COMP <GO>
HTO vs DUK // 10Y YIELD & FRED MACRO BETA
H2O America (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: HTO 5
— DUK 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: DUK
LAST: $59.74 (+2.00%) • MKT CAP: $2.83B
macro-sensitivity
0.55
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
macro-sensitivity
0.76
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HTO VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HTO | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.10% | 5.20% | -1.10 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.4x | 8.7x | +13.70 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 7.37% | -1.73% | +9.10 | HTO | /fcf-yield <GO> |
| Operating Margin | 22.00% | 31.40% | -9.40 | DUK | /operating-margins <GO> |
| Net Profit Margin | 12.70% | 18.10% | -5.40 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 3.30% | +6.10 | HTO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.07% | 3.40% | -1.33 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.10 | 0.89 | +0.21 | HTO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | HTO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.40% | 6.10% | -0.70 | HTO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.1 | 69.7 | -18.55 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.55 | 0.76 | -0.21 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.7x | 18.4x | +7.30 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.83B | $98.16B | -$95.33B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HTO REV | DUK REV | HTO GROSS % | DUK GROSS % | HTO FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $805.6M | $0 | 44.0% | — | $208.6M | -$1.69B |
| FY 2024 | $736.3M | $0 | 44.0% | — | $162.4M | $48.0M |
| FY 2023 | $678.2M | $0 | 44.0% | — | $160.3M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HTO // BETA 0.55
DUK // BETA 0.76