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

TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Evergy Inc. wins in 13 metrics, Southern Company wins in 8 metrics, with 0 ties. Evergy Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Evergy Inc. Southern Company Better
P/E Ratio (TTM) 21.95 23.96 Evergy Inc.
Price-to-Book Ratio 1.81 2.92 Evergy Inc.
Debt-to-Equity Ratio 149.92 190.59 Evergy Inc.
PEG Ratio 17.66 19.10 Evergy Inc.
EV/EBITDA 12.37 12.95 Evergy Inc.
Profit Margin (TTM) 14.35% 14.69% Southern Company
Operating Margin (TTM) 17.74% 12.74% Evergy Inc.
EBITDA Margin (TTM) 17.74% 12.74% Evergy Inc.
Return on Equity 8.57% 11.04% Southern Company
Return on Assets (TTM) 2.88% 3.28% Southern Company
Free Cash Flow (TTM) $-751.70M $-2.94B Evergy Inc.
Dividend Yield 4.13% 3.14% Evergy Inc.
1-Year Return 23.33% 4.04% Evergy Inc.
Price-to-Sales Ratio (TTM) 3.10 3.58 Evergy Inc.
Enterprise Value $33.92B $180.41B Southern Company
EV/Revenue Ratio 5.69 6.11 Evergy Inc.
Gross Profit Margin (TTM) 47.40% 39.97% Evergy Inc.
Revenue per Share (TTM) $26 $27 Southern Company
Earnings per Share (Diluted) $3.66 $3.92 Southern Company
Beta (Stock Volatility) 0.60 0.41 Southern Company
Short % of Float 7.04% 2.41% Southern Company

Evergy Inc. vs Southern Company Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Evergy Inc.-0.49%2.14%3.65%0.24%12.57%14.18%
Southern Company-0.19%2.78%1.37%-5.34%9.09%7.62%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Evergy Inc.23.33%41.38%34.07%49.31%215.94%285.69%
Southern Company4.04%30.99%52.97%83.77%136.12%189.14%

Performance & Financial Health Analysis: Evergy Inc. vs Southern Company

MetricEVRGSO
Market Information
Market Cap i$18.86B$105.39B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i1,597,1963,839,426
90 Day Avg. Volume i1,772,0094,787,199
Last Close$83.44$93.82
52 Week Range$66.19 - $85.27$83.80 - $100.84
% from 52W High-2.15%-6.96%
All-Time High$85.27 (Apr 09, 2026)$100.84 (Oct 16, 2025)
% from All-Time High-2.15%-6.96%
Growth Metrics
Quarterly Revenue Growth0.07%0.10%
Quarterly Earnings Growth0.08%-0.22%
Financial Health
Profit Margin (TTM) i0.14%0.15%
Operating Margin (TTM) i0.18%0.13%
Return on Equity (TTM) i0.09%0.11%
Debt to Equity (MRQ) i149.92190.59
Cash & Liquidity
Book Value per Share (MRQ)$44.39$32.18
Cash per Share (MRQ)$0.09$1.46
Operating Cash Flow (TTM) i$2.05B$9.80B
Levered Free Cash Flow (TTM) i$-862,124,992$-3,460,124,928
Dividends
Last 12-Month Dividend Yield i4.13%3.14%
Last 12-Month Dividend i$3.39$2.96

Valuation & Enterprise Metrics Analysis: Evergy Inc. vs Southern Company

MetricEVRG (Apr 24, 2026)SO (Apr 26, 2026)
Price Ratios
P/E Ratio (TTM) i21.9523.96
Forward P/E i17.6619.10
PEG Ratio i17.6619.10
Price to Sales (TTM) i3.103.58
Price to Book (MRQ) i1.812.92
Market Capitalization
Market Capitalization i$18.86B$105.39B
Enterprise Value i$33.92B$180.41B
Enterprise Value Metrics
Enterprise to Revenue i5.696.11
Enterprise to EBITDA i12.3712.95
Risk & Other Metrics
Beta i0.600.41
Book Value per Share (MRQ) i$44.39$32.18

Financial Statements Comparison: Evergy Inc. vs Southern Company

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricEVRG (2025)SO (2025)
Revenue/Sales i5.96B29.55B
Cost of Goods Sold i2.85B15.23B
COGS % of Revenue i47.7%51.5%
Gross Profit i3.12B14.32B
Gross Margin i52.3%48.5%
Research & Development iN/AN/A
Operating Income (EBIT) i1.53B7.29B
Operating Margin i25.7%24.7%
EBITDA i2.76B13.93B
EBITDA Margin i46.3%47.1%
Pre-Tax Income i891.00M5.00B
Pre-Tax Income % of Revenue i14.9%16.9%
Income Tax i29.90M828.00M
Income Tax % of Revenue i0.5%2.8%
Net Income (Profit) i855.60M4.17B
Profit Margin i14.4%14.1%

Balance Sheet & Liquidity Metrics

MetricEVRG (2025)SO (2025)
Cash & Equivalents i19.80M1.64B
Total Current Assets i1.82B10.92B
Total Current Assets % of Revenue i30.5%36.9%
Total Current Liabilities i3.70B16.89B
Total Current Liabilities % of Revenue i62.0%57.1%
Long-Term Debt i13.04B66.94B
Long-Term Debt % of Revenue i218.7%226.5%
Total Shareholders Equity i10.27B38.87B
Retained Earnings i2.97B14.86B
Retained Earnings % of Revenue i49.8%50.3%
Property, Plant & Equipment i208.80M2.97B

Cash Flow Statement Comparison

MetricEVRG (2025)SO (2025)
Operating Cash Flow i2.01B10.04B
Operating Cash Flow % of Revenue i33.7%34.0%
Capital Expenditures i-2.80B-12.74B
Free Cash Flow i-751.70M-2.94B
FCF Margin i-12.6%-9.9%
Debt Repayment i-794.90M-5.88B
Common Stock Repurchase iN/AN/A

Short Interest & Institutional Ownership Analysis

MetricEVRGSO
Shares Short i13.81M27.12M
Short Ratio i6.894.94
Short % of Float i7.04%2.41%
Shares Outstanding i230.26M1.12B
Float Shares i229.01M1.12B
% Held by Insiders i0.18%0.10%
% Held by Institutions i94.20%72.46%
% Held by Public i5.62%27.44%

Dividend Analysis & Yield Comparison: Evergy Inc. vs Southern Company

MetricEVRGSO
Last 12-Month Dividend i$3.39$2.96
Last 12-Month Dividend Yield i4.13%3.14%
3-Year Avg Annual Dividend i$2.82$2.88
3-Year Avg Dividend Yield i1.06%0.89%
3-Year Total Dividends i$8.45$8.64
Ex-Dividend DateMar 10, 2026Feb 17, 2026