COMP <GO>
DUK vs NEE // RETURN ON INVESTED CAPITAL (ROIC)
Duke Energy Corporation (Holding Company) (NYSE) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: DUK 5
— NEE 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: DUK
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
roic
5.20%
LAST: $82.14 (+1.38%) • MKT CAP: $172.27B
roic
4.31%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DUK VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DUK | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.20% | 4.31% | +0.89 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.7x | 26.6x | -17.89 | DUK | /valuation <GO> |
| Free Cash Flow Yield | -1.73% | 7.02% | -8.75 | NEE | /fcf-yield <GO> |
| Operating Margin | 31.40% | 31.78% | -0.38 | NEE | /operating-margins <GO> |
| Net Profit Margin | 18.10% | 31.60% | -13.50 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 7.47% | -4.17 | NEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 2.98% | +0.42 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.89 | 1.08 | -0.19 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | NEE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.79% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.8 | 46.7 | +17.10 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.76 | 0.54 | +0.22 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.4x | 18.4x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $98.16B | $172.27B | -$74.11B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DUK REV | NEE REV | DUK GROSS % | NEE GROSS % | DUK FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $25.80B | — | — | -$1.69B | $12.48B |
| FY 2024 | $0 | $23.50B | — | — | $48.0M | $13.26B |
| FY 2023 | $0 | $24.80B | — | — | $9.88B | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DUK // BETA 0.76
NEE // BETA 0.54