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POWR vs SO
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
POWR vs SO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Regulated Electric |
| Market Cap | $619M | $104.20B |
| Revenue (TTM) | $444M | $30.17B |
| Net Income (TTM) | $-4M | $4.36B |
| Gross Margin | 22.8% | 43.1% |
| Operating Margin | 2.5% | 24.1% |
| Forward P/E | 105.5x | 20.2x |
| Total Debt | $19M | $65.82B |
| Cash & Equiv. | $18M | $1.64B |
Quick Verdict: POWR vs SO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
POWR carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 72.9%, EPS growth 183.9%
- Lower volatility, beta 0.82, Low D/E 11.2%, current ratio 1.51x
- PEG 2.70 vs SO's 3.45
SO is the clearest fit if your priority is long-term compounding.
- 137.8% 10Y total return vs POWR's 45.4%
- 14.5% margin vs POWR's 1.3%
- 2.9% yield; 1-year raise streak; the other pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 72.9% NII/revenue growth vs SO's 10.6% | |
| Value | PEG 2.70 vs 3.45 | |
| Quality / Margins | 14.5% margin vs POWR's 1.3% | |
| Stability / Safety | Lower D/E ratio (11.2% vs 169.3%) | |
| Dividends | 2.9% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +16.4% vs SO's +3.6% | |
| Efficiency (ROA) | 2.8% ROA vs POWR's -1.4%, ROIC 5.3% vs 4.6% |
POWR vs SO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
POWR vs SO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SO leads this category, winning 3 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
SO is the larger business by revenue, generating $30.2B annually — 68.0x POWR's $444M. SO is the more profitable business, keeping 14.5% of every revenue dollar as net income compared to POWR's 1.3%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $444M | $30.2B |
| EBITDAEarnings before interest/tax | $6M | $13.3B |
| Net IncomeAfter-tax profit | -$4M | $4.4B |
| Free Cash FlowCash after capex | -$41M | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +22.8% | +43.1% |
| Operating MarginEBIT ÷ Revenue | +2.5% | +24.1% |
| Net MarginNet income ÷ Revenue | +1.3% | +14.5% |
| FCF MarginFCF ÷ Revenue | -2.1% | -12.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | — | -0.8% |
Valuation Metrics
SO leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 23.6x trailing earnings, SO trades at a 78% valuation discount to POWR's 105.5x P/E. Adjusting for growth (PEG ratio), POWR offers better value at 2.70x vs SO's 4.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $619M | $104.2B |
| Enterprise ValueMkt cap + debt − cash | $620M | $168.4B |
| Trailing P/EPrice ÷ TTM EPS | 105.54x | 23.58x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.21x |
| PEG RatioP/E ÷ EPS growth rate | 2.70x | 4.03x |
| EV / EBITDAEnterprise value multiple | 28.74x | 12.66x |
| Price / SalesMarket cap ÷ Revenue | 1.40x | 3.53x |
| Price / BookPrice ÷ Book value/share | 3.74x | 2.64x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
Evenly matched — POWR and SO each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
SO delivers a 11.3% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $-3 for POWR. POWR carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to SO's 1.69x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -2.7% | +11.3% |
| ROA (TTM)Return on assets | -1.4% | +2.8% |
| ROICReturn on invested capital | +4.6% | +5.3% |
| ROCEReturn on capital employed | +6.0% | +5.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.11x | 1.69x |
| Net DebtTotal debt minus cash | $170,000 | $64.2B |
| Cash & Equiv.Liquid assets | $18M | $1.6B |
| Total DebtShort + long-term debt | $19M | $65.8B |
| Interest CoverageEBIT ÷ Interest expense | -3.54x | 2.51x |
Total Returns (Dividends Reinvested)
SO leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SO five years ago would be worth $16,062 today (with dividends reinvested), compared to $13,181 for POWR. Over the past 12 months, POWR leads with a +16.4% total return vs SO's +3.6%. The 3-year compound annual growth rate (CAGR) favors SO at 10.7% vs POWR's 7.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +14.8% | +6.9% |
| 1-Year ReturnPast 12 months | +16.4% | +3.6% |
| 3-Year ReturnCumulative with dividends | +24.4% | +35.5% |
| 5-Year ReturnCumulative with dividends | +31.8% | +60.6% |
| 10-Year ReturnCumulative with dividends | +45.4% | +137.8% |
| CAGR (3Y)Annualised 3-year return | +7.5% | +10.7% |
Risk & Volatility
Evenly matched — POWR and SO each lead in 1 of 2 comparable metrics.
Risk & Volatility
SO is the less volatile stock with a -0.15 beta — it tends to amplify market swings less than POWR's 0.82 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. POWR currently trades 96.6% from its 52-week high vs SO's 91.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.82x | -0.15x |
| 52-Week HighHighest price in past year | $28.42 | $100.84 |
| 52-Week LowLowest price in past year | $23.18 | $83.09 |
| % of 52W HighCurrent price vs 52-week peak | +96.6% | +91.7% |
| RSI (14)Momentum oscillator 0–100 | 67.7 | 43.5 |
| Avg Volume (50D)Average daily shares traded | 124K | 4.5M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
SO is the only dividend payer here at 2.94% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $99.62 |
| # AnalystsCovering analysts | — | 33 |
| Dividend YieldAnnual dividend ÷ price | — | +2.9% |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | $2.72 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | 0.0% |
SO leads in 3 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.
POWR vs SO: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is POWR or SO a better buy right now?
For growth investors, iShares Inc.
(POWR) is the stronger pick with 72. 9% revenue growth year-over-year, versus 10. 6% for The Southern Company (SO). The Southern Company (SO) offers the better valuation at 23. 6x trailing P/E (20. 2x forward), making it the more compelling value choice. Analysts rate The Southern Company (SO) a "Hold" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — POWR or SO?
On trailing P/E, The Southern Company (SO) is the cheapest at 23.
6x versus iShares Inc. at 105. 5x.
03Which is the better long-term investment — POWR or SO?
Over the past 5 years, The Southern Company (SO) delivered a total return of +60.
6%, compared to +31. 8% for iShares Inc. (POWR). Over 10 years, the gap is even starker: SO returned +137. 8% versus POWR's +45. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — POWR or SO?
By beta (market sensitivity over 5 years), The Southern Company (SO) is the lower-risk stock at -0.
15β versus iShares Inc. 's 0. 82β — meaning POWR is approximately -639% more volatile than SO relative to the S&P 500. On balance sheet safety, iShares Inc. (POWR) carries a lower debt/equity ratio of 11% versus 169% for The Southern Company — giving it more financial flexibility in a downturn.
05Which is growing faster — POWR or SO?
By revenue growth (latest reported year), iShares Inc.
(POWR) is pulling ahead at 72. 9% versus 10. 6% for The Southern Company (SO). On earnings-per-share growth, the picture is similar: iShares Inc. grew EPS 183. 9% year-over-year, compared to -1. 8% for The Southern Company. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — POWR or SO?
The Southern Company (SO) is the more profitable company, earning 14.
7% net margin versus 1. 3% for iShares Inc. — meaning it keeps 14. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SO leads at 24. 6% versus 2. 5% for POWR. At the gross margin level — before operating expenses — SO leads at 29. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — POWR or SO?
In this comparison, SO (2.
9% yield) pays a dividend. POWR does not pay a meaningful dividend and should not be held primarily for income.
08Is POWR or SO better for a retirement portfolio?
For long-horizon retirement investors, The Southern Company (SO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
15), 2. 9% yield, +137. 8% 10Y return). Both have compounded well over 10 years (SO: +137. 8%, POWR: +45. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between POWR and SO?
These companies operate in different sectors (POWR (Financial Services) and SO (Utilities)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: POWR is a small-cap high-growth stock; SO is a mid-cap quality compounder stock. SO pays a dividend while POWR does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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