SouthernvsSpire

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

Southern (SO) has a market value of $105B and Spire (SR) $5.2B. Over the last year, with dividends, SO moved +5.2% and SR +2.1%. The P/E is 22.5 for SO and 9.9 for SR. Dividend yield: SO 3.21%, SR 3.71%.

At a glance

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

  • Market value

    SO$105B

    SR$5.2B

    SO is 20 times SR

  • Revenue, 12 months

    SO$30.2B

    SR$2.6B

    SO is 12 times SR

  • Net income, 12 months

    SO$4.7B

    SR$549M

    SO is 8.5 times SR

  • Operating margin

    SO24.2%

    SR20.2%

    4.0 points apart

  • ROIC

    SO5.8%

    SR4.8%

    1.0 points apart

  • P/E

    SO22.5

    SR9.9

    SO is 2.3 times SR

  • Dividend yield

    SO3.2%

    SR3.7%

    0.5 points apart

  • 5-year return

    SO+79.5%

    SR+77.6%

    1.9 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.

SO+79.5%

SR+77.6%

10015020222023202420252026
Returns by period
PeriodSOWith dividendsSRWith dividends
1 year since November 12, 2025+5.2%Price +1.9%+2.1%Price -1.9%
3 years since November 13, 2023+54.0%+15.5% a yearPrice +39.0%+77.0%+21.0% a yearPrice +55.2%
5 years since November 12, 2021+79.5%+12.4% a yearPrice +51.2%+77.6%+12.2% a yearPrice +43.2%
10 years since November 15, 2016+191.9%+11.3% a yearPrice +93.6%+101.5%+7.3% a yearPrice +38.0%

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.

SOSouthernSRSpire

Valuation

SOSR
Valuation
Price$93.59$88.84
Market value$105B$5.2B
Enterprise value (EV)$177B$12.2B
P/E22.59.9
P/E, 5-year median21.915.8
P/B2.51.5
EV/EBIT24.323.2
Free cash flow yield––

Results and growth

SOSR
Results and growth
Revenue, 12 months$30.2B$2.6B
Net income, 12 months$4.7B$549M
Free cash flow, 12 months-$3.5B-$222M
Earnings per share, 12 months$4.15$8.95
Revenue growth, year on year10.6%-4.5%
Revenue growth a year, past+7.7%over 5 years+5.9%over 5 years
EPS growth a year, past+6.0%over 5 years+24.9%over 5 years

Margins and returns on capital

SOSR
Margins and returns on capital
Gross margin–59.1%
Operating margin24.2%20.2%
Net margin15.4%21.0%
ROIC5.8%4.8%
ROE12.0%15.9%

Balance sheet

SOSR
Balance sheet
Cash$3.0B$21M
Total debt$77.1B$7.0B
Net debt / EBITDA5.48.5
Interest cover2.3×2.0×

Dividends and buybacks

SOSR
Dividends and buybacks
Dividend yield3.2%3.7%
Dividend per share, 12 months$3.00$3.30
Dividend growth a year, past+3.0%over 5 years+4.8%over 5 years
Buyback yield––
Shareholder yield3.2%3.7%

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: SO or SR

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Which is bigger, Southern or Spire?

By market value, Southern ($105B) is about 20.0 times Spire ($5.2B), at today's prices.

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

Since November 15, 2016, SO's price moved +93.6% and SR's +38.0%. With dividends: SO +191.9% (+11.3% a year), SR +101.5% (+7.3% a year). Past returns do not predict future ones.

Which pays the higher dividend, SO or SR?

The dividend yield at today's price is 3.21% for Southern and 3.71% for Spire. Over the last twelve months they paid $3.00 and $3.30 per share.

What is the P/E of SO and SR?

At today's price, the P/E is 22.5 for SO and 9.9 for SR. The median of the last five years was 21.9 and 15.8, which shows where each stands against its own past.

Which has the higher profit margins, Southern or Spire?

Over the last twelve months, the net margin was 15.4% for Southern and 21.0% for Spire, and the operating margin 24.2% and 20.2%. Revenue was $30.2B and $2.6B.

Which is the better investment, Southern or Spire?

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.