COMP <GO>
IDA vs SO // DIVIDEND YIELD & FCF PAYOUT SAFETY
IDACORP Inc. (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: IDA 6
— SO 8
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: SO
LAST: $145.38 (+1.23%) • MKT CAP: $8.31B
dividend-safety
2.27%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
dividend-safety
2.82%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IDA VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IDA | 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) | 4.20% | 6.90% | -2.70 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.4x | 8.5x | -0.10 | IDA | /valuation <GO> |
| Free Cash Flow Yield | -6.95% | -2.74% | -4.21 | SO | /fcf-yield <GO> |
| Operating Margin | 20.30% | 24.70% | -4.40 | SO | /operating-margins <GO> |
| Net Profit Margin | 18.50% | 14.70% | +3.80 | IDA | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 10.60% | -11.80 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 2.27% | 2.82% | -0.55 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.61 | 0.98 | +0.63 | IDA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | IDA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.20% | 5.50% | -0.30 | IDA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.5 | 66.6 | +3.93 | IDA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.50 | 0.58 | -0.08 | SO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.9x | 22.9x | +1.00 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.31B | $106.97B | -$98.67B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IDA REV | SO REV | IDA GROSS % | SO GROSS % | IDA FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.75B | $29.55B | 44.0% | 44.0% | -$577.5M | -$2.94B |
| FY 2024 | $1.77B | $26.72B | 44.0% | 44.0% | -$414.9M | $833.0M |
| FY 2023 | $1.64B | $25.25B | 44.0% | 44.0% | $193.2M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IDA // BETA 0.50
SO // BETA 0.58