COMP <GO>
PNW vs SO // 10Y YIELD & FRED MACRO BETA
Pinnacle West Capital Corporation (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: PNW 6
— SO 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: PNW
LAST: $106.28 (-0.34%) • MKT CAP: $12.92B
macro-sensitivity
0.69
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
macro-sensitivity
0.58
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PNW VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PNW | 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) | 5.20% | 6.90% | -1.70 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.4x | 8.5x | +8.90 | SO | /valuation <GO> |
| Free Cash Flow Yield | 12.11% | -2.74% | +14.85 | PNW | /fcf-yield <GO> |
| Operating Margin | 20.00% | 24.70% | -4.70 | SO | /operating-margins <GO> |
| Net Profit Margin | 15.60% | 14.70% | +0.90 | PNW | /net-margins <GO> |
| Revenue Growth (YoY) | 4.20% | 10.60% | -6.40 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.27% | 2.82% | +0.45 | PNW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.95 | 0.98 | -0.03 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | PNW | /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 | 65.9 | 66.6 | -0.67 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.69 | 0.58 | +0.11 | PNW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.4x | 22.9x | -8.50 | PNW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.92B | $106.97B | -$94.05B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PNW REV | SO REV | PNW GROSS % | SO GROSS % | PNW FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.34B | $29.55B | 44.0% | 44.0% | $1.56B | -$2.94B |
| FY 2024 | $5.12B | $26.72B | 44.0% | 44.0% | $1.38B | $833.0M |
| FY 2023 | $4.70B | $25.25B | 44.0% | 44.0% | $996.4M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PNW // BETA 0.69
SO // BETA 0.58