COMP <GO>
AEP vs NEE // RETURN ON INVESTED CAPITAL (ROIC)
American Electric Power Company Inc. (NASDAQ) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: AEP 7
— NEE 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AEP
LAST: $130.21 (+0.67%) • MKT CAP: $70.43B
roic
5.60%
LAST: $83.71 (+1.91%) • MKT CAP: $172.27B
roic
4.31%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AEP VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AEP | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.60% | 4.31% | +1.29 | AEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 26.6x | -7.99 | AEP | /valuation <GO> |
| Free Cash Flow Yield | 8.47% | 7.02% | +1.45 | AEP | /fcf-yield <GO> |
| Operating Margin | 24.50% | 31.78% | -7.28 | NEE | /operating-margins <GO> |
| Net Profit Margin | 19.10% | 31.60% | -12.50 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | 8.70% | 7.47% | +1.23 | AEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.85% | 2.98% | -0.13 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.97 | 1.08 | -0.11 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.79% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.0 | 46.7 | +13.30 | AEP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.78 | 0.54 | +0.24 | AEP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.8x | 19.4x | -3.55 | AEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $70.43B | $172.27B | -$101.84B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AEP REV | NEE REV | AEP GROSS % | NEE GROSS % | AEP FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.70B | $25.80B | — | — | $5.97B | $12.48B |
| FY 2024 | $19.97B | $23.50B | — | — | $5.91B | $13.26B |
| FY 2023 | $19.46B | $24.80B | — | — | $4.14B | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AEP // BETA 0.78
NEE // BETA 0.54