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ROK vs NEE-P-U

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

ROK vs NEE-P-U - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ROK
$52B
NEE-P-U
$51B
Max Drawdown
ROK
77.43%
Winner
NEE-P-U
6.13%
Sharpe Ratio
Winner
ROK
1.37
NEE-P-U
0.18
5Y Beta
ROK
1.24
Winner
NEE-P-U
0.11
Industry
ROK
Specialty Industrial Machinery
NEE-P-U
N/A
P/E Ratio
ROK
43.06
Winner
NEE-P-U
6.23
Forward P/E
ROK
31.25
NEE-P-U
N/A
PEG Ratio
ROK
1.20
Winner
NEE-P-U
0.13
Dividend Yield
ROK
1.18%
NEE-P-U
N/A
5Y Dividends CAGR
ROK
9.83%
NEE-P-U
N/A
5Y EPS CAGR
ROK
7.65%
Winner
NEE-P-U
13.15%
Debt to Equity
Winner
ROK
73.06%
NEE-P-U
177.08%
Free Cash Flow Yield
ROK
2.42%
Winner
NEE-P-U
24.08%
P/S Ratio
ROK
5.82
NEE-P-U
N/A
P/B Ratio
ROK
14.54
NEE-P-U
N/A

ROK vs NEE-P-U - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ROK
+5.06%
NEE-P-U
-1.46%
3M
Winner
ROK
+33.34%
NEE-P-U
-0.11%
6M
Winner
ROK
+21.19%
NEE-P-U
-0.53%
1Y
Winner
ROK
+50.80%
NEE-P-U
+4.75%
5Y(CAGR)
ROK
+12.78%
NEE-P-U
N/A
10Y(CAGR)
ROK
+17.78%
NEE-P-U
N/A
Max(CAGR)
Winner
ROK
+15.46%
NEE-P-U
+4.35%

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

Returns include dividend reinvestment.

YearROKNEE-P-U
2026+21.09%-0.47%
2025+40.76%+4.91%
2024-4.97%N/A
2023+20.81%N/A
2022-22.76%N/A
2021+43.68%N/A
2020+24.31%N/A
2019+37.50%N/A
2018-22.29%N/A
2017+44.42%N/A
2016+35.88%N/A
2015-5.42%N/A
2014-2.42%N/A
2013+40.22%N/A
2012+13.64%N/A
2011-0.24%N/A
2010+53.66%N/A
2009+42.90%N/A
2008-50.32%N/A
2007+15.19%N/A
2006+3.63%N/A
2005+23.28%N/A
2004+45.43%N/A
2003+72.41%N/A
2002+19.46%N/A
2001+1.22%N/A
2000-1.07%N/A
1999+1.23%N/A

ROK vs NEE-P-U Drawdown Comparison

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

The maximum drawdown for NEE-P-U was -2.86%, occurring on Mar 31, 2026. Recovery took 42 trading sessions.

The current NEE-P-U drawdown is -2.77%.

RankROKNEE-P-U
#1-75.84%
Apr 24, 2006 - Dec 10, 2010
-2.86%
Mar 2, 2026 - Apr 30, 2026
#2-46.74%
Apr 26, 2011 - Jul 18, 2013
-2.77%
Apr 30, 2026 - Jun 23, 2026
#3-45.09%
Dec 15, 2021 - Jul 13, 2023
-2.68%
Nov 11, 2025 - Jan 26, 2026
#4-44.80%
Jan 19, 2000 - Feb 25, 2002
-1.48%
Sep 26, 2025 - Nov 10, 2025
#5-42.36%
Feb 21, 2020 - May 26, 2020
-0.91%
Jul 2, 2025 - Aug 4, 2025
#6-34.84%
Jul 18, 2023 - Jul 1, 2025
-0.72%
May 28, 2025 - Jul 2, 2025
#7-32.71%
May 9, 2002 - Jan 10, 2003
-0.66%
Jan 26, 2026 - Feb 13, 2026
#8-30.40%
Jan 12, 2018 - Nov 15, 2019
-0.66%
Sep 18, 2025 - Sep 25, 2025
#9-28.41%
Jun 11, 2015 - Oct 21, 2016
-0.62%
Aug 19, 2025 - Aug 26, 2025
#10-26.65%
Feb 25, 2005 - Jan 6, 2006
-0.58%
Sep 8, 2025 - Sep 18, 2025
#11-22.47%
Jun 9, 2014 - May 18, 2015
-0.52%
Feb 23, 2026 - Mar 2, 2026
#12-22.08%
Jan 16, 2004 - Jun 25, 2004
-0.24%
May 20, 2025 - May 23, 2025
#13-18.72%
Feb 3, 2026 - May 5, 2026
-0.20%
Aug 13, 2025 - Aug 18, 2025
#14-18.56%
Jan 15, 2003 - May 30, 2003
-0.19%
Aug 26, 2025 - Sep 2, 2025
#15-11.89%
Sep 2, 2020 - Oct 8, 2020
-0.15%
Feb 17, 2026 - Feb 23, 2026

Correlation

Correlation between ROK and NEE-P-U is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

ROK vs NEE-P-U dividend yield comparison.

YearROKNEE-P-U
20260.58%3.32%
20251.36%3.50%
20241.77%0.00%
20231.54%0.00%
20221.76%0.00%
20211.24%0.00%
20201.65%0.00%
20191.94%0.00%
20182.42%0.00%
20171.59%0.00%
20162.18%0.00%
20152.61%0.00%
20142.15%0.00%
20131.77%0.00%
20122.13%0.00%
20112.11%0.00%
20101.78%0.00%
20092.47%0.00%
20083.60%0.00%
20071.68%0.00%
20061.58%0.00%
20051.42%0.00%
20041.33%0.00%
20032.32%0.00%
20023.19%0.00%
20012.98%0.00%
20002.14%0.00%
19990.53%0.00%

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