NEE-P-U vs AJG

Comparison between NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U, Company) and Arthur J. Gallagher & Company (AJG, Company).

NEE-P-U vs AJG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEE-P-U(COMPANY)	AJG(COMPANY)
Market Cap	$52B	$52B
Max Drawdown	4.91%	60.73%
Sharpe Ratio	0.44	-1.77
5Y Beta	0.11	0.26
Industry	N/A	Insurance Brokers
P/E Ratio	6.34	32.42
Forward P/E	N/A	15.22
PEG Ratio	0.13	0.87
Dividend Yield	N/A	1.30%
5Y Dividends CAGR	N/A	12.52%
5Y EPS CAGR	13.15%	7.34%
Debt to Equity	177.08%	53.49%
Free Cash Flow Yield	23.67%	3.85%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	2.20

Market Cap

NEE-P-U

$52B

Winner

AJG

$52B

Max Drawdown

Winner

NEE-P-U

4.91%

AJG

60.73%

Sharpe Ratio

Winner

NEE-P-U

0.44

AJG

-1.77

5Y Beta

Winner

NEE-P-U

0.11

AJG

0.26

Industry

NEE-P-U

N/A

AJG

Insurance Brokers

P/E Ratio

Winner

NEE-P-U

6.34

AJG

32.42

Forward P/E

NEE-P-U

N/A

AJG

15.22

PEG Ratio

Winner

NEE-P-U

0.13

AJG

0.87

Dividend Yield

NEE-P-U

N/A

AJG

1.30%

5Y Dividends CAGR

NEE-P-U

N/A

AJG

12.52%

5Y EPS CAGR

Winner

NEE-P-U

13.15%

AJG

7.34%

Debt to Equity

NEE-P-U

177.08%

Winner

AJG

53.49%

Free Cash Flow Yield

Winner

NEE-P-U

23.67%

AJG

3.85%

P/S Ratio

NEE-P-U

N/A

AJG

3.69

P/B Ratio

NEE-P-U

N/A

AJG

2.20

NEE-P-U vs AJG - Historical Returns

Returns include dividend reinvestment.

Period	NEE-P-U	AJG
1 month	-1.49%	-7.40%
3 months	-1.50%	-4.18%
6 months	+1.42%	-18.09%
1 year	+5.75%	-38.36%
5 years(CAGR)	N/A	+8.28%
10 years(CAGR)	N/A	+17.64%
Max(CAGR)	+5.68%	+11.28%

Winner

NEE-P-U

-1.49%

AJG

-7.40%

Winner

NEE-P-U

-1.50%

AJG

-4.18%

Winner

NEE-P-U

+1.42%

AJG

-18.09%

Winner

NEE-P-U

+5.75%

AJG

-38.36%

5Y(CAGR)

NEE-P-U

N/A

AJG

+8.28%

10Y(CAGR)

NEE-P-U

N/A

AJG

+17.64%

Max(CAGR)

NEE-P-U

+5.68%

Winner

AJG

+11.28%

NEE-P-U vs AJG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NEE-P-U	AJG
2026	+0.40%	-19.77%
2025	+4.91%	-5.36%
2024	N/A	+27.28%
2023	N/A	+21.33%
2022	N/A	+14.42%
2021	N/A	+43.02%
2020	N/A	+31.77%
2019	N/A	+35.10%
2018	N/A	+21.32%
2017	N/A	+24.35%
2016	N/A	+33.52%
2015	N/A	-9.96%
2014	N/A	+5.19%
2013	N/A	+36.63%
2012	N/A	+8.12%
2011	N/A	+18.76%
2010	N/A	+36.68%
2009	N/A	-7.29%
2008	N/A	+14.94%
2007	N/A	-14.57%
2006	N/A	-1.51%
2005	N/A	-1.77%
2004	N/A	+4.93%
2003	N/A	+12.49%
2002	N/A	-11.67%
2001	N/A	+11.62%
2000	N/A	+2.08%
1999	N/A	+26.98%

NEE-P-U vs AJG Drawdown Comparison

The maximum drawdown for NEE-P-U was -2.86%, occurring on Mar 31, 2026. Recovery took 42 trading sessions.

The maximum drawdown for AJG was -55.51%, occurring on Mar 21, 2000. Recovery took 239 trading sessions.

The current NEE-P-U drawdown is -1.91%. The current AJG drawdown is -40.71%.

Rank	NEE-P-U	AJG
#1	-2.86% Mar 2, 2026 - Apr 30, 2026	-55.51% Dec 31, 1999 - Dec 11, 2000
#2	-2.68% Nov 11, 2025 - Jan 26, 2026	-49.13% Oct 24, 2001 - Oct 14, 2010
#3	-2.62% Apr 30, 2026 - May 21, 2026	-44.40% Jun 2, 2025 - May 13, 2026
#4	-1.48% Sep 26, 2025 - Nov 10, 2025	-37.21% Feb 14, 2020 - Oct 9, 2020
#5	-0.91% Jul 2, 2025 - Aug 4, 2025	-34.63% Dec 27, 2000 - Sep 27, 2001
#6	-0.72% May 28, 2025 - Jul 2, 2025	-25.26% Jun 17, 2015 - May 24, 2016
#7	-0.66% Jan 26, 2026 - Feb 13, 2026	-20.72% Feb 18, 2011 - Oct 24, 2011
#8	-0.66% Sep 18, 2025 - Sep 25, 2025	-18.81% Apr 21, 2022 - Aug 10, 2022
#9	-0.62% Aug 19, 2025 - Aug 26, 2025	-12.78% Nov 24, 2023 - Mar 11, 2024
#10	-0.58% Sep 8, 2025 - Sep 18, 2025	-12.39% Dec 27, 2021 - Mar 28, 2022
#11	-0.52% Feb 23, 2026 - Mar 2, 2026	-12.28% Nov 27, 2024 - Feb 5, 2025
#12	-0.24% May 20, 2025 - May 23, 2025	-11.76% Dec 17, 2020 - Mar 16, 2021
#13	-0.20% Aug 13, 2025 - Aug 18, 2025	-11.75% Dec 2, 2022 - Apr 17, 2023
#14	-0.19% Aug 26, 2025 - Sep 2, 2025	-11.50% Nov 16, 2018 - Feb 5, 2019
#15	-0.15% Feb 17, 2026 - Feb 23, 2026	-11.27% Aug 18, 2022 - Nov 7, 2022

Correlation

Correlation between NEE-P-U and AJG is -0.80 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.80

-101

Dividend Comparison (1999 - 2026)

NEE-P-U vs AJG dividend yield comparison.

Year	NEE-P-U	AJG
2026	1.62%	0.34%
2025	3.50%	1.00%
2024	0.00%	0.85%
2023	0.00%	0.98%
2022	0.00%	1.08%
2021	0.00%	1.13%
2020	0.00%	1.46%
2019	0.00%	1.81%
2018	0.00%	2.23%
2017	0.00%	2.47%
2016	0.00%	2.93%
2015	0.00%	3.62%
2014	0.00%	3.06%
2013	0.00%	2.98%
2012	0.00%	3.92%
2011	0.00%	3.95%
2010	0.00%	4.40%
2009	0.00%	5.69%
2008	0.00%	4.94%
2007	0.00%	5.13%
2006	0.00%	4.06%
2005	0.00%	3.63%
2004	0.00%	3.08%
2003	0.00%	2.22%
2002	0.00%	2.04%
2001	0.00%	1.51%
2000	0.00%	1.45%
1999	0.00%	0.62%