COMP <GO>
WTRG vs DUK // EV/EBITDA & P/E VALUATION
Essential Utilities Inc. (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: WTRG 9
— DUK 4
▲ EV/EBITDA & P/E VALUATION LEADER: WTRG
LAST: $42.78 (+1.21%) • MKT CAP: $12.14B
valuation
4.5x
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
valuation
8.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTRG VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTRG | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 5.20% | +4.70 | WTRG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 4.5x | 8.7x | -4.20 | WTRG | /valuation <GO> |
| Free Cash Flow Yield | -8.79% | -1.73% | -7.06 | DUK | /fcf-yield <GO> |
| Operating Margin | 36.70% | 31.40% | +5.30 | WTRG | /operating-margins <GO> |
| Net Profit Margin | 21.70% | 18.10% | +3.60 | WTRG | /net-margins <GO> |
| Revenue Growth (YoY) | 10.10% | 3.30% | +6.80 | WTRG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.21% | 3.40% | +1.81 | WTRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.52 | 0.89 | +0.63 | WTRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | WTRG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 63.8 | -2.30 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.60 | 0.76 | -0.16 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 18.4x | -8.30 | WTRG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.14B | $98.16B | -$86.02B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTRG REV | DUK REV | WTRG GROSS % | DUK GROSS % | WTRG FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.12B | $0 | — | — | -$1.07B | -$1.69B |
| FY 2024 | $4.65B | $0 | — | — | -$811.0M | $48.0M |
| FY 2023 | $4.22B | $0 | — | — | $1.68B | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTRG // BETA 0.60
DUK // BETA 0.76