NEE-P-U vs JPM-P-L

Comparison between NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U, Company) and JPMorgan Chase & Company (JPM-P-L, Company).

NEE-P-U vs JPM-P-L - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEE-P-U(COMPANY)	JPM-P-L(COMPANY)
Market Cap	$52B	$51B
Max Drawdown	5.98%	32.13%
Sharpe Ratio	0.44	0.07
5Y Beta	0.11	N/A
P/E Ratio	6.29	0.86
PEG Ratio	0.13	0.09
5Y EPS CAGR	13.15%	15.42%
Debt to Equity	177.08%	18.69%
Free Cash Flow Yield	23.87%	N/A

Market Cap

Winner

NEE-P-U

$52B

JPM-P-L

$51B

Max Drawdown

Winner

NEE-P-U

5.98%

JPM-P-L

32.13%

Sharpe Ratio

Winner

NEE-P-U

0.44

JPM-P-L

0.07

5Y Beta

NEE-P-U

0.11

JPM-P-L

N/A

P/E Ratio

NEE-P-U

6.29

Winner

JPM-P-L

0.86

PEG Ratio

NEE-P-U

0.13

Winner

JPM-P-L

0.09

5Y EPS CAGR

NEE-P-U

13.15%

Winner

JPM-P-L

15.42%

Debt to Equity

NEE-P-U

177.08%

Winner

JPM-P-L

18.69%

Free Cash Flow Yield

NEE-P-U

23.87%

JPM-P-L

N/A

NEE-P-U vs JPM-P-L - Historical Returns

Returns include dividend reinvestment.

Period	NEE-P-U	JPM-P-L
1 month	+0.50%	-0.00%
3 months	+0.79%	-1.17%
6 months	+0.59%	-2.41%
1 year	+6.18%	+3.75%
5 years(CAGR)	N/A	-1.14%
Max(CAGR)	+5.54%	-0.17%

Winner

NEE-P-U

+0.50%

JPM-P-L

-0.00%

Winner

NEE-P-U

+0.79%

JPM-P-L

-1.17%

Winner

NEE-P-U

+0.59%

JPM-P-L

-2.41%

Winner

NEE-P-U

+6.18%

JPM-P-L

+3.75%

5Y(CAGR)

NEE-P-U

N/A

JPM-P-L

-1.14%

Max(CAGR)

Winner

NEE-P-U

+5.54%

JPM-P-L

-0.17%

NEE-P-U vs JPM-P-L - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	NEE-P-U	JPM-P-L
2026	+0.67%	-2.46%
2025	+4.91%	-0.62%
2024	N/A	+5.56%
2023	N/A	+15.50%
2022	N/A	-23.38%
2021	N/A	+6.90%

NEE-P-U vs JPM-P-L 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 JPM-P-L was -27.73%, occurring on May 9, 2022. Recovery took 716 trading sessions.

The current NEE-P-U drawdown is -1.65%. The current JPM-P-L drawdown is -10.74%.

Rank	NEE-P-U	JPM-P-L
#1	-2.86% Mar 2, 2026 - Apr 30, 2026	-27.73% Nov 5, 2021 - Sep 13, 2024
#2	-2.68% Nov 11, 2025 - Jan 26, 2026	-15.14% Sep 26, 2024 - May 21, 2025
#3	-2.62% Apr 30, 2026 - May 21, 2026	-2.62% Sep 22, 2021 - Nov 4, 2021
#4	-1.48% Sep 26, 2025 - Nov 10, 2025	-2.16% Jul 7, 2021 - Sep 16, 2021
#5	-0.91% Jul 2, 2025 - Aug 4, 2025	-0.72% Jun 10, 2021 - Jun 23, 2021
#6	-0.72% May 28, 2025 - Jul 2, 2025	-0.69% May 28, 2021 - Jun 9, 2021
#7	-0.66% Jan 26, 2026 - Feb 13, 2026	-0.49% Sep 16, 2021 - Sep 22, 2021
#8	-0.66% Sep 18, 2025 - Sep 25, 2025	-0.44% May 17, 2021 - May 21, 2021
#9	-0.62% Aug 19, 2025 - Aug 26, 2025	-0.39% Sep 19, 2024 - Sep 26, 2024
#10	-0.58% Sep 8, 2025 - Sep 18, 2025	-0.04% Sep 17, 2024 - Sep 19, 2024
#11	-0.52% Feb 23, 2026 - Mar 2, 2026	N/A
#12	-0.24% May 20, 2025 - May 23, 2025	N/A
#13	-0.20% Aug 13, 2025 - Aug 18, 2025	N/A
#14	-0.19% Aug 26, 2025 - Sep 2, 2025	N/A
#15	-0.15% Feb 17, 2026 - Feb 23, 2026	N/A

Correlation

Correlation between NEE-P-U and JPM-P-L is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101