2026 - Apr 30, 2026
#6	-39.32% Feb 26, 2018 - Feb 4, 2019	-3.59% Oct 15, 2025 - Nov 11, 2025
#7	-37.02% May 9, 2006 - Dec 27, 2006	-3.40% Apr 30, 2026 - May 8, 2026
#8	-34.31% Jan 13, 2004 - Sep 16, 2004	-3.26% Nov 5, 2024 - Nov 26, 2024
#9	-28.93% Jul 23, 2007 - Oct 1, 2007	-2.18% Nov 12, 2025 - Nov 28, 2025
#10	-28.22% Dec 7, 2007 - Apr 30, 2008	-2.15% Feb 13, 2026 - Feb 24, 2026
#11	-28.20% Feb 27, 2024 - Apr 23, 2025	-1.40% Feb 4, 2026 - Feb 10, 2026
#12	-27.12% Jan 5, 2010 - Sep 29, 2010	-1.16% Jan 29, 2026 - Feb 3, 2026
#13	-23.21% Feb 15, 2017 - Sep 6, 2017	-1.11% Sep 26, 2025 - Oct 1, 2025
#14	-21.00% Oct 31, 2007 - Dec 7, 2007	-0.98% Oct 8, 2025 - Oct 14, 2025
#15	-18.02% Feb 11, 2026 - Mar 20, 2026	-0.68% Jul 15, 2025 - Jul 18, 2025

Correlation

Correlation between ITUB and NEE-P-T is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2002 - 2026)

ITUB vs NEE-P-T dividend yield comparison.

Year	ITUB	NEE-P-T
2026	1.05%	3.48%
2025	11.26%	7.44%
2024	9.19%	0.00%
2023	3.62%	0.00%
2022	4.20%	0.00%
2021	29.80%	0.00%
2020	4.80%	0.00%
2019	8.21%	0.00%
2018	6.93%	0.00%
2017	3.35%	0.00%
2016	15.62%	0.00%
2015	3.89%	0.00%
2014	13.85%	0.00%
2013	14.60%	0.00%
2012	3.08%	0.00%
2011	3.50%	0.00%
2010	1.86%	0.00%
2009	1.21%	0.00%
2008	6.06%	0.00%
2007	1.99%	0.00%
2006	1.80%	0.00%
2005	2.05%	0.00%
2004	2.17%	0.00%
2003	1.74%	0.00%
2002	5.27%	0.00%