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 2026-08-21 close | $88.94 | $106.01 | |
| Market cap as of 2026-08-24 | $100.3B | $34.5B | |
| P/E as of 2026-08-24 | 22.87 | 21.00 | WEC lower |
| PEG as of 2026-08-24 | 2.57 | 2.07 | WEC lower |
| Net margin as of 2026-08-24 | +16.1% | +17.4% | WEC higher |
| Gross margin as of 2026-08-24 | +40.0% | +35.8% | SO higher |
| Operating margin as of 2026-08-24 | +25.3% | +23.8% | SO higher |
| ROE as of 2026-08-24 | +12.6% | +12.2% | SO higher |
| ROA as of 2026-08-24 | +3.0% | +3.3% | WEC higher |
| Debt / equity as of 2026-08-24 | 1.91 | 1.62 | WEC lower |
| Revenue growth (YoY) as of 2026-08-24 | +6.8% | +6.8% | SO higher |
| Revenue CAGR (3y) SEC XBRL | +0.3% | +0.7% | WEC higher |
| Dividend yield as of 2026-08-24 | +4.0% | +3.3% | SO higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-08-24 | 0.30 | 0.44 | |
| 1-year return as of 2026-08-21 close | -6.0% | -2.3% | WEC higher |
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
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.