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Southern (SO) Competitors

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$92.22 +0.39 (+0.42%)
Closing price 07/1/2025 03:59 PM Eastern
Extended Trading
$92.46 +0.24 (+0.26%)
As of 09:06 AM Eastern
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SO vs. AEP, LNT, ATO, CMS, D, DUK, ED, NI, WEC, and NEE

Should you be buying Southern stock or one of its competitors? The main competitors of Southern include American Electric Power (AEP), Alliant Energy (LNT), Atmos Energy (ATO), CMS Energy (CMS), Dominion Energy (D), Duke Energy (DUK), Consolidated Edison (ED), NiSource (NI), WEC Energy Group (WEC), and NextEra Energy (NEE). These companies are all part of the "utilities" sector.

Southern vs. Its Competitors

American Electric Power (NASDAQ:AEP) and Southern (NYSE:SO) are both large-cap utilities companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, media sentiment, analyst recommendations, institutional ownership and profitability.

In the previous week, Southern had 3 more articles in the media than American Electric Power. MarketBeat recorded 27 mentions for Southern and 24 mentions for American Electric Power. Southern's average media sentiment score of 1.47 beat American Electric Power's score of 1.25 indicating that Southern is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
American Electric Power
19 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Southern
25 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Southern has a net margin of 16.54% compared to American Electric Power's net margin of 13.73%. Southern's return on equity of 12.70% beat American Electric Power's return on equity.

Company Net Margins Return on Equity Return on Assets
American Electric Power13.73% 11.68% 3.08%
Southern 16.54%12.70%3.22%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
American Electric Power$19.72B2.83$2.97B$5.1920.11
Southern$26.72B3.79$4.40B$4.1922.01

American Electric Power pays an annual dividend of $3.72 per share and has a dividend yield of 3.6%. Southern pays an annual dividend of $2.96 per share and has a dividend yield of 3.2%. American Electric Power pays out 71.7% of its earnings in the form of a dividend. Southern pays out 70.6% 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. American Electric Power has raised its dividend for 15 consecutive years and Southern has raised its dividend for 25 consecutive years.

75.2% of American Electric Power shares are held by institutional investors. Comparatively, 64.1% of Southern shares are held by institutional investors. 0.1% of American Electric Power shares are held by insiders. Comparatively, 0.2% of Southern shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

American Electric Power currently has a consensus price target of $108.31, indicating a potential upside of 3.75%. Southern has a consensus price target of $92.93, indicating a potential upside of 0.78%. Given American Electric Power's stronger consensus rating and higher probable upside, analysts plainly believe American Electric Power is more favorable than Southern.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
American Electric Power
1 Sell rating(s)
7 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.31
Southern
1 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.25

American Electric Power has a beta of 0.42, suggesting that its stock price is 58% less volatile than the S&P 500. Comparatively, Southern has a beta of 0.38, suggesting that its stock price is 62% less volatile than the S&P 500.

Summary

Southern beats American Electric Power on 12 of the 18 factors compared between the two stocks.

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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.
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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.
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SO vs. The Competition

MetricSouthernUTIL IndustryUtilities SectorNYSE Exchange
Market Cap$100.93B$24.26B$15.86B$20.43B
Dividend Yield3.22%3.82%5.59%3.76%
P/E Ratio22.0135.6420.3927.62
Price / Sales3.794.1328.7836.40
Price / Cash10.368.8819.1021.79
Price / Book2.762.222.164.52
Net Income$4.40B$1.41B$751.09M$984.47M
7 Day Performance2.03%3.03%1.38%2.61%
1 Month Performance2.55%3.17%3.30%4.99%
1 Year Performance18.91%25.39%17.18%13.53%

Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SO
Southern
4.0206 of 5 stars
$92.22
+0.4%
$92.93
+0.8%
+19.8%$100.93B$26.72B22.0128,600Positive News
AEP
American Electric Power
4.5371 of 5 stars
$102.52
+0.2%
$108.31
+5.6%
+19.6%$54.77B$19.72B19.7516,330Positive News
LNT
Alliant Energy
4.3463 of 5 stars
$60.36
+0.1%
$63.95
+5.9%
+20.9%$15.51B$3.98B20.822,998Positive News
ATO
Atmos Energy
4.3432 of 5 stars
$152.78
-0.1%
$156.05
+2.1%
+32.6%$24.27B$4.17B21.225,260Positive News
CMS
CMS Energy
4.3064 of 5 stars
$69.03
-0.2%
$77.00
+11.5%
+19.3%$20.65B$7.52B20.488,324Positive News
D
Dominion Energy
3.4869 of 5 stars
$55.89
+1.3%
$58.38
+4.5%
+20.1%$47.66B$14.46B20.9314,700Positive News
DUK
Duke Energy
4.4906 of 5 stars
$116.93
+0.6%
$126.94
+8.6%
+19.6%$90.89B$30.36B19.3926,413Positive News
Analyst Forecast
ED
Consolidated Edison
4.5732 of 5 stars
$98.13
-0.3%
$104.18
+6.2%
+13.4%$35.36B$15.26B18.1415,097Analyst Upgrade
Analyst Revision
NI
NiSource
4.5526 of 5 stars
$40.01
+1.0%
$41.50
+3.7%
+39.8%$18.83B$5.46B21.637,746Positive News
WEC
WEC Energy Group
4.1597 of 5 stars
$103.09
-0.2%
$106.33
+3.1%
+34.8%$32.90B$8.60B20.107,017Positive News
Analyst Upgrade
Analyst Revision
NEE
NextEra Energy
4.7391 of 5 stars
$70.96
0.0%
$84.50
+19.1%
+4.6%$146.07B$24.75B26.579,300Trending News

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This page (NYSE:SO) was last updated on 7/2/2025 by MarketBeat.com Staff
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