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PEP vs NEE

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

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

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

PEP vs NEE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PEP vs NEE - Historical Returns

Returns include dividend reinvestment.

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

PEP vs NEE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PEP vs NEE Drawdown Comparison

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

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

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

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

Correlation

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

0.97
-101

Dividend Comparison (1999 - 2026)

PEP vs NEE dividend yield comparison.

YearPEPNEE
20262.15%1.42%
20253.92%2.82%
20243.51%2.87%
20232.91%3.08%
20222.50%2.03%
20212.45%1.65%
20202.71%1.81%
20192.77%2.06%
20183.25%2.55%
20172.64%2.52%
20162.83%2.91%
20152.76%2.96%
20142.68%2.73%
20132.70%3.08%
20123.11%3.47%
20113.05%3.61%
20102.89%3.85%
20092.92%3.58%
20083.01%3.54%
20071.88%2.42%
20061.85%2.76%
20051.71%3.42%
20041.63%3.48%
20031.35%3.67%
20021.41%3.86%
20011.18%3.97%
20001.12%3.01%
19990.38%1.21%

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