COMP <GO>
CMS vs SO // NET PROFIT MARGIN
CMS Energy Corporation (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: CMS 7
— SO 7
▲ NET PROFIT MARGIN LEADER: SO
LAST: $70.10 (+0.83%) • MKT CAP: $21.80B
net-margins
12.90%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
net-margins
14.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CMS VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CMS | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.20% | 6.90% | -1.70 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.1x | 8.5x | +10.60 | SO | /valuation <GO> |
| Free Cash Flow Yield | 8.54% | -2.74% | +11.28 | CMS | /fcf-yield <GO> |
| Operating Margin | 20.80% | 24.70% | -3.90 | SO | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 12.90% | 14.70% | -1.80 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 13.50% | 10.60% | +2.90 | CMS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 2.82% | +0.58 | CMS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.12 | 0.98 | +0.14 | CMS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | CMS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.00% | 5.50% | +0.50 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 66.6 | -2.88 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.73 | 0.58 | +0.15 | CMS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.1x | 22.9x | -5.80 | CMS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.80B | $106.97B | -$85.17B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CMS REV | SO REV | CMS GROSS % | SO GROSS % | CMS FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.30B | $29.55B | 44.0% | 44.0% | $1.86B | -$2.94B |
| FY 2024 | $7.32B | $26.72B | 44.0% | 44.0% | $2.04B | $833.0M |
| FY 2023 | $7.26B | $25.25B | 44.0% | 44.0% | $1.98B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CMS // BETA 0.73
SO // BETA 0.58