Evergy [EVRG] vs Southern Company [SO] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Evergy wins in 9 metrics, Southern Company wins in 10 metrics, with 0 ties. Southern Company appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricEvergySouthern CompanyBetter
P/E Ratio (TTM)21.0524.43Evergy
Price-to-Book Ratio1.773.06Evergy
Debt-to-Equity Ratio148.13189.66Evergy
PEG Ratio-1.18-0.90Evergy
EV/EBITDA12.1513.24Evergy
Profit Margin (TTM)14.29%15.10%Southern Company
Operating Margin (TTM)23.79%28.08%Southern Company
EBITDA Margin (TTM)23.79%28.08%Southern Company
Return on Equity8.64%11.23%Southern Company
Return on Assets (TTM)2.84%3.39%Southern Company
Free Cash Flow (TTM)$-352.90M$833.00MSouthern Company
Dividend YieldN/A2.44%N/A
1-Year Return30.57%7.34%Evergy
Price-to-Sales Ratio (TTM)3.003.67Evergy
Enterprise Value$32.46B$176.89BSouthern Company
EV/Revenue Ratio5.526.24Evergy
Gross Profit Margin (TTM)51.26%50.05%Evergy
Revenue per Share (TTM)$26$26Southern Company
Earnings per Share (Diluted)$3.64$3.87Southern Company
Beta (Stock Volatility)0.550.41Southern Company
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Evergy vs Southern Company Stock Performance Analysis

Loading Price Chart...

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Evergy0.27%3.22%9.48%11.80%20.39%25.70%
Southern Company0.96%1.68%5.13%4.18%9.48%16.35%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Evergy30.57%37.69%41.08%93.31%213.05%252.34%
Southern Company7.34%50.35%63.65%106.60%153.42%186.76%

News Based Sentiment: Evergy vs Southern Company

Evergy

News based Sentiment: MIXED

Evergy reported mixed Q2 earnings, with EPS beating estimates but revenue falling short. Strategic investments and positive analyst ratings are offset by concerns about stock overvaluation and insider selling, creating a mixed investment narrative.

View Evergy News Sentiment Analysis

Southern Company

News based Sentiment: MIXED

October brought a blend of positive and negative developments for Southern Company. While revenue beat expectations, earnings missed, and a key analyst downgraded the stock. However, the company continues to invest in growth initiatives and maintain a solid dividend, creating a mixed outlook for investors.

View Southern Company News Sentiment Analysis

Performance & Financial Health Analysis: Evergy vs Southern Company

MetricEVRGSO
Market Information
Market Cap i$17.63B$104.69B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i2,315,4055,766,717
90 Day Avg. Volume i2,110,1554,656,256
Last Close$77.69$96.41
52 Week Range$59.00 - $78.19$80.46 - $96.77
% from 52W High-0.63%-0.37%
All-Time High$78.19 (Oct 07, 2025)$96.77 (Oct 07, 2025)
% from All-Time High-0.64%-0.37%
Growth Metrics
Quarterly Revenue Growth-0.01%0.08%
Quarterly Earnings Growth-0.17%-0.27%
Financial Health
Profit Margin (TTM) i0.14%0.15%
Operating Margin (TTM) i0.24%0.28%
Return on Equity (TTM) i0.09%0.11%
Debt to Equity (MRQ) i148.13189.66
Cash & Liquidity
Book Value per Share (MRQ)$43.27$30.92
Cash per Share (MRQ)$0.12$1.15
Operating Cash Flow (TTM) i$2.12B$9.22B
Levered Free Cash Flow (TTM) i$-275,600,000$-1,096,749,952
Dividends
Last 12-Month Dividend Yield iN/A2.44%
Last 12-Month Dividend iN/A$2.16

Valuation & Enterprise Metrics Analysis: Evergy vs Southern Company

MetricEVRGSO
Price Ratios
P/E Ratio (TTM) i21.0524.43
Forward P/E i18.9721.88
PEG Ratio i-1.18-0.90
Price to Sales (TTM) i3.003.67
Price to Book (MRQ) i1.773.06
Market Capitalization
Market Capitalization i$17.63B$104.69B
Enterprise Value i$32.46B$176.89B
Enterprise Value Metrics
Enterprise to Revenue i5.526.24
Enterprise to EBITDA i12.1513.24
Risk & Other Metrics
Beta i0.550.41
Book Value per Share (MRQ) i$43.27$30.92

Financial Statements Comparison: Evergy vs Southern Company

Financial Metrics

Loading Financial Charts...

Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)EVRGSO
Revenue/Sales i$1.37B$6.97B
Cost of Goods Sold i$683.70M$3.48B
Gross Profit i$690.80M$3.49B
Research & Development iN/AN/A
Operating Income (EBIT) i$291.60M$1.76B
EBITDA i$590.80M$3.39B
Pre-Tax Income i$136.10M$1.14B
Income Tax i$9.60M$289.00M
Net Income (Profit) i$128.10M$853.00M

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)EVRGSO
Cash & Equivalents i$35.30M$2.33B
Total Current Assets i$1.83B$11.82B
Total Current Liabilities i$3.31B$13.77B
Long-Term Debt i$12.41B$64.24B
Total Shareholders Equity i$9.97B$37.22B
Retained Earnings i$2.70B$14.29B
Property, Plant & Equipment i$189.70M$3.01B

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)EVRGSO
Operating Cash Flow i$366.20M$1.94B
Capital Expenditures i$-592.80M$-2.44B
Free Cash Flow i$-143.20M$-1.19B
Debt Repayment i$0$-876.00M
Common Stock Repurchase iN/AN/A

Short Interest & Institutional Ownership Analysis

MetricEVRGSO
Shares Short i13.06M32.94M
Short Ratio i6.678.74
Short % of Float i0.07%0.03%
Average Daily Volume (10 Day) i2,315,4055,766,717
Average Daily Volume (90 Day) i2,110,1554,656,256
Shares Outstanding i229.98M1.10B
Float Shares i228.97M1.10B
% Held by Insiders i0.00%0.00%
% Held by Institutions i0.92%0.72%

Dividend Analysis & Yield Comparison: Evergy vs Southern Company

MetricEVRGSO
Last 12-Month Dividend iN/A$2.16
Last 12-Month Dividend Yield iN/A2.44%
3-Year Avg Annual Dividend iN/A$2.34
3-Year Avg Dividend Yield iN/A0.93%
3-Year Total Dividends iN/A$7.02
Ex-Dividend DateN/AFeb 18, 2025