WallStSmart

Kenon Holdings (KEN)vsNextera Energy Inc (NEE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nextera Energy Inc generates 2312% more annual revenue ($28.70B vs $1.19B). NEE leads profitability with a 32.4% profit margin vs 10.0%. NEE trades at a lower P/E of 18.8x. NEE earns a higher WallStSmart Score of 71/100 (B).

KEN

Buy

54

out of 100

Grade: C-

Growth: 9.3Profit: 5.0Value: 4.3Quality: 6.0
Piotroski: 2/9Altman Z: 1.88

NEE

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.72
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KENSignificantly Overvalued (-35.3%)

Margin of Safety

-35.3%

Fair Value

$56.39

Current Price

$65.89

$9.50 premium

UndervaluedFair: $56.39Overvalued

Intrinsic value data unavailable for NEE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KEN3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
93.4%10/10

Revenue surging 93.4% year-over-year

EPS GrowthGrowth
803.0%10/10

Earnings expanding 803.0% YoY

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

NEE4 strengths · Avg: 9.8/10
Profit MarginProfitability
32.4%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

EPS GrowthGrowth
53.1%10/10

Earnings expanding 53.1% YoY

Market CapQuality
$170.69B9/10

Large-cap with strong market position

Areas to Watch

KEN4 concerns · Avg: 3.5/10
P/E RatioValuation
30.0x4/10

Moderate valuation

Altman Z-ScoreHealth
1.884/10

Grey zone — moderate risk

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Debt/EquityHealth
1.643/10

Elevated debt levels

NEE4 concerns · Avg: 3.0/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

Debt/EquityHealth
1.933/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-11.42B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : KEN

The strongest argument for KEN centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 93.4% demonstrates continued momentum.

Bull Case : NEE

The strongest argument for NEE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 32.4% and operating margin at 31.5%. Revenue growth of 12.4% demonstrates continued momentum.

Bear Case : KEN

The primary concerns for KEN are P/E Ratio, Altman Z-Score, Return on Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.

Bear Case : NEE

The primary concerns for NEE are PEG Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.93 is elevated, increasing financial risk.

Key Dynamics to Monitor

KEN profiles as a growth stock while NEE is a mature play — different risk/reward profiles.

NEE carries more volatility with a beta of 0.65 — expect wider price swings.

KEN is growing revenue faster at 93.4% — sustainability is the question.

KEN generates stronger free cash flow (-144M), providing more financial flexibility.

Bottom Line

NEE scores higher overall (71/100 vs 54/100), backed by strong 32.4% margins and 12.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Kenon Holdings

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.

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Nextera Energy Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

NextEra Energy, Inc. is an American energy company with about 46 gigawatts of generating capacity, revenues of over $17 billion in 2017, and about 14,000 employees throughout the US and Canada. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources, NextEra Energy Partners, Gulf Power Company, and NextEra Energy Services.

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