SO vs. WEC
Compare and contrast key facts about The Southern Company (SO) and WEC Energy Group, Inc. (WEC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SO or WEC.
Correlation
The correlation between SO and WEC is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SO vs. WEC - Performance Comparison
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Key characteristics
SO:
18.32%
WEC:
16.19%
SO:
-38.43%
WEC:
-1.95%
SO:
-2.81%
WEC:
-1.95%
Fundamentals
SO:
$99.40B
WEC:
$34.35B
SO:
$4.17
WEC:
$5.13
SO:
21.67
WEC:
20.98
SO:
3.86
WEC:
2.63
SO:
3.57
WEC:
3.79
SO:
2.94
WEC:
2.65
SO:
$27.85B
WEC:
$9.07B
SO:
$12.65B
WEC:
$3.62B
SO:
$13.58B
WEC:
$2.67B
Returns By Period
SO
10.69%
0.55%
3.64%
19.63%
14.75%
12.31%
WEC
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
SO vs. WEC — Risk-Adjusted Performance Rank
SO
WEC
SO vs. WEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Southern Company (SO) and WEC Energy Group, Inc. (WEC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
SO vs. WEC - Dividend Comparison
SO's dividend yield for the trailing twelve months is around 3.19%, which matches WEC's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SO The Southern Company | 3.19% | 3.47% | 3.96% | 3.78% | 3.82% | 4.13% | 3.86% | 5.42% | 4.78% | 4.52% | 4.60% | 4.24% |
WEC WEC Energy Group, Inc. | 3.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SO vs. WEC - Drawdown Comparison
The maximum SO drawdown since its inception was -38.43%, which is greater than WEC's maximum drawdown of -1.95%. Use the drawdown chart below to compare losses from any high point for SO and WEC. For additional features, visit the drawdowns tool.
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Volatility
SO vs. WEC - Volatility Comparison
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Financials
SO vs. WEC - Financials Comparison
This section allows you to compare key financial metrics between The Southern Company and WEC Energy Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SO vs. WEC - Profitability Comparison
SO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Southern Company reported a gross profit of 3.74B and revenue of 7.78B. Therefore, the gross margin over that period was 48.1%.
WEC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported a gross profit of 1.38B and revenue of 3.15B. Therefore, the gross margin over that period was 43.7%.
SO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Southern Company reported an operating income of 2.01B and revenue of 7.78B, resulting in an operating margin of 25.9%.
WEC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported an operating income of 937.50M and revenue of 3.15B, resulting in an operating margin of 29.8%.
SO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Southern Company reported a net income of 1.33B and revenue of 7.78B, resulting in a net margin of 17.2%.
WEC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, WEC Energy Group, Inc. reported a net income of 724.50M and revenue of 3.15B, resulting in a net margin of 23.0%.