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OGE vs SO
Which Stock Would AI Choose? OGE Energy Corp. (OGE) vs. The Southern Company (SO) Stock Comparison
Key Takeaways
- OGE Energy Corp. (OGE) has outperformed SO on a year-to-date basis with approximately 14% returns compared to SO's 11%, driven by infrastructure investments and data center deals.
- Both stocks offer attractive dividend yields around 3.5% for OGE and 3.2% for SO, providing defensive income in the utilities sector.
- Recent Q1 2026 earnings showed OGE reporting $0.24 EPS amid milder weather, while SO beat estimates with $1.32 adjusted EPS fueled by 42% data center power growth.
- SO boasts a larger scale with $108B market cap versus OGE's $9.9B, offering broader geographic exposure across the Southeast.
- Analyst targets suggest modest upside: $49.86 for OGE (from ~$48) and $101.71 for SO (from ~$96), indicating relative stability.
- Both reaffirm 2026 guidance, with OGE at $2.38-$2.48 EPS and SO poised for load growth from economic development.
Introduction
This comparison examines OGE Energy Corp. and The Southern Company (SO), two regulated electric utilities navigating rising power demand from data centers and industrial growth. Investors seeking stable dividends, defensive positioning amid market volatility, and exposure to the utilities sector—known for resilience—may find value here. Recent quarters highlight contrasts in scale, regional drivers, and performance catalysts, aiding decisions on relative positioning in portfolios focused on income and moderate growth.
OGE Overview and Recent Performance
OGE Energy Corp., parent of Oklahoma Gas & Electric, serves ~913,000 customers across Oklahoma and western Arkansas with a mix of coal, natural gas, wind, and solar generation. In recent market activity, shares traded around $48, reflecting YTD gains of ~14% outpacing the S&P 500's ~6%. Q1 2026 earnings delivered $0.24 diluted EPS on $752.6M revenue, down year-over-year due to milder weather and O&M (operations and maintenance) timing, yet core customer growth held near 1%. Sentiment lifted from agreements to power Google data centers, reaffirming 2026 EPS guidance of $2.38-$2.48 assuming normal weather. Infrastructure upgrades and renewables bolster long-term positioning, with a forward dividend yield of 3.55% supporting stability.
SO Overview and Recent Performance
The Southern Company (SO), a major Southeast utility, serves 9 million customers through subsidiaries like Georgia Power, with diverse generation including nuclear and renewables. Shares hovered near $96 in recent weeks, posting YTD returns of ~11% amid sector rotation to defensives. Q1 2026 adjusted EPS hit $1.32, beating estimates by $0.12 on $8.4B revenue, propelled by 42% surge in data center usage and 2.3% retail sales growth. A quarterly dividend hike to $0.76 underscores commitment to shareholders, yielding ~3.2%. Load growth from economic activity and $26.5B DOE loan pursuits enhance outlook, though scale exposes it to broader regulatory dynamics.
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Head-to-Head Comparison
Both OGE and SO thrive in regulated electric utilities, prioritizing grid reliability and renewables, but differ in scale—SO's $108B market cap dwarfs OGE's $9.9B, enabling larger capex like nuclear expansions versus OGE's focused Oklahoma infrastructure. Growth drivers contrast: SO leverages Southeast data center boom (42% usage jump), while OGE secures hyperscaler deals like Google. Recent momentum favors OGE's ~14% YTD versus SO's 11%, with OGE's lower P/E (~21x vs. 24x) suggesting relative value. Risk factors include weather sensitivity for both, but SO faces higher regulatory scrutiny across states; OGE benefits from stable Oklahoma framework. Sector exposure aligns on defensives, yet SO shows stronger retail sales growth amid sentiment tied to AI power needs.
Tickeron AI Verdict
Tickeron’s AI leans toward OGE in the current environment, citing superior YTD trend consistency (~14% vs. 11%), data center catalysts mirroring sector bots' focus, and higher dividend yield (3.55%) with reaffirmed guidance. OGE's smaller scale offers nimbler positioning amid utilities' defensive appeal, though SO's earnings beat and load growth provide close contention—favoring OGE probabilistically for near-term relative outperformance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OGE is a Hold and SO is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
OGE’s FA Score shows that 2 FA rating(s) are green whileSO’s FA Score has 1 green FA rating(s).
- OGE’s FA Score: 2 green, 3 red.
- SO’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
OGE’s TA Score shows that 7 TA indicator(s) are bullish while SO’s TA Score has 4 bullish TA indicator(s).
- OGE’s TA Score: 7 bullish, 3 bearish.
- SO’s TA Score: 4 bullish, 5 bearish.
Price Growth
OGE (@Electric Utilities) experienced а -0.42% price change this week, while SO (@Electric Utilities) price change was -2.53% for the same time period.
The average weekly price growth across all stocks in the @Electric Utilities industry was -1.15%. For the same industry, the average monthly price growth was -1.59%, and the average quarterly price growth was +4.06%.
Reported Earning Dates
OGE is expected to report earnings on Jul 30, 2026.
SO is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electric Utilities (-1.15% weekly)Electric utilities companies generate, transmit and distribute electricity to businesses/offices and residences. Companies may be owned by the government or investors or public shareholders, or a combination thereof. The industry also includes firms that buy and sell electricity. Companies in this industry typically require significant investments in infrastructure. Many firms in this industry pay substantial and regular dividends to shareholders. However, changes in interest rates (and their impact on debt burdens), natural disasters and changing commodity prices could be factors affecting energy utilities’ profit margins. NextEra Energy, Inc., Duke Energy Corporation, Dominion Energy Inc. and Southern Company are among U.S. electric utilities companies with the largest market capitalizations.
| OGE | SO | OGE / SO | |
| Capitalization | 9.83B | 105B | 9% |
| EBITDA | 1.37B | 14.5B | 9% |
| Gain YTD | 13.677 | 8.032 | 170% |
| P/E Ratio | 21.17 | 23.91 | 89% |
| Revenue | 3.27B | 30.2B | 11% |
| Total Cash | 200K | 981M | 0% |
| Total Debt | 5.86B | 76B | 8% |
OGE | SO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 72 | 61 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 55 Fair valued | 63 Fair valued | |
PROFIT vs RISK RATING 1..100 | 16 | 18 | |
SMR RATING 1..100 | 72 | 63 | |
PRICE GROWTH RATING 1..100 | 54 | 55 | |
P/E GROWTH RATING 1..100 | 33 | 35 | |
SEASONALITY SCORE 1..100 | 65 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
OGE's Valuation (55) in the Electric Utilities industry is in the same range as SO (63). This means that OGE’s stock grew similarly to SO’s over the last 12 months.
OGE's Profit vs Risk Rating (16) in the Electric Utilities industry is in the same range as SO (18). This means that OGE’s stock grew similarly to SO’s over the last 12 months.
SO's SMR Rating (63) in the Electric Utilities industry is in the same range as OGE (72). This means that SO’s stock grew similarly to OGE’s over the last 12 months.
OGE's Price Growth Rating (54) in the Electric Utilities industry is in the same range as SO (55). This means that OGE’s stock grew similarly to SO’s over the last 12 months.
OGE's P/E Growth Rating (33) in the Electric Utilities industry is in the same range as SO (35). This means that OGE’s stock grew similarly to SO’s over the last 12 months.
| OGE | SO | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 65% |
| Stochastic ODDS (%) | 1 day ago 47% | 1 day ago 57% |
| Momentum ODDS (%) | 1 day ago 56% | 1 day ago 37% |
| MACD ODDS (%) | 1 day ago 40% | 1 day ago 47% |
| TrendWeek ODDS (%) | 1 day ago 38% | 1 day ago 39% |
| TrendMonth ODDS (%) | 1 day ago 31% | 1 day ago 33% |
| Advances ODDS (%) | 1 day ago 50% | 1 day ago 51% |
| Declines ODDS (%) | 7 days ago 39% | 6 days ago 41% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 59% |
| Aroon ODDS (%) | 1 day ago 48% | N/A |
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OGE and
Correlation & Price change
A.I.dvisor indicates that over the last year, OGE has been closely correlated with AEE. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if OGE jumps, then AEE could also see price increases.