NEE-P-U vs TAK

Comparison between NextEra Energy Inc Series U Junior Subordinated Debentures due June 1 2085 (NEE-P-U, Company) and Takeda Pharmaceutical Company (TAK, Company).

NEE-P-U vs TAK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEE-P-U(COMPANY)	TAK(COMPANY)
Market Cap	$52B	$52B
Max Drawdown	4.91%	59.60%
Sharpe Ratio	0.44	0.67
5Y Beta	0.11	0.23
Industry	N/A	Drug Manufacturers - Specialty & Generic
P/E Ratio	6.34	41.06
Forward P/E	N/A	10.52
PEG Ratio	0.13	0.46
Dividend Yield	N/A	3.96%
5Y Dividends CAGR	N/A	18.69%
5Y EPS CAGR	13.15%	-18.14%
Debt to Equity	177.08%	N/A
Free Cash Flow Yield	23.67%	9.66%
P/S Ratio	N/A	0.01
P/B Ratio	N/A	1.08

Market Cap

NEE-P-U

$52B

Winner

TAK

$52B

Max Drawdown

Winner

NEE-P-U

4.91%

TAK

59.60%

Sharpe Ratio

NEE-P-U

0.44

Winner

TAK

0.67

5Y Beta

Winner

NEE-P-U

0.11

TAK

0.23

Industry

NEE-P-U

N/A

TAK

Drug Manufacturers - Specialty & Generic

P/E Ratio

Winner

NEE-P-U

6.34

TAK

41.06

Forward P/E

NEE-P-U

N/A

TAK

10.52

PEG Ratio

Winner

NEE-P-U

0.13

TAK

0.46

Dividend Yield

NEE-P-U

N/A

TAK

3.96%

5Y Dividends CAGR

NEE-P-U

N/A

TAK

18.69%

5Y EPS CAGR

Winner

NEE-P-U

13.15%

TAK

-18.14%

Debt to Equity

NEE-P-U

177.08%

TAK

N/A

Free Cash Flow Yield

Winner

NEE-P-U

23.67%

TAK

9.66%

P/S Ratio

NEE-P-U

N/A

TAK

0.01

P/B Ratio

NEE-P-U

N/A

TAK

1.08

NEE-P-U vs TAK - Historical Returns

Returns include dividend reinvestment.

Period	NEE-P-U	TAK
1 month	-1.49%	-2.11%
3 months	-1.50%	-13.56%
6 months	+1.42%	+13.64%
1 year	+5.75%	+15.25%
5 years(CAGR)	N/A	+2.11%
10 years(CAGR)	N/A	+0.69%
Max(CAGR)	+5.68%	+1.89%

Winner

NEE-P-U

-1.49%

TAK

-2.11%

Winner

NEE-P-U

-1.50%

TAK

-13.56%

NEE-P-U

+1.42%

Winner

TAK

+13.64%

NEE-P-U

+5.75%

Winner

TAK

+15.25%

5Y(CAGR)

NEE-P-U

N/A

TAK

+2.11%

10Y(CAGR)

NEE-P-U

N/A

TAK

+0.69%

Max(CAGR)

Winner

NEE-P-U

+5.68%

TAK

+1.89%

NEE-P-U vs TAK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	NEE-P-U	TAK
2026	+0.40%	+4.03%
2025	+4.91%	+22.99%
2024	N/A	-3.61%
2023	N/A	-5.85%
2022	N/A	+18.65%
2021	N/A	-22.56%
2020	N/A	-6.18%
2019	N/A	+22.51%
2018	N/A	-39.08%
2017	N/A	+41.14%
2016	N/A	-12.79%
2015	N/A	+24.83%
2014	N/A	-6.18%
2013	N/A	+5.60%
2012	N/A	+4.65%
2011	N/A	-6.27%
2010	N/A	+18.84%
2009	N/A	-18.93%
2008	N/A	+16.78%

NEE-P-U vs TAK 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 TAK was -54.24%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current NEE-P-U drawdown is -1.91%. The current TAK drawdown is -28.66%.

Rank	NEE-P-U	TAK
#1	-2.86% Mar 2, 2026 - Apr 30, 2026	-54.24% Jan 26, 2018 - Mar 18, 2020
#2	-2.68% Nov 11, 2025 - Jan 26, 2026	-42.78% Jan 2, 2009 - Feb 28, 2011
#3	-2.62% Apr 30, 2026 - May 21, 2026	-22.11% Mar 6, 2015 - May 17, 2017
#4	-1.48% Sep 26, 2025 - Nov 10, 2025	-21.72% Apr 25, 2013 - Mar 3, 2015
#5	-0.91% Jul 2, 2025 - Aug 4, 2025	-17.62% Sep 29, 2011 - Jul 18, 2012
#6	-0.72% May 28, 2025 - Jul 2, 2025	-13.73% Oct 30, 2008 - Dec 30, 2008
#7	-0.66% Jan 26, 2026 - Feb 13, 2026	-10.93% Feb 28, 2011 - Sep 27, 2011
#8	-0.66% Sep 18, 2025 - Sep 25, 2025	-8.91% Mar 27, 2013 - Apr 24, 2013
#9	-0.62% Aug 19, 2025 - Aug 26, 2025	-5.74% Sep 24, 2012 - Jan 11, 2013
#10	-0.58% Sep 8, 2025 - Sep 18, 2025	-5.57% Nov 1, 2017 - Dec 26, 2017
#11	-0.52% Feb 23, 2026 - Mar 2, 2026	-5.22% Jan 30, 2013 - Feb 22, 2013
#12	-0.24% May 20, 2025 - May 23, 2025	-5.22% Jun 5, 2017 - Jul 28, 2017
#13	-0.20% Aug 13, 2025 - Aug 18, 2025	-3.93% Sep 11, 2017 - Oct 4, 2017
#14	-0.19% Aug 26, 2025 - Sep 2, 2025	-2.91% Jan 10, 2018 - Jan 23, 2018
#15	-0.15% Feb 17, 2026 - Feb 23, 2026	-2.79% Jul 18, 2012 - Aug 7, 2012

Correlation

Correlation between NEE-P-U and TAK is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2009 - 2026)

NEE-P-U vs TAK dividend yield comparison.

Year	NEE-P-U	TAK
2026	1.62%	0.00%
2025	3.50%	4.24%
2024	0.00%	4.67%
2023	0.00%	4.41%
2022	0.00%	4.23%
2021	0.00%	2.98%
2020	0.00%	2.30%
2019	0.00%	4.20%
2018	0.00%	4.77%
2017	0.00%	2.81%
2016	0.00%	3.99%
2015	0.00%	2.92%
2014	0.00%	3.96%
2013	0.00%	3.88%
2012	0.00%	5.00%
2011	0.00%	5.14%
2010	0.00%	2.19%
2009	0.00%	4.87%