NextEra EnergyvsSouthern

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

NextEra Energy (NEE) has a market value of $177B and Southern (SO) $105B. Over the last year, with dividends, NEE moved +1.9% and SO +5.2%. The P/E is 19.1 for NEE and 22.5 for SO. Dividend yield: NEE 2.86%, 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

    NEE$177B

    SO$105B

    NEE is 1.7 times SO

  • Revenue, 12 months

    NEE$27.0B

    SO$30.2B

    SO is 1.1 times NEE

  • Net income, 12 months

    NEE$9.3B

    SO$4.7B

    NEE is 2.0 times SO

  • Operating margin

    NEE31.7%

    SO24.2%

    7.5 points apart

  • ROIC

    NEE4.6%

    SO5.8%

    1.2 points apart

  • P/E

    NEE19.1

    SO22.5

    SO is 1.2 times NEE

  • Dividend yield

    NEE2.9%

    SO3.2%

    0.3 points apart

  • 5-year return

    NEE+12.8%

    SO+79.5%

    66.7 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.

NEE+12.8%

SO+79.5%

10015020222023202420252026
Returns by period
PeriodNEEWith dividendsSOWith dividends
1 year since November 12, 2025+1.9%Price -0.9%+5.2%Price +1.9%
3 years since November 13, 2023+70.8%+19.5% a yearPrice +56.2%+54.0%+15.5% a yearPrice +39.0%
5 years since November 12, 2021+12.8%+2.4% a yearPrice -1.4%+79.5%+12.4% a yearPrice +51.2%
10 years since November 14, 2016+284.1%+14.4% a yearPrice +197.5%+196.2%+11.5% a yearPrice +96.5%

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.

NEENextEra EnergySOSouthern

Valuation

NEESO
Valuation
Price$85.12$93.59
Market value$177B$105B
Enterprise value (EV)$280B$177B
P/E19.122.5
P/E, 5-year median24.321.9
P/B3.12.5
EV/EBIT32.824.3
Free cash flow yield––

Results and growth

NEESO
Results and growth
Revenue, 12 months$27.0B$30.2B
Net income, 12 months$9.3B$4.7B
Free cash flow, 12 months–-$3.5B
Earnings per share, 12 months$4.45$4.15
Revenue growth, year on year9.8%10.6%
Revenue growth a year, past+8.7%over 5 years+7.7%over 5 years
EPS growth a year, past+17.4%over 5 years+6.0%over 5 years

Margins and returns on capital

NEESO
Margins and returns on capital
Gross margin––
Operating margin31.7%24.2%
Net margin34.4%15.4%
ROIC4.6%5.8%
ROE17.1%12.0%

Balance sheet

NEESO
Balance sheet
Cash$2.9B$3.0B
Total debt$106B$77.1B
Net debt / EBITDA6.85.4
Interest cover–2.3×

Dividends and buybacks

NEESO
Dividends and buybacks
Dividend yield2.9%3.2%
Dividend per share, 12 months$2.44$3.00
Dividend growth a year, past+10.2%over 5 years+3.0%over 5 years
Buyback yield––
Shareholder yield2.9%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: NEE or SO

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Which is bigger, NextEra Energy or Southern?

By market value, NextEra Energy ($177B) is about 1.7 times Southern ($105B), at today's prices.

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

Since November 14, 2016, NEE's price moved +197.5% and SO's +96.5%. With dividends: NEE +284.1% (+14.4% a year), SO +196.2% (+11.5% a year). Past returns do not predict future ones.

Which pays the higher dividend, NEE or SO?

The dividend yield at today's price is 2.86% for NextEra Energy and 3.21% for Southern. Over the last twelve months they paid $2.44 and $3.00 per share.

What is the P/E of NEE and SO?

At today's price, the P/E is 19.1 for NEE and 22.5 for SO. The median of the last five years was 24.3 and 21.9, which shows where each stands against its own past.

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

Over the last twelve months, the net margin was 34.4% for NextEra Energy and 15.4% for Southern, and the operating margin 31.7% and 24.2%. Revenue was $27.0B and $30.2B.

Which is the better investment, NextEra 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.