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 2026-10-08 close | $86.15 | $156.14 | |
| Market cap | $97.1B | $52.4B | |
| P/E as of 2026-10-08 | 20.78 | 23.93 | SO lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 3.28 | n/a | |
| Net margin FY2025, SEC XBRL | +14.7% | +5.3% | SO higher |
| Operating margin FY2025, SEC XBRL | +24.7% | +10.7% | SO higher |
| ROE FY2025, SEC XBRL | +11.2% | +18.5% | VST higher |
| ROA FY2025, SEC XBRL | +2.8% | +2.3% | SO higher |
| Debt / equity as of 2026-09-02 | 1.91 | 3.67 | SO lower |
| Revenue growth (YoY) as of 2026-09-02 | +6.8% | +15.7% | VST higher |
| Revenue CAGR (3y) SEC XBRL | +0.3% | +8.9% | VST higher |
| Dividend yield as of 2026-09-02 | +3.6% | +0.7% | SO higher |
| Dividend streak (yrs) SEC XBRL | 19 | 4 | SO higher |
| Beta as of 2026-09-02 | -0.03 | 1.82 | |
| 1-year return as of 2026-10-08 close | -10.4% | -24.4% | SO higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 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.