WallStSmart

Nextera Energy Inc (NEE)vsSempra Energy (SRE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nextera Energy Inc generates 112% more annual revenue ($28.70B vs $13.55B). NEE leads profitability with a 32.4% profit margin vs 16.8%. SRE appears more attractively valued with a PEG of 0.70. NEE earns a higher WallStSmart Score of 71/100 (B).

NEE

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.72

SRE

Strong Buy

68

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 5.3Quality: 4.5
Piotroski: 4/9Altman Z: 0.97
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NEE.

SRESignificantly Overvalued (-36.8%)

Margin of Safety

-36.8%

Fair Value

$60.93

Current Price

$83.34

$22.41 premium

UndervaluedFair: $60.93Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NEE4 strengths · Avg: 9.8/10
Profit MarginProfitability
32.4%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

EPS GrowthGrowth
53.1%10/10

Earnings expanding 53.1% YoY

Market CapQuality
$170.69B9/10

Large-cap with strong market position

SRE5 strengths · Avg: 8.6/10
EPS GrowthGrowth
71.3%10/10

Earnings expanding 71.3% YoY

Market CapQuality
$54.50B9/10

Large-cap with strong market position

PEG RatioValuation
0.708/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.3%8/10

Strong operational efficiency at 28.3%

Areas to Watch

NEE4 concerns · Avg: 3.0/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

Debt/EquityHealth
1.933/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-11.42B2/10

Negative free cash flow — burning cash

SRE4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Debt/EquityHealth
1.123/10

Elevated debt levels

Revenue GrowthGrowth
-0.1%2/10

Revenue declined 0.1%

Free Cash FlowQuality
$-1.57B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : NEE

The strongest argument for NEE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.4% and operating margin at 31.5%. Revenue growth of 12.4% demonstrates continued momentum.

Bull Case : SRE

The strongest argument for SRE centers on EPS Growth, Market Cap, PEG Ratio. Profitability is solid with margins at 16.8% and operating margin at 28.3%. PEG of 0.70 suggests the stock is reasonably priced for its growth.

Bear Case : NEE

The primary concerns for NEE are PEG Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.93 is elevated, increasing financial risk.

Bear Case : SRE

The primary concerns for SRE are Return on Equity, Debt/Equity, Revenue Growth.

Key Dynamics to Monitor

NEE profiles as a mature stock while SRE is a declining play — different risk/reward profiles.

NEE carries more volatility with a beta of 0.65 — expect wider price swings.

NEE is growing revenue faster at 12.4% — sustainability is the question.

SRE generates stronger free cash flow (-1.6B), providing more financial flexibility.

Bottom Line

NEE scores higher overall (71/100 vs 68/100), backed by strong 32.4% margins and 12.4% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Nextera Energy Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

NextEra Energy, Inc. is an American energy company with about 46 gigawatts of generating capacity, revenues of over $17 billion in 2017, and about 14,000 employees throughout the US and Canada. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources, NextEra Energy Partners, Gulf Power Company, and NextEra Energy Services.

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Sempra Energy

UTILITIES · UTILITIES - DIVERSIFIED · USA

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

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