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NextEra Energy, Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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2 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Mixed signals
1 signal unavailable
Profitability
3/4
Debt & liquidity
1/3
Efficiency
0/2
Valuation is where the tension sits most plainly: EV/EBITDA of 17.9× runs +63% above the sector median 11.0×, and P/B of 3.2× exceeds the median 1.9× by +70% — both multiples price in a business well above the ordinary Utilities name. That premium has some backing: operating margin of 32.1% sits +38% above the sector median 23.3%, and ROE of 13.1% outpaces the median 10.7% by +22%. The F-Score of 4/9, however, reflects strain on the balance sheet and efficiency, and Debt/EBITDA of 6.0× exceeds the sector median 5.2× by +15%. The forward PEG reads stretched, and while the beat rate over eight quarters is strong and the realized three-year EPS CAGR per SEC filings is solid, consensus models growth that the current debt burden makes harder to sustain — a mismatch worth holding in view.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AEE | Ameren | 6/9 | 11% | +15% |
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When NEE reports on 2026-10-26, track whether operating margin holds above the 38% sector-median gap and whether ROE sustains its 22% reading. The F-Score's weak leverage and liquidity signals (1/3) make cash flow from operations and debt metrics worth particular attention.
Pull NEE's most recent 10-K on SEC EDGAR and focus on the capital expenditure commitments tied to its renewables pipeline and the interest-rate sensitivity disclosures. With EV/EBITDA at 63% above the sector median of 11.0x, understanding what sustains that premium — or could compress it — is the core question.
From the alphabetical utilities table in section 06, pick two or three companies and line up one metric — EV/EBITDA or P/B — against NEE's readings of 63% and 70% above their respective sector medians. No single name in that table is ranked; the exercise is to gauge how widely valuation spreads across the sector.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: 6.443.815.596.03
Over 4 years: +22%+8%-5%+10%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 7 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 23% |
| AEP | American Electric Power | 5/9 | 13% | +11% | 24% |
| D | Dominion Energy | 6/9 | 11% | +14% | 27% |
| DTE | DTE Energy | 7/9 | 11% | +19% | 14% |
| DUK | Duke Energy | 6/9 | 10% | +6% | 27% |
| ED | Consolidated Edison | 6/9 | 9% | +11% | 17% |
| ES | Eversource Energy | 6/9 | 11% | +14% | 22% |
| EXC | Exelon | 5/9 | 10% | +5% | 21% |
| NEE | NextEra Energy, Inc. | 4/9 | 13% | +10% | 32% |
| PEG | Public Service Enterprise | 7/9 | 14% | +18% | 24% |
| PPL | PPL Corporation | 5/9 | 8% | +7% | 24% |
| SO | Southern Company | 4/9 | 13% | +11% | 25% |
| SRE | Sempra | 5/9 | 6% | +4% | — |
| WEC | WEC Energy | 5/9 | 14% | +14% | 23% |
| XEL | Xcel Energy | 6/9 | 8% | +1% | 17% |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.