COMP <GO>
UTL vs SO // RETURN ON INVESTED CAPITAL (ROIC)
UNITIL Corporation (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: UTL 5
— SO 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SO
LAST: $55.02 (+0.49%) • MKT CAP: $1.00B
roic
6.50%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UTL VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UTL | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.50% | 6.90% | -0.40 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 8.5x | -2.20 | UTL | /valuation <GO> |
| Free Cash Flow Yield | -5.36% | -2.74% | -2.62 | SO | /fcf-yield <GO> |
| Operating Margin | 18.90% | 24.70% | -5.80 | SO | /operating-margins <GO> |
| Net Profit Margin | 9.40% | 14.70% | -5.30 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 10.60% | -2.30 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.00% | 2.82% | +0.18 | UTL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.98 | — | 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 | 62.9 | +3.45 | UTL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.6x | 22.9x | -4.30 | UTL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.00B | $106.97B | -$105.97B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UTL REV | SO REV | UTL GROSS % | SO GROSS % | UTL FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $536.0M | $29.55B | — | — | -$53.8M | -$2.94B |
| FY 2024 | $494.8M | $26.72B | — | — | -$44.0M | $833.0M |
| FY 2023 | $557.1M | $25.25B | — | — | $107.0M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UTL // BETA —
SO // BETA 0.58