NextEra Energy, Inc. vs Shell PLC — how do they compare? NextEra Energy, Inc. trades at $85.86 (market cap $176.68B), while Shell PLC trades at $90.55 (market cap $245.77B). The key difference: Shell PLC is the larger of the two by market cap, and Shell PLC pays the higher dividend (3.47%). Which is the better fit depends on your goals.
| NEE | SHEL | |
|---|---|---|
Market Cap | $176.68B | $245.77B |
Sector | Utilities | Energy |
52-Week High | $97.88 | $94.15 |
52-Week Low | $69.77 | $70.31 |
Enterprise Value | $284.01B | $287.47B |
Dividend Yield | 2.94% | 3.47% |
Signals from Pluang's Aura AI — not financial advice
NextEra Energy (NEE) trades at $84.65, showing minimal daily movement with a 0.06% gain. The stock is in a bearish technical phase, with support at $84 and resistance at $86. Recent earnings beat expectations in Q1 and Q2 2026, while Q4 2025 missed. The company benefits from strong AI-driven power demand, highlighted by a $100 billion data center project in Kentucky announced on July 29, 2026 (Reuters).
NEE offers solid fundamentals with a 32.4% net income margin and 17.23% ROE, but faces risks from high debt levels and capital expenditures. Analysts are bullish with a $101.17 consensus price target, implying 19% upside. Key opportunities include AI infrastructure growth, while risks involve execution on large projects and interest rate sensitivity.
Shell (SHEL) trades at $88.50, down 1.23% today, with a bullish technical signal from moving averages and neutral oscillators. Recent earnings beat expectations in Q1 and Q2 2026, driven by higher oil prices and operational gains. The company maintains strong cash flow, reduced debt, and a discounted valuation with a P/E of 9.79. Analysts show strong buy sentiment, with a consensus price target of $103.60, and recent news highlights strategic asset sales and investments in gas projects.
Outlook is positive with earnings momentum and shareholder returns via dividends and buybacks, but risks include oil price volatility and regulatory pressures. The stock offers value with upside potential, though investors should monitor commodity swings and geopolitical factors affecting energy markets.
Trailing returns across standard periods
Latest headlines on both assets
NextEra Energy's regulated utility, Florida Power & Light, distributes power to more than 5 million customers in Florida. FP&L contributes more than 60% of the group's operating earnings. The renewable energy segment generates and sells power throughout the United States and Canada. Consolidated generation capacity totals more than 50 gigawatts and includes natural gas, nuclear, wind, and solar assets.
Read more on NEE →Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.7 million barrels of liquids and 8.7 billion cubic feet of natural gas per day. At year-end 2021, reserves stood at 9.2 billion barrels of oil equivalent, 50% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with capacity of 1.8 mmb/d located in the Americas, Asia, Africa, and Europe and sells 15 mtpa of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Central Europe, China, Singapore, and North America.
Read more on SHEL →