Regulated Electric
Compare Stocks
2 / 10Stock Comparison
DTW vs SO
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
DTW vs SO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Electric | Regulated Electric |
| Market Cap | $3.90B | $104.20B |
| Revenue (TTM) | $15.63B | $30.17B |
| Net Income (TTM) | $1.46B | $4.36B |
| Gross Margin | 37.6% | 43.1% |
| Operating Margin | 14.4% | 24.1% |
| Forward P/E | 2.8x | 20.2x |
| Total Debt | $26.52B | $65.82B |
| Cash & Equiv. | $250M | $1.64B |
DTW vs SO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| DTE Energy Company … (DTW) | 100 | 83.5 | -16.5% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DTW vs SO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DTW carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 3 yrs, beta 0.80, yield 19.4%
- Rev growth 26.9%, EPS growth 4.3%, 3Y rev CAGR -6.3%
- Lower volatility, beta 0.80, current ratio 0.80x
SO is the clearest fit if your priority is long-term compounding.
- 137.8% 10Y total return vs DTW's 30.0%
- 14.5% margin vs DTW's 9.4%
- Lower D/E ratio (169.3% vs 215.5%)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 26.9% revenue growth vs SO's 10.6% | |
| Value | Lower P/E (2.8x vs 20.2x) | |
| Quality / Margins | 14.5% margin vs DTW's 9.4% | |
| Stability / Safety | Lower D/E ratio (169.3% vs 215.5%) | |
| Dividends | 19.4% yield, 3-year raise streak, vs SO's 2.9% | |
| Momentum (1Y) | +7.1% vs SO's +3.6% | |
| Efficiency (ROA) | 2.8% ROA vs SO's 2.8%, ROIC 4.8% vs 5.3% |
DTW vs SO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
DTW 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)
Evenly matched — DTW and SO each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SO is the larger business by revenue, generating $30.2B annually — 1.9x DTW's $15.6B. SO is the more profitable business, keeping 14.5% of every revenue dollar as net income compared to DTW's 9.4%. On growth, DTW holds the edge at +23.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $15.6B | $30.2B |
| EBITDAEarnings before interest/tax | $4.1B | $13.3B |
| Net IncomeAfter-tax profit | $1.5B | $4.4B |
| Free Cash FlowCash after capex | -$1.0B | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +37.6% | +43.1% |
| Operating MarginEBIT ÷ Revenue | +14.4% | +24.1% |
| Net MarginNet income ÷ Revenue | +9.4% | +14.5% |
| FCF MarginFCF ÷ Revenue | -6.4% | -12.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +23.4% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +27.7% | -0.8% |
Valuation Metrics
DTW leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 3.1x trailing earnings, DTW trades at a 87% valuation discount to SO's 23.6x P/E. On an enterprise value basis, DTW's 7.0x EV/EBITDA is more attractive than SO's 12.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.9B | $104.2B |
| Enterprise ValueMkt cap + debt − cash | $30.2B | $168.4B |
| Trailing P/EPrice ÷ TTM EPS | 3.08x | 23.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.81x | 20.21x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.03x |
| EV / EBITDAEnterprise value multiple | 7.05x | 12.66x |
| Price / SalesMarket cap ÷ Revenue | 0.25x | 3.53x |
| Price / BookPrice ÷ Book value/share | 0.37x | 2.64x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
DTW leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
DTW delivers a 12.2% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $11 for SO. SO carries lower financial leverage with a 1.69x debt-to-equity ratio, signaling a more conservative balance sheet compared to DTW's 2.16x. On the Piotroski fundamental quality scale (0–9), DTW scores 7/9 vs SO's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +12.2% | +11.3% |
| ROA (TTM)Return on assets | +2.8% | +2.8% |
| ROICReturn on invested capital | +4.8% | +5.3% |
| ROCEReturn on capital employed | +5.1% | +5.4% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 2.16x | 1.69x |
| Net DebtTotal debt minus cash | $26.3B | $64.2B |
| Cash & Equiv.Liquid assets | $250M | $1.6B |
| Total DebtShort + long-term debt | $26.5B | $65.8B |
| Interest CoverageEBIT ÷ Interest expense | 1.94x | 2.51x |
Total Returns (Dividends Reinvested)
SO leads this category, winning 5 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 $10,754 for DTW. Over the past 12 months, DTW leads with a +7.1% total return vs SO's +3.6%. The 3-year compound annual growth rate (CAGR) favors SO at 10.7% vs DTW's 2.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +2.9% | +6.9% |
| 1-Year ReturnPast 12 months | +7.1% | +3.6% |
| 3-Year ReturnCumulative with dividends | +8.0% | +35.5% |
| 5-Year ReturnCumulative with dividends | +7.5% | +60.6% |
| 10-Year ReturnCumulative with dividends | +30.0% | +137.8% |
| CAGR (3Y)Annualised 3-year return | +2.6% | +10.7% |
Risk & Volatility
Evenly matched — DTW 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 DTW's 0.80 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.80x | -0.15x |
| 52-Week HighHighest price in past year | $23.23 | $100.84 |
| 52-Week LowLowest price in past year | $5.89 | $83.09 |
| % of 52W HighCurrent price vs 52-week peak | +93.5% | +91.7% |
| RSI (14)Momentum oscillator 0–100 | 70.3 | 43.5 |
| Avg Volume (50D)Average daily shares traded | 25K | 4.5M |
Analyst Outlook
DTW leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, DTW offers the higher dividend yield at 19.37% vs SO's 2.94%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $99.62 |
| # AnalystsCovering analysts | — | 33 |
| Dividend YieldAnnual dividend ÷ price | +19.4% | +2.9% |
| Dividend StreakConsecutive years of raises | 3 | 1 |
| Dividend / ShareAnnual DPS | $4.21 | $2.72 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
DTW leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). SO leads in 1 (Total Returns). 2 tied.
DTW vs SO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is DTW or SO a better buy right now?
For growth investors, DTE Energy Company JR SUB DB 2017 E (DTW) is the stronger pick with 26.
9% revenue growth year-over-year, versus 10. 6% for The Southern Company (SO). DTE Energy Company JR SUB DB 2017 E (DTW) offers the better valuation at 3. 1x trailing P/E (2. 8x 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 — DTW or SO?
On trailing P/E, DTE Energy Company JR SUB DB 2017 E (DTW) is the cheapest at 3.
1x versus The Southern Company at 23. 6x. On forward P/E, DTE Energy Company JR SUB DB 2017 E is actually cheaper at 2. 8x.
03Which is the better long-term investment — DTW or SO?
Over the past 5 years, The Southern Company (SO) delivered a total return of +60.
6%, compared to +7. 5% for DTE Energy Company JR SUB DB 2017 E (DTW). Over 10 years, the gap is even starker: SO returned +137. 8% versus DTW's +30. 0%. 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 — DTW or SO?
By beta (market sensitivity over 5 years), The Southern Company (SO) is the lower-risk stock at -0.
15β versus DTE Energy Company JR SUB DB 2017 E's 0. 80β — meaning DTW is approximately -627% more volatile than SO relative to the S&P 500. On balance sheet safety, The Southern Company (SO) carries a lower debt/equity ratio of 169% versus 2% for DTE Energy Company JR SUB DB 2017 E — giving it more financial flexibility in a downturn.
05Which is growing faster — DTW or SO?
By revenue growth (latest reported year), DTE Energy Company JR SUB DB 2017 E (DTW) is pulling ahead at 26.
9% versus 10. 6% for The Southern Company (SO). On earnings-per-share growth, the picture is similar: DTE Energy Company JR SUB DB 2017 E grew EPS 4. 3% year-over-year, compared to -1. 8% for The Southern Company. Over a 3-year CAGR, SO leads at 0. 3% annualised revenue growth. 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 — DTW or SO?
The Southern Company (SO) is the more profitable company, earning 14.
7% net margin versus 9. 2% for DTE Energy Company JR SUB DB 2017 E — 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 15. 0% for DTW. At the gross margin level — before operating expenses — DTW leads at 84. 9%, 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.
07Is DTW or SO more undervalued right now?
On forward earnings alone, DTE Energy Company JR SUB DB 2017 E (DTW) trades at 2.
8x forward P/E versus 20. 2x for The Southern Company — 17. 4x cheaper on a one-year earnings basis.
08Which pays a better dividend — DTW or SO?
All stocks in this comparison pay dividends.
DTE Energy Company JR SUB DB 2017 E (DTW) offers the highest yield at 19. 4%, versus 2. 9% for The Southern Company (SO).
09Is DTW 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%, DTW: +30. 0%), 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.
10What are the main differences between DTW and SO?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: DTW is a small-cap high-growth stock; SO is a mid-cap quality compounder stock. 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.