NAS10026,906−5.38%S&P7,400−3.75%GOLD$4,127+1.33%BTC$76,159−5.28%VIX24.13+45.27%latest tape · as of 20:03 UTC
The Screen · Utilities · Utilities - Regulated Electric
NextEra Energy
NEE · a US exchange · USD · Market cap $172.3B · 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
88.45 USD
Price as of 4 Nov 2026Daily close, not a live quote
Screened 2026-11-04 · the tape above runs as of 20:03 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price88.45 USD at the 4 Nov 2026 close
Our value readOvervalued vs our fair value, as of 4 Nov 2026
Positioning political selling, disclosed 2026-10-02
Options put/call open interest 0.15, read 2026-11-01
Ethical does not pass the values gate
Price88.45 USD
Fair value69.96
Ethical score10.0/100
Value readOvervaluedas of 4 Nov 2026
Our investment reviews on this name
2026-11-04Read Markup84.33+4.9% to today ✓Accumulation gives way to Markup after a 7% rise in 7 days
2026-10-28Read Accumulation78.96+12.0% to today ✓Markdown gives way to Accumulation after a 7% slide in 9 weeks
2026-08-23Read Markdown85.03+4.0% to today Distribution gives way to Markdown with deal news in the headlines
2026-07-02Read Distribution85.84+3.0% to today First review on file: Distribution
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
NextEra Energy holds its Markup at $88.45. The statistical read favours the buyers, held for 7 days.
As held on the ledger · 2026-11-04
Phase
Markup
Quantitative state
The statistical read favours the buyers, held for 7 days
Price at the screen
$88.45
Valuation
14.80 trailing · 18.76 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
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.
The Ethical Read
Why It Falls Short, in Plain English
NextEra Energy's business is in a permissible area, but its interest-bearing debt is about 45% of the company, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when NEE's ethical verdict changes
Today NEE does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
Free, no account needed. Every email has a link to stop.
What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Overvalued vs our fair value, as of 4 Nov 2026: it trades above our $69.96 fair value estimate, moderate competitive moat, 1.60% revenue growth.
Fair value range in USD, drawn from the 2026-11-04 screen. The gold marker is the market price at the same screen. The price runs 26.4% above the base estimate.
Third-party analyst targets: 19 covering, consensus Buy. The average target sits +13% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Where our models see it going: fair-value estimate $69.96, with a range of $50.40 to $80.46, dated to the 2026-11-04 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
Why it gives us pause
At 18.8x forward earnings, the price already runs ahead of the business. It trades 26% above our $69.96 fair value, so you would be buying at a premium, not a discount. The moderate moat is real, but quality alone does not make an expensive price cheap.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
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
2026-11-04Markup · changed$84.33+6.8%Entry 22
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 6.8% 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 B, carrying a low risk profile. Technically it is momentum reading overbought. 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. Since the last review it its composite score eased.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. 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 B, carrying a low risk profile. Technically it is momentum reading overbought. 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.
2026-10-21Markdown$78.96+0.0%Entry 20
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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 B, carrying a low risk profile. Technically it is momentum reading overbought. 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.
2026-10-20Markdown$78.96+0.0%Entry 19
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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 B, carrying a low risk profile. Technically it is momentum reading overbought. 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.
2026-10-19Markdown$78.96+0.0%Entry 18
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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 B, carrying a low risk profile. Technically it is momentum reading overbought. 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.
2026-10-18Markdown$78.96+0.0%Entry 17
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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.
2026-10-17Markdown$78.96+0.0%Entry 16
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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.
2026-10-16Markdown$78.96+2.0%Entry 15
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 2.0% 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.
2026-10-15Markdown$77.38+0.0%Entry 14
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. 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.
2026-10-14Markdown$77.38+1.7%Entry 13
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 1.7% 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.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
