AWK vs. SO: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AWK and SO, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
Symbol | AWK | SO |
---|---|---|
Company Name | American Water Works Company, Inc. | The Southern Company |
Country | United States | United States |
GICS Sector | Utilities | Utilities |
GICS Industry | Water Utilities | Electric Utilities |
Market Capitalization | 28.41 billion USD | 104.43 billion USD |
Exchange | NYSE | NYSE |
Listing Date | April 23, 2008 | December 31, 1981 |
Security Type | Common Stock | Common Stock |
Historical Performance
This chart compares the performance of AWK and SO by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
Symbol | AWK | SO |
---|---|---|
5-Day Price Return | 1.03% | 0.79% |
13-Week Price Return | 1.86% | 6.09% |
26-Week Price Return | 16.15% | 9.39% |
52-Week Price Return | 3.00% | 9.19% |
Month-to-Date Return | 3.54% | 0.48% |
Year-to-Date Return | 16.64% | 15.32% |
10-Day Avg. Volume | 1.42M | 5.23M |
3-Month Avg. Volume | 1.33M | 5.14M |
3-Month Volatility | 19.72% | 13.48% |
Beta | 0.72 | 0.42 |
Profitability
Return on Equity (TTM)
AWK
10.34%
Water Utilities Industry
- Max
- 14.76%
- Q3
- 13.44%
- Median
- 10.08%
- Q1
- 6.84%
- Min
- 5.11%
AWK’s Return on Equity of 10.34% is on par with the norm for the Water Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
SO
12.75%
Electric Utilities Industry
- Max
- 23.82%
- Q3
- 14.31%
- Median
- 10.58%
- Q1
- 7.57%
- Min
- 1.03%
SO’s Return on Equity of 12.75% is on par with the norm for the Electric Utilities industry, indicating its profitability relative to shareholder equity is typical for the sector.
Net Profit Margin (TTM)
AWK
21.91%
Water Utilities Industry
- Max
- 33.53%
- Q3
- 23.04%
- Median
- 13.50%
- Q1
- 8.95%
- Min
- -3.68%
AWK’s Net Profit Margin of 21.91% is aligned with the median group of its peers in the Water Utilities industry. This indicates its ability to convert revenue into profit is typical for the sector.
SO
15.82%
Electric Utilities Industry
- Max
- 29.46%
- Q3
- 17.23%
- Median
- 11.43%
- Q1
- 7.33%
- Min
- -2.53%
SO’s Net Profit Margin of 15.82% is aligned with the median group of its peers in the Electric Utilities industry. This indicates its ability to convert revenue into profit is typical for the sector.
Operating Profit Margin (TTM)
AWK
36.48%
Water Utilities Industry
- Max
- 54.67%
- Q3
- 39.13%
- Median
- 31.40%
- Q1
- 24.32%
- Min
- 7.04%
AWK’s Operating Profit Margin of 36.48% is around the midpoint for the Water Utilities industry, indicating that its efficiency in managing core business operations is typical for the sector.
SO
26.60%
Electric Utilities Industry
- Max
- 46.44%
- Q3
- 26.51%
- Median
- 19.26%
- Q1
- 11.77%
- Min
- 2.81%
An Operating Profit Margin of 26.60% places SO in the upper quartile for the Electric Utilities industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
Profitability at a Glance
Symbol | AWK | SO |
---|---|---|
Return on Equity (TTM) | 10.34% | 12.75% |
Return on Assets (TTM) | 3.29% | 2.92% |
Net Profit Margin (TTM) | 21.91% | 15.82% |
Operating Profit Margin (TTM) | 36.48% | 26.60% |
Gross Profit Margin (TTM) | -- | 40.04% |
Financial Strength
Current Ratio (MRQ)
AWK
0.35
Water Utilities Industry
- Max
- 1.94
- Q3
- 1.40
- Median
- 1.09
- Q1
- 0.77
- Min
- 0.38
AWK’s Current Ratio of 0.35 is notably low, falling beneath the typical range for the Water Utilities industry. This suggests a heightened liquidity risk and could indicate potential challenges in meeting its short-term obligations.
SO
0.74
Electric Utilities Industry
- Max
- 1.81
- Q3
- 1.22
- Median
- 0.99
- Q1
- 0.78
- Min
- 0.34
SO’s Current Ratio of 0.74 falls into the lower quartile for the Electric Utilities industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
AWK
1.40
Water Utilities Industry
- Max
- 5.48
- Q3
- 3.71
- Median
- 1.82
- Q1
- 0.96
- Min
- 0.58
AWK’s Debt-to-Equity Ratio of 1.40 is typical for the Water Utilities industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
SO
2.04
Electric Utilities Industry
- Max
- 3.40
- Q3
- 1.83
- Median
- 1.32
- Q1
- 0.64
- Min
- 0.00
SO’s leverage is in the upper quartile of the Electric Utilities industry, with a Debt-to-Equity Ratio of 2.04. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
Interest Coverage Ratio (TTM)
AWK
4.17
Water Utilities Industry
- Max
- 5.04
- Q3
- 4.65
- Median
- 3.25
- Q1
- 2.23
- Min
- 0.58
AWK’s Interest Coverage Ratio of 4.17 is positioned comfortably within the norm for the Water Utilities industry, indicating a standard and healthy capacity to cover its interest payments.
SO
3.01
Electric Utilities Industry
- Max
- 18.68
- Q3
- 10.64
- Median
- 3.32
- Q1
- 2.62
- Min
- -3.31
SO’s Interest Coverage Ratio of 3.01 is positioned comfortably within the norm for the Electric Utilities industry, indicating a standard and healthy capacity to cover its interest payments.
Financial Strength at a Glance
Symbol | AWK | SO |
---|---|---|
Current Ratio (MRQ) | 0.35 | 0.74 |
Quick Ratio (MRQ) | 0.32 | 0.50 |
Debt-to-Equity Ratio (MRQ) | 1.40 | 2.04 |
Interest Coverage Ratio (TTM) | 4.17 | 3.01 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
AWK
2.06%
Water Utilities Industry
- Max
- 5.64%
- Q3
- 5.51%
- Median
- 4.50%
- Q1
- 2.37%
- Min
- 0.00%
AWK’s Dividend Yield of 2.06% is in the lower quartile for the Water Utilities industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.
SO
2.85%
Electric Utilities Industry
- Max
- 7.00%
- Q3
- 4.67%
- Median
- 3.84%
- Q1
- 2.48%
- Min
- 0.00%
SO’s Dividend Yield of 2.85% is consistent with its peers in the Electric Utilities industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
AWK
56.23%
Water Utilities Industry
- Max
- 324.59%
- Q3
- 254.46%
- Median
- 142.60%
- Q1
- 57.04%
- Min
- 12.69%
AWK’s Dividend Payout Ratio of 56.23% is in the lower quartile for the Water Utilities industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
SO
69.13%
Electric Utilities Industry
- Max
- 150.16%
- Q3
- 88.91%
- Median
- 65.69%
- Q1
- 34.65%
- Min
- 0.00%
SO’s Dividend Payout Ratio of 69.13% is within the typical range for the Electric Utilities industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
Symbol | AWK | SO |
---|---|---|
Dividend Yield (TTM) | 2.06% | 2.85% |
Dividend Payout Ratio (TTM) | 56.23% | 69.13% |
Valuation
Price-to-Earnings Ratio (TTM)
AWK
27.30
Water Utilities Industry
- Max
- 34.48
- Q3
- 27.82
- Median
- 18.45
- Q1
- 14.12
- Min
- 7.14
AWK’s P/E Ratio of 27.30 is within the middle range for the Water Utilities industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.
SO
24.24
Electric Utilities Industry
- Max
- 39.85
- Q3
- 21.79
- Median
- 15.62
- Q1
- 8.97
- Min
- 3.03
A P/E Ratio of 24.24 places SO in the upper quartile for the Electric Utilities industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Price-to-Sales Ratio (TTM)
AWK
5.98
Water Utilities Industry
- Max
- 5.86
- Q3
- 3.76
- Median
- 2.73
- Q1
- 2.16
- Min
- 1.04
With a P/S Ratio of 5.98, AWK trades at a valuation that eclipses even the highest in the Water Utilities industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
SO
3.84
Electric Utilities Industry
- Max
- 5.96
- Q3
- 3.09
- Median
- 1.93
- Q1
- 1.14
- Min
- 0.15
SO’s P/S Ratio of 3.84 is in the upper echelon for the Electric Utilities industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
Price-to-Book Ratio (MRQ)
AWK
2.54
Water Utilities Industry
- Max
- 4.29
- Q3
- 3.24
- Median
- 1.73
- Q1
- 1.09
- Min
- 0.65
AWK’s P/B Ratio of 2.54 is within the conventional range for the Water Utilities industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
SO
2.97
Electric Utilities Industry
- Max
- 2.99
- Q3
- 1.99
- Median
- 1.46
- Q1
- 1.11
- Min
- 0.18
SO’s P/B Ratio of 2.97 is in the upper tier for the Electric Utilities industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
Symbol | AWK | SO |
---|---|---|
Price-to-Earnings Ratio (TTM) | 27.30 | 24.24 |
Price-to-Sales Ratio (TTM) | 5.98 | 3.84 |
Price-to-Book Ratio (MRQ) | 2.54 | 2.97 |
Price-to-Free Cash Flow Ratio (TTM) | 4,224.17 | 55.57 |