AEP vs SO
AEP: A major vertically integrated electric utility holding company generating and distributing power across the eastern and south-central US, with a regulated rate base and competitive generation arm in deregulated markets. SO: A diversified utility holding company providing electric power across the Southeast and natural gas distribution across four states.
Side-by-side fundamentals
| Metric | AEP | SO | Edge |
|---|---|---|---|
| Price as of 2026-07-09 close | $133.85 | $95.17 | |
| Market cap as of 2026-07-10 | $72.8B | $107.7B | |
| P/E as of 2026-07-10 | 19.93 | 24.69 | AEP lower |
| PEG as of 2026-07-10 | 2.36 | 2.62 | AEP lower |
| Net margin as of 2026-07-10 | +16.7% | +15.1% | AEP higher |
| Gross margin as of 2026-07-10 | +41.9% | +40.0% | AEP higher |
| Operating margin as of 2026-07-10 | +24.6% | +25.2% | SO higher |
| ROE as of 2026-07-10 | +11.8% | +12.3% | SO higher |
| ROA as of 2026-07-10 | +3.3% | +2.8% | AEP higher |
| Debt / equity as of 2026-07-10 | 1.60 | 2.01 | AEP lower |
| Revenue growth (YoY) as of 2026-07-10 | +11.4% | +8.7% | AEP higher |
| Revenue CAGR (3y) SEC XBRL | +3.7% | +0.3% | AEP higher |
| Dividend yield as of 2026-07-10 | +2.8% | +3.2% | SO higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-10 | 0.51 | 0.33 | |
| 1-year return as of 2026-07-09 close | +27.8% | +3.5% | AEP higher |
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.