COMP <GO>
NEE vs SO // FREE CASH FLOW YIELD
NextEra Energy, Inc. (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: NEE 8
— SO 5
▲ FREE CASH FLOW YIELD LEADER: NEE
LAST: $83.71 (+1.91%) • MKT CAP: $172.27B
fcf-yield
7.02%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
fcf-yield
-2.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NEE VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NEE | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.31% | 6.90% | -2.59 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.6x | 8.5x | +18.09 | SO | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 7.02% | -2.74% | +9.76 | NEE | /fcf-yield <GO> |
| Operating Margin | 31.78% | 24.70% | +7.08 | NEE | /operating-margins <GO> |
| Net Profit Margin | 31.60% | 14.70% | +16.90 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.47% | 10.60% | -3.13 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.98% | 2.82% | +0.16 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.08 | 0.98 | +0.10 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | NEE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.79% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.7 | 62.9 | -16.20 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.54 | 0.58 | -0.04 | SO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.4x | 22.9x | -3.55 | NEE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $172.27B | $106.97B | $65.30B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NEE REV | SO REV | NEE GROSS % | SO GROSS % | NEE FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $25.80B | $29.55B | — | — | $12.48B | -$2.94B |
| FY 2024 | $23.50B | $26.72B | — | — | $13.26B | $833.0M |
| FY 2023 | $24.80B | $25.25B | — | — | $11.30B | $6.42B |
| FY 2022 | $23.00B | — | — | — | $8.26B | — |
| FY 2021 | $18.80B | — | — | — | $7.55B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NEE // BETA 0.54
SO // BETA 0.58