COMP <GO>
DUK vs SO // FREE CASH FLOW YIELD
Duke Energy Corporation (Holding Company) (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: DUK 7
— SO 6
▲ FREE CASH FLOW YIELD LEADER: DUK
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
fcf-yield
-1.73%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
fcf-yield
-2.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DUK VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DUK | 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 | 8.7x | 8.5x | +0.20 | SO | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -1.73% | -2.74% | +1.01 | DUK | /fcf-yield <GO> |
| Operating Margin | 31.40% | 24.70% | +6.70 | DUK | /operating-margins <GO> |
| Net Profit Margin | 18.10% | 14.70% | +3.40 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 10.60% | -7.30 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 2.82% | +0.58 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.89 | 0.98 | -0.09 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.10% | 5.50% | +0.60 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.7 | 66.6 | +3.07 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.76 | 0.58 | +0.18 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.4x | 22.9x | -4.50 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $98.16B | $106.97B | -$8.81B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DUK REV | SO REV | DUK GROSS % | SO GROSS % | DUK FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $29.55B | — | 44.0% | -$1.69B | -$2.94B |
| FY 2024 | $0 | $26.72B | — | 44.0% | $48.0M | $833.0M |
| FY 2023 | $0 | $25.25B | — | 44.0% | $9.88B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DUK // BETA 0.76
SO // BETA 0.58