NEE-P-U vs AMP

Comparison between NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U, Company) and Ameriprise Financial Inc (AMP, Company).

NEE-P-U vs AMP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEE-P-U(COMPANY)	AMP(COMPANY)
Market Cap	$50B	$50B
Max Drawdown	7.40%	81.52%
Sharpe Ratio	-0.18	0.22
5Y Beta	0.11	1.06
Industry	N/A	Asset Management
P/E Ratio	6.15	14.98
Forward P/E	N/A	12.14
PEG Ratio	0.13	0.96
Dividend Yield	N/A	1.20%
5Y Dividends CAGR	N/A	14.26%
5Y EPS CAGR	13.15%	22.71%
Debt to Equity	177.08%	0.00%
Free Cash Flow Yield	24.43%	14.08%
P/S Ratio	N/A	2.41
P/B Ratio	N/A	7.59

Market Cap

Winner

NEE-P-U

$50B

AMP

$50B

Max Drawdown

Winner

NEE-P-U

7.40%

AMP

81.52%

Sharpe Ratio

NEE-P-U

-0.18

Winner

AMP

0.22

5Y Beta

Winner

NEE-P-U

0.11

AMP

1.06

Industry

NEE-P-U

N/A

AMP

Asset Management

P/E Ratio

Winner

NEE-P-U

6.15

AMP

14.98

Forward P/E

NEE-P-U

N/A

AMP

12.14

PEG Ratio

Winner

NEE-P-U

0.13

AMP

0.96

Dividend Yield

NEE-P-U

N/A

AMP

1.20%

5Y Dividends CAGR

NEE-P-U

N/A

AMP

14.26%

5Y EPS CAGR

NEE-P-U

13.15%

Winner

AMP

22.71%

Debt to Equity

NEE-P-U

177.08%

Winner

AMP

0.00%

Free Cash Flow Yield

Winner

NEE-P-U

24.43%

AMP

14.08%

P/S Ratio

NEE-P-U

N/A

AMP

2.41

P/B Ratio

NEE-P-U

N/A

AMP

7.59

NEE-P-U vs AMP - Historical Returns

Returns include dividend reinvestment.

Period	NEE-P-U	AMP
1 month	-0.70%	+13.79%
3 months	-3.69%	+17.26%
6 months	-2.38%	+4.22%
1 year	+3.09%	+6.74%
5 years(CAGR)	N/A	+17.93%
10 years(CAGR)	N/A	+21.56%
Max(CAGR)	+2.96%	+16.00%

NEE-P-U

-0.70%

Winner

AMP

+13.79%

NEE-P-U

-3.69%

Winner

AMP

+17.26%

NEE-P-U

-2.38%

Winner

AMP

+4.22%

NEE-P-U

+3.09%

Winner

AMP

+6.74%

5Y(CAGR)

NEE-P-U

N/A

AMP

+17.93%

10Y(CAGR)

NEE-P-U

N/A

AMP

+21.56%

Max(CAGR)

NEE-P-U

+2.96%

Winner

AMP

+16.00%

NEE-P-U vs AMP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	NEE-P-U	AMP
2026	-1.65%	+11.28%
2025	+4.91%	-6.29%
2024	N/A	+42.40%
2023	N/A	+24.25%
2022	N/A	+4.08%
2021	N/A	+63.12%
2020	N/A	+17.92%
2019	N/A	+58.53%
2018	N/A	-37.00%
2017	N/A	+55.09%
2016	N/A	+9.97%
2015	N/A	-17.74%
2014	N/A	+18.42%
2013	N/A	+80.65%
2012	N/A	+24.93%
2011	N/A	-14.97%
2010	N/A	+46.61%
2009	N/A	+65.91%
2008	N/A	-57.16%
2007	N/A	+0.74%
2006	N/A	+30.70%
2005	N/A	+11.11%

NEE-P-U vs AMP Drawdown Comparison

The maximum drawdown for NEE-P-U was -4.08%, occurring on Jul 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

The current NEE-P-U drawdown is -3.92%. The current AMP drawdown is -3.24%.

Rank	NEE-P-U	AMP
#1	-4.08% Apr 30, 2026 - Jul 24, 2026	-81.14% Oct 9, 2007 - Feb 11, 2011
#2	-2.86% Mar 2, 2026 - Apr 30, 2026	-53.88% Feb 20, 2020 - Nov 9, 2020
#3	-2.68% Nov 11, 2025 - Jan 26, 2026	-45.02% Jan 12, 2018 - Feb 4, 2020
#4	-1.48% Sep 26, 2025 - Nov 10, 2025	-43.27% Feb 13, 2015 - Feb 21, 2017
#5	-0.91% Jul 2, 2025 - Aug 4, 2025	-41.83% Feb 18, 2011 - Dec 7, 2012
#6	-0.72% May 28, 2025 - Jul 2, 2025	-31.53% Jan 14, 2022 - Nov 10, 2022
#7	-0.66% Jan 26, 2026 - Feb 13, 2026	-26.39% Jan 29, 2025 - Apr 4, 2025
#8	-0.66% Sep 18, 2025 - Sep 25, 2025	-20.80% Feb 13, 2023 - Jul 20, 2023
#9	-0.62% Aug 19, 2025 - Aug 26, 2025	-17.82% Jun 19, 2007 - Oct 9, 2007
#10	-0.58% Sep 8, 2025 - Sep 18, 2025	-17.24% Apr 27, 2006 - Oct 20, 2006
#11	-0.52% Feb 23, 2026 - Mar 2, 2026	-14.40% Sep 2, 2014 - Nov 4, 2014
#12	-0.24% May 20, 2025 - May 23, 2025	-14.20% Sep 26, 2005 - Nov 9, 2005
#13	-0.20% Aug 13, 2025 - Aug 18, 2025	-13.61% Jul 20, 2023 - Dec 1, 2023
#14	-0.19% Aug 26, 2025 - Sep 2, 2025	-13.32% Feb 22, 2007 - May 31, 2007
#15	-0.15% Feb 17, 2026 - Feb 23, 2026	-12.37% Jan 8, 2014 - Jun 3, 2014

Correlation

Correlation between NEE-P-U and AMP is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

-101

Dividend Comparison (2005 - 2026)

NEE-P-U vs AMP dividend yield comparison.

Year	NEE-P-U	AMP
2026	3.36%	0.60%
2025	3.50%	1.28%
2024	0.00%	1.09%
2023	0.00%	1.40%
2022	0.00%	1.57%
2021	0.00%	1.47%
2020	0.00%	2.10%
2019	0.00%	2.29%
2018	0.00%	3.38%
2017	0.00%	1.91%
2016	0.00%	2.63%
2015	0.00%	2.43%
2014	0.00%	1.71%
2013	0.00%	1.75%
2012	0.00%	2.28%
2011	0.00%	1.75%
2010	0.00%	1.23%
2009	0.00%	1.75%
2008	0.00%	2.74%
2007	0.00%	1.02%
2006	0.00%	0.81%
2005	0.00%	0.27%