COMP <GO>
XEL vs SO // GROSS PROFIT MARGIN
Xcel Energy Inc. (NASDAQ) VS. Southern Company (The) (NYSE) • 15-METRIC TALLY: XEL 6
— SO 8
■ METRIC PARITY
LAST: $79.82 (+0.99%) • MKT CAP: $49.37B
gross-margins
41.00%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
gross-margins
41.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XEL VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XEL | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.10% | 6.90% | -1.80 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 8.5x | +12.50 | SO | /valuation <GO> |
| Free Cash Flow Yield | 7.01% | -2.74% | +9.75 | XEL | /fcf-yield <GO> |
| Operating Margin | 18.70% | 24.70% | -6.00 | SO | /operating-margins <GO> |
| Net Profit Margin | 14.60% | 14.70% | -0.10 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 4.40% | 10.60% | -6.20 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.60% | 2.82% | -0.22 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.16 | 0.98 | +0.18 | XEL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | XEL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 5.40% | 5.50% | -0.10 | XEL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.2 | 66.6 | +1.61 | XEL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.55 | 0.58 | -0.03 | SO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.8x | 22.9x | -0.10 | XEL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $49.37B | $106.97B | -$57.60B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XEL REV | SO REV | XEL GROSS % | SO GROSS % | XEL FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $29.55B | — | 44.0% | $4.08B | -$2.94B |
| FY 2024 | $0 | $26.72B | — | 44.0% | $4.64B | $833.0M |
| FY 2023 | $0 | $25.25B | — | 44.0% | $5.33B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
XEL // BETA 0.55
SO // BETA 0.58