COMP <GO>
WTRG vs NEE // EV/EBITDA & P/E VALUATION
Essential Utilities Inc. (NYSE) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: WTRG 9
— NEE 3
▲ EV/EBITDA & P/E VALUATION LEADER: WTRG
LAST: $42.78 (+1.21%) • MKT CAP: $12.14B
valuation
4.5x
LAST: $82.14 (+1.38%) • MKT CAP: $172.27B
valuation
26.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTRG VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTRG | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 4.31% | +5.59 | WTRG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 4.5x | 26.6x | -22.09 | WTRG | /valuation <GO> |
| Free Cash Flow Yield | -8.79% | 7.02% | -15.81 | NEE | /fcf-yield <GO> |
| Operating Margin | 36.70% | 31.78% | +4.92 | WTRG | /operating-margins <GO> |
| Net Profit Margin | 21.70% | 31.60% | -9.90 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 10.10% | 7.47% | +2.63 | WTRG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.21% | 2.98% | +2.23 | WTRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.52 | 1.08 | +0.44 | WTRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.79% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 46.7 | +14.80 | WTRG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.60 | 0.54 | +0.06 | WTRG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 18.4x | -8.30 | WTRG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.14B | $172.27B | -$160.13B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTRG REV | NEE REV | WTRG GROSS % | NEE GROSS % | WTRG FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.12B | $25.80B | — | — | -$1.07B | $12.48B |
| FY 2024 | $4.65B | $23.50B | — | — | -$811.0M | $13.26B |
| FY 2023 | $4.22B | $24.80B | — | — | $1.68B | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTRG // BETA 0.60
NEE // BETA 0.54