COMP <GO>
AVA vs SO // OPERATING MARGIN
Avista Corporation (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: AVA 4
— SO 8
▲ OPERATING MARGIN LEADER: SO
LAST: $37.45 (+1.19%) • MKT CAP: $3.14B
operating-margins
18.00%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
operating-margins
24.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AVA VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AVA | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.40% | 6.90% | +3.50 | AVA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 8.5x | -4.80 | AVA | /valuation <GO> |
| Free Cash Flow Yield | -3.22% | -2.74% | -0.48 | SO | /fcf-yield <GO> |
| Operating Margin ACTIVE | 18.00% | 24.70% | -6.70 | SO | /operating-margins <GO> |
| Net Profit Margin | 9.80% | 14.70% | -4.90 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 1.30% | 10.60% | -9.30 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.07% | 2.82% | +2.25 | AVA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.84 | 0.98 | -0.14 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | SO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.3 | 62.9 | -2.65 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 22.9x | -7.70 | AVA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.14B | $106.97B | -$103.84B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AVA REV | SO REV | AVA GROSS % | SO GROSS % | AVA FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.96B | $29.55B | — | — | -$101.0M | -$2.94B |
| FY 2024 | $1.94B | $26.72B | — | — | $1.0M | $833.0M |
| FY 2023 | $1.75B | $25.25B | — | — | $447.0M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AVA // BETA —
SO // BETA 0.58