COMP <GO>
AEE vs EVRG // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Ameren Corporation (NYSE) VS. Evergy Inc. (NASDAQ) • 15-METRIC TALLY: AEE 9
— EVRG 4
■ METRIC PARITY
LAST: $111.42 (+0.80%) • MKT CAP: $30.60B
options-implied-move
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LAST: $86.55 (+0.72%) • MKT CAP: $19.81B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AEE VS. EVRG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AEE | EVRG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.10% | 5.20% | -0.10 | EVRG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.8x | 8.4x | +0.40 | EVRG | /valuation <GO> |
| Free Cash Flow Yield | -2.54% | -3.82% | +1.28 | AEE | /fcf-yield <GO> |
| Operating Margin | 23.00% | 26.90% | -3.90 | EVRG | /operating-margins <GO> |
| Net Profit Margin | 18.00% | 15.00% | +3.00 | AEE | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 0.00% | +15.40 | AEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.52% | 3.11% | -0.59 | EVRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.23 | 1.10 | +0.13 | AEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 4/9 | +1.00 | AEE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.1 | 65.0 | +3.10 | AEE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.65 | 0.58 | +0.07 | AEE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 21.4x | -5.20 | AEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $30.60B | $19.81B | $10.79B | AEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AEE REV | EVRG REV | AEE GROSS % | EVRG GROSS % | AEE FCF | EVRG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.80B | $5.71B | — | — | -$775.0M | -$751.7M |
| FY 2024 | $7.62B | $5.70B | — | — | -$1.56B | -$352.9M |
| FY 2023 | $7.50B | $5.35B | — | — | $2.23B | $1.74B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AEE // BETA 0.65
EVRG // BETA 0.58