EIX vs. SO: Edison vs. Southern Company Stock Comparison
How do Edison (EIX) 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
Edison (EIX) and Southern Company (SO) are both classified in the Electric Utilities sub-industry within the broader Electric Utilities industry, placing them in the closest GICS peer bucket.
| Profile Item | EIX | SO |
|---|---|---|
| Name | Edison International | The Southern Company |
| Country/Region | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry Group | Utilities | Utilities |
| GICS Industry | Electric Utilities | Electric Utilities |
| GICS Sub-Industry | Electric Utilities | Electric Utilities |
| Market Capitalization | 22.84 billion USD | 107.51 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 3, 1973 | December 31, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EIX | SO |
|---|---|---|
| Total Return (1Y) | 11.26% | 6.21% |
| Total Return (3Y, Annualized) | 3.52% | 15.28% |
| Total Return (5Y, Annualized) | 3.43% | 12.24% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EIX | SO |
|---|---|---|
| Volatility (1Y, Annualized) | 36.47% | 17.95% |
| Beta (5Y) | 0.55 | 0.30 |
| Max Drawdown (5Y) | -43.88% | -23.28% |
| Avg. Volume (3M) | 5.15M | 6.19M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EIX | SO |
|---|---|---|
| Sharpe Ratio (1Y) | 0.19 | 0.11 |
| Sortino Ratio (1Y) | 0.23 | 0.16 |
Profitability
ROE (TTM)
Edison (EIX) at 18.76% clears its industry range for ROE, a sharper capital-efficiency signal than Southern Company (SO) at 11.90%, which is closer to a typical peer reading.
EIX
Utilities industry group
18.76%
- EIX
- 18.76%
- Max
- 17.99%
- Q3
- 12.01%
- Median
- 9.44%
- Q1
- 7.56%
- Min
- 2.17%
SO
Utilities industry group
11.90%
- Max
- 17.99%
- Q3
- 12.01%
- SO
- 11.90%
- Median
- 9.44%
- Q1
- 7.56%
- Min
- 2.17%
Net Margin (TTM)
Edison (EIX) at 19.60% retains a top-quartile share of revenue as profit, ahead of Southern Company (SO) at 16.00%, which keeps about the industry-typical share.
EIX
Utilities industry group
19.60%
- Max
- 28.78%
- EIX
- 19.60%
- Q3
- 17.30%
- Median
- 12.73%
- Q1
- 9.18%
- Min
- -0.20%
SO
Utilities industry group
16.00%
- Max
- 28.78%
- Q3
- 17.30%
- SO
- 16.00%
- Median
- 12.73%
- Q1
- 9.18%
- Min
- -0.20%
Operating Margin (TTM)
Southern Company (SO) at 36.92% operates in the top operating margin quartile, ahead of Edison (EIX) at 21.53%, which runs around its industry’s norm.
EIX
Utilities industry group
21.53%
- Max
- 53.83%
- Q3
- 31.12%
- Median
- 23.62%
- EIX
- 21.53%
- Q1
- 15.45%
- Min
- -4.90%
SO
Utilities industry group
36.92%
- Max
- 53.83%
- SO
- 36.92%
- Q3
- 31.12%
- Median
- 23.62%
- Q1
- 15.45%
- Min
- -4.90%
Profitability Metrics
| Metric | EIX | SO |
|---|---|---|
| ROE (TTM) | 18.76% | 11.90% |
| ROA (TTM) | 3.49% | 3.36% |
| Net Margin (TTM) | 19.60% | 16.00% |
| Operating Margin (TTM) | 21.53% | 36.92% |
| Gross Margin (TTM) | 59.44% | 48.55% |
Growth
Revenue Growth
Both Edison (EIX) at 9.76% and Southern Company (SO) at 10.59% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Edison (EIX) at 248.94% clears its industry range for EPS growth, a much stronger earnings trajectory than Southern Company (SO) at -1.75%, which is closer to a typical peer reading.
Growth Metrics
| Metric | EIX | SO |
|---|---|---|
| Revenue Growth (YoY) | 9.76% | 10.59% |
| Revenue Growth (3Y CAGR) | 3.90% | 0.31% |
| EPS Growth (YoY) | 248.94% | -1.75% |
| EPS Growth (3Y CAGR) | 93.27% | 6.34% |
Financial Strength
Current Ratio (MRQ)
Both Edison (EIX) at 0.77 and Southern Company (SO) at 0.84 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
EIX
Utilities industry group
0.77
- Max
- 1.90
- Q3
- 1.17
- Median
- 0.88
- EIX
- 0.77
- Q1
- 0.66
- Min
- 0.29
SO
Utilities industry group
0.84
- Max
- 1.90
- Q3
- 1.17
- Median
- 0.88
- SO
- 0.84
- Q1
- 0.66
- Min
- 0.29
Debt / Equity (MRQ)
Southern Company (SO) at 1.68 carries an industry-typical debt-to-equity mix, while Edison (EIX) at 2.20 uses more debt funding than most peers.
EIX
Utilities industry group
2.20
- Max
- 2.63
- EIX
- 2.20
- Q3
- 1.77
- Median
- 1.35
- Q1
- 0.84
- Min
- 0.00
SO
Utilities industry group
1.68
- Max
- 2.63
- Q3
- 1.77
- SO
- 1.68
- Median
- 1.35
- Q1
- 0.84
- Min
- 0.00
Financial Strength Metrics
| Metric | EIX | SO |
|---|---|---|
| Current Ratio (MRQ) | 0.77 | 0.84 |
| Debt / Equity (MRQ) | 2.20 | 1.68 |
| Net Debt / EBITDA | 5.26 | 5.01 |
Dividends
Dividend Yield (TTM)
Edison (EIX) at 5.76% delivers top-quartile income for its industry, while Southern Company (SO) at 3.21% pays a more typical yield — both are credible income propositions, EIX the richer one.
EIX
Utilities industry group
5.76%
- Max
- 6.66%
- EIX
- 5.76%
- Q3
- 3.58%
- Median
- 2.85%
- Q1
- 0.66%
- Min
- 0.00%
SO
Utilities industry group
3.21%
- Max
- 6.66%
- Q3
- 3.58%
- SO
- 3.21%
- Median
- 2.85%
- Q1
- 0.66%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Edison (EIX) at 37.30% and Southern Company (SO) at 68.49% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
EIX
Utilities industry group
37.30%
- Max
- 113.04%
- Q3
- 68.72%
- Median
- 56.38%
- EIX
- 37.30%
- Q1
- 32.38%
- Min
- 0.00%
SO
Utilities industry group
68.49%
- Max
- 113.04%
- Q3
- 68.72%
- SO
- 68.49%
- Median
- 56.38%
- Q1
- 32.38%
- Min
- 0.00%
Dividend Metrics
| Metric | EIX | SO |
|---|---|---|
| Dividend Yield (TTM) | 5.76% | 3.21% |
| Dividend Payout Ratio (TTM) | 37.30% | 68.49% |
Valuation
P/E Ratio (TTM)
Edison (EIX) at 6.31 sits in the cheaper P/E ratio quartile, while Southern Company (SO) at 21.08 is closer to its industry’s usual earnings multiple — a discount for EIX, though growth and earnings durability still matter.
EIX
Utilities industry group
6.31
- Max
- 31.22
- Q3
- 23.30
- Median
- 19.64
- Q1
- 15.17
- EIX
- 6.31
- Min
- 3.34
SO
Utilities industry group
21.08
- Max
- 31.22
- Q3
- 23.30
- SO
- 21.08
- Median
- 19.64
- Q1
- 15.17
- Min
- 3.34
P/S Ratio (TTM)
Edison (EIX) at 1.23 sits in the cheaper P/S ratio quartile while Southern Company (SO) at 3.45 prices around its industry’s middle — EIX costs less per dollar of sales, though read it alongside growth and margins.
EIX
Utilities industry group
1.23
- Max
- 6.35
- Q3
- 3.63
- Median
- 2.63
- Q1
- 1.52
- EIX
- 1.23
- Min
- 0.00
SO
Utilities industry group
3.45
- Max
- 6.35
- Q3
- 3.63
- SO
- 3.45
- Median
- 2.63
- Q1
- 1.52
- Min
- 0.00
P/B Ratio (MRQ)
Edison (EIX) at 1.28 looks cheap against book in the lower P/B ratio quartile, while Southern Company (SO) at 2.56 carries a premium in the upper quartile — a clear price-to-book gap.
EIX
Utilities industry group
1.28
- Max
- 3.12
- Q3
- 2.21
- Median
- 1.83
- Q1
- 1.46
- EIX
- 1.28
- Min
- 0.34
SO
Utilities industry group
2.56
- Max
- 3.12
- SO
- 2.56
- Q3
- 2.21
- Median
- 1.83
- Q1
- 1.46
- Min
- 0.34
Valuation Metrics
| Metric | EIX | SO |
|---|---|---|
| P/E Ratio (TTM) | 6.31 | 21.08 |
| P/S Ratio (TTM) | 1.23 | 3.45 |
| P/B Ratio (MRQ) | 1.28 | 2.56 |
| Free Cash Flow Yield (TTM) | -0.77% | -4.73% |