COMP <GO>
WTRG vs WM // RETURN ON INVESTED CAPITAL (ROIC)
Essential Utilities Inc. (NYSE) VS. Waste Management Inc. (NYSE) • 15-METRIC TALLY: WTRG 8
— WM 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: WM
LAST: $43.52 (+1.73%) • MKT CAP: $12.14B
roic
9.90%
LAST: $233.45 (+1.10%) • MKT CAP: $91.81B
roic
13.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTRG VS. WM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTRG | WM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 40.40% | +0.60 | WTRG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.90% | 13.70% | -3.80 | WM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.5x | 20.2x | -15.70 | WTRG | /valuation <GO> |
| Free Cash Flow Yield | -8.79% | 5.35% | -14.14 | WM | /fcf-yield <GO> |
| Operating Margin | 36.70% | 17.10% | +19.60 | WTRG | /operating-margins <GO> |
| Net Profit Margin | 21.70% | 10.70% | +11.00 | WTRG | /net-margins <GO> |
| Revenue Growth (YoY) | 10.10% | 14.20% | -4.10 | WM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.21% | 1.45% | +3.76 | WTRG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.52 | 2.91 | -1.39 | WM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.50% | 5.90% | -0.40 | WTRG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.7 | 60.7 | +7.99 | WTRG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.60 | 0.70 | -0.10 | WM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 28.5x | -18.40 | WTRG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.14B | $91.81B | -$79.67B | WM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTRG REV | WM REV | WTRG GROSS % | WM GROSS % | WTRG FCF | WM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.12B | $25.20B | 44.0% | 40.4% | -$1.07B | $4.91B |
| FY 2024 | $4.65B | $22.06B | 44.0% | 39.3% | -$811.0M | $4.40B |
| FY 2023 | $4.22B | $20.43B | 44.0% | 44.0% | $1.68B | $3.80B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTRG // BETA 0.60
WM // BETA 0.70