D vs. SO: Dominion Energy vs. Southern Company Stock Comparison
How do Dominion Energy (D) and Southern Company (SO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Dominion Energy (D) and Southern Company (SO) both fall under the Utilities industry group, but D is classified in Multi-Utilities while SO is classified in Electric Utilities.
| Profile Item | D | SO |
|---|---|---|
| Name | Dominion Energy, Inc. | The Southern Company |
| Country/Region | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry Group | Utilities | Utilities |
| GICS Industry | Multi-Utilities | Electric Utilities |
| GICS Sub-Industry | Multi-Utilities | Electric Utilities |
| Market Capitalization | 61.43 billion USD | 105.80 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | December 31, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | D | SO |
|---|---|---|
| Total Return (1Y) | 26.43% | 2.24% |
| Total Return (3Y, Annualized) | 14.50% | 12.59% |
| Total Return (5Y, Annualized) | 3.16% | 12.44% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | D | SO |
|---|---|---|
| Volatility (1Y, Annualized) | 20.61% | 16.85% |
| Beta (5Y) | 0.65 | 0.34 |
| Max Drawdown (5Y) | -52.20% | -23.28% |
| Avg. Volume (3M) | 7.04M | 5.76M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | D | SO |
|---|---|---|
| Sharpe Ratio (1Y) | 1.09 | -0.11 |
| Sortino Ratio (1Y) | 1.74 | -0.16 |
Profitability
ROE (TTM)
Both Dominion Energy (D) at 9.79% and Southern Company (SO) at 10.99% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
D
Utilities industry group
9.79%
- Max
- 16.11%
- Q3
- 11.23%
- D
- 9.79%
- Median
- 9.48%
- Q1
- 7.55%
- Min
- 2.67%
SO
Utilities industry group
10.99%
- Max
- 16.11%
- Q3
- 11.23%
- SO
- 10.99%
- Median
- 9.48%
- Q1
- 7.55%
- Min
- 2.67%
Net Margin (TTM)
Both Dominion Energy (D) at 16.93% and Southern Company (SO) at 14.46% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
D
Utilities industry group
16.93%
- Max
- 29.37%
- Q3
- 17.31%
- D
- 16.93%
- Median
- 12.55%
- Q1
- 9.24%
- Min
- -0.65%
SO
Utilities industry group
14.46%
- Max
- 29.37%
- Q3
- 17.31%
- SO
- 14.46%
- Median
- 12.55%
- Q1
- 9.24%
- Min
- -0.65%
Operating Margin (TTM)
Both Dominion Energy (D) at 28.75% and Southern Company (SO) at 25.82% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
D
Utilities industry group
28.75%
- Max
- 43.52%
- Q3
- 30.09%
- D
- 28.75%
- Median
- 23.50%
- Q1
- 16.61%
- Min
- 0.00%
SO
Utilities industry group
25.82%
- Max
- 43.52%
- Q3
- 30.09%
- SO
- 25.82%
- Median
- 23.50%
- Q1
- 16.61%
- Min
- 0.00%
Profitability Metrics
| Metric | D | SO |
|---|---|---|
| ROE (TTM) | 9.79% | 10.99% |
| ROA (TTM) | 3.09% | 3.24% |
| Net Margin (TTM) | 16.93% | 14.46% |
| Operating Margin (TTM) | 28.75% | 25.82% |
| Gross Margin (TTM) | 47.26% | 48.00% |
Growth
Revenue Growth
Dominion Energy (D) at 14.16% sits in the top revenue growth quartile, while Southern Company (SO) at 10.59% is closer to the peer norm — faster top-line expansion for D.
EPS Growth
Dominion Energy (D) at 39.78% sits in the top EPS growth quartile, while Southern Company (SO) at -1.75% is closer to the peer norm — faster per-share earnings growth for D.
Growth Metrics
| Metric | D | SO |
|---|---|---|
| Revenue Growth (YoY) | 14.16% | 10.59% |
| Revenue Growth (3Y CAGR) | 5.80% | 0.31% |
| EPS Growth (YoY) | 39.78% | -1.75% |
| EPS Growth (3Y CAGR) | 46.26% | 6.34% |
Financial Strength
Current Ratio (MRQ)
Dominion Energy (D) at 0.78 keeps current ratio within its industry’s typical mid-range, while Southern Company (SO) at 0.65 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SO.
D
Utilities industry group
0.78
- Max
- 1.74
- Q3
- 1.16
- Median
- 0.90
- D
- 0.78
- Q1
- 0.65
- Min
- 0.33
SO
Utilities industry group
0.65
- Max
- 1.74
- Q3
- 1.16
- Median
- 0.90
- Q1
- 0.65
- SO
- 0.65
- Min
- 0.33
Debt / Equity (MRQ)
Dominion Energy (D) at 1.55 carries an industry-typical debt-to-equity mix, while Southern Company (SO) at 1.90 uses more debt funding than most peers.
D
Utilities industry group
1.55
- Max
- 3.02
- Q3
- 1.79
- D
- 1.55
- Median
- 1.33
- Q1
- 0.85
- Min
- 0.00
SO
Utilities industry group
1.90
- Max
- 3.02
- SO
- 1.90
- Q3
- 1.79
- Median
- 1.33
- Q1
- 0.85
- Min
- 0.00
Financial Strength Metrics
| Metric | D | SO |
|---|---|---|
| Current Ratio (MRQ) | 0.78 | 0.65 |
| Debt / Equity (MRQ) | 1.55 | 1.90 |
| Net Debt / EBITDA | 6.29 | 5.37 |
Dividends
Dividend Yield (TTM)
Dominion Energy (D) at 3.79% delivers top-quartile income for its industry, while Southern Company (SO) at 3.13% pays a more typical yield — both are credible income propositions, D the richer one.
D
Utilities industry group
3.79%
- Max
- 5.79%
- D
- 3.79%
- Q3
- 3.68%
- Median
- 2.87%
- Q1
- 1.91%
- Min
- 0.00%
SO
Utilities industry group
3.13%
- Max
- 5.79%
- Q3
- 3.68%
- SO
- 3.13%
- Median
- 2.87%
- Q1
- 1.91%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Dominion Energy (D) at 78.76% and Southern Company (SO) at 75.70% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.
D
Utilities industry group
78.76%
- Max
- 116.67%
- D
- 78.76%
- Q3
- 73.40%
- Median
- 58.69%
- Q1
- 36.87%
- Min
- 0.00%
SO
Utilities industry group
75.70%
- Max
- 116.67%
- SO
- 75.70%
- Q3
- 73.40%
- Median
- 58.69%
- Q1
- 36.87%
- Min
- 0.00%
Dividend Metrics
| Metric | D | SO |
|---|---|---|
| Dividend Yield (TTM) | 3.79% | 3.13% |
| Dividend Payout Ratio (TTM) | 78.76% | 75.70% |
Valuation
P/E Ratio (TTM)
Dominion Energy (D) at 20.60 is near its industry’s usual P/E ratio, while Southern Company (SO) at 24.13 sits in the richer quartile — SO needs stronger growth or earnings quality to justify the premium.
D
Utilities industry group
20.60
- Max
- 30.81
- Q3
- 23.97
- Median
- 20.72
- D
- 20.60
- Q1
- 16.62
- Min
- 6.52
SO
Utilities industry group
24.13
- Max
- 30.81
- SO
- 24.13
- Q3
- 23.97
- Median
- 20.72
- Q1
- 16.62
- Min
- 6.52
P/S Ratio (TTM)
On P/S ratio, both Dominion Energy (D) at 3.52 and Southern Company (SO) at 3.51 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
D
Utilities industry group
3.52
- Max
- 6.28
- Q3
- 3.59
- D
- 3.52
- Median
- 2.76
- Q1
- 1.67
- Min
- 0.00
SO
Utilities industry group
3.51
- Max
- 6.28
- Q3
- 3.59
- SO
- 3.51
- Median
- 2.76
- Q1
- 1.67
- Min
- 0.00
P/B Ratio (MRQ)
Dominion Energy (D) at 2.18 is valued about in line with its industry on P/B ratio, while Southern Company (SO) at 2.85 carries an above-peer premium to book — SO is pricier on assets.
D
Utilities industry group
2.18
- Max
- 3.32
- Q3
- 2.37
- D
- 2.18
- Median
- 1.86
- Q1
- 1.45
- Min
- 0.36
SO
Utilities industry group
2.85
- Max
- 3.32
- SO
- 2.85
- Q3
- 2.37
- Median
- 1.86
- Q1
- 1.45
- Min
- 0.36
Valuation Metrics
| Metric | D | SO |
|---|---|---|
| P/E Ratio (TTM) | 20.60 | 24.13 |
| P/S Ratio (TTM) | 3.52 | 3.51 |
| P/B Ratio (MRQ) | 2.18 | 2.85 |
| Free Cash Flow Yield (TTM) | -16.19% | -3.73% |