COMP <GO>
GNE vs SO // GROSS PROFIT MARGIN
Genie Energy Ltd. Stock (Class B) (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: GNE 7
— SO 5
■ METRIC PARITY
LAST: $16.36 (-1.09%) • MKT CAP: $430.6M
gross-margins
24.80%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GNE VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GNE | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 24.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 40.60% | 6.90% | +33.70 | GNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.4x | 8.5x | -0.10 | GNE | /valuation <GO> |
| Free Cash Flow Yield | 10.76% | -2.74% | +13.50 | GNE | /fcf-yield <GO> |
| Operating Margin | 5.50% | 24.70% | -19.20 | SO | /operating-margins <GO> |
| Net Profit Margin | 4.70% | 14.70% | -10.00 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 18.10% | 10.60% | +7.50 | GNE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 2.82% | -0.96 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.37 | 0.98 | +3.39 | GNE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | GNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.2 | 62.9 | -12.66 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.3x | 22.9x | -7.60 | GNE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $430.6M | $106.97B | -$106.54B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GNE REV | SO REV | GNE GROSS % | SO GROSS % | GNE FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $502.0M | $29.55B | 24.8% | — | $46.3M | -$2.94B |
| FY 2024 | $425.2M | $26.72B | 32.6% | — | $70.7M | $833.0M |
| FY 2023 | $428.7M | $25.25B | — | — | $62.5M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GNE // BETA —
SO // BETA 0.58