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Stock Comparison · Industry comparison · Utilities - Regulated Electric

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

Structurally, Consolidated Edison and The Southern Company are closely matched — neither holds a meaningful edge overall. The Southern Company still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup broadly confirms the structural lead — Consolidated Edison holds the more constructive position.

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 2026-08-16

On profitability, the clearer edge sits with The Southern Company, while the broader score remains level.

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.
68
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
SO
The Southern Company
68
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

The clearest separation appears in profitability.

Dimension spread: ED vs SO Profitability 30 72 Stability 83 74 Valuation 85 66 Growth 84 61 ED SO
Gap Ranking
#1 Profitability +42
#2 Growth +23
#3 Valuation +19
#4 Stability +9
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

Consolidated Edison, Inc. and The Southern Company look relatively close on structure, but the price setup still leans toward Consolidated Edison, Inc..

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 · above norm 0th 50th 100th 2 pct gap SO Elevated · above norm 0th 50th 100th 94th 92nd
ED (94th 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
Profitability
The Southern Company ranks near the top of the group on profitability; Consolidated Edison, Inc. sits in the weaker half.
Growth
On growth, the edge is clear — both rank well, but Consolidated Edison, Inc. sits noticeably higher.
Profitability — Dominant Gap
ED
30
SO
72
Gap+42in favour of SO

The clearest distance comes from a stronger profitability profile.

What keeps the gap from being one-sided

The Southern Company still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

Profitability is the clearest driver of the lead, with growth 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.