COMP <GO>
WTRG vs SO // FREE CASH FLOW YIELD
Essential Utilities Inc. (NYSE) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: WTRG 10
— SO 3
▲ FREE CASH FLOW YIELD LEADER: SO
LAST: $43.52 (+1.73%) • MKT CAP: $12.14B
fcf-yield
-8.79%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
fcf-yield
-2.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTRG VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTRG | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 6.90% | +3.00 | WTRG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.5x | 8.5x | -4.00 | WTRG | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -8.79% | -2.74% | -6.05 | SO | /fcf-yield <GO> |
| Operating Margin | 36.70% | 24.70% | +12.00 | WTRG | /operating-margins <GO> |
| Net Profit Margin | 21.70% | 14.70% | +7.00 | WTRG | /net-margins <GO> |
| Revenue Growth (YoY) | 10.10% | 10.60% | -0.50 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.21% | 2.82% | +2.39 | WTRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.52 | 0.98 | +0.54 | WTRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | WTRG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.50% | 5.50% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.7 | 66.6 | +2.11 | WTRG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.60 | 0.58 | +0.02 | WTRG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 22.9x | -12.80 | WTRG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.14B | $106.97B | -$94.83B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTRG REV | SO REV | WTRG GROSS % | SO GROSS % | WTRG FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.12B | $29.55B | 44.0% | 44.0% | -$1.07B | -$2.94B |
| FY 2024 | $4.65B | $26.72B | 44.0% | 44.0% | -$811.0M | $833.0M |
| FY 2023 | $4.22B | $25.25B | 44.0% | 44.0% | $1.68B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTRG // BETA 0.60
SO // BETA 0.58