COMP <GO>
NWE vs SO // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
NorthWestern Energy Group Inc. (NASDAQ) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: NWE 4
— SO 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: SO
LAST: $79.81 (+0.74%) • MKT CAP: $4.87B
options-implied-move
5.80%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
options-implied-move
5.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NWE VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NWE | 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) | 4.20% | 6.90% | -2.70 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.4x | 8.5x | +1.90 | SO | /valuation <GO> |
| Free Cash Flow Yield | -2.67% | -2.74% | +0.07 | NWE | /fcf-yield <GO> |
| Operating Margin | 20.20% | 24.70% | -4.50 | SO | /operating-margins <GO> |
| Net Profit Margin | 11.20% | 14.70% | -3.50 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 10.60% | -4.20 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 2.82% | +0.49 | NWE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.96 | 0.98 | -0.02 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 5.80% | 5.50% | +0.30 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.7 | 66.6 | +6.14 | NWE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.68 | 0.58 | +0.10 | NWE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.0x | 22.9x | +2.10 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.87B | $106.97B | -$102.10B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NWE REV | SO REV | NWE GROSS % | SO GROSS % | NWE FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.61B | $29.55B | 44.0% | 44.0% | -$130.0M | -$2.94B |
| FY 2024 | $1.51B | $26.72B | 44.0% | 44.0% | -$142.5M | $833.0M |
| FY 2023 | $1.42B | $25.25B | 44.0% | 44.0% | $425.2M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NWE // BETA 0.68
SO // BETA 0.58