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NextEra Energy Stock Has a Big Month Ahead

The clean energy stock could be a potential recovery play

Jun 28, 2021 at 11:22 AM
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NextEra Energy, Inc. (NYSE:NEE) is a clean energy company that generates emissions-free electricity from seven commercial nuclear power units in Florida, New Hampshire, and Wisconsin. At last check, NEE was up 2.2% to trade at $75.48, on track for its highest close in nearly two months.

During this recent consolidation, the stock's 200-day moving average has kept a lid on breakouts. Keep an eye on that trendline later today to see if it has been conquered. Despite a 28% 12-month lead, the next milestone for NEE will be the shares' year-to-date breakeven level. The stock also has a forward dividend of $1.54 and a dividend yield of 2.11%.

From a fundamental perspective, NextEra Energy stock's valuation is on the higher end of the spectrum, with its price-earnings ratio coming in at 35.00. This fact isn’t helped by the company’s lack of consistency on the top- and bottom-line. In recent years, NextEra Energy experienced declines in annual revenues in fiscal 2018 and fiscal 2020. NEE also posted back-to-back net income declines in fiscal 2019 and fiscal 2020. An additional red flag lies in the company's balance sheet with a whopping $52.67 billion in total debt and only $1.46 billion in cash.

Nonetheless, NextEra Energy stock remains a huge company, valued at $145 billion, making it less likely to fail overall in the long run. NextEra Energy stock also has potential as a recovery play, with NEE’s revenues still down by 11% since fiscal 2019 and its net income down by 37% since fiscal 2018.

These options are well-priced at the moment, too, from a volatility perspective. The stock's Schaeffer's Volatility Index (SVI) of 18% is in the bottom percentile its annual range, implying that options players have rarely priced in lower volatility expectations at the moment in the last year.  It's also worth pointing out that NEE ranks high on the Schaeffer's Volatility Scorecard (SVS), with a score of 72 out of 100. In other words, the security has consistently realized higher volatility than its options have priced in, a boon for premium buyers.

 

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