COMP <GO>
VST vs SO // 10Y YIELD & FRED MACRO BETA
Vistra Corp. (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: VST 5
— SO 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: SO
LAST: $138.37 (-1.83%) • MKT CAP: $47.31B
macro-sensitivity
0.57
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
macro-sensitivity
0.58
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VST VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VST | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.70% | 6.90% | +0.80 | VST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.6x | 8.5x | +6.10 | SO | /valuation <GO> |
| Free Cash Flow Yield | 2.79% | -2.74% | +5.53 | VST | /fcf-yield <GO> |
| Operating Margin | 10.80% | 24.70% | -13.90 | SO | /operating-margins <GO> |
| Net Profit Margin | 5.40% | 14.70% | -9.30 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | 19.10% | 10.60% | +8.50 | VST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.65% | 2.82% | -2.17 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.28 | 0.98 | +0.30 | VST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | VST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.8 | 62.9 | -18.10 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.57 | 0.58 | -0.01 | SO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 42.1x | 22.9x | +19.20 | SO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $47.31B | $106.97B | -$59.66B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VST REV | SO REV | VST GROSS % | SO GROSS % | VST FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.59B | $29.55B | — | — | $1.32B | -$2.94B |
| FY 2024 | $14.76B | $26.72B | — | — | $2.48B | $833.0M |
| FY 2023 | $13.80B | $25.25B | — | — | $4.83B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VST // BETA 0.57
SO // BETA 0.58