SO vs WEC
SO: A diversified energy holding company providing regulated electric and natural gas service, as well as competitive wholesale power and energy solutions. WEC: A diversified, Midwest-focused regulated utility holding company with a strong commitment to transitioning its energy portfolio toward renewable sources.
Side-by-side fundamentals
| Metric | SO | WEC | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $86.15 | $103.61 | |
| Market cap | $97.1B | $33.8B | |
| P/E as of 2026-10-08 | 20.78 | 20.07 | WEC lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 3.28 | 7.64 | SO lower |
| Net margin FY2025, SEC XBRL | +14.7% | +15.9% | WEC higher |
| Operating margin FY2025, SEC XBRL | +24.7% | +22.9% | SO higher |
| ROE FY2025, SEC XBRL | +11.2% | +11.1% | SO higher |
| ROA FY2025, SEC XBRL | +2.8% | +3.0% | WEC higher |
| Debt / equity as of 2026-09-02 | 1.91 | 1.62 | WEC lower |
| Revenue growth (YoY) as of 2026-09-02 | +6.8% | +6.8% | SO higher |
| Revenue CAGR (3y) SEC XBRL | +0.3% | +0.7% | WEC higher |
| Dividend yield as of 2026-09-02 | +3.6% | +3.7% | WEC higher |
| Dividend streak (yrs) SEC XBRL | 19 | 13 | SO higher |
| Beta as of 2026-09-02 | -0.03 | 0.07 | |
| 1-year return as of 2026-10-08 close | -10.4% | -9.6% | WEC 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.