The Southern Company (SO) vs Sempra (SRE)

A side-by-side comparison of The Southern Company and Sempra across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 1, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnSO vs SRE

growth of $100 · dividends reinvested · last 30y
SO +2692.7%SRE +3019.8%SRE compounded faster
01k2k3kStart $100200120062011201620212026$2,793$3,120
SO SRE

SO vs SRE: by the numbers

  • SO is the larger company ($106.57B vs $57.89B market cap).
  • SO trades at the lower trailing earnings multiple (22.84 vs 28.29 P/E), one valuation lens rather than an overall verdict.
  • SO converts more revenue to profit (15.43% vs 15.21% net margin).
  • SO grew revenue faster over the past five years (6.68% vs 3.09% CAGR).
  • SO pays the higher dividend yield (3.15% vs 2.94%).

Metrics side by side

Valuation

MetricSOSRE
P/E ratio22.8428.29
Forward P/E20.6517.33
P/S ratio3.574.25
P/B ratio2.551.79
PEG ratio3.83N/A
EV / EBITDA13.5115.72
FCF yield2.76%N/A

Profitability

MetricSOSRE
Gross margin29.81%30.61%
Operating margin24.19%25.03%
Net margin15.43%15.21%
ROE11.00%6.42%
ROIC4.36%2.56%

Dividends

MetricSOSRE
Dividend yield3.15%2.94%
Payout ratio75.63%94.73%

Growth (annualized)

MetricSOSRE
Revenue CAGR (5Y)6.68%3.09%
EPS CAGR (5Y)5.96%-15.72%
Total return CAGR (5Y)12.20%9.65%

Frequently asked

Which has the lower trailing P/E, SO or SRE?
SO has the lower trailing P/E: SO trades at 22.84 and SRE at 28.29. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, SO or SRE?
Over the past five years, SO grew revenue faster — SO at a 6.68% CAGR versus SRE at 3.09%.
Does SO or SRE pay a bigger dividend?
SO yields 3.15% and SRE yields 2.94% based on trailing dividends and the latest price.
Is SO or SRE more profitable?
SO runs the higher net margin — SO at 15.43% versus SRE at 15.21%.
How have SO and SRE total returns compared?
Over the past 10 years, SO delivered 10.32% and SRE delivered 8.03% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 1, 2026.