Regulated Electric
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SOJE vs D
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
SOJE vs D — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Electric | Regulated Electric |
| Market Cap | $19.31B | $54.15B |
| Revenue (TTM) | $29.55B | $17.45B |
| Net Income (TTM) | $4.34B | $2.35B |
| Gross Margin | 43.5% | 34.6% |
| Operating Margin | 24.6% | 26.3% |
| Forward P/E | 3.8x | 17.2x |
| Total Debt | $65.82B | $48.94B |
| Cash & Equiv. | $1.64B | $250M |
SOJE vs D — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 20 | May 26 | Return |
|---|---|---|---|
| Southern Company (T… (SOJE) | 100 | 68.9 | -31.1% |
| Dominion Energy, In… (D) | 100 | 78.1 | -21.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SOJE vs D
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SOJE carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 1 yrs, beta 0.75, yield 15.8%
- Lower P/E (3.8x vs 17.2x)
- 14.7% margin vs D's 13.5%
D is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 14.2%, EPS growth 41.4%, 3Y rev CAGR 5.8%
- 27.4% 10Y total return vs SOJE's -6.2%
- Lower volatility, beta 0.03, current ratio 0.77x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.2% revenue growth vs SOJE's 10.6% | |
| Value | Lower P/E (3.8x vs 17.2x) | |
| Quality / Margins | 14.7% margin vs D's 13.5% | |
| Stability / Safety | Beta 0.03 vs SOJE's 0.75, lower leverage | |
| Dividends | 15.8% yield, 1-year raise streak, vs D's 4.3% | |
| Momentum (1Y) | +16.6% vs SOJE's +3.2% | |
| Efficiency (ROA) | 2.9% ROA vs D's 2.8%, ROIC 5.3% vs 4.3% |
SOJE vs D — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SOJE vs D — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
SOJE leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SOJE is the larger business by revenue, generating $29.6B annually — 1.7x D's $17.4B. Profitability is closely matched — net margins range from 14.7% (SOJE) to 13.5% (D). On growth, D holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $29.6B | $17.4B |
| EBITDAEarnings before interest/tax | $13.2B | $6.9B |
| Net IncomeAfter-tax profit | $4.3B | $2.4B |
| Free Cash FlowCash after capex | -$3.3B | -$4.4B |
| Gross MarginGross profit ÷ Revenue | +43.5% | +34.6% |
| Operating MarginEBIT ÷ Revenue | +24.6% | +26.3% |
| Net MarginNet income ÷ Revenue | +14.7% | +13.5% |
| FCF MarginFCF ÷ Revenue | -11.1% | -25.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.1% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -22.9% | -100.0% |
Valuation Metrics
SOJE leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 4.4x trailing earnings, SOJE trades at a 75% valuation discount to D's 17.9x P/E. On an enterprise value basis, SOJE's 6.3x EV/EBITDA is more attractive than D's 15.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $19.3B | $54.2B |
| Enterprise ValueMkt cap + debt − cash | $83.5B | $102.8B |
| Trailing P/EPrice ÷ TTM EPS | 4.40x | 17.86x |
| Forward P/EPrice ÷ next-FY EPS est. | 3.78x | 17.18x |
| PEG RatioP/E ÷ EPS growth rate | 0.75x | — |
| EV / EBITDAEnterprise value multiple | 6.28x | 15.12x |
| Price / SalesMarket cap ÷ Revenue | 0.65x | 3.28x |
| Price / BookPrice ÷ Book value/share | 0.49x | 1.58x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
D leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
SOJE delivers a 11.4% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $7 for D. D carries lower financial leverage with a 1.46x debt-to-equity ratio, signaling a more conservative balance sheet compared to SOJE's 1.69x. On the Piotroski fundamental quality scale (0–9), D scores 7/9 vs SOJE's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +11.4% | +7.1% |
| ROA (TTM)Return on assets | +2.9% | +2.8% |
| ROICReturn on invested capital | +5.3% | +4.3% |
| ROCEReturn on capital employed | +5.4% | +4.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.69x | 1.46x |
| Net DebtTotal debt minus cash | $64.2B | $48.7B |
| Cash & Equiv.Liquid assets | $1.6B | $250M |
| Total DebtShort + long-term debt | $65.8B | $48.9B |
| Interest CoverageEBIT ÷ Interest expense | 2.51x | 2.79x |
Total Returns (Dividends Reinvested)
D leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in D five years ago would be worth $9,541 today (with dividends reinvested), compared to $8,879 for SOJE. Over the past 12 months, D leads with a +16.6% total return vs SOJE's +3.2%. The 3-year compound annual growth rate (CAGR) favors D at 7.2% vs SOJE's 0.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -1.2% | +5.1% |
| 1-Year ReturnPast 12 months | +3.2% | +16.6% |
| 3-Year ReturnCumulative with dividends | +1.7% | +23.2% |
| 5-Year ReturnCumulative with dividends | -11.2% | -4.6% |
| 10-Year ReturnCumulative with dividends | -6.2% | +27.4% |
| CAGR (3Y)Annualised 3-year return | +0.6% | +7.2% |
Risk & Volatility
D leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
D is the less volatile stock with a 0.03 beta — it tends to amplify market swings less than SOJE's 0.75 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. D currently trades 91.3% from its 52-week high vs SOJE's 87.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.75x | 0.03x |
| 52-Week HighHighest price in past year | $19.74 | $67.50 |
| 52-Week LowLowest price in past year | $5.98 | $52.53 |
| % of 52W HighCurrent price vs 52-week peak | +87.4% | +91.3% |
| RSI (14)Momentum oscillator 0–100 | 56.5 | 44.3 |
| Avg Volume (50D)Average daily shares traded | 57K | 4.2M |
Analyst Outlook
SOJE leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, SOJE offers the higher dividend yield at 15.76% vs D's 4.32%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $66.25 |
| # AnalystsCovering analysts | — | 31 |
| Dividend YieldAnnual dividend ÷ price | +15.8% | +4.3% |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | $2.72 | $2.66 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
SOJE leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). D leads in 3 (Profitability & Efficiency, Total Returns).
SOJE vs D: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SOJE or D a better buy right now?
For growth investors, Dominion Energy, Inc.
(D) is the stronger pick with 14. 2% revenue growth year-over-year, versus 10. 6% for Southern Company (The) Series 2 (SOJE). Southern Company (The) Series 2 (SOJE) offers the better valuation at 4. 4x trailing P/E (3. 8x forward), making it the more compelling value choice. Analysts rate Dominion Energy, Inc. (D) a "Hold" — based on 31 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 — SOJE or D?
On trailing P/E, Southern Company (The) Series 2 (SOJE) is the cheapest at 4.
4x versus Dominion Energy, Inc. at 17. 9x. On forward P/E, Southern Company (The) Series 2 is actually cheaper at 3. 8x.
03Which is the better long-term investment — SOJE or D?
Over the past 5 years, Dominion Energy, Inc.
(D) delivered a total return of -4. 6%, compared to -11. 2% for Southern Company (The) Series 2 (SOJE). Over 10 years, the gap is even starker: D returned +27. 4% versus SOJE's -6. 2%. 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 — SOJE or D?
By beta (market sensitivity over 5 years), Dominion Energy, Inc.
(D) is the lower-risk stock at 0. 03β versus Southern Company (The) Series 2's 0. 75β — meaning SOJE is approximately 2712% more volatile than D relative to the S&P 500. On balance sheet safety, Dominion Energy, Inc. (D) carries a lower debt/equity ratio of 146% versus 169% for Southern Company (The) Series 2 — giving it more financial flexibility in a downturn.
05Which is growing faster — SOJE or D?
By revenue growth (latest reported year), Dominion Energy, Inc.
(D) is pulling ahead at 14. 2% versus 10. 6% for Southern Company (The) Series 2 (SOJE). On earnings-per-share growth, the picture is similar: Dominion Energy, Inc. grew EPS 41. 4% year-over-year, compared to -1. 8% for Southern Company (The) Series 2. Over a 3-year CAGR, D leads at 5. 8% 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 — SOJE or D?
Dominion Energy, Inc.
(D) is the more profitable company, earning 18. 2% net margin versus 14. 7% for Southern Company (The) Series 2 — meaning it keeps 18. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: D leads at 26. 7% versus 24. 6% for SOJE. At the gross margin level — before operating expenses — D leads at 49. 0%, 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 SOJE or D more undervalued right now?
On forward earnings alone, Southern Company (The) Series 2 (SOJE) trades at 3.
8x forward P/E versus 17. 2x for Dominion Energy, Inc. — 13. 4x cheaper on a one-year earnings basis.
08Which pays a better dividend — SOJE or D?
All stocks in this comparison pay dividends.
Southern Company (The) Series 2 (SOJE) offers the highest yield at 15. 8%, versus 4. 3% for Dominion Energy, Inc. (D).
09Is SOJE or D better for a retirement portfolio?
For long-horizon retirement investors, Dominion Energy, Inc.
(D) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 03), 4. 3% yield). Both have compounded well over 10 years (D: +27. 4%, SOJE: -6. 2%), 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 SOJE and D?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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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