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SR vs NEE
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
SR vs NEE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Gas | Regulated Electric |
| Market Cap | $5.09B | $198.92B |
| Revenue (TTM) | $2.47B | $27.93B |
| Net Income (TTM) | $358M | $8.18B |
| Gross Margin | 73.3% | 47.8% |
| Operating Margin | 22.1% | 29.5% |
| Forward P/E | 16.6x | 23.6x |
| Total Debt | $5.24B | $95.62B |
| Cash & Equiv. | $6M | $2.81B |
SR vs NEE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Spire Inc. (SR) | 100 | 118.2 | +18.2% |
| NextEra Energy, Inc. (NEE) | 100 | 149.3 | +49.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SR vs NEE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SR is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 12 yrs, beta 0.06, yield 3.6%
- Lower volatility, beta 0.06, current ratio 0.32x
- PEG 0.67 vs NEE's 1.36
NEE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 11.0%, EPS growth -2.4%, 3Y rev CAGR 9.4%
- 274.2% 10Y total return vs SR's 73.8%
- 11.0% revenue growth vs SR's -4.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.0% revenue growth vs SR's -4.5% | |
| Value | Lower P/E (16.6x vs 23.6x), PEG 0.67 vs 1.36 | |
| Quality / Margins | 29.3% margin vs SR's 14.5% | |
| Stability / Safety | Beta 0.06 vs NEE's 0.21 | |
| Dividends | 3.6% yield, 12-year raise streak, vs NEE's 2.3% | |
| Momentum (1Y) | +46.8% vs SR's +16.7% | |
| Efficiency (ROA) | 3.9% ROA vs SR's 2.9%, ROIC 4.1% vs 4.7% |
SR vs NEE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SR vs NEE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NEE leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NEE is the larger business by revenue, generating $27.9B annually — 11.3x SR's $2.5B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to SR's 14.5%. On growth, NEE holds the edge at +7.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.5B | $27.9B |
| EBITDAEarnings before interest/tax | $864M | $15.5B |
| Net IncomeAfter-tax profit | $358M | $8.2B |
| Free Cash FlowCash after capex | -$2.7B | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +73.3% | +47.8% |
| Operating MarginEBIT ÷ Revenue | +22.1% | +29.5% |
| Net MarginNet income ÷ Revenue | +14.5% | +29.3% |
| FCF MarginFCF ÷ Revenue | -108.1% | -13.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -9.0% | +7.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +31.1% | +160.0% |
Valuation Metrics
SR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 19.7x trailing earnings, SR trades at a 32% valuation discount to NEE's 29.0x P/E. Adjusting for growth (PEG ratio), SR offers better value at 0.79x vs NEE's 1.67x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.1B | $198.9B |
| Enterprise ValueMkt cap + debt − cash | $10.3B | $291.7B |
| Trailing P/EPrice ÷ TTM EPS | 19.73x | 28.99x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.60x | 23.59x |
| PEG RatioP/E ÷ EPS growth rate | 0.79x | 1.67x |
| EV / EBITDAEnterprise value multiple | 12.56x | 19.01x |
| Price / SalesMarket cap ÷ Revenue | 2.06x | 7.24x |
| Price / BookPrice ÷ Book value/share | 1.49x | 3.00x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
SR leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
NEE delivers a 12.7% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $10 for SR. NEE carries lower financial leverage with a 1.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to SR's 1.54x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +10.4% | +12.7% |
| ROA (TTM)Return on assets | +2.9% | +3.9% |
| ROICReturn on invested capital | +4.7% | +4.1% |
| ROCEReturn on capital employed | +5.8% | +4.7% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.54x | 1.44x |
| Net DebtTotal debt minus cash | $5.2B | $92.8B |
| Cash & Equiv.Liquid assets | $6M | $2.8B |
| Total DebtShort + long-term debt | $5.2B | $95.6B |
| Interest CoverageEBIT ÷ Interest expense | 2.62x | 1.99x |
Total Returns (Dividends Reinvested)
NEE leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NEE five years ago would be worth $14,196 today (with dividends reinvested), compared to $13,210 for SR. Over the past 12 months, NEE leads with a +46.8% total return vs SR's +16.7%. The 3-year compound annual growth rate (CAGR) favors SR at 11.8% vs NEE's 10.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +4.6% | +18.6% |
| 1-Year ReturnPast 12 months | +16.7% | +46.8% |
| 3-Year ReturnCumulative with dividends | +39.7% | +33.8% |
| 5-Year ReturnCumulative with dividends | +32.1% | +42.0% |
| 10-Year ReturnCumulative with dividends | +73.8% | +274.2% |
| CAGR (3Y)Annualised 3-year return | +11.8% | +10.2% |
Risk & Volatility
Evenly matched — SR and NEE each lead in 1 of 2 comparable metrics.
Risk & Volatility
SR is the less volatile stock with a 0.06 beta — it tends to amplify market swings less than NEE's 0.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NEE currently trades 96.6% from its 52-week high vs SR's 90.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.06x | 0.21x |
| 52-Week HighHighest price in past year | $95.31 | $98.75 |
| 52-Week LowLowest price in past year | $69.94 | $63.88 |
| % of 52W HighCurrent price vs 52-week peak | +90.5% | +96.6% |
| RSI (14)Momentum oscillator 0–100 | 44.7 | 57.2 |
| Avg Volume (50D)Average daily shares traded | 338K | 8.7M |
Analyst Outlook
Evenly matched — SR and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SR as "Buy" and NEE as "Buy". Consensus price targets imply 12.5% upside for SR (target: $97) vs 2.9% for NEE (target: $98). For income investors, SR offers the higher dividend yield at 3.60% vs NEE's 2.35%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $97.00 | $98.13 |
| # AnalystsCovering analysts | 15 | 36 |
| Dividend YieldAnnual dividend ÷ price | +3.6% | +2.3% |
| Dividend StreakConsecutive years of raises | 12 | 30 |
| Dividend / ShareAnnual DPS | $3.10 | $2.24 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
NEE leads in 2 of 6 categories (Income & Cash Flow, Total Returns). SR leads in 2 (Valuation Metrics, Profitability & Efficiency). 2 tied.
SR vs NEE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SR or NEE a better buy right now?
For growth investors, NextEra Energy, Inc.
(NEE) is the stronger pick with 11. 0% revenue growth year-over-year, versus -4. 5% for Spire Inc. (SR). Spire Inc. (SR) offers the better valuation at 19. 7x trailing P/E (16. 6x forward), making it the more compelling value choice. Analysts rate Spire Inc. (SR) a "Buy" — based on 15 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.
02Which has the better valuation — SR or NEE?
On trailing P/E, Spire Inc.
(SR) is the cheapest at 19. 7x versus NextEra Energy, Inc. at 29. 0x. On forward P/E, Spire Inc. is actually cheaper at 16. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Spire Inc. wins at 0. 67x versus NextEra Energy, Inc. 's 1. 36x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SR or NEE?
Over the past 5 years, NextEra Energy, Inc.
(NEE) delivered a total return of +42. 0%, compared to +32. 1% for Spire Inc. (SR). Over 10 years, the gap is even starker: NEE returned +274. 2% versus SR's +73. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SR or NEE?
By beta (market sensitivity over 5 years), Spire Inc.
(SR) is the lower-risk stock at 0. 06β versus NextEra Energy, Inc. 's 0. 21β — meaning NEE is approximately 222% more volatile than SR relative to the S&P 500. On balance sheet safety, NextEra Energy, Inc. (NEE) carries a lower debt/equity ratio of 144% versus 154% for Spire Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SR or NEE?
By revenue growth (latest reported year), NextEra Energy, Inc.
(NEE) is pulling ahead at 11. 0% versus -4. 5% for Spire Inc. (SR). On earnings-per-share growth, the picture is similar: Spire Inc. grew EPS 4. 3% year-over-year, compared to -2. 4% for NextEra Energy, Inc.. Over a 3-year CAGR, NEE leads at 9. 4% annualised revenue growth. 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.
06Which has better profit margins — SR or NEE?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 11. 0% for Spire Inc. — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEE leads at 30. 1% versus 21. 2% for SR. At the gross margin level — before operating expenses — SR leads at 78. 1%, 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.
07Is SR or NEE more undervalued right now?
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, Spire Inc. (SR) is the more undervalued stock at a PEG of 0. 67x versus NextEra Energy, Inc. 's 1. 36x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Spire Inc. (SR) trades at 16. 6x forward P/E versus 23. 6x for NextEra Energy, Inc. — 7. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SR: 12. 5% to $97. 00.
08Which pays a better dividend — SR or NEE?
All stocks in this comparison pay dividends.
Spire Inc. (SR) offers the highest yield at 3. 6%, versus 2. 3% for NextEra Energy, Inc. (NEE).
09Is SR or NEE better for a retirement portfolio?
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, +274. 2% 10Y return). Both have compounded well over 10 years (NEE: +274. 2%, SR: +73. 8%), 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.
10What are the main differences between SR and NEE?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SR is a small-cap income-oriented stock; NEE is a mid-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.
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