Live Report · Updated January 26, 2026

NextEra Energy vs Duke Energy

This page provides a comprehensive analysis comparing NextEra Energy and Duke Energy. We examine their respective business models, evaluate their financial performance, and consider their market context to offer a clear overview for educational purposes. Understanding the differences in operational strategies and financial health is crucial for a nuanced perspective on these utility sector giants. Educational content, not financial advice.

This page provides a comprehensive analysis comparing NextEra Energy and Duke Energy. We examine their respective business models, evaluate their financial performance, and consider their market conte...

Comparison Snapshot

Key Financial Metrics

NEE

Metric

DUK

$178.00B

Market Cap

$92.37B

4.49%

Potential Profit

12.13%

Buy

Analyst Rating

Buy

Why It's Moving

NextEra Energy gears up for pivotal earnings reveal as AI power deals and investor talks fuel pre-report buzz.

Senior management held investor meetings this month to outline expectations for robust long-term growth rates, reinforcing confidence in the company's diverse energy portfolio.
Fresh AI-driven power agreements with tech giants are boosting demand forecasts, enabling higher revenue per MWh as data centers and electrification trends accelerate.
Upcoming earnings on January 27 will feature CEO John Ketchum discussing financials, with analysts eyeing dividend growth and a 9%+ EPS CAGR through 2032.

Sentiment:

🐃Bullish

Duke Energy Tackles Winter Storm Outages While Advancing Clean Energy and Cost Relief Initiatives.

Over 18,000 outages reported in the Carolinas from Winter Storm Fern on January 25, testing grid reliability but underscoring ongoing investments in self-healing technology now serving 70% of South Carolina customers.
South Carolina regulators approved proposals to recover Hurricane Helene costs efficiently, passing nuclear tax credits and fuel savings to customers starting 2026 for lower bills and enhanced storm resilience.
Leadership shakeup with Preston Gillespie's retirement and Kelvin Henderson's promotion to chief generation officer, focusing on new nuclear projects and operational excellence amid clean energy shifts.

Sentiment:

⚖️Neutral

NextEra Energy gears up for pivotal earnings reveal as AI power deals and investor talks fuel pre-report buzz.

Senior management held investor meetings this month to outline expectations for robust long-term growth rates, reinforcing confidence in the company's diverse energy portfolio.
Fresh AI-driven power agreements with tech giants are boosting demand forecasts, enabling higher revenue per MWh as data centers and electrification trends accelerate.
Upcoming earnings on January 27 will feature CEO John Ketchum discussing financials, with analysts eyeing dividend growth and a 9%+ EPS CAGR through 2032.

Sentiment:

🐃Bullish

Duke Energy Tackles Winter Storm Outages While Advancing Clean Energy and Cost Relief Initiatives.

Over 18,000 outages reported in the Carolinas from Winter Storm Fern on January 25, testing grid reliability but underscoring ongoing investments in self-healing technology now serving 70% of South Carolina customers.
South Carolina regulators approved proposals to recover Hurricane Helene costs efficiently, passing nuclear tax credits and fuel savings to customers starting 2026 for lower bills and enhanced storm resilience.
Leadership shakeup with Preston Gillespie's retirement and Kelvin Henderson's promotion to chief generation officer, focusing on new nuclear projects and operational excellence amid clean energy shifts.

Sentiment:

⚖️Neutral

Investment Analysis

NextEra Energy

NEE

Pros

NextEra Energy projects adjusted EPS growth of 8% annually through 2035 from a 2025 base.
Analysts maintain consensus Buy ratings with price targets around $88 to $97.
Company plans $40 billion investment in solar capacity and battery storage via Florida Power & Light.

Considerations

Current ratio of 0.55 indicates short-term obligations exceed liquid assets.
Financial health score rated as fair at 2.19 out of 5 by analysis.
Stock trades at elevated P/E ratio of approximately 25.7 times earnings.

Duke Energy

DUK

Pros

Duke Energy exhibits stable regulated utility operations with consistent dividend payments.
Benefits from growing electricity demand driven by data centres and electrification trends.
Strong balance sheet supports infrastructure investments amid energy transition.

Considerations

Exposed to regulatory risks that could impact rate approvals and profitability.
High debt levels typical for utilities may pressure interest coverage ratios.
Sensitive to interest rate fluctuations affecting financing costs and valuation.

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