COMP <GO>
AES vs SO // FREE CASH FLOW YIELD
The AES Corporation (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: AES 4
— SO 11
▲ FREE CASH FLOW YIELD LEADER: SO
LAST: $14.83 (-1.46%) • MKT CAP: $10.74B
fcf-yield
-15.12%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
fcf-yield
-2.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AES VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AES | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.10% | 41.00% | -22.90 | SO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.70% | 6.90% | -0.20 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.5x | 8.5x | -5.00 | AES | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -15.12% | -2.74% | -12.38 | SO | /fcf-yield <GO> |
| Operating Margin | 9.10% | 24.70% | -15.60 | SO | /operating-margins <GO> |
| Net Profit Margin | 7.40% | 14.70% | -7.30 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | -0.40% | 10.60% | -11.00 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.67% | 2.82% | +1.85 | AES | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.54 | 0.98 | -0.44 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 5/9 | -2.00 | SO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.10% | 5.50% | +0.60 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.4 | 66.6 | -28.17 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.75 | 0.58 | +0.17 | AES | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.0x | 22.9x | -11.90 | AES | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.74B | $106.97B | -$96.24B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AES REV | SO REV | AES GROSS % | SO GROSS % | AES FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.23B | $29.55B | 18.1% | 44.0% | -$1.62B | -$2.94B |
| FY 2024 | $12.28B | $26.72B | 18.8% | 44.0% | -$4.64B | $833.0M |
| FY 2023 | $12.67B | $25.25B | 44.0% | 44.0% | $2.46B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AES // BETA 0.75
SO // BETA 0.58