CluenexNextEra Energy NEE
NextEra Energy scores average on business quality (5.1 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What NextEra Energy does
NextEra Energy generates revenue through its regulated electric utility in Florida and its massive clean energy development arm selling wind and solar power. The company is leaning into the data center power boom to supply clean energy to tech infrastructure.
- What it does best
NextEra leads in scale for US renewables deployment, backed by an operating margin of 28.3% that outpaces peers like CEG at 14.6%. Massive capital outlays and long-term utility relationships create a steep barrier to entry.
- The main risk
Heavy debt load of $95.6 billion leaves the company vulnerable to shifting interest rates, especially with an interest coverage ratio of just 2.3x that constrains financial flexibility.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 28.3% and ROE reaches 16.8%, putting it in the top quartile of its sector. Profitability remains solid due to the regulated asset base providing steady cash flow.
Scale and regulated utility backing protect its customer base, putting its FCF margin in the top decile at 94th percentile. Capital requirements prevent rivals from easily copying its footprint.
Revenue growth is running at 10.7% annually, led by strong clean energy demand. This pace tracks slightly above its historical trajectory but faces heavy capital intensity constraints.
Debt-to-equity sits at 1.8x while interest coverage is tight at 2.3x, leaving the balance sheet soft. Free cash flow came in at $3.0B, getting softer as capital spending ramps up.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on NEE
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
NextEra Energy scores average on the Cluenex quality check (5.1 of 10), measured against its own industry. Profitability is strong, moat weak, growth steady and financial health weak.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 21, 2026, before the open.
See NEE today
- Today's verdict on NEE, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “NextEra Energy (NEE)”, https://cluenex.com/stocks/nee/, data as of Oct 10, 2026.