CHARGED ALPHA
Stock Analysis
NEE Utilities Latest YouTube: Q1 2026

NextEra Energy Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
4
Episodes linked
4
Latest video
Q1 2026
Podcast available
Yes
Current price
$85.99
+1.15 (+1.36%)
Trailing / Forward P/E
21.82x
Forward: 19.55x
Market cap / Volume
Volume:
Revenue / Earnings Growth
7.3%
Earnings: 160.0%
Margins
30.2% op
Gross: 61.4% · Net: 29.4%
Balance sheet
0.54x current
Debt / Equity: 156.7
52-week range / Beta
$67.20 - $98.75
Beta: 0.67
Analyst target
$98.47
Upside: 14.5%
Cash / shareholder return
-10.29% FCF yield
Dividend yield: 2.74%

Company context

Industry: Utilities - Regulated Electric
Country: United States
Employees:
Price to book: 3.25x
Return on equity: 10.3%
NextEra Energy, Inc., through its subsidiaries, generates, stores, transmits, distributes, and sells electric power to retail and wholesale customers in North America. It operates through Florida Power & Light Company (FPL) and NEER segments. The company generates electricity from wind, solar, nuclear, natural gas, and other clean energy assets. It also invests in generation, storage, transmission, and distribution facilities; owns, develops, constructs, manages, and operates generation facilities, including renewables, nuclear and natural gas, and battery storage facilities in the wholesale energy market in the United States and Canada, as well as electric and gas transmission assets, and natural gas pipelines; provides full energy and capacity requirement services; markets and trades in energy-related commodities; and participates in the production of natural gas, natural gas liquids, and oil. As of December 31, 2025, the company had approximately 35,963 megawatts of net generating capacity; approximately 93,000 circuit miles of transmission and distribution lines; and 932 substations. It serves approximately 12 million people through approximately 6 million customer accounts on the east and lower west coasts of Florida. The company was formerly known as FPL Group, Inc. and changed its name to NextEra Energy, Inc. in 2010. NextEra Energy, Inc. was founded in 1925 and is headquartered in Juno Beach, Florida.

Price chart

Market context for NEE

Competitive view

NEE vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

NextEra Energy Inc. latest YouTube video thumbnail YouTube
NextEra Energy Inc.
NEE
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Southern Company latest YouTube video thumbnail YouTube
Southern Company
SO
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Xcel Energy latest YouTube video thumbnail YouTube
Xcel Energy
XEL
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
NEE
$179.34B
NextEra Energy Inc.
SO
$105.97B
Southern Company
XEL
$49.45B
Xcel Energy
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
NEE
21.8x
NextEra Energy Inc.
SO
24.0x
Southern Company
XEL
22.8x
Xcel Energy
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
NEE
19.6x
NextEra Energy Inc.
SO
19.1x
Southern Company
XEL
17.5x
Xcel Energy
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
NEE
7.3%
NextEra Energy Inc.
SO
8.0%
Southern Company
XEL
2.9%
Xcel Energy
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
NEE
160.0%
NextEra Energy Inc.
SO
-0.8%
Southern Company
XEL
6.0%
Xcel Energy
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
NEE
30.2%
NextEra Energy Inc.
SO
25.8%
Southern Company
XEL
18.2%
Xcel Energy
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
NEE
61.4%
NextEra Energy Inc.
SO
48.0%
Southern Company
XEL
45.9%
Xcel Energy
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
NEE
29.4%
NextEra Energy Inc.
SO
14.5%
Southern Company
XEL
14.1%
Xcel Energy
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
NEE
10.3%
NextEra Energy Inc.
SO
11.0%
Southern Company
XEL
9.6%
Xcel Energy
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
NEE
-10.3%
NextEra Energy Inc.
SO
-3.7%
Southern Company
XEL
-15.1%
Xcel Energy
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
NEE
156.69x
NextEra Energy Inc.
SO
190.43x
Southern Company
XEL
164.84x
Xcel Energy
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
NEE
0.54x
NextEra Energy Inc.
SO
0.65x
Southern Company
XEL
0.77x
Xcel Energy
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
NEE
0.67
NextEra Energy Inc.
SO
0.34
Southern Company
XEL
0.41
Xcel Energy
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
NEE
2.7%
NextEra Energy Inc.
SO
3.2%
Southern Company
XEL
2.9%
Xcel Energy
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
NEE
14.5%
NextEra Energy Inc.
SO
7.8%
Southern Company
XEL
15.4%
Xcel Energy

Episode timeline

Episode archive for NEE

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
NEE Q1 2026 earnings analysis
Quarterly earnings-analysis entry for NextEra Energy Inc.. Use the links on the right to open the video or podcast episode.
Q4 2025
Episode live
Published youtube podcast complete
Charged Alpha | NextEra Energy (NEE) | Q4 2025 Earnings Deep Dive — Ep. 108
Quarterly earnings-analysis entry for NextEra Energy Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | NextEra Energy Inc. (NEE) | S&P 500 Deep Dive — Ep. 213
Quarterly earnings-analysis entry for NextEra Energy Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | NextEra Energy Inc. (NEE) | S&P 500 Deep Dive — Ep. 213
Quarterly earnings-analysis entry for NextEra Energy Inc.. Use the links on the right to open the video or podcast episode.