COMP <GO>
UTL vs WM // 10Y YIELD & FRED MACRO BETA
UNITIL Corporation (NYSE) VS. Waste Management Inc. (NYSE) • 15-METRIC TALLY: UTL 5
— WM 5
■ METRIC PARITY
LAST: $55.47 (+0.82%) • MKT CAP: $1.00B
macro-sensitivity
—
LAST: $233.45 (+1.10%) • MKT CAP: $91.81B
macro-sensitivity
0.70
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UTL VS. WM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UTL | WM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 40.40% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.50% | 13.70% | -7.20 | WM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 20.2x | -13.90 | UTL | /valuation <GO> |
| Free Cash Flow Yield | -5.36% | 5.35% | -10.71 | WM | /fcf-yield <GO> |
| Operating Margin | 18.90% | 17.10% | +1.80 | UTL | /operating-margins <GO> |
| Net Profit Margin | 9.40% | 10.70% | -1.30 | WM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.30% | 14.20% | -5.90 | WM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.00% | 1.45% | +1.55 | UTL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.91 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 57.5 | +4.00 | UTL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.70 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.6x | 28.5x | -9.90 | UTL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.00B | $91.81B | -$90.81B | WM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UTL REV | WM REV | UTL GROSS % | WM GROSS % | UTL FCF | WM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $536.0M | $25.20B | — | 40.4% | -$53.8M | $4.91B |
| FY 2024 | $494.8M | $22.06B | — | 39.3% | -$44.0M | $4.40B |
| FY 2023 | $557.1M | $20.43B | — | — | $107.0M | $3.80B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UTL // BETA —
WM // BETA 0.70