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Find Comparable Stocks for NextEra Energy, Inc.

NextEra Energy, Inc.

NEE - NYQ
Energy & Transportation
Electric Services
Country
USA
Market Cap
$144.3B
Dividend Yield
3%
Beta
0.57 (Low)
Trading Volume
4.9M (Moderate)
Momentum
Very Weak Weak Very Strong
Value vs. Growth
Deep Value Fair Value Rapid Growth
Quality
Poor Average Excellent
Size
Micro Large Mega Cap

NextEra Energy, Inc. is an American energy company with about 46 gigawatts of generating capacity, revenues of over $17 billion in 2017, and about 14,000 employees throughout the US and Canada. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources, NextEra Energy Partners, Gulf Power Company, and NextEra Energy Services.

Valuation
Financials
Momentum
Analyst Ratings
Trailing P/E
21.21
Forward P/E
19.61
PEG Ratio
3.70
Price/Book
2.94
EV/EBITDA
16.26
EV/Revenue
9.22

Income Statement

Revenue (TTM)
$24.8B
Gross Profit (TTM)
$14.9B
EBITDA
$13.1B

Financial Ratios

Profit Margin
28%
Operating Margin (TTM)
18%
Gross Profit Margin
60%
EBITDA Margin
53%
ROE (TTM)
10%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
-22%
Quarterly Earnings Growth (YoY)
-1%
52-Week Range
$54.01
$70.17
$84.83
50-Day Moving Average
$70.45
Price vs. 50-Day MA
-0.40%
200-Day Moving Average
$75.86
Price vs. 200-Day MA
-7.50%
Analyst Ratings Distribution
0
1
8
8
6
Strong Sell Strong Buy
Median Price Target
$84.27
Price to Target
83%

American Electric Power Company, Inc.

AEP - NMS
View AEP's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric Services
Market Cap: $55.1B
Volume: 3.7M (Moderate)
Beta: 0.49 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

American Electric Power (AEP) is a major investor-owned electric utility in the United States, delivering electricity to more than five million customers in 11 states.

Compare
Valuation
Financials
Momentum
Ratings

NextEra Energy is a leader in renewable energy and electric services, aligning with AEP's focus on utility operations and providing a comparable dividend yield.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 61%

R-squared: 38%

This indicates a moderate positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 5
  • AEP in NEE's comparables: Yes
  • NEE in AEP's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs -22%
  • Profit Margin: 15% vs 28%
  • ROE: 11% vs 10%
  • Operating Margin: 26% vs 18%
  • Revenue (TTM): $19.7B vs $24.8B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $55.1B vs $144.3B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 18.53 vs 20.82
  • P/B Ratio: 2.13 vs 2.94
  • EV/EBITDA: 12.69 vs 16.26
  • Forward P/E: 18.21 vs 19.61
  • PEG Ratio: 1.63 vs 3.70

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs ELECTRIC SERVICES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • AEP Rating: Hold
  • NEE Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • AEP Country: USA
  • NEE Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • AEP Beta: 0.49 (Low)
  • NEE Beta: 0.57 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
B+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • AEP Price vs 200-day MA: 107.23%
  • NEE Price vs 200-day MA: 92.50%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • AEP Dividend Yield: 3%
  • NEE Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
19.31
Forward P/E
18.21
PEG Ratio
1.63
Price/Book
2.13
EV/EBITDA
12.69
EV/Revenue
5.21

Income Statement

Revenue (TTM)
$19.7B
Gross Profit (TTM)
$9.3B
EBITDA
$7.8B

Financial Ratios

Profit Margin
15%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
11%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
97%
52-Week Range
$76.22
$103.39
$109.52
50-Day Moving Average
$98.22
Price vs. 50-Day MA
5.26%
200-Day Moving Average
$96.42
Price vs. 200-Day MA
7.23%
Analyst Ratings Distribution
0
1
14
3
3
Strong Sell Strong Buy
Median Price Target
$102.13
Price to Target
101%

Exelon Corporation

EXC - NMS
View EXC's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $43.6B
Volume: 5.5M (Moderate)
Beta: 0.58 (Low)
Dividend Yield: 4%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Exelon Corporation is an American Fortune 100 energy company headquartered in Chicago, Illinois and incorporated in Pennsylvania.

Compare
Valuation
Financials
Momentum
Ratings

NextEra Energy is one of the largest renewable energy providers in the U.S., and like Exelon, it is heavily involved in the electric service sector with a focus on sustainable energy solutions.

correlation
A

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 54%

R-squared: 30%

This indicates a moderate positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • EXC in NEE's comparables: Yes
  • NEE in EXC's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 2% vs -22%
  • Profit Margin: 11% vs 28%
  • ROE: 9% vs 10%
  • Operating Margin: 20% vs 18%
  • Revenue (TTM): $23.0B vs $24.8B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $43.6B vs $144.3B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 17.70 vs 20.82
  • P/B Ratio: 1.66 vs 2.94
  • EV/EBITDA: 11.14 vs 16.26
  • Forward P/E: 16.89 vs 19.61
  • PEG Ratio: 2.60 vs 3.70

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC & OTHER SERVICES COMBINED vs ELECTRIC SERVICES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • EXC Rating: Hold
  • NEE Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • EXC Country: USA
  • NEE Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • EXC Beta: 0.58 (Low)
  • NEE Beta: 0.57 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • EXC Price vs 200-day MA: 112.74%
  • NEE Price vs 200-day MA: 92.50%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • EXC Dividend Yield: 4%
  • NEE Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
18.20
Forward P/E
16.89
PEG Ratio
2.60
Price/Book
1.66
EV/EBITDA
11.14
EV/Revenue
3.96

Income Statement

Revenue (TTM)
$23.0B
Gross Profit (TTM)
$9.4B
EBITDA
$7.2B

Financial Ratios

Profit Margin
11%
Operating Margin (TTM)
20%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
9%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
2%
Quarterly Earnings Growth (YoY)
3%
52-Week Range
$33.02
$43.36
$45.20
50-Day Moving Average
$40.20
Price vs. 50-Day MA
7.86%
200-Day Moving Average
$38.46
Price vs. 200-Day MA
12.74%
Analyst Ratings Distribution
1
0
10
6
2
Strong Sell Strong Buy
Median Price Target
$44.16
Price to Target
98%

Edison International

EIX - NYQ
View EIX's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric Services
Market Cap: $21.2B
Volume: 3.0M (Moderate)
Beta: 0.88 (Average)
Dividend Yield: 6%
Very Weak Momentum
Value
Average Quality
Large Cap

Edison International is a public utility holding company based in Rosemead, California. Its subsidiaries include Southern California Edison, and unregulated non-utility business assets Edison Energy.

Compare
Valuation
Financials
Momentum
Ratings

NextEra Energy is a significant player in the energy sector focused on renewable energy, with a market cap and growth strategy that align closely with Edison International's operations.

correlation
A-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 45%

R-squared: 20%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 5
  • EIX in NEE's comparables: No
  • NEE in EIX's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 8% vs -22%
  • Profit Margin: 7% vs 28%
  • ROE: 7% vs 10%
  • Operating Margin: 22% vs 18%
  • Revenue (TTM): $17.6B vs $24.8B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $21.2B vs $144.3B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 16.64 vs 20.82
  • P/B Ratio: 1.53 vs 2.94
  • EV/EBITDA: 9.49 vs 16.26
  • Forward P/E: 9.43 vs 19.61
  • PEG Ratio: 0.63 vs 3.70

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs ELECTRIC SERVICES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • EIX Rating: Buy
  • NEE Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • EIX Country: USA
  • NEE Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • EIX Beta: 0.88 (Average)
  • NEE Beta: 0.57 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • EIX Price vs 200-day MA: 72.56%
  • NEE Price vs 200-day MA: 92.50%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • EIX Dividend Yield: 6%
  • NEE Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
16.64
Forward P/E
9.43
PEG Ratio
0.63
Price/Book
1.53
EV/EBITDA
9.49
EV/Revenue
3.44

Income Statement

Revenue (TTM)
$17.6B
Gross Profit (TTM)
$9.2B
EBITDA
$6.4B

Financial Ratios

Profit Margin
7%
Operating Margin (TTM)
22%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
7%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
-11%
52-Week Range
$49.06
$55.08
$87.71
50-Day Moving Average
$61.02
Price vs. 50-Day MA
-9.73%
200-Day Moving Average
$75.91
Price vs. 200-Day MA
-27.44%
Analyst Ratings Distribution
0
1
4
12
1
Strong Sell Strong Buy
Median Price Target
$70.14
Price to Target
79%

WEC Energy Group, Inc.

WEC - NYQ
View WEC's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $33.1B
Volume: 941.6K (Low)
Beta: 0.44 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

WEC Energy Group, based in Milwaukee, Wisconsin, provides electricity and natural gas to 4.4 million customers across four states.

Compare
Valuation
Financials
Momentum
Ratings

NextEra Energy, Inc. is a leading clean energy company and one of the largest electric utility providers in the U.S., making it comparable to WEC in terms of market presence and service offerings.

correlation
A

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 53%

R-squared: 28%

This indicates a moderate positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 7
  • NEE in WEC's comparables: Yes
  • WEC in NEE's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
C

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: -22% vs 3%
  • Profit Margin: 28% vs 18%
  • ROE: 10% vs 12%
  • Operating Margin: 18% vs 21%
  • Revenue (TTM): $24.8B vs $8.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $144.3B vs $33.1B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.82 vs 21.58
  • P/B Ratio: 2.94 vs 2.78
  • EV/EBITDA: 16.26 vs 13.99
  • Forward P/E: 19.61 vs 20.66
  • PEG Ratio: 3.70 vs 2.65

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • NEE Rating: Buy
  • WEC Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • NEE Country: USA
  • WEC Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • NEE Beta: 0.57 (Low)
  • WEC Beta: 0.44 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
B

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • NEE Price vs 200-day MA: 92.50%
  • WEC Price vs 200-day MA: 112.82%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • NEE Dividend Yield: 3%
  • WEC Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
21.84
Forward P/E
20.66
PEG Ratio
2.65
Price/Book
2.78
EV/EBITDA
13.99
EV/Revenue
6.37

Income Statement

Revenue (TTM)
$8.6B
Gross Profit (TTM)
$3.8B
EBITDA
$3.4B

Financial Ratios

Profit Margin
18%
Operating Margin (TTM)
21%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
12%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
106%
52-Week Range
$74.76
$104.23
$108.87
50-Day Moving Average
$99.08
Price vs. 50-Day MA
5.20%
200-Day Moving Average
$92.39
Price vs. 200-Day MA
12.82%
Analyst Ratings Distribution
1
0
11
4
2
Strong Sell Strong Buy
Median Price Target
$102.69
Price to Target
101%

Sempra

SRE - NYQ
View SRE's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Gas & Other Services Combined
Market Cap: $46.4B
Volume: 3.2M (Moderate)
Beta: 0.78 (Low)
Dividend Yield: 4%
Very Weak Momentum
Fair Value
Good Quality
Large Cap

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

Compare
Valuation
Financials
Momentum
Ratings

NextEra Energy, while heavily focused on renewable energy, is a large utility company that operates in the same space as Sempra, emphasizing energy infrastructure and providing significant utility services.

correlation
B-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 16%

R-squared: 2%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 7
  • NEE in SRE's comparables: Yes
  • SRE in NEE's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: -22% vs 8%
  • Profit Margin: 28% vs 22%
  • ROE: 10% vs 10%
  • Operating Margin: 18% vs 26%
  • Revenue (TTM): $24.8B vs $13.2B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $144.3B vs $46.4B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.82 vs 16.13
  • P/B Ratio: 2.94 vs 1.53
  • EV/EBITDA: 16.26 vs 14.61
  • Forward P/E: 19.61 vs 14.66
  • PEG Ratio: 3.70 vs 3.19

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs GAS & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • NEE Rating: Buy
  • SRE Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • NEE Country: USA
  • SRE Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • NEE Beta: 0.57 (Low)
  • SRE Beta: 0.78 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • NEE Price vs 200-day MA: 92.50%
  • SRE Price vs 200-day MA: 86.81%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • NEE Dividend Yield: 3%
  • SRE Dividend Yield: 4%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
16.16
Forward P/E
14.66
PEG Ratio
3.19
Price/Book
1.53
EV/EBITDA
14.61
EV/Revenue
6.20

Income Statement

Revenue (TTM)
$13.2B
Gross Profit (TTM)
$5.4B
EBITDA
$5.3B

Financial Ratios

Profit Margin
22%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
10%
ROA (TTM)
2%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
-10%
52-Week Range
$64.89
$71.30
$95.12
50-Day Moving Average
$82.56
Price vs. 50-Day MA
-13.64%
200-Day Moving Average
$82.13
Price vs. 200-Day MA
-13.19%
Analyst Ratings Distribution
0
0
7
9
3
Strong Sell Strong Buy
Median Price Target
$82.22
Price to Target
87%

Ormat Technologies, Inc.

ORA - NYQ
View ORA's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric Services
Market Cap: $4.2B
Volume: 437.6K (Low)
Beta: 0.51 (Low)
Dividend Yield: 1%
Weak Momentum
Fair Value
Average Quality
Mid Cap

Ormat Technologies, Inc. is engaged in the geothermal and recovered energy business in the United States, Indonesia, Kenya, Turkey, Chile, Guadeloupe, Guatemala, Ethiopia, New Zealand, Honduras and internationally. The company is headquartered in Reno, Nevada.

Compare
Valuation
Financials
Momentum
Ratings

NextEra Energy is a leader in renewable energy, particularly in solar and wind, making it a comparable stock in the energy sector focusing on sustainable and innovative energy solutions.

correlation
B+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 36%

R-squared: 13%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 1
  • NEE in ORA's comparables: Yes
  • ORA in NEE's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: -22% vs -4%
  • Profit Margin: 28% vs 14%
  • ROE: 10% vs 5%
  • Operating Margin: 18% vs 22%
  • Revenue (TTM): $24.8B vs $879.7M

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
C+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $144.3B vs $4.2B

Size Category: Large Cap vs Mid Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.82 vs 34.01
  • P/B Ratio: 2.94 vs 1.73
  • EV/EBITDA: 16.26 vs 12.81
  • Forward P/E: 19.61 vs 33.22
  • PEG Ratio: 3.70 vs 3.32

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs ELECTRIC SERVICES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • NEE Rating: Buy
  • ORA Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • NEE Country: USA
  • ORA Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • NEE Beta: 0.57 (Low)
  • ORA Beta: 0.51 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • NEE Price vs 200-day MA: 92.50%
  • ORA Price vs 200-day MA: 94.52%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • NEE Dividend Yield: 3%
  • ORA Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

XLU
Trailing P/E
34.01
Forward P/E
33.22
PEG Ratio
3.32
Price/Book
1.73
EV/EBITDA
12.81
EV/Revenue
7.46

Income Statement

Revenue (TTM)
$879.7M
Gross Profit (TTM)
$272.6M
EBITDA
$440.6M

Financial Ratios

Profit Margin
14%
Operating Margin (TTM)
22%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
5%
ROA (TTM)
2%

Growth

Quarterly Revenue Growth (YoY)
-4%
Quarterly Earnings Growth (YoY)
14%
52-Week Range
$59.12
$69.38
$84.17
50-Day Moving Average
$66.59
Price vs. 50-Day MA
4.19%
200-Day Moving Average
$73.40
Price vs. 200-Day MA
-5.48%
Analyst Ratings Distribution
0
0
5
3
1
Strong Sell Strong Buy
Median Price Target
$83.11
Price to Target
83%

Brookfield Renewable Partners L.P.

BEP - NYQ
View BEP's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric Services
Market Cap: $13.7B
Volume: 536.6K (Low)
Beta: 0.92 (Average)
Dividend Yield: 7%
Weak Momentum
Growth
Average Quality
Large Cap

Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamilton, Bermuda.

Compare
Valuation
Financials
Momentum
Ratings

NextEra Energy, Inc. is one of the largest producers of renewable energy from wind and solar in North America, aligning with BEP's focus on renewable electricity generation.

correlation
A-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 40%

R-squared: 16%

This indicates a weak positive relationship between the price movements of these stocks.

network
A

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • BEP in NEE's comparables: No
  • NEE in BEP's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
C+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 8% vs -22%
  • Profit Margin: -7% vs 28%
  • ROE: 0% vs 10%
  • Operating Margin: 14% vs 18%
  • Revenue (TTM): $5.9B vs $24.8B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
B+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $13.7B vs $144.3B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 0.00 vs 20.82
  • P/B Ratio: 1.50 vs 2.94
  • EV/EBITDA: 10.18 vs 16.26
  • Forward P/E: 52.36 vs 19.61
  • PEG Ratio: 3.51 vs 3.70

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs ENERGY & TRANSPORTATION
  • Industry: ELECTRIC SERVICES vs ELECTRIC SERVICES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • BEP Rating: Buy
  • NEE Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • BEP Country: USA
  • NEE Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • BEP Beta: 0.92 (Average)
  • NEE Beta: 0.57 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • BEP Price vs 200-day MA: 88.25%
  • NEE Price vs 200-day MA: 92.50%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
C+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • BEP Dividend Yield: 7%
  • NEE Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
N/A
Forward P/E
52.36
PEG Ratio
3.51
Price/Book
1.50
EV/EBITDA
10.18
EV/Revenue
6.58

Income Statement

Revenue (TTM)
$5.9B
Gross Profit (TTM)
$3.3B
EBITDA
$3.1B

Financial Ratios

Profit Margin
-7%
Operating Margin (TTM)
14%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
0%
ROA (TTM)
1%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
-83%
52-Week Range
$18.81
$21.94
$28.69
50-Day Moving Average
$22.23
Price vs. 50-Day MA
-1.30%
200-Day Moving Average
$24.86
Price vs. 200-Day MA
-11.75%
Analyst Ratings Distribution
0
1
2
7
8
Strong Sell Strong Buy
Median Price Target
$29.40
Price to Target
75%
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American Electric Power Company, Inc.

AEP - NMS
A+
$103.39 -1.85 (-1.76%)
Energy & Transportation
Electric Services
Market Cap: $55.1B
Volume: 3.7M (Moderate)
Beta: 0.49 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap
$103.39
$76.22 $109.52

American Electric Power (AEP) is a major investor-owned electric utility in the United States, delivering electricity to more than five million customers in 11 states.

American Electric Power (AEP) is a major investor-owned electric utility in the United States, delivering electricity to more than five million customers in 11 states.

Exelon Corporation

EXC - NMS
A+
$43.36 -0.32 (-0.73%)
Energy & Transportation
Electric & Other Services Combined
Market Cap: $43.6B
Volume: 5.5M (Moderate)
Beta: 0.58 (Low)
Dividend Yield: 4%
Neutral Momentum
Fair Value
Average Quality
Large Cap
$43.36
$33.02 $45.20

Exelon Corporation is an American Fortune 100 energy company headquartered in Chicago, Illinois and incorporated in Pennsylvania.

Exelon Corporation is an American Fortune 100 energy company headquartered in Chicago, Illinois and incorporated in Pennsylvania.

Edison International

EIX - NYQ
A
$55.08 -0.11 (-0.20%)
Energy & Transportation
Electric Services
Market Cap: $21.2B
Volume: 3.0M (Moderate)
Beta: 0.88 (Average)
Dividend Yield: 6%
Very Weak Momentum
Value
Average Quality
Large Cap
$55.08
$49.06 $87.71

Edison International is a public utility holding company based in Rosemead, California. Its subsidiaries include Southern California Edison, and unregulated non-utility business assets Edison Energy.

Edison International is a public utility holding company based in Rosemead, California. Its subsidiaries include Southern California Edison, and unregulated non-utility business assets Edison Energy.

WEC Energy Group, Inc.

WEC - NYQ
A
$104.23 -1.27 (-1.20%)
Energy & Transportation
Electric & Other Services Combined
Market Cap: $33.1B
Volume: 941.6K (Low)
Beta: 0.44 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap
$104.23
$74.76 $108.87

WEC Energy Group, based in Milwaukee, Wisconsin, provides electricity and natural gas to 4.4 million customers across four states.

WEC Energy Group, based in Milwaukee, Wisconsin, provides electricity and natural gas to 4.4 million customers across four states.

Sempra

SRE - NYQ
A
$71.30 +0.67 (0.95%)
Energy & Transportation
Gas & Other Services Combined
Market Cap: $46.4B
Volume: 3.2M (Moderate)
Beta: 0.78 (Low)
Dividend Yield: 4%
Very Weak Momentum
Fair Value
Good Quality
Large Cap
$71.30
$64.89 $95.12

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: So...

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

Ormat Technologies, Inc.

ORA - NYQ
A
$69.38 -0.09 (-0.13%)
Energy & Transportation
Electric Services
Market Cap: $4.2B
Volume: 437.6K (Low)
Beta: 0.51 (Low)
Dividend Yield: 1%
Weak Momentum
Fair Value
Average Quality
Mid Cap
$69.38
$59.12 $84.17

Ormat Technologies, Inc. is engaged in the geothermal and recovered energy business in the United States, Indonesia, Kenya, Turkey, Chile, Guadeloupe, Guatemala, Ethiopia, New Zealand, Honduras and in...

Ormat Technologies, Inc. is engaged in the geothermal and recovered energy business in the United States, Indonesia, Kenya, Turkey, Chile, Guadeloupe, Guatemala, Ethiopia, New Zealand, Honduras and internationally. The company is headquartered in Reno, Nevada.

Brookfield Renewable Partners L.P.

BEP - NYQ
A
$21.94 -0.36 (-1.61%)
Energy & Transportation
Electric Services
Market Cap: $13.7B
Volume: 536.6K (Low)
Beta: 0.92 (Average)
Dividend Yield: 7%
Weak Momentum
Growth
Average Quality
Large Cap
$21.94
$18.81 $28.69

Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamil...

Brookfield Renewable Partners LP has a portfolio of renewable energy generation facilities primarily in North America, Colombia, Brazil, Europe, India, and China. The company is headquartered in Hamilton, Bermuda.