COMP <GO>
FTS vs SO // 10Y YIELD & FRED MACRO BETA
Fortis Inc. (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: FTS 7
— SO 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: FTS
LAST: $58.67 (+1.00%) • MKT CAP: $29.68B
macro-sensitivity
0.63
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
macro-sensitivity
0.58
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FTS VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FTS | 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) | 9.90% | 6.90% | +3.00 | FTS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 8.5x | +12.50 | SO | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | -2.74% | +4.95 | FTS | /fcf-yield <GO> |
| Operating Margin | 13.90% | 24.70% | -10.80 | SO | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 14.70% | -3.80 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | -2.20% | 10.60% | -12.80 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 2.82% | +0.58 | FTS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 0.98 | +2.76 | FTS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | FTS | /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 | 72.9 | 66.6 | +6.30 | FTS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.63 | 0.58 | +0.05 | FTS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 22.9x | +7.60 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $29.68B | $106.97B | -$77.29B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FTS REV | SO REV | FTS GROSS % | SO GROSS % | FTS FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $29.55B | — | 44.0% | — | -$2.94B |
| FY 2024 | — | $26.72B | — | 44.0% | — | $833.0M |
| FY 2023 | — | $25.25B | — | 44.0% | — | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FTS // BETA 0.63
SO // BETA 0.58