COMP <GO>
NRG vs SO // DIVIDEND YIELD & FCF PAYOUT SAFETY
NRG Energy Inc. (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: NRG 6
— SO 8
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: SO
LAST: $96.06 (-1.52%) • MKT CAP: $20.50B
dividend-safety
2.00%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
dividend-safety
2.82%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NRG VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NRG | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.90% | 6.90% | +4.00 | NRG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.4x | 8.5x | +2.90 | SO | /valuation <GO> |
| Free Cash Flow Yield | 3.74% | -2.74% | +6.48 | NRG | /fcf-yield <GO> |
| Operating Margin | 6.10% | 24.70% | -18.60 | SO | /operating-margins <GO> |
| Net Profit Margin | 2.80% | 14.70% | -11.90 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 10.60% | -1.20 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 2.00% | 2.82% | -0.82 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.00 | 0.98 | +1.02 | NRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | NRG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.80% | 5.50% | +0.30 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.5 | 66.6 | -24.05 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.67 | 0.58 | +0.09 | NRG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 22.9x | -0.90 | NRG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.50B | $106.97B | -$86.47B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NRG REV | SO REV | NRG GROSS % | SO GROSS % | NRG FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $30.35B | $29.55B | 44.0% | 44.0% | $766.0M | -$2.94B |
| FY 2024 | $27.75B | $26.72B | 44.0% | 44.0% | $1.83B | $833.0M |
| FY 2023 | $28.26B | $25.25B | 44.0% | 44.0% | -$1.49B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NRG // BETA 0.67
SO // BETA 0.58