COMP <GO>
ES vs DUK // ALTMAN Z-SCORE & DEBT/EQUITY
Eversource Energy (D/B/A) (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: ES 8
— DUK 5
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: ES
LAST: $68.55 (+0.96%) • MKT CAP: $25.58B
balance-sheet
0.92
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
balance-sheet
0.89
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ES VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ES | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.50% | 5.20% | +0.30 | ES | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 8.7x | -0.70 | ES | /valuation <GO> |
| Free Cash Flow Yield | -0.18% | -1.73% | +1.55 | ES | /fcf-yield <GO> |
| Operating Margin | 22.10% | 31.40% | -9.30 | DUK | /operating-margins <GO> |
| Net Profit Margin | 17.20% | 18.10% | -0.90 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 13.80% | 3.30% | +10.50 | ES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.27% | 3.40% | +0.87 | ES | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.92 | 0.89 | +0.03 | ES | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.00% | 6.10% | -0.10 | ES | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.4 | 69.7 | -10.30 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.74 | 0.76 | -0.02 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.2x | 18.4x | -9.20 | ES | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $25.58B | $98.16B | -$72.59B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ES REV | DUK REV | ES GROSS % | DUK GROSS % | ES FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.55B | $0 | 44.0% | — | -$45.1M | -$1.69B |
| FY 2024 | $11.90B | $0 | 44.0% | — | -$2.32B | $48.0M |
| FY 2023 | $11.91B | $0 | 44.0% | — | $1.11B | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ES // BETA 0.74
DUK // BETA 0.76