COMP <GO>
TLN vs SO // RETURN ON INVESTED CAPITAL (ROIC)
Talen Energy Corporation (NASDAQ) VS. Southern Company (NYSE) • 15-METRIC TALLY: TLN 6
— SO 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SO
LAST: $348.85 (+0.32%) • MKT CAP: $16.71B
roic
-1.00%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TLN VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TLN | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -1.00% | 6.90% | -7.90 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 8.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.63% | -2.74% | +6.37 | TLN | /fcf-yield <GO> |
| Operating Margin | -3.60% | 24.70% | -28.30 | SO | /operating-margins <GO> |
| Net Profit Margin | -8.70% | 14.70% | -23.40 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 60.00% | 10.60% | +49.40 | TLN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 2.82% | +0.58 | TLN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.18 | 0.98 | +0.20 | TLN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | TLN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.3 | 62.9 | -9.60 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.74 | 0.58 | +0.16 | TLN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.0x | 22.9x | +5.10 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.71B | $106.97B | -$90.26B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TLN REV | SO REV | TLN GROSS % | SO GROSS % | TLN FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.52B | $29.55B | — | — | $606.0M | -$2.94B |
| FY 2024 | $1.57B | $26.72B | — | — | $171.0M | $833.0M |
| FY 2023 | — | $25.25B | — | — | — | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TLN // BETA 0.74
SO // BETA 0.58