Stock comparison
NextEra Energy
The Southern
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
NEE
NextEra Energy
Market cap
$194.69B
Sector
Utilities
SO
The Southern
Market cap
$104.33B
Sector
Utilities
Overall winner
NextEra Energy NEE
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | NEE | SO | Winner |
|---|---|---|---|
| Warren Buffett | 52C | 46D | NEE |
| Benjamin Graham | 64C | 63C | NEE |
| Philip Fisher | 60C | 45D | NEE |
| Peter Lynch | 54C | 49D | NEE |
| Joel Greenblatt | 46D | 37D | NEE |
| Charlie Munger | 51C | 41D | NEE |
| Terry Smith | 38D | 27F | NEE |
Side-by-side metrics
| Metric | NEE | SO |
|---|---|---|
| Market cap | $194.69B | $104.33B |
| P/E (TTM) | 23.8x | 23.8x |
| EV/EBIT | 35.9x | 24.7x |
| ROIC (TTM) | 3.99% | 4.13% |
| Gross margin | 67.32% | 43.11% |
| Net margin | 29.03% | 14.46% |
| Revenue CAGR 5y | 12.64% | 6.34% |
| EPS CAGR 5y | 16.12% | 14.91% |
| Debt / Equity | 1.9x | 2.0x |
| Dividend yield | 2.49% | 3.2% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
NEE leads on
- Net margin29.03%vs 14.46%+50%
- Revenue CAGR 5y12.64%vs 6.34%+50%
- Market cap$194.69Bvs $104.33B+46%
- Gross margin67.32%vs 43.11%+36%
SO leads on
- EV/EBIT24.7xvs 35.9x+31%
- Dividend yield3.2%vs 2.49%+22%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.