Stock comparison
Southern Company (The) Series 2
Xcel Energy
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
SOJD
Southern Company (The) Series 2
Market cap
$22.04B
Sector
Utilities
XEL
Xcel Energy
Market cap
$49.31B
Sector
Utilities
Overall winner
Xcel Energy XEL
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | SOJD | XEL | Winner |
|---|---|---|---|
| Warren Buffett | 42D | 56C | XEL |
| Benjamin Graham | 63C | 54C | SOJD |
| Philip Fisher | 45D | 35D | SOJD |
| Peter Lynch | 49D | 53C | XEL |
| Joel Greenblatt | 37D | 45D | XEL |
| Charlie Munger | 41D | 41D | Tie |
| Terry Smith | 27F | 36D | XEL |
Side-by-side metrics
| Metric | SOJD | XEL |
|---|---|---|
| Market cap | $22.04B | $49.31B |
| P/E (TTM) | 23.8x | 23.6x |
| EV/EBIT | 24.6x | 29.6x |
| ROIC (TTM) | 4.13% | 3.75% |
| Gross margin | 43.11% | 18.91% |
| Net margin | 14.46% | 14.14% |
| Revenue CAGR 5y | 6.34% | 2.23% |
| EPS CAGR 5y | 14.91% | 3.83% |
| Debt / Equity | 2.0x | 1.6x |
| Dividend yield | 3.22% | 2.92% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
SOJD leads on
- EPS CAGR 5y14.91%vs 3.83%+74%
- Revenue CAGR 5y6.34%vs 2.23%+65%
- Gross margin43.11%vs 18.91%+56%
- EV/EBIT24.6xvs 29.6x+17%
XEL leads on
- Market cap$49.31Bvs $22.04B+55%
- Debt / Equity1.6xvs 2.0x+23%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.