EXC vs. SO: Exelon vs. Southern Company Stock Comparison
How do Exelon (EXC) 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
Exelon (EXC) 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 | EXC | SO |
|---|---|---|
| Name | Exelon Corp. | 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 | 47.21 billion USD | 107.51 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 2, 1973 | December 31, 1981 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EXC | SO |
|---|---|---|
| Total Return (1Y) | 2.39% | 6.21% |
| Total Return (3Y, Annualized) | 9.20% | 15.28% |
| Total Return (5Y, Annualized) | 7.16% | 12.24% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EXC | SO |
|---|---|---|
| Volatility (1Y, Annualized) | 20.24% | 17.95% |
| Beta (5Y) | 0.24 | 0.30 |
| Max Drawdown (5Y) | -29.05% | -23.28% |
| Avg. Volume (3M) | 7.62M | 6.19M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EXC | SO |
|---|---|---|
| Sharpe Ratio (1Y) | -0.09 | 0.11 |
| Sortino Ratio (1Y) | -0.14 | 0.16 |
Profitability
ROE (TTM)
Both Exelon (EXC) at 9.06% and Southern Company (SO) at 11.90% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
EXC
Utilities industry group
9.06%
- Max
- 17.99%
- Q3
- 12.01%
- Median
- 9.44%
- EXC
- 9.06%
- 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)
Both Exelon (EXC) at 10.17% and Southern Company (SO) at 16.00% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
EXC
Utilities industry group
10.17%
- Max
- 28.78%
- Q3
- 17.30%
- Median
- 12.73%
- EXC
- 10.17%
- 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 Exelon (EXC) at 19.18%, which runs around its industry’s norm.
EXC
Utilities industry group
19.18%
- Max
- 53.83%
- Q3
- 31.12%
- Median
- 23.62%
- EXC
- 19.18%
- 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 | EXC | SO |
|---|---|---|
| ROE (TTM) | 9.06% | 11.90% |
| ROA (TTM) | 2.72% | 3.36% |
| Net Margin (TTM) | 10.17% | 16.00% |
| Operating Margin (TTM) | 19.18% | 36.92% |
| Gross Margin (TTM) | 41.50% | 48.55% |
Growth
Revenue Growth
Both Exelon (EXC) at 5.34% 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
Both Exelon (EXC) at 10.61% and Southern Company (SO) at -1.75% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | EXC | SO |
|---|---|---|
| Revenue Growth (YoY) | 5.34% | 10.59% |
| Revenue Growth (3Y CAGR) | 8.34% | 0.31% |
| EPS Growth (YoY) | 10.61% | -1.75% |
| EPS Growth (3Y CAGR) | 9.19% | 6.34% |
Financial Strength
Current Ratio (MRQ)
Both Exelon (EXC) at 1.03 and Southern Company (SO) at 0.84 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
EXC
Utilities industry group
1.03
- Max
- 1.90
- Q3
- 1.17
- EXC
- 1.03
- Median
- 0.88
- 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)
Both Exelon (EXC) at 1.77 and Southern Company (SO) at 1.68 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
EXC
Utilities industry group
1.77
- Max
- 2.63
- Q3
- 1.77
- EXC
- 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 | EXC | SO |
|---|---|---|
| Current Ratio (MRQ) | 1.03 | 0.84 |
| Debt / Equity (MRQ) | 1.77 | 1.68 |
| Net Debt / EBITDA | 6.21 | 5.01 |
Dividends
Dividend Yield (TTM)
Both Exelon (EXC) at 3.57% and Southern Company (SO) at 3.21% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EXC
Utilities industry group
3.57%
- Max
- 6.66%
- Q3
- 3.58%
- EXC
- 3.57%
- 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 Exelon (EXC) at 64.84% 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.
EXC
Utilities industry group
64.84%
- Max
- 113.04%
- Q3
- 68.72%
- EXC
- 64.84%
- Median
- 56.38%
- 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 | EXC | SO |
|---|---|---|
| Dividend Yield (TTM) | 3.57% | 3.21% |
| Dividend Payout Ratio (TTM) | 64.84% | 68.49% |
Valuation
P/E Ratio (TTM)
Both Exelon (EXC) at 17.82 and Southern Company (SO) at 21.08 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
EXC
Utilities industry group
17.82
- Max
- 31.22
- Q3
- 23.30
- Median
- 19.64
- EXC
- 17.82
- Q1
- 15.17
- 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)
On P/S ratio, both Exelon (EXC) at 1.82 and Southern Company (SO) at 3.45 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EXC
Utilities industry group
1.82
- Max
- 6.35
- Q3
- 3.63
- Median
- 2.63
- EXC
- 1.82
- Q1
- 1.52
- 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)
Exelon (EXC) at 1.57 is valued about in line with its industry on P/B ratio, while Southern Company (SO) at 2.56 carries an above-peer premium to book — SO is pricier on assets.
EXC
Utilities industry group
1.57
- Max
- 3.12
- Q3
- 2.21
- Median
- 1.83
- EXC
- 1.57
- Q1
- 1.46
- 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 | EXC | SO |
|---|---|---|
| P/E Ratio (TTM) | 17.82 | 21.08 |
| P/S Ratio (TTM) | 1.82 | 3.45 |
| P/B Ratio (MRQ) | 1.57 | 2.56 |
| Free Cash Flow Yield (TTM) | -6.97% | -4.73% |