Energy Transfer LP vs SOUTHERN CO, two Utilities stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ET and SO diverge most: on fcf yield, ET reads 5.2% and SO reads -3.3%; on debt / equity, ET reads 1.39 and SO reads 0.04. The rest of the comparable metrics sit closer together. What ET's price implies is a bet that sits within the historical range (whole-company basis). What SO's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ET | SO |
|---|---|---|
| Price | $20.37 | $94.60 |
| Market cap | $70.1B | $106.7B |
| Sector | Utilities | Utilities |
| Stage | Mature | Growth |
| P/E | — | 24.2 |
| P/B | 1.41 | 2.67 |
| P/S | 0.76 | 3.54 |
| EV/EBITDA | 9.1 | 14.7 |
| Revenue growth | +12.6% | +8.6% |
| Operating margin | 10.7% | 24.0% |
| Net margin | 4.7% | 14.7% |
| Return on equity | 8.8% | 11.1% |
| Return on assets | 3.0% | 2.8% |
| Return on invested capital | 6.3% | 15.0% |
| FCF yield | 5.2% | -3.3% |
| Dividend yield | — | 3.1% |
| Debt / equity | 1.39 | 0.04 |
| Current ratio | 1.17 | 0.65 |
| Altman Z (solvency) | 6.72 | 0.74 |
| Piotroski F (quality) | 7 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.