COMP <GO>
SO vs WM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Southern Company (The) (NYSE) VS. Waste Management Inc. (NYSE) • 15-METRIC TALLY: SO 9
— WM 6
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: SO
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
options-implied-move
5.50%
LAST: $233.45 (+1.10%) • MKT CAP: $91.81B
options-implied-move
5.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SO VS. WM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SO | WM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 40.40% | +0.60 | SO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.90% | 13.70% | -6.80 | WM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.5x | 20.2x | -11.70 | SO | /valuation <GO> |
| Free Cash Flow Yield | -2.74% | 5.35% | -8.09 | WM | /fcf-yield <GO> |
| Operating Margin | 24.70% | 17.10% | +7.60 | SO | /operating-margins <GO> |
| Net Profit Margin | 14.70% | 10.70% | +4.00 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 10.60% | 14.20% | -3.60 | WM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.82% | 1.45% | +1.37 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.98 | 2.91 | -1.93 | WM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | WM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 5.50% | 5.90% | -0.40 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.6 | 60.7 | +5.88 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.58 | 0.70 | -0.12 | WM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.9x | 28.5x | -5.60 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $106.97B | $91.81B | $15.16B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SO REV | WM REV | SO GROSS % | WM GROSS % | SO FCF | WM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $29.55B | $25.20B | 44.0% | 40.4% | -$2.94B | $4.91B |
| FY 2024 | $26.72B | $22.06B | 44.0% | 39.3% | $833.0M | $4.40B |
| FY 2023 | $25.25B | $20.43B | 44.0% | 44.0% | $6.42B | $3.80B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SO // BETA 0.58
WM // BETA 0.70