COMP <GO>
CWT vs SO // REVENUE GROWTH (YOY)
California Water Service Group (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: CWT 2
— SO 7
▲ REVENUE GROWTH (YOY) LEADER: SO
LAST: $48.50 (+1.85%) • MKT CAP: $2.94B
revenue-growth
6.40%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
revenue-growth
10.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CWT VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CWT | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 6.90% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.6x | 8.5x | +17.10 | SO | /valuation <GO> |
| Free Cash Flow Yield | 10.27% | -2.74% | +13.01 | CWT | /fcf-yield <GO> |
| Operating Margin | 17.70% | 24.70% | -7.00 | SO | /operating-margins <GO> |
| Net Profit Margin | 13.30% | 14.70% | -1.40 | SO | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 6.40% | 10.60% | -4.20 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.51% | 2.82% | -0.31 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.98 | — | 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 | 62.9 | -9.10 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 22.9x | -1.50 | CWT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.94B | $106.97B | -$104.03B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CWT REV | SO REV | CWT GROSS % | SO GROSS % | CWT FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $963.7M | $29.55B | — | — | $302.6M | -$2.94B |
| FY 2024 | $905.6M | $26.72B | — | — | $290.9M | $833.0M |
| FY 2023 | $790.3M | $25.25B | — | — | $217.8M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CWT // BETA —
SO // BETA 0.58