COMP <GO>
AES vs NEE // RETURN ON INVESTED CAPITAL (ROIC)
The AES Corporation (NYSE) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: AES 5
— NEE 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AES
LAST: $14.83 (-1.46%) • MKT CAP: $10.74B
roic
6.70%
LAST: $83.71 (+1.91%) • MKT CAP: $175.57B
roic
4.31%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AES VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AES | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.10% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.70% | 4.31% | +2.39 | AES | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.5x | 26.6x | -23.09 | AES | /valuation <GO> |
| Free Cash Flow Yield | -15.12% | 7.02% | -22.14 | NEE | /fcf-yield <GO> |
| Operating Margin | 9.10% | 31.78% | -22.68 | NEE | /operating-margins <GO> |
| Net Profit Margin | 7.40% | 31.60% | -24.20 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | -0.40% | 7.47% | -7.87 | NEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.67% | 2.98% | +1.69 | AES | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.54 | 1.08 | -0.54 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 6/9 | -3.00 | NEE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.10% | 4.79% | +1.31 | NEE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.4 | 65.2 | -26.74 | NEE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.75 | 0.54 | +0.21 | AES | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.0x | 18.4x | -7.40 | AES | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.74B | $175.57B | -$164.83B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AES REV | NEE REV | AES GROSS % | NEE GROSS % | AES FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.23B | $25.80B | 18.1% | — | -$1.62B | $12.48B |
| FY 2024 | $12.28B | $23.50B | 18.8% | — | -$4.64B | $13.26B |
| FY 2023 | $12.67B | $24.80B | 44.0% | — | $2.46B | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AES // BETA 0.75
NEE // BETA 0.54