COMP <GO>
CWCO vs SO // RETURN ON INVESTED CAPITAL (ROIC)
Consolidated Water Co. Ltd. (NASDAQ) VS. Southern Company (NYSE) • 15-METRIC TALLY: CWCO 5
— SO 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CWCO
LAST: $26.76 (-0.89%) • MKT CAP: $428.5M
roic
14.80%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CWCO VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CWCO | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.80% | 6.90% | +7.90 | CWCO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.9x | 8.5x | +3.40 | SO | /valuation <GO> |
| Free Cash Flow Yield | 7.74% | -2.74% | +10.48 | CWCO | /fcf-yield <GO> |
| Operating Margin | 13.90% | 24.70% | -10.80 | SO | /operating-margins <GO> |
| Net Profit Margin | 13.90% | 14.70% | -0.80 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | -1.40% | 10.60% | -12.00 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.85% | 2.82% | -0.97 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 10.37 | 0.98 | +9.39 | CWCO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | CWCO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.4 | 62.9 | -26.48 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.8x | 22.9x | -1.10 | CWCO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $428.5M | $106.97B | -$106.54B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CWCO REV | SO REV | CWCO GROSS % | SO GROSS % | CWCO FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $132.1M | $29.55B | 36.6% | — | $33.2M | -$2.94B |
| FY 2024 | $134.0M | $26.72B | 34.1% | — | $29.8M | $833.0M |
| FY 2023 | $180.2M | $25.25B | — | — | $8.0M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CWCO // BETA —
SO // BETA 0.58