COMP <GO>
CLFD vs DUK // RETURN ON INVESTED CAPITAL (ROIC)
Clearfield Inc. (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: CLFD 2
— DUK 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: DUK
LAST: $33.26 (+4.10%) • MKT CAP: $451.8M
roic
0.70%
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
roic
5.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CLFD VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CLFD | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.70% | 5.20% | -4.50 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 8.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -1.73% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 1.40% | 31.40% | -30.00 | DUK | /operating-margins <GO> |
| Net Profit Margin | -5.40% | 18.10% | -23.50 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 19.60% | 3.30% | +16.30 | CLFD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.40% | -3.40 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 16.56 | 0.89 | +15.67 | CLFD | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | DUK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.0 | 63.8 | -8.83 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 18.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $451.8M | $98.16B | -$97.71B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CLFD REV | DUK REV | CLFD GROSS % | DUK GROSS % | CLFD FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $150.1M | $0 | 33.7% | — | — | -$1.69B |
| FY 2024 | $125.6M | $0 | 20.6% | — | $12.7M | $48.0M |
| FY 2023 | $225.7M | $0 | — | — | $18.4M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CLFD // BETA —
DUK // BETA 0.76