AEP vs SO
AEP: A major US electric utility holding company providing generation, transmission, and distribution services to millions of retail and wholesale customers. SO: A diversified energy holding company providing regulated electric and natural gas service, as well as competitive wholesale power and energy solutions.
Side-by-side fundamentals
| Metric | AEP | SO | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $122.32 | $86.15 | |
| Market cap | $66.6B | $97.1B | |
| P/E as of 2026-10-08 | 21.18 | 20.78 | SO lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 1.51 | 3.28 | AEP lower |
| Net margin FY2025, SEC XBRL | +16.9% | +14.7% | AEP higher |
| Operating margin FY2025, SEC XBRL | +24.3% | +24.7% | SO higher |
| ROE FY2025, SEC XBRL | +11.5% | +11.2% | AEP higher |
| ROA FY2025, SEC XBRL | +3.2% | +2.8% | AEP higher |
| Debt / equity as of 2026-09-03 | 1.64 | 1.91 | AEP lower |
| Revenue growth (YoY) as of 2026-09-03 | +10.6% | +6.8% | AEP higher |
| Revenue CAGR (3y) SEC XBRL | +3.7% | +0.3% | AEP higher |
| Dividend yield as of 2026-09-03 | +3.2% | +3.6% | SO higher |
| Dividend streak (yrs) SEC XBRL | 16 | 19 | SO higher |
| Beta as of 2026-09-03 | 0.00 | -0.03 | |
| 1-year return as of 2026-10-08 close | +3.5% | -10.4% | AEP higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.