COMP <GO>
WM vs SO // RETURN ON INVESTED CAPITAL (ROIC)
Waste Management Inc. (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: WM 6
— SO 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: WM
LAST: $233.45 (+1.10%) • MKT CAP: $91.81B
roic
13.70%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WM VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WM | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 40.40% | 41.00% | -0.60 | SO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.70% | 6.90% | +6.80 | WM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.2x | 8.5x | +11.70 | SO | /valuation <GO> |
| Free Cash Flow Yield | 5.35% | -2.74% | +8.09 | WM | /fcf-yield <GO> |
| Operating Margin | 17.10% | 24.70% | -7.60 | SO | /operating-margins <GO> |
| Net Profit Margin | 10.70% | 14.70% | -4.00 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 10.60% | +3.60 | WM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.45% | 2.82% | -1.37 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.91 | 0.98 | +1.93 | WM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | WM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.90% | 5.50% | +0.40 | SO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.7 | 66.6 | -5.88 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.70 | 0.58 | +0.12 | WM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.5x | 22.9x | +5.60 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $91.81B | $106.97B | -$15.16B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WM REV | SO REV | WM GROSS % | SO GROSS % | WM FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $25.20B | $29.55B | 40.4% | 44.0% | $4.91B | -$2.94B |
| FY 2024 | $22.06B | $26.72B | 39.3% | 44.0% | $4.40B | $833.0M |
| FY 2023 | $20.43B | $25.25B | 44.0% | 44.0% | $3.80B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WM // BETA 0.70
SO // BETA 0.58