COMP <GO>
SO vs NEE // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Southern Company (The) (NYSE) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: SO 5
— NEE 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: NEE
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
options-implied-move
5.50%
LAST: $83.71 (+1.91%) • MKT CAP: $175.57B
options-implied-move
4.79%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SO VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SO | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.90% | 4.31% | +2.59 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.5x | 26.6x | -18.09 | SO | /valuation <GO> |
| Free Cash Flow Yield | -2.74% | 7.02% | -9.76 | NEE | /fcf-yield <GO> |
| Operating Margin | 24.70% | 31.78% | -7.08 | NEE | /operating-margins <GO> |
| Net Profit Margin | 14.70% | 31.60% | -16.90 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 10.60% | 7.47% | +3.13 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.82% | 2.98% | -0.16 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.98 | 1.08 | -0.10 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | NEE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 5.50% | 4.79% | +0.71 | NEE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.6 | 65.2 | +1.43 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.58 | 0.54 | +0.04 | SO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.9x | 18.4x | +4.50 | NEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $106.97B | $175.57B | -$68.59B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SO REV | NEE REV | SO GROSS % | NEE GROSS % | SO FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $29.55B | $25.80B | 44.0% | — | -$2.94B | $12.48B |
| FY 2024 | $26.72B | $23.50B | 44.0% | — | $833.0M | $13.26B |
| FY 2023 | $25.25B | $24.80B | 44.0% | — | $6.42B | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SO // BETA 0.58
NEE // BETA 0.54