MMarketMath

NEE

StalwartQuality: Medium (67/100)1 red flag

NextEra Energy · Utilities · Multi-Utilities

$84.10

52w 69.24 – 98.75

20y monthly, adjusted

Mkt cap

$175.4B

P/E

26.3

P/FCF

14.4

FCF yield

6.9%

ROE

12.5%

Shldr yield

2.6%

div 2.6% + bb 0.0%

What today's price assumes

At $175.4B, the market is pricing in 3.2% annual free-cash-flow growth for the next decade (10% discount rate, 2.5% terminal growth). Over the last ten years, FCF actually grew 9.2% per year — expectations look undemanding relative to history.

Simple DCF per-share range: $91 · $133 · $166 (4% / base / optimistic growth). An estimate, not a target.

Adjust the assumptions yourself →

Historical multiple lens

At its own median P/OCF of 10.2× across 14 years, NEE would trade near $61/share (25th–75th percentile: $28–$85); it trades at 14.0× today.

Assumes the historical multiple regime persists — re-ratings can be permanent.

Growth record

Compound annual growth rates from as-filed 10-K data, split-adjusted

Rev 3y

+3.9%

Rev 5y

+8.7%

Rev 10y

+4.7%

EPS 5y

+17.4%

EPS 10y

+9.6%

FCF 5y

+9.4%

FCF 10y

+9.2%

Fundamentals

Fiscal 2007–2025, from SEC filings

Revenue

2007: $15.3B
2008: $16.4B
2009: $15.6B
2010: $15.3B
2011: $15.3B
2012: $14.3B
2018: $15.4B
2019: $17.5B
2020: $17.0B
2021: $18.8B
2022: $23.0B
2023: $24.8B
2024: $23.5B
2025: $25.8B
$0$10.0B$20.0B
07
10
18
21
24

Net income

2008: $1.6B
2009: $1.6B
2010: $2.0B
2011: $1.9B
2012: $1.9B
2018: $6.6B
2019: $3.8B
2020: $2.9B
2021: $3.6B
2022: $4.1B
2023: $7.3B
2024: $6.9B
2025: $6.8B
$0$2.0B$4.0B$6.0B
07
10
18
21
24

Free cash flow

2007: $3.6B
2008: $3.4B
2009: $4.5B
2010: $3.8B
2011: $4.1B
2012: $4.0B
2018: $6.6B
2019: $8.2B
2020: $8.0B
2021: $7.6B
2022: $8.3B
2023: $11.3B
2024: $13.3B
2025: $12.5B
$0$5.0B$10.0B
07
10
18
21
24

Diluted shares (lower is better)

2007: 1.8B
2008: 1.8B
2009: 1.9B
2010: 1.9B
2011: 1.9B
2012: 1.9B
2018: 1.9B
2019: 1.9B
2020: 2.0B
2021: 2.0B
2022: 2.0B
2023: 2.0B
2024: 2.1B
2025: 2.1B
01.0B2.0B
07
10
18
21
24

Margins

20%40%60%07091118202224
Net marginFCF marginGross margin

Capital returned (dividends + buybacks)

2007: $654.0M
2008: $714.0M
2009: $766.0M
2010: $823.0M
2011: $1.3B
2012: $1.0B
2018: $2.1B
2019: $2.4B
2020: $2.7B
2021: $3.0B
2022: $3.4B
2023: $3.8B
2024: $4.2B
2025: $4.7B
$0$2.0B$4.0B
07
10
18
21
24

Cash vs long-term debt

$0$50.0B07091118202224
CashLT debt

Quarterly

Discrete quarters from 10-Q filings; Q4 derived as fiscal year minus Q1–Q3. OCF is unwound from the year-to-date figures 10-Qs report. Compare to the same quarter a year ago — most businesses are seasonal.

Revenue by quarter

Q1'23: $5.7B
Q2'23: $6.3B
Q3'23: $7.2B
Q4'23: $5.6B
Q1'24: $5.4B
Q2'24: $6.0B
Q3'24: $6.7B
Q4'24: $5.4B
Q1'25: $6.0B
Q2'25: $6.4B
Q3'25: $7.4B
Q4'25: $6.0B
Q1'26: $6.1B
$0$2.0B$4.0B$6.0B
23
23
24
25
26

Net income by quarter

Q1'23: $2.1B
Q2'23: $2.8B
Q3'23: $1.2B
Q4'23: $1.2B
Q1'24: $2.3B
Q2'24: $1.6B
Q3'24: $1.9B
Q4'24: $1.2B
Q1'25: $833.0M
Q2'25: $2.0B
Q3'25: $2.4B
Q4'25: $1.5B
Q1'26: $2.2B
$0$1.0B$2.0B
23
23
24
25
26
QuarterRevenueYoYNet incomeYoYEPSOCF
Q1'26$6.1B+1.7%$2.2B+161.9%1.04$2.6B
Q4'25 *$6.0B+11.1%$1.5B+27.6%0.74$2.5B
Q3'25$7.4B+10.4%$2.4B+31.6%1.18$4.0B
Q2'25$6.4B+6.7%$2.0B+25.0%0.98$3.2B
Q1'25$6.0B+11.1%$833.0M−63.3%0.40$2.8B
Q4'24 *$5.4B−3.6%$1.2B−0.5%0.58$2.0B
Q3'24$6.7B−6.9%$1.9B+51.9%0.90$4.3B
Q2'24$6.0B−4.8%$1.6B−42.0%0.79$3.9B
Q1'24$5.4B−5.3%$2.3B+8.7%1.10$3.1B
Q4'23 *$5.6B−1.8%$1.2B−20.5%0.58$2.9B
Q3'23$7.2B+12.5%$1.2B−28.1%0.60$3.7B
Q2'23$6.3B+6.8%$2.8B+102.5%1.38$3.1B
Q1'23$5.7B+14.0%$2.1B1.04$1.7B

Track record

Compound annual growth by period. For debt and share count, negative is the good direction.

Series3y5y10y15y
Revenue+3.9%+8.7%+4.7%+3.5%
Operating cash flow+14.8%+9.4%+9.2%+8.2%
Free cash flow+14.8%+9.4%+9.2%+8.2%
EPS (diluted)+16.3%+17.4%+9.6%+8.0%
Equity+11.7%+8.4%+9.9%+9.3%
LT debt+17.5%+16.4%+11.0%+11.3%
Diluted shares+1.5%+1.0%+0.6%+0.6%
Stock price+11.0%+2.6%+13.6%+15.7%

$100, 3 years ago

$137vs $176 in SPY

11.0% vs 20.7%/yr

$100, 5 years ago

$114vs $181 in SPY

2.6% vs 12.6%/yr

$100, 10 years ago

$357vs $412 in SPY

13.6% vs 15.2%/yr

$100, 15 years ago

$895vs $813 in SPY

15.7% vs 15.0%/yr

The $1 test — market value created per $1 of earnings retained (Buffett's hurdle: at least $1)

Last 5 years

$4.24

$41.3B created / $9.7B retained

Last 10 years

$9.84

$155.6B created / $15.8B retained

Quality & capital discipline

Cash-based returns and how management deploys capital

Cash ROIC

8.7%

OCF ÷ (equity + debt)

OCF / EV yield

4.7%

MC vs 10× OCF

1.44

≤1 = priced under 10× OCF

Debt / FCF

7.2y

SBC / FCF

1.5%

Owner earnings

$12.3B

OCF − capex − SBC

OE yield

6.8%

Share count 5y

+0.7%

per year; negative = buybacks

Capital intensity

605.4%

net PP&E ÷ revenue

Sales efficiency

$7.32

new PP&E per $1 new revenue, 5y

Growth engine (5y): reinvested 121.1% of operating cash flow at an incremental return of 7.0% — an organically fundable growth rate of about 8.5% per year (growth ≈ reinvestment rate × incremental ROIC).

Checklist

17 of 25 checks pass · 68%. Checks with structurally missing inputs are excluded.

Growth & Consistency

6/7

  • Revenue growth

    8.7% · 5y CAGR ≥ 5%

    pass
  • EPS growth

    17.4% · 5y CAGR ≥ 5%

    pass
  • FCF growth

    9.4% · 5y CAGR ≥ 5%

    pass
  • Revenue rises consistently

    6 of 9 · up in ≥ 7 of last 10 years

    fail
  • FCF consistently positive

    10 of 10 · positive in ≥ 8 of last 10 years

    pass
  • Profitable every year

    10 of 10 · net income > 0 in ≥ 8 of last 10

    pass
  • Cash flow keeps up with sales

    9.4% vs 8.7% · OCF CAGR ≥ 0.9× revenue CAGR

    pass

Profitability

5/6

  • Net margin

    26.5% · ≥ 8%

    pass
  • Operating margin

    32.1% · ≥ 10%

    pass
  • Gross margin stable or rising

    · no drop > 2 pts over 3y

    na
  • Return on equity

    12.5% · ≥ 12%

    pass
  • Cash ROIC

    8.7% · ≥ 12%

    fail
  • FCF margin

    48.4% · ≥ 5%

    pass
  • Earnings back their cash

    OCF $12.5B vs NI $6.8B · OCF ≥ net income (latest FY)

    pass

Balance Sheet

1/4

  • Debt payable from cash flow

    7.2y · LT debt ≤ 3× FCF

    fail
  • Cash cushion

    3% · cash ≥ 50% of LT debt

    fail
  • Leverage

    1.64 · LT debt ≤ 1.5× equity

    fail
  • Equity positive and compounding

    $54.6B · equity > 0 and grew over ~5y

    pass
  • Interest burden

    · interest ≤ 15% of operating income

    na

Capital Allocation

2/4

  • Share count flat or shrinking

    0.7% · ≤ +0.5%/yr over ~5y

    fail
  • Stock comp restrained

    1% · SBC ≤ 15% of FCF

    pass
  • Distributions funded by FCF

    37% · dividends + buybacks ≤ 100% of FCF

    pass
  • Repurchases are a habit

    2 of 10 · buybacks in ≥ 5 of last 10 years

    fail

Valuation Discipline

3/4

  • FCF yield

    6.9% · ≥ 3%

    pass
  • Earnings multiple

    26.3 · P/E ≤ 25

    fail
  • Price asks less than history delivered

    3.2% vs 9.2% · implied FCF growth ≤ historical FCF CAGR

    pass
  • Shareholder yield

    2.6% · dividends + buybacks ≥ 2% of market cap

    pass

Red flags

Mechanical checks — a flag is a question to investigate, not a verdict

Heavy debt load

Long-term debt exceeds 5 years of free cash flow.

Financial data

As filed in 10-Ks; per-share figures split-adjusted. $ in millions.

FYRevenueGross profitOp incomeNet incomeEPSOCFCapExFCFDividendsBuybacksSBCCashLT debtEquityShares
202525,8008,2806,8353.3012,48512,4854,6801852,81289,55654,6082,071
202423,5007,4796,9463.3713,26013,2604,2351381,48772,38550,1012,059
202324,80010,2377,3103.6011,30111,3013,7821392,69061,40547,4682,031
202223,0004,0814,1472.108,2628,2623,3521421,60155,25639,2291,979
202118,8002,9133,5731.817,5537,5533,02411963950,96037,2021,972
202017,0005,1162,9191.487,9837,9832,7431071,10541,94436,5131,969
201917,5005,3533,7691.948,1558,1552,40810060037,54337,0051,942
201815,4004,2806,6383.476,5936,5932,1018263826,78234,1441,908
201214,2563,2761,9111.003,9923,9921,004195743823,17716,0681,908
201115,3413,2611,9231.014,0744,0749203754932920,81014,9431,907
201015,3173,2271,9571.043,8343,83482305737718,01314,4611,880
200915,6432,5941,6150.874,4634,46376605123816,30012,9671,853
200816,4102,8251,6390.893,4033,4037144723813,83311,6811,833
200715,2632,2830.723,5933,593-65429010,7351,823

Some concepts are structurally absent for certain industries (banks report no gross profit or capex). Missing ≠ zero.