Xcel Energy [XEL] vs Southern Company [SO] Detailed Stock Comparison
TLDR: Quick Comparison Summary
Based on 21 vital metrics comparison: Xcel Energy Inc. wins in 11 metrics, Southern Company wins in 10 metrics, with 0 ties. Xcel Energy Inc. appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Xcel Energy Inc. | Southern Company | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 23.04 | 23.96 | Xcel Energy Inc. |
| Price-to-Book Ratio | 2.08 | 2.92 | Xcel Energy Inc. |
| Debt-to-Equity Ratio | 152.83 | 190.59 | Xcel Energy Inc. |
| PEG Ratio | 1.33 | 19.10 | Xcel Energy Inc. |
| EV/EBITDA | 14.28 | 12.95 | Southern Company |
| Profit Margin (TTM) | 13.76% | 14.69% | Southern Company |
| Operating Margin (TTM) | 16.68% | 12.74% | Xcel Energy Inc. |
| EBITDA Margin (TTM) | 16.68% | 12.74% | Xcel Energy Inc. |
| Return on Equity | 9.36% | 11.04% | Southern Company |
| Return on Assets (TTM) | 2.39% | 3.28% | Southern Company |
| Free Cash Flow (TTM) | $-6.83B | $-2.94B | Southern Company |
| Dividend Yield | 3.44% | 3.14% | Xcel Energy Inc. |
| 1-Year Return | 17.15% | 4.04% | Xcel Energy Inc. |
| Price-to-Sales Ratio (TTM) | 3.35 | 3.58 | Xcel Energy Inc. |
| Enterprise Value | $85.39B | $180.41B | Southern Company |
| EV/Revenue Ratio | 5.82 | 6.11 | Xcel Energy Inc. |
| Gross Profit Margin (TTM) | 45.52% | 39.97% | Xcel Energy Inc. |
| Revenue per Share (TTM) | $25 | $27 | Southern Company |
| Earnings per Share (Diluted) | $3.42 | $3.92 | Southern Company |
| Beta (Stock Volatility) | 0.44 | 0.41 | Southern Company |
| Short % of Float | 5.46% | 2.41% | Southern Company |
Xcel Energy Inc. vs Southern Company Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Xcel Energy Inc. | 0.16% | 2.23% | 1.84% | -2.79% | 4.79% | 6.25% |
| Southern Company | -0.19% | 2.78% | 1.37% | -5.34% | 9.09% | 7.62% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Xcel Energy Inc. | 17.15% | 23.94% | 18.95% | 84.88% | 222.56% | 312.17% |
| Southern Company | 4.04% | 30.99% | 52.97% | 83.77% | 136.12% | 189.14% |
Performance & Financial Health Analysis: Xcel Energy Inc. vs Southern Company
| Metric | XEL | SO |
|---|---|---|
| Market Information | ||
| Market Cap | $49.40B | $105.39B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 4,393,390 | 3,839,426 |
| 90 Day Avg. Volume | 4,310,513 | 4,787,199 |
| Last Close | $79.35 | $93.82 |
| 52 Week Range | $65.21 - $84.23 | $83.80 - $100.84 |
| % from 52W High | -5.79% | -6.96% |
| All-Time High | $84.23 (Feb 26, 2026) | $100.84 (Oct 16, 2025) |
| % from All-Time High | -5.79% | -6.96% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.14% | 0.10% |
| Quarterly Earnings Growth | 0.22% | -0.22% |
| Financial Health | ||
| Profit Margin (TTM) | 0.14% | 0.15% |
| Operating Margin (TTM) | 0.17% | 0.13% |
| Return on Equity (TTM) | 0.09% | 0.11% |
| Debt to Equity (MRQ) | 152.83 | 190.59 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $37.86 | $32.18 |
| Cash per Share (MRQ) | $0.45 | $1.46 |
| Operating Cash Flow (TTM) | $4.08B | $9.80B |
| Levered Free Cash Flow (TTM) | $-7,018,250,240 | $-3,460,124,928 |
| Dividends | ||
| Last 12-Month Dividend Yield | 3.44% | 3.14% |
| Last 12-Month Dividend | $2.87 | $2.96 |
Valuation & Enterprise Metrics Analysis: Xcel Energy Inc. vs Southern Company
| Metric | XEL (Apr 26, 2026) | SO (Apr 26, 2026) |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 23.04 | 23.96 |
| Forward P/E | 17.41 | 19.10 |
| PEG Ratio | 1.33 | 19.10 |
| Price to Sales (TTM) | 3.35 | 3.58 |
| Price to Book (MRQ) | 2.08 | 2.92 |
| Market Capitalization | ||
| Market Capitalization | $49.40B | $105.39B |
| Enterprise Value | $85.39B | $180.41B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 5.82 | 6.11 |
| Enterprise to EBITDA | 14.28 | 12.95 |
| Risk & Other Metrics | ||
| Beta | 0.44 | 0.41 |
| Book Value per Share (MRQ) | $37.86 | $32.18 |
Financial Statements Comparison: Xcel Energy 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
| Metric | XEL (2025) | SO (2025) |
|---|---|---|
| Revenue/Sales | 14.67B | 29.55B |
| Cost of Goods Sold | 7.75B | 15.23B |
| COGS % of Revenue | 52.8% | 51.5% |
| Gross Profit | 6.92B | 14.32B |
| Gross Margin | 47.2% | 48.5% |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | 2.88B | 7.29B |
| Operating Margin | 19.6% | 24.7% |
| EBITDA | 6.21B | 13.93B |
| EBITDA Margin | 42.4% | 47.1% |
| Pre-Tax Income | 1.77B | 5.00B |
| Pre-Tax Income % of Revenue | 12.1% | 16.9% |
| Income Tax | -245.00M | 828.00M |
| Income Tax % of Revenue | -1.7% | 2.8% |
| Net Income (Profit) | 2.02B | 4.17B |
| Profit Margin | 13.8% | 14.1% |
Balance Sheet & Liquidity Metrics
| Metric | XEL (2025) | SO (2025) |
|---|---|---|
| Cash & Equivalents | 274.00M | 1.64B |
| Total Current Assets | 5.01B | 10.92B |
| Total Current Assets % of Revenue | 34.2% | 36.9% |
| Total Current Liabilities | 7.09B | 16.89B |
| Total Current Liabilities % of Revenue | 48.3% | 57.1% |
| Long-Term Debt | 32.62B | 66.94B |
| Long-Term Debt % of Revenue | 222.4% | 226.5% |
| Total Shareholders Equity | 23.61B | 38.87B |
| Retained Earnings | 9.21B | 14.86B |
| Retained Earnings % of Revenue | 62.8% | 50.3% |
| Property, Plant & Equipment | 3.14B | 2.97B |
Cash Flow Statement Comparison
| Metric | XEL (2025) | SO (2025) |
|---|---|---|
| Operating Cash Flow | 4.01B | 10.04B |
| Operating Cash Flow % of Revenue | 27.3% | 34.0% |
| Capital Expenditures | N/A | -12.74B |
| Free Cash Flow | -6.83B | -2.94B |
| FCF Margin | -46.5% | -9.9% |
| Debt Repayment | -1.71B | -5.88B |
| Common Stock Repurchase | N/A | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | XEL | SO |
|---|---|---|
| Shares Short | 30.11M | 27.12M |
| Short Ratio | 7.05 | 4.94 |
| Short % of Float | 5.46% | 2.41% |
| Shares Outstanding | 623.60M | 1.12B |
| Float Shares | 622.24M | 1.12B |
| % Held by Insiders | 0.20% | 0.10% |
| % Held by Institutions | 93.03% | 72.46% |
| % Held by Public | 6.77% | 27.44% |
Dividend Analysis & Yield Comparison: Xcel Energy Inc. vs Southern Company
| Metric | XEL | SO |
|---|---|---|
| Last 12-Month Dividend | $2.87 | $2.96 |
| Last 12-Month Dividend Yield | 3.44% | 3.14% |
| 3-Year Avg Annual Dividend | $2.38 | $2.88 |
| 3-Year Avg Dividend Yield | 0.85% | 0.89% |
| 3-Year Total Dividends | $7.15 | $8.64 |
| Ex-Dividend Date | Mar 13, 2026 | Feb 17, 2026 |