COMP <GO>
AQN vs SO // EV/EBITDA & P/E VALUATION
Algonquin Power & Utilities Corp. (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: AQN 4
— SO 7
▲ EV/EBITDA & P/E VALUATION LEADER: SO
LAST: $5.43 (+1.69%) • MKT CAP: $4.18B
valuation
20.4x
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
valuation
8.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AQN VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AQN | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.70% | 6.90% | -3.20 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 20.4x | 8.5x | +11.90 | SO | /valuation <GO> |
| Free Cash Flow Yield | 14.20% | -2.74% | +16.94 | AQN | /fcf-yield <GO> |
| Operating Margin | 20.70% | 24.70% | -4.00 | SO | /operating-margins <GO> |
| Net Profit Margin | 7.40% | 14.70% | -7.30 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 4.90% | 10.60% | -5.70 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.82% | 2.82% | +2.00 | AQN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.98 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | AQN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 62.9 | -1.45 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.5x | 22.9x | -1.40 | AQN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.18B | $106.97B | -$102.79B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AQN REV | SO REV | AQN GROSS % | SO GROSS % | AQN FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.43B | $29.55B | — | — | $593.6M | -$2.94B |
| FY 2024 | $2.32B | $26.72B | — | — | $481.7M | $833.0M |
| FY 2023 | $2.40B | $25.25B | — | — | $628.0M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AQN // BETA —
SO // BETA 0.58