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Southern (SO) Competitors

Southern logo
$84.59 -1.60 (-1.86%)
(As of 02:29 PM ET)

SO vs. NEE, DUK, EIX, ETR, PPL, FE, 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), PPL (PPL), FirstEnergy (FE), 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.

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

NextEra Energy has a net margin of 26.49% compared to Southern's net margin of 17.87%. Southern's return on equity of 12.78% beat NextEra Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
NextEra Energy26.49% 11.94% 3.86%
Southern 17.87%12.78%3.25%

NextEra Energy pays an annual dividend of $2.06 per share and has a dividend yield of 2.7%. Southern pays an annual dividend of $2.88 per share and has a dividend yield of 3.4%. NextEra Energy pays out 60.9% of its earnings in the form of a dividend. Southern pays out 67.0% 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 increased its dividend for 30 consecutive years and Southern has increased its dividend for 24 consecutive years.

NextEra Energy currently has a consensus price target of $86.85, suggesting a potential upside of 15.63%. Southern has a consensus price target of $89.47, suggesting a potential upside of 5.62%. Given NextEra Energy's stronger consensus rating and higher possible upside, equities analysts clearly believe NextEra Energy is more favorable than Southern.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NextEra Energy
0 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.50
Southern
1 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.38

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

In the previous week, NextEra Energy had 10 more articles in the media than Southern. MarketBeat recorded 27 mentions for NextEra Energy and 17 mentions for Southern. Southern's average media sentiment score of 1.46 beat NextEra Energy's score of 1.41 indicating that Southern is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NextEra Energy
21 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Southern
11 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

NextEra Energy received 239 more outperform votes than Southern when rated by MarketBeat users. Likewise, 71.77% of users gave NextEra Energy an outperform vote while only 49.63% of users gave Southern an outperform vote.

CompanyUnderperformOutperform
NextEra EnergyOutperform Votes
773
71.77%
Underperform Votes
304
28.23%
SouthernOutperform Votes
534
49.63%
Underperform Votes
542
50.37%

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

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
NextEra Energy$28.11B5.49$7.31B$3.3822.22
Southern$25.25B3.68$3.98B$4.3019.70

Summary

NextEra Energy beats Southern on 15 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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

MetricSouthernElectric services IndustryUtilities SectorNYSE Exchange
Market Cap$92.82B$13.70B$12.04B$20.27B
Dividend Yield3.34%4.24%4.01%3.45%
P/E Ratio19.7015.06102.2343.87
Price / Sales3.688,715.4233.0618.63
Price / Cash10.498.8818.3022.37
Price / Book2.622.222.345.57
Net Income$3.98B$666.62M$621.46M$984.12M
7 Day Performance-4.98%-1.36%5.66%-1.01%
1 Month Performance-3.08%7.81%0.01%1.90%
1 Year Performance17.20%33.69%9.58%24.14%

Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SO
Southern
4.6881 of 5 stars
$84.59
-1.9%
$89.47
+5.8%
+21.5%$92.68B$25.25B19.6728,100Analyst Revision
Positive News
NEE
NextEra Energy
4.9178 of 5 stars
$77.40
-1.6%
$86.85
+12.2%
+30.9%$159.17B$28.11B23.2816,800Analyst Revision
Positive News
DUK
Duke Energy
4.1784 of 5 stars
$115.39
-1.4%
$121.69
+5.5%
+23.3%$89.14B$30.21B21.5227,037Analyst Revision
EIX
Edison International
4.9002 of 5 stars
$86.26
-1.7%
$88.75
+2.9%
+27.3%$33.40B$16.34B25.7314,375Short Interest ↑
Analyst Revision
ETR
Entergy
4.5538 of 5 stars
$153.78
-1.5%
$150.42
-2.2%
+53.1%$32.97B$12.15B19.0212,177Analyst Forecast
PPL
PPL
3.8733 of 5 stars
$34.43
-1.4%
$35.50
+3.1%
+31.1%$25.41B$8.28B31.196,629
FE
FirstEnergy
4.453 of 5 stars
$42.01
-1.3%
$45.91
+9.3%
+11.6%$24.21B$12.87B27.4512,042Analyst Forecast
Analyst Revision
ES
Eversource Energy
3.952 of 5 stars
$63.74
-1.2%
$70.58
+10.7%
+2.4%$23.35B$11.91B-41.0810,171Dividend Announcement
Analyst Forecast
Short Interest ↑
Analyst Revision
PNW
Pinnacle West Capital
4.2325 of 5 stars
$92.66
-1.1%
$81.88
-11.6%
+23.6%$10.54B$5.02B17.756,133Analyst Forecast
Analyst Revision
Positive News
OGE
OGE Energy
3.8544 of 5 stars
$43.10
-2.0%
$40.50
-6.0%
+22.4%$8.66B$2.79B22.782,329Dividend Announcement
News Coverage
Positive News
IDA
IDACORP
4.6999 of 5 stars
$116.80
-1.4%
$108.83
-6.8%
+17.9%$6.22B$1.77B21.982,112Positive News

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This page (NYSE:SO) was last updated on 12/6/2024 by MarketBeat.com Staff
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