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Stock Comparison · Industry comparison · Utilities - Regulated Electric

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

The structural profiles are close, with Consolidated Edison carrying a narrow edge on valuation. 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.

Updated 2026-04-05

The clearest separation starts in valuation, with growth adding a second layer of support.

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.
58
Peer-Score
Signal qualityMedium
vs
SO
The Southern Company
53
Peer-Score
Signal qualityMedium

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 34 47 Stability 72 76 Valuation 83 59 Growth 42 30 ED SO
Gap Ranking
#1 Valuation +24
#2 Profitability +13
#3 Growth +12
#4 Stability +4
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.

Relative Position vs Comparable Companies
Valuation
Both profiles are strong on valuation, but Consolidated Edison, Inc. leads clearly.
Profitability
The Southern Company holds the stronger peer position on profitability.
Valuation — Dominant Gap
ED
83
SO
59
Gap+24in favour of ED

The multiple-based pricing edge comes from a forward P/E that is 2.5 turns lower.

What keeps the gap from being one-sided

Profitability still leans toward The Southern Company, so the lead is real without reading as one-way.

What this means for the comparison

The page question resolves through valuation, but profitability and current pricing still keep the broader comparison from reading as fully aligned.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar valuation-and-profitability comparisons

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.

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.