NEE-P-T vs SO
Comparison between NextEra Energy Inc 7.234 Corporate Units (NEE-P-T, Company) and Southern Company (SO, Company).
NEE-P-T vs SO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
NEE-P-T
$104B
Winner
SO
$105B
Max Drawdown
Winner
NEE-P-T
14.55%
SO
38.98%
Sharpe Ratio
Winner
NEE-P-T
0.83
SO
0.39
5Y Beta
NEE-P-T
0.24
Winner
SO
-0.04
Industry
NEE-P-T
N/A
SO
Utilities - Regulated Electric
P/E Ratio
Winner
NEE-P-T
12.65
SO
19.51
Forward P/E
NEE-P-T
N/A
SO
20.24
PEG Ratio
NEE-P-T
0.27
SO
N/A
Dividend Yield
NEE-P-T
N/A
SO
3.20%
5Y Dividends CAGR
NEE-P-T
N/A
SO
5.59%
5Y EPS CAGR
Winner
NEE-P-T
13.15%
SO
3.88%
Debt to Equity
NEE-P-T
177.08%
Winner
SO
4.19%
Free Cash Flow Yield
Winner
NEE-P-T
11.87%
SO
-3.31%
NEE-P-T vs SO - Historical Returns
Returns include dividend reinvestment.
1M
NEE-P-T
-1.79%
Winner
SO
-0.23%
3M
Winner
NEE-P-T
-2.02%
SO
-2.37%
6M
NEE-P-T
+5.64%
Winner
SO
+8.93%
1Y
Winner
NEE-P-T
+18.35%
SO
+8.93%
5Y(CAGR)
NEE-P-T
N/A
SO
+12.83%
10Y(CAGR)
NEE-P-T
N/A
SO
+10.69%
Max(CAGR)
NEE-P-T
+9.80%
Winner
SO
+13.43%
NEE-P-T vs SO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NEE-P-T | SO |
|---|---|---|
| 2026 | +5.43% | +8.98% |
| 2025 | +15.60% | +9.78% |
| 2024 | -5.00% | +20.43% |
| 2023 | N/A | +1.49% |
| 2022 | N/A | +8.86% |
| 2021 | N/A | +20.40% |
| 2020 | N/A | +2.40% |
| 2019 | N/A | +52.31% |
| 2018 | N/A | -1.87% |
| 2017 | N/A | +2.73% |
| 2016 | N/A | +9.37% |
| 2015 | N/A | -0.60% |
| 2014 | N/A | +26.52% |
| 2013 | N/A | -1.74% |
| 2012 | N/A | -0.82% |
| 2011 | N/A | +26.25% |
| 2010 | N/A | +21.04% |
| 2009 | N/A | -6.08% |
| 2008 | N/A | +1.63% |
| 2007 | N/A | +9.49% |
| 2006 | N/A | +9.97% |
| 2005 | N/A | +9.07% |
| 2004 | N/A | +16.91% |
| 2003 | N/A | +9.50% |
| 2002 | N/A | +16.95% |
| 2001 | N/A | +102.26% |
| 2000 | N/A | +53.68% |
| 1999 | N/A | -10.68% |
NEE-P-T vs SO 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 SO was -38.44%, occurring on Mar 23, 2020. Recovery took 389 trading sessions.
The current NEE-P-T drawdown is -7.52%. The current SO drawdown is -4.90%.
| Rank | NEE-P-T | SO |
|---|---|---|
| #1 | -12.80% Nov 29, 2024 - Jul 14, 2025 | -38.44% Jan 30, 2020 - Aug 16, 2021 |
| #2 | -9.84% Apr 30, 2026 - Jun 1, 2026 | -30.47% Sep 18, 2008 - Jul 26, 2010 |
| #3 | -6.59% Nov 28, 2025 - Jan 27, 2026 | -23.28% Aug 19, 2022 - May 3, 2024 |
| #4 | -6.03% Jul 22, 2025 - Aug 19, 2025 | -21.01% Nov 2, 1999 - Apr 25, 2000 |
| #5 | -5.00% Aug 20, 2025 - Sep 26, 2025 | -19.29% Jan 29, 2015 - Mar 10, 2016 |
| #6 | -4.81% Feb 25, 2026 - Apr 30, 2026 | -18.94% Dec 26, 2000 - Mar 27, 2001 |
| #7 | -3.59% Oct 15, 2025 - Nov 11, 2025 | -17.68% Nov 2, 2017 - Feb 20, 2019 |
| #8 | -3.26% Nov 5, 2024 - Nov 26, 2024 | -17.47% Oct 28, 2002 - Jan 6, 2003 |
| #9 | -2.18% Nov 12, 2025 - Nov 28, 2025 | -16.88% Sep 13, 2000 - Dec 26, 2000 |
| #10 | -2.15% Feb 13, 2026 - Feb 24, 2026 | -15.85% May 8, 2002 - Jul 31, 2002 |
| #11 | -1.40% Feb 4, 2026 - Feb 10, 2026 | -15.00% Oct 15, 2025 - Mar 16, 2026 |
| #12 | -1.16% Jan 29, 2026 - Feb 3, 2026 | -14.92% Apr 23, 2013 - Apr 28, 2014 |
| #13 | -1.11% Sep 26, 2025 - Oct 1, 2025 | -14.82% Jan 9, 2008 - Sep 18, 2008 |
| #14 | -0.98% Oct 8, 2025 - Oct 14, 2025 | -14.14% Apr 26, 2000 - Aug 7, 2000 |
| #15 | -0.68% Jul 15, 2025 - Jul 18, 2025 | -14.04% May 27, 2022 - Jul 29, 2022 |
Correlation
Correlation between NEE-P-T and SO is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2000 - 2026)
NEE-P-T vs SO dividend yield comparison.
| Year | NEE-P-T | SO |
|---|---|---|
| 2026 | 3.63% | 2.05% |
| 2025 | 7.44% | 3.37% |
| 2024 | 0.00% | 3.47% |
| 2023 | 0.00% | 3.96% |
| 2022 | 0.00% | 3.78% |
| 2021 | 0.00% | 3.82% |
| 2020 | 0.00% | 4.13% |
| 2019 | 0.00% | 3.86% |
| 2018 | 0.00% | 5.42% |
| 2017 | 0.00% | 4.78% |
| 2016 | 0.00% | 4.52% |
| 2015 | 0.00% | 4.60% |
| 2014 | 0.00% | 4.24% |
| 2013 | 0.00% | 4.90% |
| 2012 | 0.00% | 4.54% |
| 2011 | 0.00% | 4.05% |
| 2010 | 0.00% | 4.71% |
| 2009 | 0.00% | 5.20% |
| 2008 | 0.00% | 4.49% |
| 2007 | 0.00% | 4.12% |
| 2006 | 0.00% | 4.16% |
| 2005 | 0.00% | 4.27% |
| 2004 | 0.00% | 4.22% |
| 2003 | 0.00% | 4.58% |
| 2002 | 0.00% | 4.77% |
| 2001 | 0.00% | 59.28% |
| 2000 | 0.00% | 4.03% |
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