COMP <GO>
ITRI vs SO // 10Y YIELD & FRED MACRO BETA
Itron Inc. (NASDAQ) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: ITRI 7
— SO 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: ITRI
LAST: $95.82 (+1.19%) • MKT CAP: $4.15B
macro-sensitivity
0.66
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
macro-sensitivity
0.58
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ITRI VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ITRI | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.70% | 41.00% | -3.30 | SO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.70% | 6.90% | +9.80 | ITRI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 8.5x | +3.30 | SO | /valuation <GO> |
| Free Cash Flow Yield | 9.22% | -2.74% | +11.96 | ITRI | /fcf-yield <GO> |
| Operating Margin | 13.20% | 24.70% | -11.50 | SO | /operating-margins <GO> |
| Net Profit Margin | 12.70% | 14.70% | -2.00 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | -3.00% | 10.60% | -13.60 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 2.82% | +0.58 | ITRI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.47 | 0.98 | +1.49 | ITRI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | ITRI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.70% | 5.50% | +0.20 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.5 | 66.6 | -1.09 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.66 | 0.58 | +0.08 | ITRI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.8x | 22.9x | -10.10 | ITRI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.15B | $106.97B | -$102.82B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ITRI REV | SO REV | ITRI GROSS % | SO GROSS % | ITRI FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.37B | $29.55B | 37.7% | 44.0% | $383.1M | -$2.94B |
| FY 2024 | $2.44B | $26.72B | 34.4% | 44.0% | $207.6M | $833.0M |
| FY 2023 | $2.17B | $25.25B | 44.0% | 44.0% | $27.2M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ITRI // BETA 0.66
SO // BETA 0.58