NAS10029,644+0.67%S&P7,651+0.17%GOLD$4,416+0.37%BTC$81,118+6.17%VIX14.81−4.08%live tape · as of 13:00 UTC
The Screen · Utilities · Utilities - Regulated Electric
NextEra Energy
NEE · a US exchange · USD · Market cap $174.9B · 17,400 employees
NextEra Energy, Inc., through its subsidiaries, generates, stores, transmits, distributes, and sells electric power to retail and wholesale customers in North America.
FAIL · Does not pass the screen
83.83 USD
At the last full screen 2026-09-08
Screened 2026-09-08 · the tape above runs as of 13:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
NextEra Energy holds its Markdown at $83.83. Consolidating, no directional conviction, held for 266 days.
As held on the ledger · 2026-09-08
Phase
Markdown · caution
Quantitative state
Consolidating, no directional conviction, held for 266 days
Price at the screen
$83.83
Valuation
18.84 trailing · 19.10 forward price to earnings
Values screen
FAIL· score 10.0
Beta
0.64
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
44.95%
Below 33%
Interest-bearing debt is 45.0% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
7.75%
Below 33%
Cash held in interest-bearing accounts and securities is 7.7% of assets, under the one-third limit.
Pass
Receivables
3.21%
Below 49%
Money owed to the company is 3.2% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades above our $83.16 fair value estimate, moderate competitive moat, 12.40% revenue growth.
Fair value range in USD, drawn from the 2026-09-08 screen. The gold marker is the market price at the same screen. The price runs 0.8% above the base estimate.
Third-party analyst targets: 18 covering, consensus Buy. The average target sits +20% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-08 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Powerhouse with a Debt Weakness
Imagine the clean, renewable energy surging through the wires of North America, much of it generated and distributed by NextEra Energy. This company, with its robust operations through Florida Power & Light Company and the NEER segment, is a significant player in the energy sector. But, despite its size and reach, NextEra Energy fails our ethical screen due to high debt ratios, which raises concerns about its financial stability.
Why it stands out - on the surface, NextEra Energy boasts a forward P/E of 19.3x, a healthy revenue growth of 12%, and a robust profit margin of 32%. These numbers suggest a company operating efficiently and generating substantial returns on its equity. However, the company's high debt levels overshadow these positives, hinting at potential risks that may not be fully priced into its current valuation.
The risk sits squarely with NextEra Energy's debt levels. While the market consensus is bullish, with a median target price of $100, our fair value, accounting for the ethical failings, is a modest $83.37. This discrepancy, combined with the company's moderate moat, suggests that investors may be overlooking the financial vulnerabilities that come with high debt ratios. Analysis, not advice.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
NEE trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-23Markdown · changed$85.03-4.2%Entry 10
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 4.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98.
2026-07-22Distribution$88.80+0.0%Entry 9
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-21Distribution$88.80+0.0%Entry 8
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-20Distribution$88.80+0.0%Entry 7
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-19Distribution$88.80+3.4%Entry 6
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 3.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-18Distribution$85.84+0.0%Entry 5
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-17Distribution$85.84+0.0%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-16Distribution$85.84+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 4% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 20%. Our forward projection puts the odds of a 10% gain over the next month near 17%. The street (19 analysts) rates it buy, with a mean price target of $98. It reported earnings in this window, a natural checkpoint for the thesis.
2026-07-03Distribution$85.84+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Distribution$85.84Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
