COMP <GO>
WEC vs SO // RETURN ON INVESTED CAPITAL (ROIC)
WEC Energy Group Inc. (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: WEC 8
— SO 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SO
LAST: $116.07 (+1.26%) • MKT CAP: $37.35B
roic
3.90%
LAST: $93.71 (+0.77%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WEC VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WEC | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 66.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.90% | 6.90% | -3.00 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.3x | 8.5x | +12.80 | SO | /valuation <GO> |
| Free Cash Flow Yield | 7.87% | -2.74% | +10.61 | WEC | /fcf-yield <GO> |
| Operating Margin | 22.90% | 24.70% | -1.80 | SO | /operating-margins <GO> |
| Net Profit Margin | 17.90% | 14.70% | +3.20 | WEC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.00% | 10.60% | +3.40 | WEC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.07% | 2.82% | +0.25 | WEC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.42 | 0.98 | +0.44 | WEC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | WEC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.0 | 62.9 | +5.10 | WEC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.49 | 0.58 | -0.09 | SO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 22.9x | -5.00 | WEC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $37.35B | $106.97B | -$69.62B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WEC REV | SO REV | WEC GROSS % | SO GROSS % | WEC FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.80B | $29.55B | 66.7% | — | $2.94B | -$2.94B |
| FY 2024 | $8.60B | $26.72B | 69.1% | — | $2.82B | $833.0M |
| FY 2023 | $8.89B | $25.25B | — | — | $2.62B | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WEC // BETA 0.49
SO // BETA 0.58