Southern (SO) Competitors

$79.54
+0.87 (+1.11%)
(As of 05/17/2024 ET)

SO vs. EIX, ETR, FE, NEE, AEP, D, VST, DTE, DUK, and NGG

Should you be buying Southern stock or one of its competitors? The main competitors of Southern include Edison International (EIX), Entergy (ETR), FirstEnergy (FE), NextEra Energy (NEE), American Electric Power (AEP), Dominion Energy (D), Vistra (VST), DTE Energy (DTE), Duke Energy (DUK), and National Grid (NGG). These companies are all part of the "utilities" sector.

Southern vs.

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

Southern has a net margin of 16.74% compared to Edison International's net margin of 6.14%. Edison International's return on equity of 12.48% beat Southern's return on equity.

Company Net Margins Return on Equity Return on Assets
Southern16.74% 12.07% 3.06%
Edison International 6.14%12.48%2.44%

Southern has a beta of 0.48, meaning that its share price is 52% less volatile than the S&P 500. Comparatively, Edison International has a beta of 0.95, meaning that its share price is 5% less volatile than the S&P 500.

Southern pays an annual dividend of $2.88 per share and has a dividend yield of 3.6%. Edison International pays an annual dividend of $3.12 per share and has a dividend yield of 4.1%. Southern pays out 74.4% of its earnings in the form of a dividend. Edison International pays out 136.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

64.1% of Southern shares are owned by institutional investors. Comparatively, 88.9% of Edison International shares are owned by institutional investors. 0.2% of Southern shares are owned by insiders. Comparatively, 1.0% of Edison International shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Southern had 1 more articles in the media than Edison International. MarketBeat recorded 25 mentions for Southern and 24 mentions for Edison International. Southern's average media sentiment score of 0.94 beat Edison International's score of 0.91 indicating that Southern is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Southern
10 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Edison International
11 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Southern$25.42B3.43$3.98B$3.8720.55
Edison International$16.45B1.78$1.41B$2.2833.46

Southern currently has a consensus price target of $75.73, indicating a potential downside of 4.79%. Edison International has a consensus price target of $76.00, indicating a potential downside of 0.39%. Given Edison International's higher possible upside, analysts clearly believe Edison International is more favorable than Southern.

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
Edison International
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40

Edison International received 219 more outperform votes than Southern when rated by MarketBeat users. Likewise, 63.25% of users gave Edison International an outperform vote while only 50.05% of users gave Southern an outperform vote.

CompanyUnderperformOutperform
SouthernOutperform Votes
528
50.05%
Underperform Votes
527
49.95%
Edison InternationalOutperform Votes
747
63.25%
Underperform Votes
434
36.75%

Summary

Southern beats Edison International on 12 of the 21 factors compared between the two stocks.

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$87.07B$13.40B$12.28B$18.11B
Dividend Yield3.53%4.59%4.05%3.44%
P/E Ratio20.5515.0685.1224.32
Price / Sales3.4329.4424.7011.39
Price / Cash9.658.4418.1419.45
Price / Book2.451.611.856.01
Net Income$3.98B$664.86M$593.37M$966.65M
7 Day Performance1.79%1.22%1.31%1.85%
1 Month Performance12.71%10.40%6.97%7.14%
1 Year Performance11.95%9.07%3.70%21.67%

Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EIX
Edison International
4.933 of 5 stars
$74.92
+0.6%
$74.10
-1.1%
+9.4%$28.83B$16.34B32.8614,375Analyst Upgrade
Insider Selling
Short Interest ↓
News Coverage
ETR
Entergy
4.8457 of 5 stars
$111.30
-0.5%
$109.45
-1.7%
+10.7%$23.77B$11.96B11.1612,177Short Interest ↓
Analyst Revision
News Coverage
FE
FirstEnergy
3.0734 of 5 stars
$39.84
+0.4%
$39.80
-0.1%
+4.4%$22.93B$12.87B22.9012,042Analyst Revision
NEE
NextEra Energy
4.6839 of 5 stars
$75.42
+1.1%
$71.93
-4.6%
+1.0%$154.95B$28.11B20.5516,800Analyst Forecast
Positive News
AEP
American Electric Power
4.3326 of 5 stars
$90.79
-0.8%
$88.14
-2.9%
+6.4%$47.86B$19B16.8417,250Analyst Forecast
Short Interest ↑
D
Dominion Energy
4.5042 of 5 stars
$52.84
-0.4%
$51.73
-2.1%
+0.5%$44.26B$14.14B27.2417,700Short Interest ↑
VST
Vistra
3.9701 of 5 stars
$91.47
+1.4%
$82.50
-9.8%
+286.4%$31.82B$13.41B56.124,870
DTE
DTE Energy
4.483 of 5 stars
$114.78
-0.5%
$115.50
+0.6%
+6.9%$23.75B$12.75B18.799,950Insider Selling
Analyst Revision
News Coverage
Positive News
DUK
Duke Energy
4.4169 of 5 stars
$102.30
-0.6%
$101.31
-1.0%
+11.7%$78.95B$29.06B25.7027,037Insider Selling
Options Volume
NGG
National Grid
0.4449 of 5 stars
$71.53
+1.0%
N/A+0.5%$53.21B$26.31B0.0031,275

Related Companies and Tools

This page (NYSE:SO) was last updated on 5/18/2024 by MarketBeat.com Staff

From Our Partners