Stock comparison
The Southern
Xcel Energy
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
SOMN
The Southern
Market cap
$56.02B
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 | SOMN | XEL | Winner |
|---|---|---|---|
| Warren Buffett | 41D | 56C | XEL |
| Benjamin Graham | 44D | 54C | XEL |
| Philip Fisher | 44D | 35D | SOMN |
| Peter Lynch | 38D | 53C | XEL |
| Joel Greenblatt | 31F | 45D | XEL |
| Charlie Munger | 40D | 41D | XEL |
| Terry Smith | 26F | 36D | XEL |
Side-by-side metrics
| Metric | SOMN | XEL |
|---|---|---|
| Market cap | $56.02B | $49.31B |
| P/E (TTM) | 13.0x | 23.6x |
| EV/EBIT | 18.0x | 29.6x |
| ROIC (TTM) | 4.13% | 3.75% |
| Gross margin | 48.01% | 18.91% |
| Net margin | 14.46% | 14.14% |
| Revenue CAGR 5y | 6.34% | 2.23% |
| EPS CAGR 5y | 14.61% | 3.83% |
| Debt / Equity | 2.0x | 1.6x |
| Dividend yield | 2.53% | 2.92% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
SOMN leads on
- EPS CAGR 5y14.61%vs 3.83%+74%
- Revenue CAGR 5y6.34%vs 2.23%+65%
- Gross margin48.01%vs 18.91%+61%
- P/E (TTM)13.0xvs 23.6x+45%
XEL leads on
- Debt / Equity1.6xvs 2.0x+23%
- Dividend yield2.92%vs 2.53%+13%
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.