Free Trial

Southern (SO) Competitors

$77.94
-0.71 (-0.90%)
(As of 06/7/2024 ET)

SO vs. NEE, DUK, EIX, ETR, FE, PPL, ES, PNW, OGE, and IDA

Should you be buying Southern stock or one of its competitors? The main competitors of Southern include NextEra Energy (NEE), Duke Energy (DUK), Edison International (EIX), Entergy (ETR), FirstEnergy (FE), PPL (PPL), Eversource Energy (ES), Pinnacle West Capital (PNW), OGE Energy (OGE), and IDACORP (IDA). These companies are all part of the "electric utilities" industry.

Southern vs.

Southern (NYSE:SO) and NextEra Energy (NYSE:NEE) are both large-cap utilities companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, community ranking, media sentiment, valuation, earnings, institutional ownership, analyst recommendations, risk and dividends.

In the previous week, Southern had 4 more articles in the media than NextEra Energy. MarketBeat recorded 21 mentions for Southern and 17 mentions for NextEra Energy. NextEra Energy's average media sentiment score of 0.91 beat Southern's score of 0.78 indicating that NextEra Energy is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Southern
11 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
NextEra Energy
9 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Southern pays an annual dividend of $2.88 per share and has a dividend yield of 3.7%. NextEra Energy pays an annual dividend of $2.06 per share and has a dividend yield of 2.7%. Southern pays out 74.4% of its earnings in the form of a dividend. NextEra Energy pays out 56.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

NextEra Energy has higher revenue and earnings than Southern. Southern is trading at a lower price-to-earnings ratio than NextEra Energy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Southern$25.25B3.37$3.98B$3.8720.14
NextEra Energy$28.11B5.51$7.31B$3.6720.53

NextEra Energy received 231 more outperform votes than Southern when rated by MarketBeat users. Likewise, 72.22% of users gave NextEra Energy an outperform vote while only 49.95% of users gave Southern an outperform vote.

CompanyUnderperformOutperform
SouthernOutperform Votes
528
49.95%
Underperform Votes
529
50.05%
NextEra EnergyOutperform Votes
759
72.22%
Underperform Votes
292
27.78%

64.1% of Southern shares are held by institutional investors. Comparatively, 78.7% of NextEra Energy shares are held by institutional investors. 0.2% of Southern shares are held by company insiders. Comparatively, 0.2% of NextEra Energy shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

NextEra Energy has a net margin of 27.62% compared to Southern's net margin of 16.74%. Southern's return on equity of 12.07% beat NextEra Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
Southern16.74% 12.07% 3.06%
NextEra Energy 27.62%11.72%3.81%

Southern has a beta of 0.51, suggesting that its stock price is 49% less volatile than the S&P 500. Comparatively, NextEra Energy has a beta of 0.56, suggesting that its stock price is 44% less volatile than the S&P 500.

Southern currently has a consensus target price of $76.36, suggesting a potential downside of 2.03%. NextEra Energy has a consensus target price of $73.50, suggesting a potential downside of 2.47%. Given Southern's higher probable upside, research analysts clearly believe Southern is more favorable than NextEra Energy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Southern
1 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.57
NextEra Energy
1 Sell rating(s)
3 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.67

Summary

NextEra Energy beats Southern on 14 of the 20 factors compared between the two stocks.

Get Southern News Delivered to You Automatically

Sign up to receive the latest news and ratings for SO and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

SO vs. The Competition

MetricSouthernElectric services IndustryUtilities SectorNYSE Exchange
Market Cap$85.22B$12.83B$12.02B$17.65B
Dividend Yield3.63%4.60%4.08%3.54%
P/E Ratio20.1415.2994.1225.56
Price / Sales3.3729.2425.0814.06
Price / Cash9.668.2016.5019.71
Price / Book2.411.691.884.99
Net Income$3.98B$664.86M$554.14M$975.33M
7 Day Performance-2.75%-3.22%-0.61%-1.87%
1 Month Performance0.40%-2.03%0.85%-0.74%
1 Year Performance9.65%0.93%-0.56%8.66%

Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NEE
NextEra Energy
4.1529 of 5 stars
$75.36
-1.7%
$73.50
-2.5%
+1.6%$154.83B$28.11B20.5316,800Analyst Forecast
DUK
Duke Energy
3.7609 of 5 stars
$102.62
-0.2%
$102.75
+0.1%
+12.1%$79.20B$29.06B25.7827,037
EIX
Edison International
4.8088 of 5 stars
$73.96
-0.7%
$77.22
+4.4%
+7.7%$28.46B$16.34B32.4414,375Insider Selling
Positive News
ETR
Entergy
4.3305 of 5 stars
$108.46
-1.3%
$114.50
+5.6%
+7.1%$23.16B$11.96B10.8812,177Analyst Forecast
FE
FirstEnergy
3.4429 of 5 stars
$38.82
-0.7%
$40.27
+3.7%
+0.8%$22.34B$12.87B22.3112,042
PPL
PPL
3.9824 of 5 stars
$28.41
-1.0%
$32.45
+14.2%
+5.2%$20.96B$8.31B27.586,629
ES
Eversource Energy
4.6655 of 5 stars
$58.58
-0.4%
$66.07
+12.8%
-18.3%$20.64B$11.45B-49.6410,171Insider Selling
Positive News
PNW
Pinnacle West Capital
4.0569 of 5 stars
$75.68
-1.1%
$76.04
+0.5%
-6.0%$8.59B$4.70B16.496,133Analyst Forecast
Positive News
OGE
OGE Energy
2.6577 of 5 stars
$35.41
-0.5%
$33.40
-5.7%
-2.9%$7.10B$2.67B17.972,329Positive News
IDA
IDACORP
4.2382 of 5 stars
$91.73
-1.1%
$97.40
+6.2%
-13.5%$4.88B$1.77B18.422,112Positive News

Related Companies and Tools

This page (NYSE:SO) was last updated on 6/8/2024 by MarketBeat.com Staff

From Our Partners