COMP <GO>
UTL vs DUK // EV/EBITDA & P/E VALUATION
UNITIL Corporation (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: UTL 5
— DUK 6
▲ EV/EBITDA & P/E VALUATION LEADER: UTL
LAST: $55.02 (+0.49%) • MKT CAP: $1.00B
valuation
6.3x
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
valuation
8.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UTL VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UTL | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.50% | 5.20% | +1.30 | UTL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 6.3x | 8.7x | -2.40 | UTL | /valuation <GO> |
| Free Cash Flow Yield | -5.36% | -1.73% | -3.63 | DUK | /fcf-yield <GO> |
| Operating Margin | 18.90% | 31.40% | -12.50 | DUK | /operating-margins <GO> |
| Net Profit Margin | 9.40% | 18.10% | -8.70 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 3.30% | +5.00 | UTL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.00% | 3.40% | -0.40 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.89 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | UTL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.3 | 63.8 | +2.55 | UTL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.6x | 18.4x | +0.20 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.00B | $98.16B | -$97.16B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UTL REV | DUK REV | UTL GROSS % | DUK GROSS % | UTL FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $536.0M | $0 | — | — | -$53.8M | -$1.69B |
| FY 2024 | $494.8M | $0 | — | — | -$44.0M | $48.0M |
| FY 2023 | $557.1M | $0 | — | — | $107.0M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UTL // BETA —
DUK // BETA 0.76