COMP <GO>
ES vs SO // PIOTROSKI F-SCORE QUALITY
Eversource Energy (D/B/A) (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: ES 7
— SO 6
■ METRIC PARITY
LAST: $68.55 (+0.96%) • MKT CAP: $25.58B
piotroski-score
5/9
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ES VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ES | 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) | 5.50% | 6.90% | -1.40 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 8.5x | -0.50 | ES | /valuation <GO> |
| Free Cash Flow Yield | -0.18% | -2.74% | +2.56 | ES | /fcf-yield <GO> |
| Operating Margin | 22.10% | 24.70% | -2.60 | SO | /operating-margins <GO> |
| Net Profit Margin | 17.20% | 14.70% | +2.50 | ES | /net-margins <GO> |
| Revenue Growth (YoY) | 13.80% | 10.60% | +3.20 | ES | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.27% | 2.82% | +1.45 | ES | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.92 | 0.98 | -0.06 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.00% | 5.50% | +0.50 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.4 | 66.6 | -7.23 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.74 | 0.58 | +0.16 | ES | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.2x | 22.9x | -13.70 | ES | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $25.58B | $106.97B | -$81.40B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ES REV | SO REV | ES GROSS % | SO GROSS % | ES FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.55B | $29.55B | 44.0% | 44.0% | -$45.1M | -$2.94B |
| FY 2024 | $11.90B | $26.72B | 44.0% | 44.0% | -$2.32B | $833.0M |
| FY 2023 | $11.91B | $25.25B | 44.0% | 44.0% | $1.11B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ES // BETA 0.74
SO // BETA 0.58