COMP <GO>
OTTR vs NEE // RETURN ON INVESTED CAPITAL (ROIC)
Otter Tail Corporation (NASDAQ) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: OTTR 5
— NEE 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: OTTR
LAST: $90.42 (+0.87%) • MKT CAP: $3.80B
roic
18.50%
LAST: $82.14 (+1.38%) • MKT CAP: $172.27B
roic
4.31%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTTR VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTTR | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.50% | 4.31% | +14.19 | OTTR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.9x | 26.6x | -16.69 | OTTR | /valuation <GO> |
| Free Cash Flow Yield | 10.17% | 7.02% | +3.15 | OTTR | /fcf-yield <GO> |
| Operating Margin | 26.50% | 31.78% | -5.28 | NEE | /operating-margins <GO> |
| Net Profit Margin | 21.20% | 31.60% | -10.40 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | -2.00% | 7.47% | -9.47 | NEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.32% | 2.98% | -0.66 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 1.08 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.79% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 46.7 | +7.69 | OTTR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.54 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.8x | 18.4x | -5.60 | OTTR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.80B | $172.27B | -$168.48B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTTR REV | NEE REV | OTTR GROSS % | NEE GROSS % | OTTR FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.30B | $25.80B | — | — | $386.0M | $12.48B |
| FY 2024 | $1.33B | $23.50B | — | — | $452.7M | $13.26B |
| FY 2023 | $1.35B | $24.80B | — | — | $404.5M | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTTR // BETA —
NEE // BETA 0.54