COMP <GO>
IDA vs DUK // RETURN ON INVESTED CAPITAL (ROIC)
IDACORP Inc. (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: IDA 5
— DUK 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: DUK
LAST: $145.38 (+1.23%) • MKT CAP: $8.56B
roic
4.20%
LAST: $127.39 (+1.18%) • MKT CAP: $99.33B
roic
5.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IDA VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IDA | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.20% | 5.20% | -1.00 | DUK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.4x | 8.7x | -0.30 | IDA | /valuation <GO> |
| Free Cash Flow Yield | -6.95% | -1.73% | -5.22 | DUK | /fcf-yield <GO> |
| Operating Margin | 20.30% | 31.40% | -11.10 | DUK | /operating-margins <GO> |
| Net Profit Margin | 18.50% | 18.10% | +0.40 | IDA | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 3.30% | -4.50 | DUK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.27% | 3.40% | -1.13 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.61 | 0.89 | +0.72 | IDA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | IDA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.6 | 67.0 | +0.60 | IDA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.50 | 0.76 | -0.26 | DUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.9x | 18.4x | +5.50 | DUK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.56B | $99.33B | -$90.77B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IDA REV | DUK REV | IDA GROSS % | DUK GROSS % | IDA FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.75B | $0 | — | — | -$577.5M | -$1.69B |
| FY 2024 | $1.77B | $0 | — | — | -$414.9M | $48.0M |
| FY 2023 | $1.64B | $0 | — | — | $193.2M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IDA // BETA 0.50
DUK // BETA 0.76