COMP <GO>
SO vs AEP // OPERATING MARGIN
Southern Company (NYSE) VS. American Electric Power Company Inc. (NASDAQ) • 15-METRIC TALLY: SO 7
— AEP 6
▲ OPERATING MARGIN LEADER: SO
LAST: $94.61 (+0.96%) • MKT CAP: $107.80B
operating-margins
24.70%
LAST: $130.33 (+0.09%) • MKT CAP: $70.90B
operating-margins
24.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SO VS. AEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SO | AEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.90% | 5.60% | +1.30 | SO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.5x | 18.6x | -10.10 | SO | /valuation <GO> |
| Free Cash Flow Yield | -2.74% | 8.47% | -11.21 | AEP | /fcf-yield <GO> |
| Operating Margin ACTIVE | 24.70% | 24.50% | +0.20 | SO | /operating-margins <GO> |
| Net Profit Margin | 14.70% | 19.10% | -4.40 | AEP | /net-margins <GO> |
| Revenue Growth (YoY) | 10.60% | 8.70% | +1.90 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.82% | 2.85% | -0.03 | AEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.98 | 0.97 | +0.01 | SO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | AEP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.1 | 62.2 | +2.90 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.58 | 0.78 | -0.20 | AEP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.9x | 15.8x | +7.10 | AEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $107.80B | $70.90B | $36.90B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SO REV | AEP REV | SO GROSS % | AEP GROSS % | SO FCF | AEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $29.55B | $21.70B | — | — | -$2.94B | $5.97B |
| FY 2024 | $26.72B | $19.97B | — | — | $833.0M | $5.91B |
| FY 2023 | $25.25B | $19.46B | — | — | $6.42B | $4.14B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SO // BETA 0.58
AEP // BETA 0.78