The Down-and-Dirty on The Southern Company (SO) and Iberdrola, S.A. (IBDRY)
Southern Company (SO)
Is the Southern Company's Stock Performing Better Than the Dow Jones Industrial Average?
The Lowdown:- Stock Value: As of June 3, 2025, SO's stock price was $89.59.- Earnings: Posted a Q1 EPS of $1.23, surpassing estimates by $0.03, and seen a 17% YoY revenue jump to $7.78 billion.- Ratios: Its current ratio stands at 0.67, quick ratio at 0.66, and debt-to-equity ratio at 1.60.
Look Ahead:- Ratings: A "Moderate Buy" consensus from analysts, including a recent Jefferies upgrade to "Buy".- Earnings Growth: Expected EPS growth for FY2025 is 5.7% to $4.28.- Price Targets: Consensus target is approximately $92.21, with a high at $104.
Iberdrola, S.A. (IBDRY)
Iberdrola, a Spanish utility giant, emphasizes renewable energy. Current market performance data for Iberdrola wasn't found. However, the company is renowned for expanding its renewable energy portfolio and sustainable efforts.
Tale of the Tape
- Diversification: SO targets data centers and domestic manufacturing, while Iberdrola prioritizes renewable energy—influencing investor decisions according to market trends.
- Regulation: SO benefits from reduced regulatory risk, differing from Iberdrola's operations under various regulatory conditions.
- Scope: SO is predominantly a U.S. player, while Iberdrola operates globally, potentially impacting market performance due to regional economic conditions.
The Bottom Line
SO's stock performance is driven by strong EPS growth and strategic moves, despite mixed analyst opinions. Iberdrola's focus on renewable energy offers a distinct growth path compared to SO's diversified approach. Investors should consider these factors when weighing these utilities sector titans.
Investing in either Southern Company (SO) or Iberdrola, S.A. (IBDRY) offers distinct opportunities in the finance and stock-market realms. Southern Company (SO) boasts a strong EPS growth and strategic moves, as evidenced by its Q1 EPS of $1.23 and consensus target of approximately $92.21, while Iberdrola, renowned for its renewable energy efforts, presents a unique growth path for investors.
