COMP <GO>
ADTN vs SO // RETURN ON INVESTED CAPITAL (ROIC)
ADTRAN Holdings Inc. (NASDAQ) VS. Southern Company (NYSE) • 15-METRIC TALLY: ADTN 3
— SO 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SO
LAST: $6.94 (-0.29%) • MKT CAP: $565.5M
roic
-2.90%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ADTN VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ADTN | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.30% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -2.90% | 6.90% | -9.80 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 8.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 17.34% | -2.74% | +20.08 | ADTN | /fcf-yield <GO> |
| Operating Margin | -1.40% | 24.70% | -26.10 | SO | /operating-margins <GO> |
| Net Profit Margin | -4.20% | 14.70% | -18.90 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 17.50% | 10.60% | +6.90 | ADTN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.82% | -2.82 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.78 | 0.98 | -0.20 | SO | /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 | 62.9 | -21.13 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 22.9x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $565.5M | $106.97B | -$106.41B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ADTN REV | SO REV | ADTN GROSS % | SO GROSS % | ADTN FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.08B | $29.55B | 38.3% | — | $98.0M | -$2.94B |
| FY 2024 | $922.7M | $26.72B | 35.1% | — | $69.1M | $833.0M |
| FY 2023 | $1.15B | $25.25B | — | — | -$43.0M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ADTN // BETA —
SO // BETA 0.58