NEE-P-U vs ETR

Comparison between NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U, Company) and Entergy Corp (ETR, Company).

NEE-P-U vs ETR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEE-P-U(COMPANY)	ETR(COMPANY)
Market Cap	$50B	$49B
Max Drawdown	9.93%	52.75%
Sharpe Ratio	-0.82	0.90
5Y Beta	0.12	0.30
Industry	N/A	Utilities - Regulated Electric
P/E Ratio	6.07	24.86
Forward P/E	N/A	23.98
PEG Ratio	0.13	0.88
Dividend Yield	N/A	2.35%
5Y Dividends CAGR	N/A	14.93%
5Y EPS CAGR	13.15%	4.54%
Debt to Equity	177.08%	188.37%
Free Cash Flow Yield	24.74%	-5.77%
P/S Ratio	N/A	3.73
P/B Ratio	N/A	2.70

Market Cap

Winner

NEE-P-U

$50B

ETR

$49B

Max Drawdown

Winner

NEE-P-U

9.93%

ETR

52.75%

Sharpe Ratio

NEE-P-U

-0.82

Winner

ETR

0.90

5Y Beta

Winner

NEE-P-U

0.12

ETR

0.30

Industry

NEE-P-U

N/A

ETR

Utilities - Regulated Electric

P/E Ratio

Winner

NEE-P-U

6.07

ETR

24.86

Forward P/E

NEE-P-U

N/A

ETR

23.98

PEG Ratio

Winner

NEE-P-U

0.13

ETR

0.88

Dividend Yield

NEE-P-U

N/A

ETR

2.35%

5Y Dividends CAGR

NEE-P-U

N/A

ETR

14.93%

5Y EPS CAGR

Winner

NEE-P-U

13.15%

ETR

4.54%

Debt to Equity

Winner

NEE-P-U

177.08%

ETR

188.37%

Free Cash Flow Yield

Winner

NEE-P-U

24.74%

ETR

-5.77%

P/S Ratio

NEE-P-U

N/A

ETR

3.73

P/B Ratio

NEE-P-U

N/A

ETR

2.70

NEE-P-U vs ETR - Historical Returns

Returns include dividend reinvestment.

Period	NEE-P-U	ETR
1 month	-2.28%	-8.22%
3 months	-4.43%	-4.78%
6 months	-5.86%	+2.29%
1 year	-1.54%	+22.29%
5 years(CAGR)	N/A	+17.38%
10 years(CAGR)	N/A	+14.66%
Max(CAGR)	+0.81%	+11.81%

Winner

NEE-P-U

-2.28%

ETR

-8.22%

Winner

NEE-P-U

-4.43%

ETR

-4.78%

NEE-P-U

-5.86%

Winner

ETR

+2.29%

NEE-P-U

-1.54%

Winner

ETR

+22.29%

5Y(CAGR)

NEE-P-U

N/A

ETR

+17.38%

10Y(CAGR)

NEE-P-U

N/A

ETR

+14.66%

Max(CAGR)

NEE-P-U

+0.81%

Winner

ETR

+11.81%

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

Returns include dividend reinvestment.

Year	NEE-P-U	ETR
2026	-4.05%	+15.40%
2025	+4.91%	+26.03%
2024	N/A	+53.73%
2023	N/A	-3.17%
2022	N/A	+4.69%
2021	N/A	+19.32%
2020	N/A	-12.34%
2019	N/A	+47.89%
2018	N/A	+8.98%
2017	N/A	+16.74%
2016	N/A	+12.16%
2015	N/A	-18.38%
2014	N/A	+48.10%
2013	N/A	+2.74%
2012	N/A	-7.70%
2011	N/A	+6.57%
2010	N/A	-10.07%
2009	N/A	+0.54%
2008	N/A	-26.79%
2007	N/A	+31.61%
2006	N/A	+34.84%
2005	N/A	+6.46%
2004	N/A	+21.88%
2003	N/A	+26.32%
2002	N/A	+18.16%
2001	N/A	-3.21%
2000	N/A	+74.80%
1999	N/A	-12.37%

NEE-P-U vs ETR Drawdown Comparison

The maximum drawdown for NEE-P-U was -6.70%, occurring on Aug 21, 2026. This drawdown has not yet recovered.

The maximum drawdown for ETR was -50.00%, occurring on Mar 13, 2009. Recovery took 2459 trading sessions.

The current NEE-P-U drawdown is -6.26%. The current ETR drawdown is -8.81%.

Rank	NEE-P-U	ETR
#1	-6.70% Apr 30, 2026 - Aug 21, 2026	-50.00% Jan 9, 2008 - Oct 13, 2017
#2	-2.86% Mar 2, 2026 - Apr 30, 2026	-42.95% Nov 2, 1999 - May 31, 2000
#3	-2.68% Nov 11, 2025 - Jan 26, 2026	-41.99% Feb 18, 2020 - Apr 20, 2022
#4	-1.48% Sep 26, 2025 - Nov 10, 2025	-28.43% May 2, 2002 - Dec 18, 2002
#5	-0.91% Jul 2, 2025 - Aug 4, 2025	-25.16% Apr 20, 2022 - Jul 30, 2024
#6	-0.72% May 28, 2025 - Jul 2, 2025	-23.69% May 23, 2001 - Mar 28, 2002
#7	-0.66% Jan 26, 2026 - Feb 13, 2026	-21.53% Dec 26, 2000 - May 16, 2001
#8	-0.66% Sep 18, 2025 - Sep 25, 2025	-19.11% May 16, 2007 - Oct 26, 2007
#9	-0.62% Aug 19, 2025 - Aug 26, 2025	-16.61% Nov 14, 2017 - Aug 16, 2018
#10	-0.58% Sep 8, 2025 - Sep 18, 2025	-14.33% Apr 1, 2004 - Aug 10, 2004
#11	-0.52% Feb 23, 2026 - Mar 2, 2026	-13.97% Oct 2, 2000 - Nov 13, 2000
#12	-0.24% May 20, 2025 - May 23, 2025	-13.75% Aug 3, 2005 - Jul 20, 2006
#13	-0.20% Aug 13, 2025 - Aug 18, 2025	-11.77% Jun 13, 2000 - Aug 7, 2000
#14	-0.19% Aug 26, 2025 - Sep 2, 2025	-10.72% Jan 6, 2003 - Mar 18, 2003
#15	-0.15% Feb 17, 2026 - Feb 23, 2026	-10.56% May 5, 2026 - Jun 1, 2026

Correlation

Correlation between NEE-P-U and ETR is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (1999 - 2026)

NEE-P-U vs ETR dividend yield comparison.

Year	NEE-P-U	ETR
2026	3.44%	2.43%
2025	3.50%	2.64%
2024	0.00%	3.03%
2023	0.00%	4.29%
2022	0.00%	3.64%
2021	0.00%	3.43%
2020	0.00%	3.75%
2019	0.00%	3.06%
2018	0.00%	4.16%
2017	0.00%	4.30%
2016	0.00%	4.65%
2015	0.00%	4.89%
2014	0.00%	3.80%
2013	0.00%	5.25%
2012	0.00%	5.21%
2011	0.00%	4.54%
2010	0.00%	4.57%
2009	0.00%	3.67%
2008	0.00%	3.61%
2007	0.00%	2.16%
2006	0.00%	2.34%
2005	0.00%	3.15%
2004	0.00%	2.80%
2003	0.00%	2.80%
2002	0.00%	2.94%
2001	0.00%	3.26%
2000	0.00%	2.87%
1999	0.00%	1.17%