COMP <GO>
ITRI vs DUK // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Itron Inc. (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: ITRI 6
— DUK 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: ITRI
LAST: $95.82 (+1.19%) • MKT CAP: $4.15B
options-implied-move
5.70%
LAST: $127.39 (+1.18%) • MKT CAP: $98.16B
options-implied-move
6.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ITRI VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ITRI | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.70% | 41.00% | -3.30 | DUK | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.70% | 5.20% | +11.50 | ITRI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 8.7x | +3.10 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 9.22% | -1.73% | +10.95 | ITRI | /fcf-yield <GO> |
| Operating Margin | 13.20% | 31.40% | -18.20 | DUK | /operating-margins <GO> |
| Net Profit Margin | 12.70% | 18.10% | -5.40 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | -3.00% | 3.30% | -6.30 | DUK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 3.40% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.47 | 0.89 | +1.58 | ITRI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | ITRI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 5.70% | 6.10% | -0.40 | ITRI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.5 | 69.7 | -4.16 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.66 | 0.76 | -0.10 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.8x | 18.4x | -5.60 | ITRI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.15B | $98.16B | -$94.01B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ITRI REV | DUK REV | ITRI GROSS % | DUK GROSS % | ITRI FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.37B | $0 | 37.7% | — | $383.1M | -$1.69B |
| FY 2024 | $2.44B | $0 | 34.4% | — | $207.6M | $48.0M |
| FY 2023 | $2.17B | $0 | 44.0% | — | $27.2M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ITRI // BETA 0.66
DUK // BETA 0.76