No conviction changes recorded
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Sign in to unlockFair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
31.2%/yr
±5.3% · revenue growth to justify current price
FCF-Based Reverse DCF
41.2%/yr
±4.2% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
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NextEra is the world's largest renewable developer with 55 GW in backlog, FPL regulated utility providing balance sheet stability, and 13.5 GW of new projects added in 2025 alone. Battery storage +220...
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