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Stock Comparison

POWR vs SO

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
POWR
iShares Inc.

Asset Management

Financial ServicesAMEX • US
Market Cap$619M
5Y Perf.+1.8%
SO
The Southern Company

Regulated Electric

UtilitiesNYSE • US
Market Cap$104.20B
5Y Perf.+6.9%

POWR vs SO — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
POWR logoPOWR
SO logoSO
IndustryAsset ManagementRegulated Electric
Market Cap$619M$104.20B
Revenue (TTM)$444M$30.17B
Net Income (TTM)$-4M$4.36B
Gross Margin22.8%43.1%
Operating Margin2.5%24.1%
Forward P/E105.5x20.2x
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.

Bottom line: POWR leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. The Southern Company is the stronger pick specifically for profitability and margin quality and dividend income and shareholder returns. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
POWR
iShares Inc.
The Banking Pick

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
Best for: growth exposure and sleep-well-at-night
SO
The Southern Company
The Long-Run Compounder

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
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthPOWR logoPOWR72.9% NII/revenue growth vs SO's 10.6%
ValuePOWR logoPOWRPEG 2.70 vs 3.45
Quality / MarginsSO logoSO14.5% margin vs POWR's 1.3%
Stability / SafetyPOWR logoPOWRLower D/E ratio (11.2% vs 169.3%)
DividendsSO logoSO2.9% yield; 1-year raise streak; the other pay no meaningful dividend
Momentum (1Y)POWR logoPOWR+16.4% vs SO's +3.6%
Efficiency (ROA)SO logoSO2.8% 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

POWRiShares Inc.
FY 2015
Distributed Generation
33.1%$147M
Utility Infrastructure
31.9%$142M
Solar Energy
21.1%$94M
Energy Efficiency
13.8%$62M
SOThe Southern Company
FY 2025
Southern Company Gas
50.0%$5.0B
Gas Distribution Operations
43.9%$4.4B
Gas Marketing Services
5.8%$582M
Gas Pipeline Investments
0.3%$32M

POWR vs SO — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSOLAGGINGPOWR

Income & Cash Flow (Last 12 Months)

SO leads this category, winning 3 of 4 comparable metrics.

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%.

MetricPOWR logoPOWRiShares Inc.SO logoSOThe Southern Comp…
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%
SO leads this category, winning 3 of 4 comparable metrics.

Valuation Metrics

SO leads this category, winning 3 of 5 comparable 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.

MetricPOWR logoPOWRiShares Inc.SO logoSOThe Southern Comp…
Market CapShares × price$619M$104.2B
Enterprise ValueMkt cap + debt − cash$620M$168.4B
Trailing P/EPrice ÷ TTM EPS105.54x23.58x
Forward P/EPrice ÷ next-FY EPS est.20.21x
PEG RatioP/E ÷ EPS growth rate2.70x4.03x
EV / EBITDAEnterprise value multiple28.74x12.66x
Price / SalesMarket cap ÷ Revenue1.40x3.53x
Price / BookPrice ÷ Book value/share3.74x2.64x
Price / FCFMarket cap ÷ FCF
SO leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

Evenly matched — POWR and SO each lead in 4 of 8 comparable metrics.

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.

MetricPOWR logoPOWRiShares Inc.SO logoSOThe Southern Comp…
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 0–955
Debt / EquityFinancial leverage0.11x1.69x
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-3.54x2.51x
Evenly matched — POWR and SO each lead in 4 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

SO leads this category, winning 4 of 6 comparable metrics.

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.

MetricPOWR logoPOWRiShares Inc.SO logoSOThe Southern Comp…
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%
SO leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — POWR and SO each lead in 1 of 2 comparable metrics.

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.

MetricPOWR logoPOWRiShares Inc.SO logoSOThe Southern Comp…
Beta (5Y)Sensitivity to S&P 5000.82x-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 0–10067.743.5
Avg Volume (50D)Average daily shares traded124K4.5M
Evenly matched — POWR and SO each lead in 1 of 2 comparable metrics.

Analyst Outlook

Insufficient data to determine a leader in this category.

SO is the only dividend payer here at 2.94% yield — a key consideration for income-focused portfolios.

MetricPOWR logoPOWRiShares Inc.SO logoSOThe Southern Comp…
Analyst RatingConsensus buy/hold/sellHold
Price TargetConsensus 12-month target$99.62
# AnalystsCovering analysts33
Dividend YieldAnnual dividend ÷ price+2.9%
Dividend StreakConsecutive years of raises1
Dividend / ShareAnnual DPS$2.72
Buyback YieldShare repurchases ÷ mkt cap+0.0%0.0%
Insufficient data to determine a leader in this category.
Key Takeaway

SO leads in 3 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.

Best OverallThe Southern Company (SO)Leads 3 of 6 categories
Loading custom metrics...

POWR vs SO: Frequently Asked Questions

9 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Which 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.

08

Is 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.

09

What 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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High-Growth Disruptor

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SO

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 8%
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Beat Both

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Revenue Growth>
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(POWR: 72.9% · SO: 8.0%)
P/E Ratio<
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(POWR: 105.5x · SO: 23.6x)

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