COMP <GO>
FE vs SO // ALTMAN Z-SCORE & DEBT/EQUITY
FirstEnergy Corp. (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: FE 5
— SO 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: SO
LAST: $46.91 (+0.17%) • MKT CAP: $27.11B
balance-sheet
0.74
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
balance-sheet
0.98
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FE VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FE | 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) | 5.80% | 6.90% | -1.10 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.1x | 8.5x | +7.60 | SO | /valuation <GO> |
| Free Cash Flow Yield | 11.14% | -2.74% | +13.88 | FE | /fcf-yield <GO> |
| Operating Margin | 14.60% | 24.70% | -10.10 | SO | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 14.70% | -7.90 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 12.00% | 10.60% | +1.40 | FE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.75% | 2.82% | +0.93 | FE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.74 | 0.98 | -0.24 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | FE | /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 | 64.7 | 66.6 | -1.94 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.63 | 0.58 | +0.05 | FE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.7x | 22.9x | +1.80 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.11B | $106.97B | -$79.86B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FE REV | SO REV | FE GROSS % | SO GROSS % | FE FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.09B | $29.55B | 44.0% | 44.0% | $3.02B | -$2.94B |
| FY 2024 | $13.47B | $26.72B | 44.0% | 44.0% | $2.28B | $833.0M |
| FY 2023 | $12.87B | $25.25B | 44.0% | 44.0% | $807.9M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FE // BETA 0.63
SO // BETA 0.58