Utilities stock comparisons

406 utilities stock comparisons. 150 share an exact SEC industry code; the rest share a specific research theme. None yet pairs a company that has maintained Yield Theory driver research, so these pages lean on SEC classifications and filings.

Regulated power and water: bond-like income proxies whose relevance is being reshaped by data-center and electrification demand.

Most substantive utilities comparisons

Ordered by relationship strength: pairs with audited financials and maintained research first, then same-SEC-industry pairs, then larger combined businesses.

NRG vs SO

Same SIC

Same SEC industry: Electric Services. Revenue $30.7B vs $29.6B.

CEG vs NRG

Same SIC

Same SEC industry: Electric Services. Revenue $25.5B vs $30.7B.

CEG vs SO

Same SIC

Same SEC industry: Electric Services. Revenue $25.5B vs $29.6B.

AEP vs NRG

Same SIC

Same SEC industry: Electric Services. Revenue $21.9B vs $30.7B.

AEP vs SO

Same SIC

Same SEC industry: Electric Services. Revenue $21.9B vs $29.6B.

EXC vs PCG

Same SIC

Same SEC industry: Electric & Other Services Combined. Revenue $24.3B vs $24.9B.

AEP vs CEG

Same SIC

Same SEC industry: Electric Services. Revenue $21.9B vs $25.5B.

ED vs PCG

Same SIC

Same SEC industry: Electric & Other Services Combined. Revenue $16.9B vs $24.9B.

ED vs EXC

Same SIC

Same SEC industry: Electric & Other Services Combined. Revenue $16.9B vs $24.3B.

PCG vs PEG

Same SIC

Same SEC industry: Electric & Other Services Combined. Revenue $24.9B vs $12.2B.

EIX vs VST

Same SIC

Same SEC industry: Electric Services. Revenue $19.3B vs $17.7B.

EXC vs PEG

Same SIC

Same SEC industry: Electric & Other Services Combined. Revenue $24.3B vs $12.2B.

D vs EIX

Same SIC

Same SEC industry: Electric Services. Revenue $16.5B vs $19.3B.

EIX vs FE

Same SIC

Same SEC industry: Electric Services. Revenue $19.3B vs $15.1B.

D vs VST

Same SIC

Same SEC industry: Electric Services. Revenue $16.5B vs $17.7B.

FE vs VST

Same SIC

Same SEC industry: Electric Services. Revenue $15.1B vs $17.7B.

D vs FE

Same SIC

Same SEC industry: Electric Services. Revenue $16.5B vs $15.1B.

ED vs PEG

Same SIC

Same SEC industry: Electric & Other Services Combined. Revenue $16.9B vs $12.2B.

ES vs ETR

Same SIC

Same SEC industry: Electric Services. Revenue $13.5B vs $12.9B.

CNP vs ES

Same SIC

Same SEC industry: Electric Services. Revenue $9.4B vs $13.5B.

ES vs PPL

Same SIC

Same SEC industry: Electric Services. Revenue $13.5B vs $9.0B.

CNP vs ETR

Same SIC

Same SEC industry: Electric Services. Revenue $9.4B vs $12.9B.

ETR vs PPL

Same SIC

Same SEC industry: Electric Services. Revenue $12.9B vs $9.0B.

AEE vs WEC

Same SIC

Same SEC industry: Electric & Other Services Combined. Revenue $8.8B vs $9.8B.

All other utilities pairs

Which business differences matter to the investment thesis?

Utilities compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.

$39/mo or $249/yr · cancel future renewals anytime · sources included