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NextEra Energy, Inc. (NEE) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

NextEra Energy, Inc.

NEEMarket cap $162BPrice $77.9

Country🇺🇸United States

SectorUtilities

IndustryElectric Utilities

Operates Florida's largest electric utility while building massive solar and wind farms across America. Generates more renewable energy than any other utility company and pays dividends that have grown for 30 straight years.

In Bastion Portfolios?

52W Return-7%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%7

Revenue Forecast

Rev CAGR (1y)+12%7

Rev CAGR (3y)+12%7

Rev CAGR (5y)+11%8

Earnings Forecast

EPS Growth Y+1+23%8

EPS Growth Y+2+10%7

EPS Growth Y+3+9%6

Quality

Margins

EBIT Margin29%9

Net Income Margin32%9

Free Cash Flow Margin-58%1

Debt

Net Debt/EBITDA7.41

Efficiency

ROE17%7

ROA3%5

Earnings Stability77

GEAR+AVERAGE67

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)184

P/E Ratio (Forward 3y)164

P/BV2.85

EV Multiples

EV/EBITDA Fwd144

EV/EBIT Fwd253

Yield

Free Cash Flow Yield-10.2%1

Dividend Yield3.2%7

Momentum

Short term

1 month return-7%4

3 month return-11%3

YTD return-1%5

Mid term

Price vs 52wHigh80%5

1 year return-4%4

Long term

3 year return+69%6

5 year return+10%4

Risk Shield

Price Risk

Beta0.39

Volatility21%9

Free Cash Flow

Free Cash Flow Margin-58%1

Free Cash Flow Yield-10.2%1

Quality

ROCE4%3

Earnings Stability77

Net Debt/EBITDA7.41

02Growth

Is it actually growing, and how fast?

NEENextEra Energy

Revenue FY25$27.4B

GROWTH RATING↗

STRONG72 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+12%7

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+23%8

EPS growth, FY27E+10%7

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 72% of companies worldwide.

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 12%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 12%/yr.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 12%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-11%3

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-4%4

3-year return+69%6

5-year return+10%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+69% over three years and +10% over five), roughly average for the market.

It's down 4% over the past year, now 20% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-7%) and so far this year (-1%).

WEAKNESSES

The stock is underperforming over three months (-11%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on NextEra. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

NEENextEra Energy

Revenue FY25$27.4B

GROWTH RATING↗

STRONG72 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y+12%7

Revenue, next 3Y, CAGR+12%7

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+23%8

EPS growth, FY27E+10%7

EPS growth, FY28E+9%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 72% of companies worldwide.

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 12%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 12%/yr.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 12%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-11%3

YTD return-1%5

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-4%4

3-year return+69%6

5-year return+10%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+69% over three years and +10% over five), roughly average for the market.

It's down 4% over the past year, now 20% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-7%) and so far this year (-1%).

WEAKNESSES

The stock is underperforming over three months (-11%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on NextEra. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community