COMP <GO>
LNT vs SO // RETURN ON INVESTED CAPITAL (ROIC)
Alliant Energy Corporation (NASDAQ) VS. Southern Company (NYSE) • 15-METRIC TALLY: LNT 7
— SO 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SO
LAST: $70.68 (+1.89%) • MKT CAP: $18.33B
roic
4.60%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LNT VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LNT | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 85.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.60% | 6.90% | -2.30 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.1x | 8.5x | +15.60 | SO | /valuation <GO> |
| Free Cash Flow Yield | 5.31% | -2.74% | +8.05 | LNT | /fcf-yield <GO> |
| Operating Margin | 23.50% | 24.70% | -1.20 | SO | /operating-margins <GO> |
| Net Profit Margin | 18.60% | 14.70% | +3.90 | LNT | /net-margins <GO> |
| Revenue Growth (YoY) | 9.60% | 10.60% | -1.00 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.84% | 2.82% | +0.02 | LNT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.44 | 0.98 | +0.46 | LNT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | LNT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.4 | 62.9 | -0.50 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.68 | 0.58 | +0.10 | LNT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 22.9x | -1.90 | LNT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.33B | $106.97B | -$88.65B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LNT REV | SO REV | LNT GROSS % | SO GROSS % | LNT FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.36B | $29.55B | 85.7% | — | $972.7M | -$2.94B |
| FY 2024 | $3.98B | $26.72B | 84.6% | — | $987.9M | $833.0M |
| FY 2023 | $4.03B | $25.25B | — | — | $685.8M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LNT // BETA 0.68
SO // BETA 0.58