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ETR vs. SO: A Head-to-Head Stock Comparison

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Here’s a clear look at ETR and SO, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolETRSO
Company NameEntergy CorporationThe Southern Company
CountryUnited StatesUnited States
GICS SectorUtilitiesUtilities
GICS IndustryElectric UtilitiesElectric Utilities
Market Capitalization40.10 billion USD104.43 billion USD
ExchangeNYSENYSE
Listing DateJune 1, 1972December 31, 1981
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of ETR 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.

ETR vs. SO: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolETRSO
5-Day Price Return-0.51%0.79%
13-Week Price Return8.22%6.09%
26-Week Price Return7.90%9.39%
52-Week Price Return51.74%9.19%
Month-to-Date Return-0.66%0.48%
Year-to-Date Return18.48%15.32%
10-Day Avg. Volume2.38M5.23M
3-Month Avg. Volume2.87M5.14M
3-Month Volatility17.18%13.48%
Beta0.620.42

Profitability

Return on Equity (TTM)

ETR

11.26%

Electric Utilities Industry

Max
23.82%
Q3
14.31%
Median
10.58%
Q1
7.57%
Min
1.03%

ETR’s Return on Equity of 11.26% is on par with the norm for the Electric 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.

ETR vs. SO: A comparison of their Return on Equity (TTM) against the Electric Utilities industry benchmark.

Net Profit Margin (TTM)

ETR

14.44%

Electric Utilities Industry

Max
29.46%
Q3
17.23%
Median
11.43%
Q1
7.33%
Min
-2.53%

ETR’s Net Profit Margin of 14.44% 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.

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.

ETR vs. SO: A comparison of their Net Profit Margin (TTM) against the Electric Utilities industry benchmark.

Operating Profit Margin (TTM)

ETR

27.24%

Electric Utilities Industry

Max
46.44%
Q3
26.51%
Median
19.26%
Q1
11.77%
Min
2.81%

An Operating Profit Margin of 27.24% places ETR 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.

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.

ETR vs. SO: A comparison of their Operating Profit Margin (TTM) against the Electric Utilities industry benchmark.

Profitability at a Glance

SymbolETRSO
Return on Equity (TTM)11.26%12.75%
Return on Assets (TTM)2.68%2.92%
Net Profit Margin (TTM)14.44%15.82%
Operating Profit Margin (TTM)27.24%26.60%
Gross Profit Margin (TTM)42.05%40.04%

Financial Strength

Current Ratio (MRQ)

ETR

0.80

Electric Utilities Industry

Max
1.81
Q3
1.22
Median
0.99
Q1
0.78
Min
0.34

ETR’s Current Ratio of 0.80 aligns with the median group of the Electric Utilities industry, indicating that its short-term liquidity is in line with its sector peers.

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.

ETR vs. SO: A comparison of their Current Ratio (MRQ) against the Electric Utilities industry benchmark.

Debt-to-Equity Ratio (MRQ)

ETR

1.84

Electric Utilities Industry

Max
3.40
Q3
1.83
Median
1.32
Q1
0.64
Min
0.00

ETR’s leverage is in the upper quartile of the Electric Utilities industry, with a Debt-to-Equity Ratio of 1.84. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.

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.

ETR vs. SO: A comparison of their Debt-to-Equity Ratio (MRQ) against the Electric Utilities industry benchmark.

Interest Coverage Ratio (TTM)

ETR

2.69

Electric Utilities Industry

Max
18.68
Q3
10.64
Median
3.32
Q1
2.62
Min
-3.31

ETR’s Interest Coverage Ratio of 2.69 is positioned comfortably within the norm for the Electric 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.

ETR vs. SO: A comparison of their Interest Coverage Ratio (TTM) against the Electric Utilities industry benchmark.

Financial Strength at a Glance

SymbolETRSO
Current Ratio (MRQ)0.800.74
Quick Ratio (MRQ)0.470.50
Debt-to-Equity Ratio (MRQ)1.842.04
Interest Coverage Ratio (TTM)2.693.01

Growth

Revenue Growth

ETR vs. SO: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

ETR vs. SO: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

ETR

2.59%

Electric Utilities Industry

Max
7.00%
Q3
4.67%
Median
3.84%
Q1
2.48%
Min
0.00%

ETR’s Dividend Yield of 2.59% is consistent with its peers in the Electric Utilities industry, providing a dividend return that is standard for its sector.

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.

ETR vs. SO: A comparison of their Dividend Yield (TTM) against the Electric Utilities industry benchmark.

Dividend Payout Ratio (TTM)

ETR

58.53%

Electric Utilities Industry

Max
150.16%
Q3
88.91%
Median
65.69%
Q1
34.65%
Min
0.00%

ETR’s Dividend Payout Ratio of 58.53% is within the typical range for the Electric Utilities industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

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.

ETR vs. SO: A comparison of their Dividend Payout Ratio (TTM) against the Electric Utilities industry benchmark.

Dividend at a Glance

SymbolETRSO
Dividend Yield (TTM)2.59%2.85%
Dividend Payout Ratio (TTM)58.53%69.13%

Valuation

Price-to-Earnings Ratio (TTM)

ETR

22.61

Electric Utilities Industry

Max
39.85
Q3
21.79
Median
15.62
Q1
8.97
Min
3.03

A P/E Ratio of 22.61 places ETR 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.

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.

ETR vs. SO: A comparison of their Price-to-Earnings Ratio (TTM) against the Electric Utilities industry benchmark.

Price-to-Sales Ratio (TTM)

ETR

3.27

Electric Utilities Industry

Max
5.96
Q3
3.09
Median
1.93
Q1
1.14
Min
0.15

ETR’s P/S Ratio of 3.27 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.

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.

ETR vs. SO: A comparison of their Price-to-Sales Ratio (TTM) against the Electric Utilities industry benchmark.

Price-to-Book Ratio (MRQ)

ETR

2.24

Electric Utilities Industry

Max
2.99
Q3
1.99
Median
1.46
Q1
1.11
Min
0.18

ETR’s P/B Ratio of 2.24 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.

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.

ETR vs. SO: A comparison of their Price-to-Book Ratio (MRQ) against the Electric Utilities industry benchmark.

Valuation at a Glance

SymbolETRSO
Price-to-Earnings Ratio (TTM)22.6124.24
Price-to-Sales Ratio (TTM)3.273.84
Price-to-Book Ratio (MRQ)2.242.97
Price-to-Free Cash Flow Ratio (TTM)8,634.4755.57