COMP <GO>
OTTR vs SO // RETURN ON INVESTED CAPITAL (ROIC)
Otter Tail Corporation (NASDAQ) VS. Southern Company (NYSE) • 15-METRIC TALLY: OTTR 6
— SO 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: OTTR
LAST: $90.42 (+0.87%) • MKT CAP: $3.80B
roic
18.50%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTTR VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTTR | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.50% | 6.90% | +11.60 | OTTR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.9x | 8.5x | +1.40 | SO | /valuation <GO> |
| Free Cash Flow Yield | 10.17% | -2.74% | +12.91 | OTTR | /fcf-yield <GO> |
| Operating Margin | 26.50% | 24.70% | +1.80 | OTTR | /operating-margins <GO> |
| Net Profit Margin | 21.20% | 14.70% | +6.50 | OTTR | /net-margins <GO> |
| Revenue Growth (YoY) | -2.00% | 10.60% | -12.60 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.32% | 2.82% | -0.50 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.98 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | OTTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 62.9 | -8.51 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.8x | 22.9x | -10.10 | OTTR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.80B | $106.97B | -$103.18B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTTR REV | SO REV | OTTR GROSS % | SO GROSS % | OTTR FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.30B | $29.55B | — | — | $386.0M | -$2.94B |
| FY 2024 | $1.33B | $26.72B | — | — | $452.7M | $833.0M |
| FY 2023 | $1.35B | $25.25B | — | — | $404.5M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTTR // BETA —
SO // BETA 0.58