COMP <GO>
IDA vs NEE // RETURN ON INVESTED CAPITAL (ROIC)
IDACORP Inc. (NYSE) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: IDA 3
— NEE 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: NEE
LAST: $145.38 (+1.23%) • MKT CAP: $8.31B
roic
4.20%
LAST: $83.71 (+1.91%) • MKT CAP: $175.57B
roic
4.31%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IDA VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IDA | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.20% | 4.31% | -0.11 | NEE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.4x | 26.6x | -18.19 | IDA | /valuation <GO> |
| Free Cash Flow Yield | -6.95% | 7.02% | -13.97 | NEE | /fcf-yield <GO> |
| Operating Margin | 20.30% | 31.78% | -11.48 | NEE | /operating-margins <GO> |
| Net Profit Margin | 18.50% | 31.60% | -13.10 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 7.47% | -8.67 | NEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.27% | 2.98% | -0.71 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.61 | 1.08 | +0.53 | IDA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.20% | 4.79% | +0.41 | NEE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.5 | 65.2 | +5.36 | IDA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.50 | 0.54 | -0.04 | NEE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.9x | 18.4x | +5.50 | NEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.31B | $175.57B | -$167.26B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IDA REV | NEE REV | IDA GROSS % | NEE GROSS % | IDA FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.75B | $25.80B | 44.0% | — | -$577.5M | $12.48B |
| FY 2024 | $1.77B | $23.50B | 44.0% | — | -$414.9M | $13.26B |
| FY 2023 | $1.64B | $24.80B | 44.0% | — | $193.2M | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IDA // BETA 0.50
NEE // BETA 0.54