NEE vs. WTRG: NextEra Energy vs. Essential Utilities Stock Comparison
How do NextEra Energy (NEE) and Essential Utilities (WTRG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
NextEra Energy (NEE) and Essential Utilities (WTRG) both fall under the Utilities industry group, but NEE is classified in Electric Utilities while WTRG is classified in Water Utilities.
| Profile Item | NEE | WTRG |
|---|---|---|
| Name | NextEra Energy Inc. | Essential Utilities Inc. |
| Country/Region | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry Group | Utilities | Utilities |
| GICS Industry | Electric Utilities | Water Utilities |
| GICS Sub-Industry | Electric Utilities | Water Utilities |
| Market Capitalization | 182.36 billion USD | 13.02 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | February 21, 1973 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | NEE | WTRG |
|---|---|---|
| Total Return (1Y) | 7.27% | 19.07% |
| Total Return (3Y, Annualized) | 20.47% | 13.95% |
| Total Return (5Y, Annualized) | 3.34% | 2.39% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | NEE | WTRG |
|---|---|---|
| Volatility (1Y, Annualized) | 21.60% | 22.14% |
| Beta (5Y) | 0.59 | 0.61 |
| Max Drawdown (5Y) | -44.97% | -36.53% |
| Avg. Volume (3M) | 11.90M | 2.38M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | NEE | WTRG |
|---|---|---|
| Sharpe Ratio (1Y) | 0.14 | 0.67 |
| Sortino Ratio (1Y) | 0.21 | 1.08 |
Profitability
ROE (TTM)
NextEra Energy (NEE) at 14.06% sits in the top ROE quartile, while Essential Utilities (WTRG) at 8.13% is closer to the peer norm — stronger capital efficiency for NEE.
NEE
Utilities industry group
14.06%
- Max
- 17.99%
- NEE
- 14.06%
- Q3
- 12.01%
- Median
- 9.44%
- Q1
- 7.56%
- Min
- 2.17%
WTRG
Utilities industry group
8.13%
- Max
- 17.99%
- Q3
- 12.01%
- Median
- 9.44%
- WTRG
- 8.13%
- Q1
- 7.56%
- Min
- 2.17%
Net Margin (TTM)
NextEra Energy (NEE) at 40.37% keeps the most of each sales dollar — above its industry’s net margin range — and Essential Utilities (WTRG) at 21.79% also retains a top-quartile share.
NEE
Utilities industry group
40.37%
- NEE
- 40.37%
- Max
- 28.78%
- Q3
- 17.30%
- Median
- 12.73%
- Q1
- 9.18%
- Min
- -0.20%
WTRG
Utilities industry group
21.79%
- Max
- 28.78%
- WTRG
- 21.79%
- Q3
- 17.30%
- Median
- 12.73%
- Q1
- 9.18%
- Min
- -0.20%
Operating Margin (TTM)
Both NextEra Energy (NEE) at 33.00% and Essential Utilities (WTRG) at 38.94% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
NEE
Utilities industry group
33.00%
- Max
- 53.83%
- NEE
- 33.00%
- Q3
- 31.12%
- Median
- 23.62%
- Q1
- 15.45%
- Min
- -4.90%
WTRG
Utilities industry group
38.94%
- Max
- 53.83%
- WTRG
- 38.94%
- Q3
- 31.12%
- Median
- 23.62%
- Q1
- 15.45%
- Min
- -4.90%
Profitability Metrics
| Metric | NEE | WTRG |
|---|---|---|
| ROE (TTM) | 14.06% | 8.13% |
| ROA (TTM) | 2.41% | 3.00% |
| Net Margin (TTM) | 40.37% | 21.79% |
| Operating Margin (TTM) | 33.00% | 38.94% |
| Gross Margin (TTM) | 60.17% | 57.07% |
Growth
Revenue Growth
Essential Utilities (WTRG) at 18.62% sits in the top revenue growth quartile, while NextEra Energy (NEE) at 10.74% is closer to the peer norm — faster top-line expansion for WTRG.
EPS Growth
Both NextEra Energy (NEE) at -2.63% and Essential Utilities (WTRG) at 1.38% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | NEE | WTRG |
|---|---|---|
| Revenue Growth (YoY) | 10.74% | 18.62% |
| Revenue Growth (3Y CAGR) | 9.36% | 2.65% |
| EPS Growth (YoY) | -2.63% | 1.38% |
| EPS Growth (3Y CAGR) | 16.28% | 7.52% |
Financial Strength
Current Ratio (MRQ)
Both NextEra Energy (NEE) at 0.53 and Essential Utilities (WTRG) at 0.40 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
NEE
Utilities industry group
0.53
- Max
- 1.90
- Q3
- 1.17
- Median
- 0.88
- Q1
- 0.66
- NEE
- 0.53
- Min
- 0.29
WTRG
Utilities industry group
0.40
- Max
- 1.90
- Q3
- 1.17
- Median
- 0.88
- Q1
- 0.66
- WTRG
- 0.40
- Min
- 0.29
Debt / Equity (MRQ)
Both NextEra Energy (NEE) at 1.53 and Essential Utilities (WTRG) at 1.23 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
NEE
Utilities industry group
1.53
- Max
- 2.63
- Q3
- 1.77
- NEE
- 1.53
- Median
- 1.35
- Q1
- 0.84
- Min
- 0.00
WTRG
Utilities industry group
1.23
- Max
- 2.63
- Q3
- 1.77
- Median
- 1.35
- WTRG
- 1.23
- Q1
- 0.84
- Min
- 0.00
Financial Strength Metrics
| Metric | NEE | WTRG |
|---|---|---|
| Current Ratio (MRQ) | 0.53 | 0.40 |
| Debt / Equity (MRQ) | 1.53 | 1.23 |
| Net Debt / EBITDA | 8.09 | 6.30 |
Dividends
Dividend Yield (TTM)
Both NextEra Energy (NEE) at 2.76% and Essential Utilities (WTRG) at 3.01% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
NEE
Utilities industry group
2.76%
- Max
- 6.66%
- Q3
- 3.58%
- Median
- 2.85%
- NEE
- 2.76%
- Q1
- 0.66%
- Min
- 0.00%
WTRG
Utilities industry group
3.01%
- Max
- 6.66%
- Q3
- 3.58%
- WTRG
- 3.01%
- Median
- 2.85%
- Q1
- 0.66%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
NextEra Energy (NEE) at 43.89% pays out a band-typical share of earnings, while Essential Utilities (WTRG) at 69.42% distributes more than its industry norm — less retained, thinner cover.
NEE
Utilities industry group
43.89%
- Max
- 113.04%
- Q3
- 68.72%
- Median
- 56.38%
- NEE
- 43.89%
- Q1
- 32.38%
- Min
- 0.00%
WTRG
Utilities industry group
69.42%
- Max
- 113.04%
- WTRG
- 69.42%
- Q3
- 68.72%
- Median
- 56.38%
- Q1
- 32.38%
- Min
- 0.00%
Dividend Metrics
| Metric | NEE | WTRG |
|---|---|---|
| Dividend Yield (TTM) | 2.76% | 3.01% |
| Dividend Payout Ratio (TTM) | 43.89% | 69.42% |
Valuation
P/E Ratio (TTM)
Both NextEra Energy (NEE) at 15.67 and Essential Utilities (WTRG) at 22.73 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
NEE
Utilities industry group
15.67
- Max
- 31.22
- Q3
- 23.30
- Median
- 19.64
- NEE
- 15.67
- Q1
- 15.17
- Min
- 3.34
WTRG
Utilities industry group
22.73
- Max
- 31.22
- Q3
- 23.30
- WTRG
- 22.73
- Median
- 19.64
- Q1
- 15.17
- Min
- 3.34
P/S Ratio (TTM)
Both NextEra Energy (NEE) at 6.33 and Essential Utilities (WTRG) at 5.01 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
NEE
Utilities industry group
6.33
- Max
- 6.35
- NEE
- 6.33
- Q3
- 3.63
- Median
- 2.63
- Q1
- 1.52
- Min
- 0.00
WTRG
Utilities industry group
5.01
- Max
- 6.35
- WTRG
- 5.01
- Q3
- 3.63
- Median
- 2.63
- Q1
- 1.52
- Min
- 0.00
P/B Ratio (MRQ)
Essential Utilities (WTRG) at 1.83 is valued about in line with its industry on P/B ratio, while NextEra Energy (NEE) at 2.97 carries an above-peer premium to book — NEE is pricier on assets.
NEE
Utilities industry group
2.97
- Max
- 3.12
- NEE
- 2.97
- Q3
- 2.21
- Median
- 1.83
- Q1
- 1.46
- Min
- 0.34
WTRG
Utilities industry group
1.83
- Max
- 3.12
- Q3
- 2.21
- Median
- 1.83
- WTRG
- 1.83
- Q1
- 1.46
- Min
- 0.34
Valuation Metrics
| Metric | NEE | WTRG |
|---|---|---|
| P/E Ratio (TTM) | 15.67 | 22.73 |
| P/S Ratio (TTM) | 6.33 | 5.01 |
| P/B Ratio (MRQ) | 2.97 | 1.83 |
| Free Cash Flow Yield (TTM) | -11.63% | -5.45% |