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NEE vs PEP

Comparison between NextEra Energy Inc (NEE, Company) and PepsiCo Inc (PEP, Company).

NEE is from the Utilities sector, while PEP is from the Consumer Defensive sector.

5-Year PerformanceNEE has outperformed PEP, delivering a return of +5.7% compared to +0.4%

NEE vs PEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NEE
$186B
PEP
$185B
Max Drawdown
NEE
48.90%
Winner
PEP
42.43%
Sharpe Ratio
Winner
NEE
0.72
PEP
-0.16
5Y Beta
NEE
0.26
Winner
PEP
0.06
Industry
NEE
Utilities - Regulated Electric
PEP
Beverages - Non-alcoholic
P/E Ratio
NEE
22.62
Winner
PEP
20.19
Forward P/E
NEE
22.22
Winner
PEP
16.03
PEG Ratio
Winner
NEE
0.48
PEP
1.49
Dividend Yield
NEE
2.62%
Winner
PEP
4.19%
5Y Dividends CAGR
NEE
10.11%
Winner
PEP
11.60%
5Y EPS CAGR
Winner
NEE
13.15%
PEP
3.21%
Debt to Equity
NEE
177.08%
Winner
PEP
7.24%
Free Cash Flow Yield
NEE
6.64%
Winner
PEP
7.28%
P/S Ratio
NEE
6.69
Winner
PEP
1.91
P/B Ratio
Winner
NEE
3.37
PEP
8.55

NEE vs PEP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NEE
+2.15%
PEP
-4.06%
3M
Winner
NEE
-2.24%
PEP
-11.95%
6M
Winner
NEE
+6.33%
PEP
-6.21%
1Y
Winner
NEE
+18.77%
PEP
-0.97%
5Y(CAGR)
Winner
NEE
+5.73%
PEP
+0.36%
10Y(CAGR)
Winner
NEE
+13.47%
PEP
+5.38%
Max(CAGR)
Winner
NEE
+13.97%
PEP
+8.09%

NEE vs PEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNEEPEP
2026+10.17%-3.24%
2025+15.60%-0.65%
2024+19.87%-9.23%
2023-25.50%-2.64%
2022-6.88%+7.22%
2021+28.26%+23.91%
2020+32.01%+12.41%
2019+46.04%+28.77%
2018+15.12%-3.31%
2017+35.20%+17.79%
2016+18.79%+9.05%
2015+0.37%+8.89%
2014+30.00%+18.46%
2013+25.57%+23.03%
2012+21.78%+6.32%
2011+21.30%+4.08%
2010+1.58%+9.84%
2009+5.96%+12.18%
2008-21.82%-25.37%
2007+26.33%+23.55%
2006+33.88%+6.63%
2005+16.38%+15.82%
2004+19.44%+14.21%
2003+10.85%+9.75%
2002+9.96%-12.96%
2001-16.56%-0.18%
2000+81.46%+36.31%
1999-13.37%+5.42%

NEE vs PEP Drawdown Comparison

The maximum drawdown for NEE was -47.81%, occurring on Oct 10, 2008. Recovery took 1091 trading sessions.

The maximum drawdown for PEP was -40.41%, occurring on Mar 9, 2009. Recovery took 1125 trading sessions.

The current NEE drawdown is -9.51%. The current PEP drawdown is -23.05%.

RankNEEPEP
#1-47.81%
Dec 5, 2007 - Apr 4, 2012
-40.41%
Jan 10, 2008 - Jun 27, 2012
#2-44.99%
Dec 31, 2021 - Oct 14, 2025
-32.98%
Apr 19, 2002 - Feb 23, 2004
#3-35.63%
Mar 4, 2020 - Jul 23, 2020
-30.32%
May 12, 2023 - May 14, 2025
#4-32.24%
Dec 26, 2000 - May 27, 2003
-28.81%
Feb 14, 2020 - Nov 11, 2020
#5-24.88%
Nov 2, 1999 - May 24, 2000
-20.44%
Jan 26, 2018 - Nov 19, 2018
#6-19.11%
Oct 3, 2005 - Oct 4, 2006
-18.60%
Jan 7, 2000 - Apr 24, 2000
#7-18.19%
Jan 25, 2021 - Aug 20, 2021
-16.81%
Dec 14, 2000 - Sep 18, 2001
#8-16.33%
May 22, 2007 - Oct 26, 2007
-13.74%
Oct 30, 2000 - Dec 14, 2000
#9-14.53%
Apr 30, 2026 - Jun 1, 2026
-13.46%
Jun 22, 2004 - Feb 4, 2005
#10-13.33%
Jan 29, 2015 - Jan 29, 2016
-12.92%
Dec 31, 2020 - May 20, 2021
#11-12.63%
Jul 6, 2016 - Feb 23, 2017
-12.36%
Nov 30, 2018 - Mar 22, 2019
#12-10.90%
Jun 19, 2003 - Jan 22, 2004
-11.90%
Jan 14, 2022 - Apr 20, 2022
#13-10.86%
Jul 13, 2000 - Aug 16, 2000
-11.44%
Apr 28, 2022 - Aug 1, 2022
#14-10.86%
Mar 8, 2004 - Aug 4, 2004
-11.13%
Aug 14, 2000 - Oct 2, 2000
#15-10.65%
Sep 2, 2021 - Nov 15, 2021
-10.55%
Jun 30, 2000 - Jul 28, 2000

Correlation

Correlation between NEE and PEP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

NEE vs PEP dividend yield comparison.

YearNEEPEP
20261.42%2.15%
20252.82%3.92%
20242.87%3.51%
20233.08%2.91%
20222.03%2.50%
20211.65%2.45%
20201.81%2.71%
20192.06%2.77%
20182.55%3.25%
20172.52%2.64%
20162.91%2.83%
20152.96%2.76%
20142.73%2.68%
20133.08%2.70%
20123.47%3.11%
20113.61%3.05%
20103.85%2.89%
20093.58%2.92%
20083.54%3.01%
20072.42%1.88%
20062.76%1.85%
20053.42%1.71%
20043.48%1.63%
20033.67%1.35%
20023.86%1.41%
20013.97%1.18%
20003.01%1.12%
19991.21%0.38%

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