COMP <GO>
DTE vs SO // PIOTROSKI F-SCORE QUALITY
DTE Energy Company (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: DTE 10
— SO 4
▲ PIOTROSKI F-SCORE QUALITY LEADER: DTE
LAST: $135.49 (+0.72%) • MKT CAP: $27.99B
piotroski-score
8/9
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DTE VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DTE | 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) | 8.20% | 6.90% | +1.30 | DTE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.5x | 8.5x | +6.00 | SO | /valuation <GO> |
| Free Cash Flow Yield | 10.92% | -2.74% | +13.66 | DTE | /fcf-yield <GO> |
| Operating Margin | 30.30% | 24.70% | +5.60 | DTE | /operating-margins <GO> |
| Net Profit Margin | 18.70% | 14.70% | +4.00 | DTE | /net-margins <GO> |
| Revenue Growth (YoY) | 19.80% | 10.60% | +9.20 | DTE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.11% | 2.82% | +0.29 | DTE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.06 | 0.98 | +0.08 | DTE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 5/9 | +3.00 | DTE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.60% | 5.50% | +0.10 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.2 | 66.6 | -0.39 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.63 | 0.58 | +0.05 | DTE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.0x | 22.9x | -6.90 | DTE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.99B | $106.97B | -$78.98B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DTE REV | SO REV | DTE GROSS % | SO GROSS % | DTE FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $29.55B | — | 44.0% | $3.41B | -$2.94B |
| FY 2024 | $0 | $26.72B | — | 44.0% | $3.64B | $833.0M |
| FY 2023 | $0 | $25.25B | — | 44.0% | $3.22B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DTE // BETA 0.63
SO // BETA 0.58