NextEra Energy vs Southern
NEE and SO side by side, both in electric services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How NEE and SO compare
NextEra Energy is the larger company, worth 1.7 times as much as Southern ($180B against $108B).
On earnings, NextEra Energy is cheaper: it trades at 15.5× trailing earnings, against 22.7× for Southern.
NextEra Energy grew revenue faster over the last twelve months (7.6% versus 6.4% for Southern).
NextEra Energy keeps more of each dollar of sales as profit, with a net margin of 43.1% compared with 15.4% at Southern.
Both pay dividends: NextEra Energy yields 2.8% and Southern 3.2%.
NextEra Energy scores higher on the StockData Score (13 against 6 for Southern), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | NEE | SO |
|---|---|---|
| Size and price | ||
| Market cap | $180B | $108B |
| Share price | $85.99 | $93.84 |
| Change, 1 year | 1.4% | 3.4% |
| Change, 5 years | −2.6% | 49.7% |
| Beta (5Y) | 0.53 | 0.24 |
| Employees | 9,400 | 30K |
| StockData Score | ||
| Total score | 13 (better) | 6 |
| Valuation score | 3 (better) | 2 |
| Growth score | 3 (better) | 0 |
| Performance score | 4 (better) | 1 |
| Health score | 0 | 0 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 15.5× (better) | 22.7× |
| P/S | 6.7× | 3.6× (better) |
| P/B | 2.9× | – |
| EV/EBITDA | 19.7× | 13.2× (better) |
| PEG | 0.95 (better) | 3.58 |
| FCF yield | – | −3.0% |
| Fair value | $93.16 | $82.30 |
| Margin of safety | 7.7% (better) | −14.0% |
| Growth | ||
| Revenue growth (TTM) | 7.6% (better) | 6.4% |
| Revenue growth, 5Y average | 8.7% (better) | 7.7% |
| Net income growth (TTM) | 79.0% (better) | 8.7% |
| EPS growth (TTM) | 76.8% (better) | 7.0% |
| EPS growth, 5Y average | 17.4% (better) | 6.0% |
| Profitability | ||
| Operating margin | 32.1% (better) | 24.2% |
| Net margin | 43.1% (better) | 15.4% |
| FCF margin | – | −10.8% |
| Return on equity | 20.1% | – |
| Return on invested capital | 5.4% | – |
| Financial health | ||
| Debt / equity | 1.78 | – |
| Net debt / EBITDA | 6.92 | 5.32 (better) |
| Current ratio | 0.53 | 0.79 (better) |
| Altman Z-score | 1.02 (better) | 0.85 |
| Piotroski F-score | 5 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 2.8% | 3.2% (better) |
| Payout ratio | 43.7% | 66.6% |
| Years of dividend growth | 16 | 16 |
| Dividend growth, 5Y average | 10.1% (better) | 3.0% |
| Buyback yield | −0.54% (better) | −3.9% |
| Shareholder yield | 2.3% (better) | −0.65% |
| Ownership | ||
| Held by institutions | 84.3% | 72.6% |
| Held by insiders | 0.09% | 0.12% |
| Insider net buying, 12 months | −$19.5M | −$5.9M (better) |
| Short interest, % of float | 2.9% | – |
Go deeper
- NEE stock overview
- NEE income statement
- NEE valuation and score
- SO stock overview
- SO income statement
- SO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.