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NEE-P-T vs BMO

Comparison between NextEra Energy Inc 7.234 Corporate Units (NEE-P-T, Company) and Bank of Montreal (BMO, Company).

NEE-P-T vs BMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
NEE-P-T
$110B
Winner
BMO
$110B
Max Drawdown
Winner
NEE-P-T
14.55%
BMO
71.02%
Sharpe Ratio
NEE-P-T
1.39
Winner
BMO
2.51
5Y Beta
Winner
NEE-P-T
0.26
BMO
0.70
Industry
NEE-P-T
N/A
BMO
Banks - Diversified
P/E Ratio
Winner
NEE-P-T
13.39
BMO
17.02
Forward P/E
NEE-P-T
N/A
BMO
14.47
PEG Ratio
Winner
NEE-P-T
0.28
BMO
1.21
Dividend Yield
NEE-P-T
N/A
BMO
4.28%
5Y Dividends CAGR
NEE-P-T
N/A
BMO
13.40%
5Y EPS CAGR
Winner
NEE-P-T
13.15%
BMO
7.25%
Debt to Equity
Winner
NEE-P-T
177.08%
BMO
196.55%
Free Cash Flow Yield
Winner
NEE-P-T
11.21%
BMO
7.15%
P/S Ratio
NEE-P-T
N/A
BMO
3.26
P/B Ratio
NEE-P-T
N/A
BMO
1.72

NEE-P-T vs BMO - Historical Returns

Returns include dividend reinvestment.

1M
NEE-P-T
-0.03%
Winner
BMO
+9.35%
3M
NEE-P-T
+1.97%
Winner
BMO
+6.53%
6M
NEE-P-T
+8.31%
Winner
BMO
+25.89%
1Y
NEE-P-T
+28.30%
Winner
BMO
+60.11%
5Y(CAGR)
NEE-P-T
N/A
BMO
+14.65%
10Y(CAGR)
NEE-P-T
N/A
BMO
+14.55%
Max(CAGR)
Winner
NEE-P-T
+13.82%
BMO
+13.47%

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

Returns include dividend reinvestment.

YearNEE-P-TBMO
2026+10.12%+17.68%
2025+15.60%+39.63%
2024-5.00%+4.14%
2023N/A+14.70%
2022N/A-13.33%
2021N/A+50.18%
2020N/A+3.23%
2019N/A+22.41%
2018N/A-15.22%
2017N/A+16.13%
2016N/A+38.11%
2015N/A-15.17%
2014N/A+11.59%
2013N/A+12.35%
2012N/A+14.28%
2011N/A-1.53%
2010N/A+12.59%
2009N/A+117.13%
2008N/A-51.18%
2007N/A-0.12%
2006N/A+7.35%
2005N/A+22.60%
2004N/A+19.52%
2003N/A+58.98%
2002N/A+23.28%
2001N/A-6.32%
2000N/A+65.58%
1999N/A-9.33%

NEE-P-T vs BMO Drawdown Comparison

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

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

The current NEE-P-T drawdown is -3.40%. The current BMO drawdown is -1.35%.

RankNEE-P-TBMO
#1-12.80%
Nov 29, 2024 - Jul 14, 2025
-68.20%
Nov 6, 2007 - Mar 4, 2010
#2-6.59%
Nov 28, 2025 - Jan 27, 2026
-50.96%
Jan 21, 2020 - Dec 3, 2020
#3-6.03%
Jul 22, 2025 - Aug 19, 2025
-33.91%
Mar 22, 2022 - May 27, 2025
#4-5.00%
Aug 20, 2025 - Sep 26, 2025
-33.86%
Sep 3, 2014 - Dec 6, 2016
#5-4.81%
Feb 25, 2026 - Apr 30, 2026
-26.55%
Feb 12, 2001 - Dec 12, 2002
#6-3.59%
Oct 15, 2025 - Nov 11, 2025
-24.45%
Nov 15, 1999 - May 17, 2000
#7-3.40%
Apr 30, 2026 - May 8, 2026
-23.48%
Sep 21, 2018 - Jan 21, 2020
#8-3.26%
Nov 5, 2024 - Nov 26, 2024
-19.74%
Jan 22, 2004 - Oct 1, 2004
#9-2.18%
Nov 12, 2025 - Nov 28, 2025
-17.98%
Apr 29, 2011 - Dec 18, 2012
#10-2.15%
Feb 13, 2026 - Feb 24, 2026
-17.80%
Apr 26, 2010 - Feb 24, 2011
#11-1.40%
Feb 4, 2026 - Feb 10, 2026
-14.70%
Jul 19, 2007 - Oct 1, 2007
#12-1.16%
Jan 29, 2026 - Feb 3, 2026
-13.27%
Feb 27, 2006 - Aug 23, 2006
#13-1.11%
Sep 26, 2025 - Oct 1, 2025
-13.06%
Nov 15, 2013 - May 8, 2014
#14-0.98%
Oct 8, 2025 - Oct 14, 2025
-12.61%
Feb 16, 2017 - Jul 14, 2017
#15-0.68%
Jul 15, 2025 - Jul 18, 2025
-11.62%
Feb 26, 2026 - Apr 15, 2026

Correlation

Correlation between NEE-P-T and BMO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

NEE-P-T vs BMO dividend yield comparison.

YearNEE-P-TBMO
20263.48%1.61%
20257.44%3.55%
20240.00%4.60%
20230.00%4.76%
20220.00%4.62%
20210.00%3.95%
20200.00%4.15%
20190.00%3.96%
20180.00%4.78%
20170.00%4.45%
20160.00%4.73%
20150.00%5.74%
20140.00%4.35%
20130.00%4.41%
20120.00%4.60%
20110.00%5.11%
20100.00%4.86%
20090.00%5.28%
20080.00%10.90%
20070.00%4.79%
20060.00%3.71%
20050.00%3.31%
20040.00%3.30%
20030.00%3.24%
20020.00%4.52%
20010.00%4.93%
20000.00%3.80%
19990.00%1.38%

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