DTE EnergyvsSouthern

DTE and SO stock compared: price, dividend, valuation and results, from SEC filings.

DTE Energy (DTE) has a market value of $29.0B and Southern (SO) $105B. Over the last year, with dividends, DTE moved +3.0% and SO +5.2%. The P/E is 22.1 for DTE and 22.5 for SO. Dividend yield: DTE 3.11%, SO 3.21%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    DTE$29.0B

    SO$105B

    SO is 3.6 times DTE

  • Revenue, 12 months

    DTE$16.5B

    SO$30.2B

    SO is 1.8 times DTE

  • Net income, 12 months

    DTE$1.3B

    SO$4.7B

    SO is 3.5 times DTE

  • Operating margin

    DTE13.3%

    SO24.2%

    10.9 points apart

  • ROIC

    DTE4.6%

    SO5.8%

    1.2 points apart

  • P/E

    DTE22.1

    SO22.5

    About the same

  • Dividend yield

    DTE3.1%

    SO3.2%

    0.1 points apart

  • 5-year return

    DTE+47.3%

    SO+79.5%

    32.2 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

DTE+47.3%

SO+79.5%

10015020222023202420252026
Returns by period
PeriodDTEWith dividendsSOWith dividends
1 year since November 12, 2025+3.0%Price -0.4%+5.2%Price +1.9%
3 years since November 13, 2023+58.5%+16.6% a yearPrice +43.1%+54.0%+15.5% a yearPrice +39.0%
5 years since November 12, 2021+47.3%+8.1% a yearPrice +24.8%+79.5%+12.4% a yearPrice +51.2%
10 years since November 15, 2016+144.7%+9.4% a yearPrice +75.8%+191.9%+11.3% a yearPrice +93.6%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

DTEDTE EnergySOSouthern

Valuation

DTESO
Valuation
Price$139.72$93.59
Market value$29.0B$105B
Enterprise value (EV)$56.6B$177B
P/E22.122.5
P/E, 5-year median18.421.9
P/B2.42.5
EV/EBIT25.824.3
Free cash flow yield––

Results and growth

DTESO
Results and growth
Revenue, 12 months$16.5B$30.2B
Net income, 12 months$1.3B$4.7B
Free cash flow, 12 months–-$3.5B
Earnings per share, 12 months$6.32$4.15
Revenue growth, year on year27.0%10.6%
Revenue growth a year, past+6.7%over 5 years+7.7%over 5 years
EPS growth a year, past-0.1%over 5 years+6.0%over 5 years

Margins and returns on capital

DTESO
Margins and returns on capital
Gross margin––
Operating margin13.3%24.2%
Net margin8.0%15.4%
ROIC4.6%5.8%
ROE10.9%12.0%

Balance sheet

DTESO
Balance sheet
Cash$42M$3.0B
Total debt$27.8B$77.1B
Net debt / EBITDA6.85.4
Interest cover1.9×2.3×

Dividends and buybacks

DTESO
Dividends and buybacks
Dividend yield3.1%3.2%
Dividend per share, 12 months$4.35$3.00
Dividend growth a year, past+1.5%over 5 years+3.0%over 5 years
Buyback yield––
Shareholder yield3.1%3.2%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: DTE or SO

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Which is bigger, DTE Energy or Southern?

By market value, Southern ($105B) is about 3.6 times DTE Energy ($29.0B), at today's prices.

How did DTE and SO stock do over the last 10 years?

Since November 15, 2016, DTE's price moved +75.8% and SO's +93.6%. With dividends: DTE +144.7% (+9.4% a year), SO +191.9% (+11.3% a year). Past returns do not predict future ones.

Which pays the higher dividend, DTE or SO?

The dividend yield at today's price is 3.11% for DTE Energy and 3.21% for Southern. Over the last twelve months they paid $4.35 and $3.00 per share.

What is the P/E of DTE and SO?

At today's price, the P/E is 22.1 for DTE and 22.5 for SO. The median of the last five years was 18.4 and 21.9, which shows where each stands against its own past.

Which has the higher profit margins, DTE Energy or Southern?

Over the last twelve months, the net margin was 8.0% for DTE Energy and 15.4% for Southern, and the operating margin 13.3% and 24.2%. Revenue was $16.5B and $30.2B.

Which is the better investment, DTE Energy or Southern?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.