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.

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

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

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
Edison International$16.34B1.80$1.41B$2.2833.47
Southern$25.25B3.45$3.98B$3.8720.55

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

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Edison International
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
Southern
1 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.57

In the previous week, Southern had 4 more articles in the media than Edison International. MarketBeat recorded 28 mentions for Southern and 24 mentions for Edison International. Edison International's average media sentiment score of 0.95 beat Southern's score of 0.89 indicating that Southern is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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
12 Very Positive mention(s)
1 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

89.0% of Edison International shares are owned by institutional investors. Comparatively, 64.1% of Southern shares are owned by institutional investors. 1.0% of Edison International shares are owned by company insiders. Comparatively, 0.2% of Southern shares are owned by company 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.

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

Company Net Margins Return on Equity Return on Assets
Edison International6.14% 12.48% 2.44%
Southern 16.74%12.07%3.06%

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

Edison International pays an annual dividend of $3.12 per share and has a dividend yield of 4.1%. Southern pays an annual dividend of $2.80 per share and has a dividend yield of 3.5%. 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. Southern pays out 72.4% of its earnings in the form of a dividend. Edison International has raised its dividend for 21 consecutive years and Southern has raised its dividend for 24 consecutive years.

Summary

Southern beats Edison International on 13 of the 22 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.
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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$87.07B$13.62B$12.59B$18.13B
Dividend Yield3.52%4.60%4.04%3.44%
P/E Ratio20.5514.8381.1422.66
Price / Sales3.4529.4621.9210.60
Price / Cash9.678.3518.4419.24
Price / Book2.451.611.856.00
Net Income$3.98B$664.86M$599.68M$966.17M
7 Day Performance1.79%1.30%1.34%1.85%
1 Month Performance10.24%9.38%6.68%6.59%
1 Year Performance11.38%9.21%3.83%23.69%

Southern Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EIX
Edison International
4.9361 of 5 stars
$74.92
+0.6%
$74.10
-1.1%
+10.8%$28.83B$16.34B32.8614,375Analyst Upgrade
Insider Selling
Short Interest ↓
News Coverage
ETR
Entergy
4.8451 of 5 stars
$111.30
-0.5%
$109.45
-1.7%
+11.4%$23.77B$11.96B11.1612,177Short Interest ↓
Analyst Revision
News Coverage
FE
FirstEnergy
3.1139 of 5 stars
$39.84
+0.4%
$39.80
-0.1%
+5.4%$22.93B$12.87B22.9012,042Analyst Revision
NEE
NextEra Energy
4.6844 of 5 stars
$75.42
+1.1%
$71.93
-4.6%
+1.3%$154.95B$28.11B20.5516,800Analyst Forecast
Positive News
AEP
American Electric Power
4.3418 of 5 stars
$90.79
-0.8%
$88.14
-2.9%
+7.0%$47.86B$19B16.8417,250Analyst Forecast
Short Interest ↑
D
Dominion Energy
4.5122 of 5 stars
$52.84
-0.4%
$51.73
-2.1%
+1.6%$44.26B$14.14B27.2417,700Short Interest ↑
VST
Vistra
3.95 of 5 stars
$91.47
+1.4%
$82.50
-9.8%
+284.9%$31.82B$13.41B56.124,870
DTE
DTE Energy
4.4861 of 5 stars
$114.78
-0.5%
$115.50
+0.6%
+7.1%$23.75B$12.75B18.799,950Insider Selling
Analyst Revision
News Coverage
DUK
Duke Energy
4.4213 of 5 stars
$102.30
-0.6%
$101.31
-1.0%
+11.9%$78.95B$29.06B25.7027,037Insider Selling
Options Volume
NGG
National Grid
0.45 of 5 stars
$71.53
+1.0%
N/A+5.2%$53.21B$26.31B0.0031,275

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This page (NYSE:SO) was last updated on 5/19/2024 by MarketBeat.com Staff

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