COMP <GO>
XEL vs NEE // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Xcel Energy Inc. (NASDAQ) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: XEL 6
— NEE 7
■ METRIC PARITY
LAST: $79.82 (+0.99%) • MKT CAP: $51.23B
options-implied-move
—
LAST: $83.71 (+1.91%) • MKT CAP: $175.57B
options-implied-move
4.67%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XEL VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XEL | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.10% | 4.31% | +0.79 | XEL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 26.6x | -5.60 | XEL | /valuation <GO> |
| Free Cash Flow Yield | 7.01% | 7.02% | -0.01 | NEE | /fcf-yield <GO> |
| Operating Margin | 18.70% | 31.78% | -13.08 | NEE | /operating-margins <GO> |
| Net Profit Margin | 14.60% | 31.60% | -17.00 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 7.47% | -3.07 | NEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.60% | 2.93% | -0.33 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.16 | 1.08 | +0.08 | XEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | XEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 4.67% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.2 | 49.6 | +16.60 | XEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.55 | 0.54 | +0.01 | XEL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.8x | 19.4x | +3.45 | NEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $51.23B | $175.57B | -$124.33B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XEL REV | NEE REV | XEL GROSS % | NEE GROSS % | XEL FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $25.80B | — | — | $4.08B | $12.48B |
| FY 2024 | $0 | $23.50B | — | — | $4.64B | $13.26B |
| FY 2023 | $0 | $24.80B | — | — | $5.33B | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
XEL // BETA 0.55
NEE // BETA 0.54