HASI vs NEE

For growth investors, NextEra Energy, Inc.

(NEE) is the stronger pick with 11. 0% revenue growth year-over-year, versus -36. 6% for HA Sustainable Infrastructure Capital, Inc. (HASI). NextEra Energy, Inc. (NEE) offers the better valuation at 29. 3x trailing P/E (23. 8x forward), making it the more compelling value choice. Analysts rate HA Sustainable Infrastructure Capital, Inc. (HASI) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, NextEra Energy, Inc.

(NEE) is the cheapest at 29. 3x versus HA Sustainable Infrastructure Capital, Inc. at 30. 5x. On forward P/E, HA Sustainable Infrastructure Capital, Inc. is actually cheaper at 14. 5x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NextEra Energy, Inc. wins at 1. 37x versus HA Sustainable Infrastructure Capital, Inc. 's 2. 85x — a reasonable growth-adjusted valuation.

Over the past 5 years, NextEra Energy, Inc.

(NEE) delivered a total return of +43. 6%, compared to +6. 8% for HA Sustainable Infrastructure Capital, Inc. (HASI). Over 10 years, the gap is even starker: NEE returned +276. 1% versus HASI's +185. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), NextEra Energy, Inc.

(NEE) is the lower-risk stock at 0. 21β versus HA Sustainable Infrastructure Capital, Inc. 's 1. 05β — meaning HASI is approximately 405% more volatile than NEE relative to the S&P 500. On balance sheet safety, NextEra Energy, Inc. (NEE) carries a lower debt/equity ratio of 144% versus 191% for HA Sustainable Infrastructure Capital, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), NextEra Energy, Inc.

(NEE) is pulling ahead at 11. 0% versus -36. 6% for HA Sustainable Infrastructure Capital, Inc. (HASI). On earnings-per-share growth, the picture is similar: NextEra Energy, Inc. grew EPS -2. 4% year-over-year, compared to -13. 0% for HA Sustainable Infrastructure Capital, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

HA Sustainable Infrastructure Capital, Inc.

(HASI) is the more profitable company, earning 46. 1% net margin versus 24. 9% for NextEra Energy, Inc. — meaning it keeps 46. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HASI leads at 66. 2% versus 30. 1% for NEE. At the gross margin level — before operating expenses — HASI leads at 99. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, NextEra Energy, Inc. (NEE) is the more undervalued stock at a PEG of 1. 37x versus HA Sustainable Infrastructure Capital, Inc. 's 2. 85x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, HA Sustainable Infrastructure Capital, Inc. (HASI) trades at 14. 5x forward P/E versus 23. 8x for NextEra Energy, Inc. — 9. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HASI: 3. 6% to $44. 50.

All stocks in this comparison pay dividends.

HA Sustainable Infrastructure Capital, Inc. (HASI) offers the highest yield at 3. 5%, versus 2. 3% for NextEra Energy, Inc. (NEE).

For long-horizon retirement investors, NextEra Energy, Inc.

(NEE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 21), 2. 3% yield, +276. 1% 10Y return). Both have compounded well over 10 years (NEE: +276. 1%, HASI: +185. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (HASI (Financial Services) and NEE (Utilities)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: HASI is a small-cap income-oriented stock; NEE is a large-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.