COMP <GO>
EVRG vs SO // ALTMAN Z-SCORE & DEBT/EQUITY
Evergy Inc. (NASDAQ) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: EVRG 6
— SO 6
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: EVRG
LAST: $85.93 (+0.61%) • MKT CAP: $19.69B
balance-sheet
1.10
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
balance-sheet
0.98
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVRG VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVRG | 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 | 8.4x | 8.5x | -0.10 | EVRG | /valuation <GO> |
| Free Cash Flow Yield | -3.82% | -2.74% | -1.08 | SO | /fcf-yield <GO> |
| Operating Margin | 26.90% | 24.70% | +2.20 | EVRG | /operating-margins <GO> |
| Net Profit Margin | 15.00% | 14.70% | +0.30 | EVRG | /net-margins <GO> |
| Revenue Growth (YoY) | 0.00% | 10.60% | -10.60 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.11% | 2.82% | +0.29 | EVRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.10 | 0.98 | +0.12 | EVRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | SO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.50% | 5.50% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.3 | 66.6 | -0.27 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.58 | 0.58 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 22.9x | -1.50 | EVRG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $19.69B | $106.97B | -$87.28B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVRG REV | SO REV | EVRG GROSS % | SO GROSS % | EVRG FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.71B | $29.55B | 44.0% | 44.0% | -$751.7M | -$2.94B |
| FY 2024 | $5.70B | $26.72B | 44.0% | 44.0% | -$352.9M | $833.0M |
| FY 2023 | $5.35B | $25.25B | 44.0% | 44.0% | $1.74B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVRG // BETA 0.58
SO // BETA 0.58