COMP <GO>
AEE vs SO // EV/EBITDA & P/E VALUATION
Ameren Corporation (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: AEE 7
— SO 6
▲ EV/EBITDA & P/E VALUATION LEADER: SO
LAST: $110.54 (+0.30%) • MKT CAP: $30.51B
valuation
8.8x
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
valuation
8.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AEE VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AEE | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.10% | 6.90% | -1.80 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 8.8x | 8.5x | +0.30 | SO | /valuation <GO> |
| Free Cash Flow Yield | -2.54% | -2.74% | +0.20 | AEE | /fcf-yield <GO> |
| Operating Margin | 23.00% | 24.70% | -1.70 | SO | /operating-margins <GO> |
| Net Profit Margin | 18.00% | 14.70% | +3.30 | AEE | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 10.60% | +4.80 | AEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.52% | 2.82% | -0.30 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.23 | 0.98 | +0.25 | AEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.70% | 5.50% | +0.20 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.0 | 66.6 | +2.36 | 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 | 22.9x | -6.70 | AEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $30.51B | $106.97B | -$76.46B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AEE REV | SO REV | AEE GROSS % | SO GROSS % | AEE FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.80B | $29.55B | 44.0% | 44.0% | -$775.0M | -$2.94B |
| FY 2024 | $7.62B | $26.72B | 44.0% | 44.0% | -$1.56B | $833.0M |
| FY 2023 | $7.50B | $25.25B | 44.0% | 44.0% | $2.23B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AEE // BETA 0.65
SO // BETA 0.58