COMP <GO>
AWR vs SO // GROSS PROFIT MARGIN
American States Water Company (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: AWR 5
— SO 6
■ METRIC PARITY
LAST: $85.35 (+1.08%) • MKT CAP: $3.38B
gross-margins
90.80%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AWR VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AWR | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 90.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.90% | 6.90% | +2.00 | AWR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.2x | 8.5x | +1.70 | SO | /valuation <GO> |
| Free Cash Flow Yield | -0.21% | -2.74% | +2.53 | AWR | /fcf-yield <GO> |
| Operating Margin | 30.90% | 24.70% | +6.20 | AWR | /operating-margins <GO> |
| Net Profit Margin | 19.80% | 14.70% | +5.10 | AWR | /net-margins <GO> |
| Revenue Growth (YoY) | 10.50% | 10.60% | -0.10 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.21% | 2.82% | -0.61 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.98 | — | 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 | 62.9 | -3.00 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.1x | 22.9x | +1.20 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.38B | $106.97B | -$103.59B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AWR REV | SO REV | AWR GROSS % | SO GROSS % | AWR FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $658.1M | $29.55B | 90.8% | — | -$7.1M | -$2.94B |
| FY 2024 | $595.5M | $26.72B | 90.8% | — | -$33.2M | $833.0M |
| FY 2023 | $595.7M | $25.25B | — | — | $67.7M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AWR // BETA —
SO // BETA 0.58