NEE-P-U vs ROK

Comparison between NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U, Company) and Rockwell Automation Inc (ROK, Company).

NEE-P-U vs ROK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEE-P-U(COMPANY)	ROK(COMPANY)
Market Cap	$50B	$50B
Max Drawdown	7.90%	77.43%
Sharpe Ratio	-0.41	0.86
5Y Beta	0.11	1.21
Industry	N/A	Specialty Industrial Machinery
P/E Ratio	6.12	37.10
Forward P/E	N/A	30.21
PEG Ratio	0.13	0.78
Dividend Yield	N/A	0.29%
5Y Dividends CAGR	N/A	9.83%
5Y EPS CAGR	13.15%	7.41%
Debt to Equity	177.08%	73.61%
Free Cash Flow Yield	24.54%	2.83%
P/S Ratio	N/A	5.58
P/B Ratio	N/A	14.18

Market Cap

Winner

NEE-P-U

$50B

ROK

$50B

Max Drawdown

Winner

NEE-P-U

7.90%

ROK

77.43%

Sharpe Ratio

NEE-P-U

-0.41

Winner

ROK

0.86

5Y Beta

Winner

NEE-P-U

0.11

ROK

1.21

Industry

NEE-P-U

N/A

ROK

Specialty Industrial Machinery

P/E Ratio

Winner

NEE-P-U

6.12

ROK

37.10

Forward P/E

NEE-P-U

N/A

ROK

30.21

PEG Ratio

Winner

NEE-P-U

0.13

ROK

0.78

Dividend Yield

NEE-P-U

N/A

ROK

0.29%

5Y Dividends CAGR

NEE-P-U

N/A

ROK

9.83%

5Y EPS CAGR

Winner

NEE-P-U

13.15%

ROK

7.41%

Debt to Equity

NEE-P-U

177.08%

Winner

ROK

73.61%

Free Cash Flow Yield

Winner

NEE-P-U

24.54%

ROK

2.83%

P/S Ratio

NEE-P-U

N/A

ROK

5.58

P/B Ratio

NEE-P-U

N/A

ROK

14.18

NEE-P-U vs ROK - Historical Returns

Returns include dividend reinvestment.

Period	NEE-P-U	ROK
1 month	-1.80%	-8.51%
3 months	-3.46%	-3.52%
6 months	-3.41%	+7.17%
1 year	+1.44%	+36.35%
5 years(CAGR)	N/A	+8.85%
10 years(CAGR)	N/A	+16.33%
Max(CAGR)	+2.32%	+15.03%

Winner

NEE-P-U

-1.80%

ROK

-8.51%

Winner

NEE-P-U

-3.46%

ROK

-3.52%

NEE-P-U

-3.41%

Winner

ROK

+7.17%

NEE-P-U

+1.44%

Winner

ROK

+36.35%

5Y(CAGR)

NEE-P-U

N/A

ROK

+8.85%

10Y(CAGR)

NEE-P-U

N/A

ROK

+16.33%

Max(CAGR)

NEE-P-U

+2.32%

Winner

ROK

+15.03%

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

Returns include dividend reinvestment.

Year	NEE-P-U	ROK
2026	-2.34%	+11.60%
2025	+4.91%	+40.76%
2024	N/A	-4.97%
2023	N/A	+20.81%
2022	N/A	-22.76%
2021	N/A	+43.68%
2020	N/A	+24.31%
2019	N/A	+37.50%
2018	N/A	-22.29%
2017	N/A	+44.42%
2016	N/A	+35.88%
2015	N/A	-5.42%
2014	N/A	-2.42%
2013	N/A	+40.22%
2012	N/A	+13.64%
2011	N/A	-0.24%
2010	N/A	+53.66%
2009	N/A	+42.90%
2008	N/A	-50.32%
2007	N/A	+15.19%
2006	N/A	+3.63%
2005	N/A	+23.28%
2004	N/A	+45.43%
2003	N/A	+72.41%
2002	N/A	+19.46%
2001	N/A	+1.22%
2000	N/A	-1.07%
1999	N/A	+1.23%

NEE-P-U vs ROK Drawdown Comparison

The maximum drawdown for NEE-P-U was -4.59%, occurring on Aug 6, 2026. This drawdown has not yet recovered.

The maximum drawdown for ROK was -75.84%, occurring on Mar 5, 2009. Recovery took 1168 trading sessions.

The current NEE-P-U drawdown is -4.59%. The current ROK drawdown is -10.76%.

Rank	NEE-P-U	ROK
#1	-4.59% Apr 30, 2026 - Aug 6, 2026	-75.84% Apr 24, 2006 - Dec 10, 2010
#2	-2.86% Mar 2, 2026 - Apr 30, 2026	-46.74% Apr 26, 2011 - Jul 18, 2013
#3	-2.68% Nov 11, 2025 - Jan 26, 2026	-45.09% Dec 15, 2021 - Jul 13, 2023
#4	-1.48% Sep 26, 2025 - Nov 10, 2025	-44.80% Jan 19, 2000 - Feb 25, 2002
#5	-0.91% Jul 2, 2025 - Aug 4, 2025	-42.36% Feb 21, 2020 - May 26, 2020
#6	-0.72% May 28, 2025 - Jul 2, 2025	-34.84% Jul 18, 2023 - Jul 1, 2025
#7	-0.66% Jan 26, 2026 - Feb 13, 2026	-32.71% May 9, 2002 - Jan 10, 2003
#8	-0.66% Sep 18, 2025 - Sep 25, 2025	-30.40% Jan 12, 2018 - Nov 15, 2019
#9	-0.62% Aug 19, 2025 - Aug 26, 2025	-28.41% Jun 11, 2015 - Oct 21, 2016
#10	-0.58% Sep 8, 2025 - Sep 18, 2025	-26.65% Feb 25, 2005 - Jan 6, 2006
#11	-0.52% Feb 23, 2026 - Mar 2, 2026	-22.47% Jun 9, 2014 - May 18, 2015
#12	-0.24% May 20, 2025 - May 23, 2025	-22.08% Jan 16, 2004 - Jun 25, 2004
#13	-0.20% Aug 13, 2025 - Aug 18, 2025	-18.72% Feb 3, 2026 - May 5, 2026
#14	-0.19% Aug 26, 2025 - Sep 2, 2025	-18.56% Jan 15, 2003 - May 30, 2003
#15	-0.15% Feb 17, 2026 - Feb 23, 2026	-11.89% Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between NEE-P-U and ROK is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (1999 - 2026)

NEE-P-U vs ROK dividend yield comparison.

Year	NEE-P-U	ROK
2026	3.38%	0.62%
2025	3.50%	1.36%
2024	0.00%	1.77%
2023	0.00%	1.54%
2022	0.00%	1.76%
2021	0.00%	1.24%
2020	0.00%	1.65%
2019	0.00%	1.94%
2018	0.00%	2.42%
2017	0.00%	1.59%
2016	0.00%	2.18%
2015	0.00%	2.61%
2014	0.00%	2.15%
2013	0.00%	1.77%
2012	0.00%	2.13%
2011	0.00%	2.11%
2010	0.00%	1.78%
2009	0.00%	2.47%
2008	0.00%	3.60%
2007	0.00%	1.68%
2006	0.00%	1.58%
2005	0.00%	1.42%
2004	0.00%	1.33%
2003	0.00%	2.32%
2002	0.00%	3.19%
2001	0.00%	2.98%
2000	0.00%	2.14%
1999	0.00%	0.53%