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SO vs SRE

SO
The Southern Company
NEUTRAL
Price
$97.02
Market Cap
$108.6B
Sector
Utilities
AI Confidence
85%
SRE
Sempra
BEARISH
Price
$97.78
Market Cap
$63.88B
Sector
Utilities
AI Confidence
75%

Valuation

P/E Ratio
SO
24.75
SRE
35.55
Forward P/E
SO
19.73
SRE
17.68
P/B Ratio
SO
3.02
SRE
2.02
P/S Ratio
SO
3.67
SRE
4.66
EV/EBITDA
SO
13.16
SRE
19.79

Profitability

Gross Margin
SO
48.47%
SRE
41.18%
Operating Margin
SO
12.73%
SRE
27.74%
Profit Margin
SO
14.69%
SRE
13.4%
ROE
SO
11.04%
SRE
5.19%
ROA
SO
3.28%
SRE
1.77%

Growth

Revenue Growth
SO
10.1%
SRE
-0.2%
Earnings Growth
SO
-22.1%
SRE
-48.2%

Financial Health

Debt/Equity
SO
1.91
SRE
0.83
Current Ratio
SO
0.65
SRE
1.59
Quick Ratio
SO
0.34
SRE
0.09

Dividends

Dividend Yield
SO
3.07%
SRE
2.71%
Payout Ratio
SO
75.0%
SRE
93.82%

AI Verdict

SO NEUTRAL

SO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Company has established market presence
Risks
Premium vs Graham Number ($53.27)
SRE BEARISH

SRE shows bearish fundamentals based on deterministic rules. Financial strength is strong (F-Score 7/9). Concerns include weak profitability or high valuation.

Strengths
Strong financial trend (Piotroski F-Score: 7/9)
Risks
High valuation with P/E of 35.6
Premium vs Graham Number ($54.73)
Declining revenue (-0.2%)

Compare Another Pair

SO vs SRE: Head-to-Head Comparison

This page compares The Southern Company (SO) and Sempra (SRE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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