COMP <GO>
AEP vs DUK // RETURN ON INVESTED CAPITAL (ROIC)
American Electric Power Company Inc. (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: AEP 8
— DUK 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AEP
LAST: $130.21 (+0.67%) • MKT CAP: $70.43B
roic
5.60%
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
roic
5.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AEP VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AEP | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.60% | 5.20% | +0.40 | AEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 8.7x | +9.90 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 8.47% | -1.73% | +10.20 | AEP | /fcf-yield <GO> |
| Operating Margin | 24.50% | 31.40% | -6.90 | DUK | /operating-margins <GO> |
| Net Profit Margin | 19.10% | 18.10% | +1.00 | AEP | /net-margins <GO> |
| Revenue Growth (YoY) | 8.70% | 3.30% | +5.40 | AEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 3.40% | -0.55 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.97 | 0.89 | +0.08 | AEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | AEP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.20% | 6.10% | +0.10 | DUK | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.2 | 69.7 | -6.47 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.78 | 0.76 | +0.02 | AEP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.8x | 18.4x | -2.60 | AEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $70.43B | $98.16B | -$27.74B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AEP REV | DUK REV | AEP GROSS % | DUK GROSS % | AEP FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.70B | $0 | 44.0% | — | $5.97B | -$1.69B |
| FY 2024 | $19.97B | $0 | 44.0% | — | $5.91B | $48.0M |
| FY 2023 | $19.46B | $0 | 44.0% | — | $4.14B | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AEP // BETA 0.78
DUK // BETA 0.76