SO vs VST
SO: A diversified energy holding company providing regulated electric and natural gas service, as well as competitive wholesale power and energy solutions. VST: Vistra is a major integrated retail electricity and power generation company serving customers across competitive US markets.
Side-by-side fundamentals
| Metric | SO | VST | Edge |
|---|---|---|---|
| Price as of 2026-08-24 close | $90.10 | $135.66 | |
| Market cap as of 2026-08-24 | $101.6B | $45.5B | |
| P/E as of 2026-08-24 | 21.73 | 20.79 | VST lower |
| PEG as of 2026-08-24 | 2.57 | 1.61 | VST lower |
| Net margin as of 2026-08-24 | +16.1% | +12.2% | SO higher |
| Gross margin as of 2026-08-24 | +40.0% | +8.7% | SO higher |
| Operating margin as of 2026-08-24 | +25.3% | +19.4% | SO higher |
| ROE as of 2026-08-24 | +12.6% | +43.3% | VST higher |
| ROA as of 2026-08-24 | +3.0% | +5.6% | VST higher |
| Debt / equity as of 2026-08-24 | 1.91 | 3.67 | SO lower |
| Revenue growth (YoY) as of 2026-08-24 | +6.8% | +15.7% | VST higher |
| Revenue CAGR (3y) SEC XBRL | +0.3% | +8.9% | VST higher |
| Dividend yield as of 2026-08-24 | +4.0% | +0.6% | SO higher |
| Dividend streak (yrs) SEC XBRL | 5 | 4 | SO higher |
| Beta as of 2026-08-24 | -0.04 | 1.84 | |
| 1-year return as of 2026-08-24 close | -4.6% | -28.8% | SO higher |
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-24.
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.