COMP <GO>
PEG vs SO // 10Y YIELD & FRED MACRO BETA
Public Service Enterprise Group Incorporated (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: PEG 8
— SO 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: PEG
LAST: $74.29 (+0.90%) • MKT CAP: $36.70B
macro-sensitivity
0.62
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
macro-sensitivity
0.58
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PEG VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PEG | 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) | 4.60% | 6.90% | -2.30 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.1x | 8.5x | +1.60 | SO | /valuation <GO> |
| Free Cash Flow Yield | 0.07% | -2.74% | +2.81 | PEG | /fcf-yield <GO> |
| Operating Margin | 24.50% | 24.70% | -0.20 | SO | /operating-margins <GO> |
| Net Profit Margin | 17.30% | 14.70% | +2.60 | PEG | /net-margins <GO> |
| Revenue Growth (YoY) | 18.30% | 10.60% | +7.70 | PEG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.43% | 2.82% | +0.61 | PEG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.48 | 0.98 | +0.50 | PEG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | PEG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.60% | 5.50% | +0.10 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.0 | 66.6 | -1.58 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.62 | 0.58 | +0.04 | PEG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.6x | 22.9x | -8.30 | PEG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $36.70B | $106.97B | -$70.27B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PEG REV | SO REV | PEG GROSS % | SO GROSS % | PEG FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.17B | $29.55B | 44.0% | 44.0% | $26.0M | -$2.94B |
| FY 2024 | $10.29B | $26.72B | 44.0% | 44.0% | -$1.25B | $833.0M |
| FY 2023 | $11.24B | $25.25B | 44.0% | 44.0% | $3.30B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PEG // BETA 0.62
SO // BETA 0.58