COMP <GO>
NI vs NEE // GROSS PROFIT MARGIN
NiSource Inc (NYSE) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: NI 6
— NEE 8
■ METRIC PARITY
LAST: $44.57 (-0.40%) • MKT CAP: $21.47B
gross-margins
41.00%
LAST: $83.71 (+1.91%) • MKT CAP: $175.57B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NI VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NI | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.80% | 4.31% | +4.49 | NI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.8x | 26.6x | -19.79 | NI | /valuation <GO> |
| Free Cash Flow Yield | -1.96% | 7.02% | -8.98 | NEE | /fcf-yield <GO> |
| Operating Margin | 28.10% | 31.78% | -3.68 | NEE | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 31.60% | -17.30 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 23.50% | 7.47% | +16.03 | NI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.47% | 2.98% | -0.51 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.05 | 1.08 | -0.03 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | NI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.10% | 4.79% | +1.31 | NEE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.6 | 65.2 | +6.45 | NI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.75 | 0.54 | +0.21 | NI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.4x | 18.4x | +1.00 | NEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.47B | $175.57B | -$154.10B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NI REV | NEE REV | NI GROSS % | NEE GROSS % | NI FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.52B | $25.80B | 44.0% | — | -$420.0M | $12.48B |
| FY 2024 | $5.28B | $23.50B | 44.0% | — | -$832.5M | $13.26B |
| FY 2023 | $5.35B | $24.80B | 44.0% | — | $1.69B | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NI // BETA 0.75
NEE // BETA 0.54