COMP <GO>
CWT vs DUK // 10Y YIELD & FRED MACRO BETA
California Water Service Group (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: CWT 2
— DUK 7
■ METRIC PARITY
LAST: $47.62 (+1.00%) • MKT CAP: $2.94B
macro-sensitivity
—
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
macro-sensitivity
0.76
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CWT VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CWT | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 5.20% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.6x | 8.7x | +16.90 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 10.27% | -1.73% | +12.00 | CWT | /fcf-yield <GO> |
| Operating Margin | 17.70% | 31.40% | -13.70 | DUK | /operating-margins <GO> |
| Net Profit Margin | 13.30% | 18.10% | -4.80 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 3.30% | +3.10 | CWT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.51% | 3.40% | -0.89 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 63.8 | -10.00 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 18.4x | +3.00 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.94B | $98.16B | -$95.22B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CWT REV | DUK REV | CWT GROSS % | DUK GROSS % | CWT FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $963.7M | $0 | — | — | $302.6M | -$1.69B |
| FY 2024 | $905.6M | $0 | — | — | $290.9M | $48.0M |
| FY 2023 | $790.3M | $0 | — | — | $217.8M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CWT // BETA —
DUK // BETA 0.76