COMP <GO>
AWR vs DUK // EV/EBITDA & P/E VALUATION
American States Water Company (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: AWR 5
— DUK 6
▲ EV/EBITDA & P/E VALUATION LEADER: DUK
LAST: $85.35 (+1.08%) • MKT CAP: $3.38B
valuation
10.2x
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
valuation
8.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AWR VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AWR | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 90.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.90% | 5.20% | +3.70 | AWR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.2x | 8.7x | +1.50 | DUK | /valuation <GO> |
| Free Cash Flow Yield | -0.21% | -1.73% | +1.52 | AWR | /fcf-yield <GO> |
| Operating Margin | 30.90% | 31.40% | -0.50 | DUK | /operating-margins <GO> |
| Net Profit Margin | 19.80% | 18.10% | +1.70 | AWR | /net-margins <GO> |
| Revenue Growth (YoY) | 10.50% | 3.30% | +7.20 | AWR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.21% | 3.40% | -1.19 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | AWR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.9 | 63.8 | -3.90 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.1x | 18.4x | +5.70 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.38B | $98.16B | -$94.78B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AWR REV | DUK REV | AWR GROSS % | DUK GROSS % | AWR FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $658.1M | $0 | 90.8% | — | -$7.1M | -$1.69B |
| FY 2024 | $595.5M | $0 | 90.8% | — | -$33.2M | $48.0M |
| FY 2023 | $595.7M | $0 | — | — | $67.7M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AWR // BETA —
DUK // BETA 0.76