COMP <GO>
MSEX vs DUK // DIVIDEND YIELD & FCF PAYOUT SAFETY
Middlesex Water Company (NASDAQ) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: MSEX 2
— DUK 8
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: DUK
LAST: $55.35 (-0.05%) • MKT CAP: $1.04B
dividend-safety
2.39%
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
dividend-safety
3.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MSEX VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MSEX | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | 5.20% | -0.30 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.1x | 8.7x | +17.40 | DUK | /valuation <GO> |
| Free Cash Flow Yield | 6.00% | -1.73% | +7.73 | MSEX | /fcf-yield <GO> |
| Operating Margin | 27.90% | 31.40% | -3.50 | DUK | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 18.10% | -18.10 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 1.50% | 3.30% | -1.80 | DUK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 2.39% | 3.40% | -1.01 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | MSEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.3 | 63.8 | -11.50 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 18.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.04B | $98.16B | -$97.12B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MSEX REV | DUK REV | MSEX GROSS % | DUK GROSS % | MSEX FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $194.7M | $0 | — | — | $62.6M | -$1.69B |
| FY 2024 | $191.9M | $0 | — | — | -$15.9M | $48.0M |
| FY 2023 | $166.3M | $0 | — | — | $52.8M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MSEX // BETA —
DUK // BETA 0.76