COMP <GO>
NI vs SO // GROSS PROFIT MARGIN
NiSource Inc (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: NI 10
— SO 4
■ METRIC PARITY
LAST: $44.57 (-0.40%) • MKT CAP: $21.47B
gross-margins
41.00%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
gross-margins
41.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NI VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NI | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.80% | 6.90% | +1.90 | NI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.8x | 8.5x | -1.70 | NI | /valuation <GO> |
| Free Cash Flow Yield | -1.96% | -2.74% | +0.78 | NI | /fcf-yield <GO> |
| Operating Margin | 28.10% | 24.70% | +3.40 | NI | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 14.70% | -0.40 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 23.50% | 10.60% | +12.90 | NI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.47% | 2.82% | -0.35 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.05 | 0.98 | +0.07 | NI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | NI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.10% | 5.50% | +0.60 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.6 | 66.6 | +5.02 | NI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.75 | 0.58 | +0.17 | NI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.4x | 22.9x | -3.50 | NI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.47B | $106.97B | -$85.51B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NI REV | SO REV | NI GROSS % | SO GROSS % | NI FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.52B | $29.55B | 44.0% | 44.0% | -$420.0M | -$2.94B |
| FY 2024 | $5.28B | $26.72B | 44.0% | 44.0% | -$832.5M | $833.0M |
| FY 2023 | $5.35B | $25.25B | 44.0% | 44.0% | $1.69B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NI // BETA 0.75
SO // BETA 0.58