NEE-P-S vs BMO

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

NEE-P-S vs BMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

NEE-P-S

$113B

BMO

$112B

Max Drawdown

Winner

NEE-P-S

20.45%

BMO

71.02%

Sharpe Ratio

NEE-P-S

0.74

Winner

BMO

2.36

5Y Beta

Winner

NEE-P-S

0.15

BMO

0.70

Industry

NEE-P-S

N/A

BMO

Banks - Diversified

P/E Ratio

Winner

NEE-P-S

13.78

BMO

17.33

Forward P/E

NEE-P-S

N/A

BMO

14.71

PEG Ratio

Winner

NEE-P-S

0.29

BMO

1.24

Dividend Yield

NEE-P-S

N/A

BMO

4.24%

5Y Dividends CAGR

NEE-P-S

N/A

BMO

13.40%

5Y EPS CAGR

Winner

NEE-P-S

13.15%

BMO

7.25%

Debt to Equity

Winner

NEE-P-S

177.08%

BMO

196.55%

Free Cash Flow Yield

Winner

NEE-P-S

10.89%

BMO

7.03%

NEE-P-S vs BMO - Historical Returns

Returns include dividend reinvestment.

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

NEE-P-S

-3.09%

Winner

BMO

+3.72%

NEE-P-S

-3.25%

Winner

BMO

+8.97%

NEE-P-S

+3.57%

Winner

BMO

+33.87%

NEE-P-S

+16.54%

Winner

BMO

+58.20%

5Y(CAGR)

NEE-P-S

N/A

BMO

+14.21%

10Y(CAGR)

NEE-P-S

N/A

BMO

+14.74%

Max(CAGR)

NEE-P-S

+9.89%

Winner

BMO

+13.59%

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

Returns include dividend reinvestment.

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

NEE-P-S vs BMO Drawdown Comparison

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

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

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

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

Correlation

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

0.80

-101

Dividend Comparison (1999 - 2026)

NEE-P-S vs BMO dividend yield comparison.

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