COMP <GO>
TXNM vs POR // RETURN ON INVESTED CAPITAL (ROIC)
TXNM Energy Inc. (NYSE) VS. Portland General Electric Co (NYSE) • 15-METRIC TALLY: TXNM 6
— POR 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: POR
LAST: $58.65 (+0.09%) • MKT CAP: $6.46B
roic
4.10%
LAST: $44.19 (-0.18%) • MKT CAP: $5.20B
roic
6.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TXNM VS. POR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TXNM | POR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.10% | 6.10% | -2.00 | POR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.1x | 5.3x | +16.80 | POR | /valuation <GO> |
| Free Cash Flow Yield | 7.56% | -1.37% | +8.93 | TXNM | /fcf-yield <GO> |
| Operating Margin | 20.60% | 15.50% | +5.10 | TXNM | /operating-margins <GO> |
| Net Profit Margin | 7.90% | 12.10% | -4.20 | POR | /net-margins <GO> |
| Revenue Growth (YoY) | 9.00% | 4.00% | +5.00 | TXNM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.53% | 4.33% | -1.80 | POR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.80 | 0.94 | -0.14 | POR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | TXNM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.1 | 42.7 | +12.40 | TXNM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.49 | 0.69 | -0.20 | POR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.3x | 11.2x | +24.10 | POR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.46B | $5.20B | $1.26B | TXNM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TXNM REV | POR REV | TXNM GROSS % | POR GROSS % | TXNM FCF | POR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.14B | $3.58B | — | — | $488.3M | -$71.0M |
| FY 2024 | $1.96B | $3.44B | — | — | $420.0M | -$490.0M |
| FY 2023 | $1.91B | $2.92B | — | — | $465.0M | $288.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TXNM // BETA 0.49
POR // BETA 0.69