COMP <GO>
ADTN vs DUK // GROSS PROFIT MARGIN
ADTRAN Holdings Inc. (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: ADTN 3
— DUK 7
■ METRIC PARITY
LAST: $6.94 (-0.29%) • MKT CAP: $565.5M
gross-margins
38.30%
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ADTN VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ADTN | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 38.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -2.90% | 5.20% | -8.10 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 8.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 17.34% | -1.73% | +19.07 | ADTN | /fcf-yield <GO> |
| Operating Margin | -1.40% | 31.40% | -32.80 | DUK | /operating-margins <GO> |
| Net Profit Margin | -4.20% | 18.10% | -22.30 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 17.50% | 3.30% | +14.20 | ADTN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.40% | -3.40 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.78 | 0.89 | -0.11 | DUK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | ADTN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.8 | 63.8 | -22.03 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 18.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $565.5M | $98.16B | -$97.60B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ADTN REV | DUK REV | ADTN GROSS % | DUK GROSS % | ADTN FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.08B | $0 | 38.3% | — | $98.0M | -$1.69B |
| FY 2024 | $922.7M | $0 | 35.1% | — | $69.1M | $48.0M |
| FY 2023 | $1.15B | $0 | — | — | -$43.0M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ADTN // BETA —
DUK // BETA 0.76