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Consolidated Edison vs The Southern Company: Which Stock Looks Stronger in 2026?

Consolidated Edison holds the cleaner structural position, with growth as the main driver and valuation adding further support. The Southern Company still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

Most of the lead runs through growth, while profitability acts as a real counterweight.

INDUSTRY COMPARISON

Both operate in: Utilities - Regulated Electric

This comparison is based on industry proximity, not on functional trajectory similarity. ED and SO share the same industry classification.

For a similarity-based comparison, see how Consolidated Edison and The Southern Company each position within their functional peer groups in AssetNext.

Peer-Relative Score
ED
Consolidated Edison, Inc.
64
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
SO
The Southern Company
57
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: ED vs SO Profitability 43 63 Stability 81 71 Valuation 83 60 Growth 52 27 ED SO
Gap Ranking
#1 Growth +25
#2 Valuation +23
#3 Profitability +20
#4 Stability +10
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ED and SO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer EDSO Relative valuation Structural strength

The structural gap is limited here, but current pricing still leans against The Southern Company.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ED and SO each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ED Elevated · near norm 0th 50th 100th 1 pct gap SO Elevated · above norm 0th 50th 100th 93rd 92nd
ED (93rd percentile) and SO (92nd percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
On growth, Consolidated Edison, Inc. is positioned higher in the group, while The Southern Company is closer to the middle.
Valuation
Both profiles are strong on valuation, but Consolidated Edison, Inc. leads clearly.
Growth — Dominant Gap
ED
52
SO
27
Gap+25in favour of ED

The current lead is backed by a stronger multi-year growth trajectory.

What keeps the gap from being one-sided

Profitability still tilts materially toward The Southern Company, which stops the result from looking dominant across the whole profile.

What this means for the comparison

Growth is the clearest driver of the lead, with valuation adding further support — though profitability still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the ED vs SO comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how ED and SO each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.