SO vs SRE
SO: A diversified utility holding company providing electric power across the Southeast and natural gas distribution across four states. SRE: A diversified energy infrastructure holding company operating regulated utilities in California and Mexico, plus liquefied natural gas development projects globally.
Side-by-side fundamentals
| Metric | SO | SRE | Edge |
|---|---|---|---|
| Price as of 2026-07-09 close | $95.17 | $94.62 | |
| Market cap as of 2026-07-10 | $107.7B | $62.0B | |
| P/E as of 2026-07-10 | 24.69 | 31.70 | SO lower |
| PEG as of 2026-07-10 | 2.62 | 3.56 | SO lower |
| Net margin as of 2026-07-10 | +15.1% | +16.7% | SRE higher |
| Gross margin as of 2026-07-10 | +40.0% | n/a | |
| Operating margin as of 2026-07-10 | +25.2% | +27.4% | SRE higher |
| ROE as of 2026-07-10 | +12.3% | +6.2% | SO higher |
| ROA as of 2026-07-10 | +2.8% | +1.8% | SO higher |
| Debt / equity as of 2026-07-10 | 2.01 | 1.13 | SRE lower |
| Revenue growth (YoY) as of 2026-07-10 | +8.7% | +0.1% | SO higher |
| Revenue CAGR (3y) SEC XBRL | +0.3% | -1.7% | SO higher |
| Dividend yield as of 2026-07-10 | +3.2% | +2.8% | SO higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-10 | 0.33 | 0.58 | |
| 1-year return as of 2026-07-09 close | +3.5% | +27.0% | SRE 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.