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EMA or FTS or SO
Which Stock Would AI Choose? Emera Incorporated (EMA) vs. Fortis Inc. (FTS) vs. The Southern Company (SO) Stock Comparison
Key Takeaways
- FTS and SO lead YTD performance at approximately 10%, outpacing EMA's 7.6% gain in recent market activity.
- All three regulated electric utilities offer attractive dividend yields around 3-4%, with EMA at 4.04%, providing income stability amid sector volatility.
- SO reported strong Q1 2026 results with adjusted EPS of $1.32, beating estimates due to data center demand growth.
- FTS and EMA await Q1 earnings, with analysts maintaining neutral to overweight ratings and price targets suggesting modest upside.
- Market caps range from $16B for EMA to $108B for SO, reflecting scale differences in North American operations.
- Low betas (0.36-0.46) highlight defensive positioning, with relative performance driven by regional demand and regulatory factors.
Introduction
This stock comparison examines EMA, FTS, and SO, three prominent regulated electric utilities serving North American markets. Investors seeking defensive income plays with exposure to stable cash flows from electricity transmission and distribution may find value here, especially in a market favoring sector resilience. Recent activity highlights contrasts in scale, growth drivers like data centers, and dividend reliability, aiding decisions on relative performance and portfolio positioning in the utilities sector.
EMA Overview and Recent Performance
EMA, or Emera Incorporated, is a geographically diverse energy company investing in electricity generation, transmission, and distribution across the U.S., Canada, and the Caribbean. Its operations include Florida Electric Utility and Canadian utilities, emphasizing regulated assets for steady revenue. In recent weeks, the stock has traded around $52.50, with a market cap of $16B, trailing P/E of 21.1, and dividend yield of 4.04%. YTD returns stand at 7.6%, lagging peers amid broader market rotation, influenced by steady demand but tempered by interest rate sensitivity. Beta of 0.46 underscores low volatility, with analysts like Barclays initiating Equal Weight coverage at $53. Q4 FY25 results showed revenue of $2.01B, supporting sentiment for upcoming Q1 earnings on May 8.
FTS Overview and Recent Performance
FTS, or Fortis Inc., operates as a leading utility holding company with regulated electric and gas assets across Canada, the U.S., and Caribbean, serving over 3.5 million customers. Known for its 50+ year dividend growth streak, it focuses on transmission and distribution for predictable earnings. Recently, shares hover near $56.90, with a $29B market cap, trailing P/E of 23.0, and 3.25% yield. YTD gains of 10.1% reflect resilient performance, driven by rate base expansion despite monthly dips. Low beta of 0.43 signals stability. Analysts, including Barclays' Overweight at $62 and CIBC's Outperformer, eye Q1 results on May 6 amid positive valuation views post-multi-year gains.
SO Overview and Recent Performance
SO, or The Southern Company, is a major U.S. energy provider generating and distributing electricity across the Southeast, with growing focus on clean energy and data centers. It operates traditional electric utilities and Southern Power for wholesale generation. Shares trade around $96, boasting a $108B market cap, trailing P/E of 24.6, and 3.17% yield. YTD return of 10.9% tops peers, fueled by Q1 2026 adjusted EPS of $1.32 beating estimates, with revenue up to $8.4B on 42% data center sales growth. Beta of 0.36 highlights defensiveness. Analyst targets rose to $105 (Mizuho), though some valuation concerns linger versus DCF models.
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Head-to-Head Comparison
All three operate in regulated electric utilities, prioritizing stable rate base growth over volatile generation, but differ in scale and exposure. SO’s massive U.S. footprint drives data center catalysts, boosting recent momentum versus EMA and FTS’s diversified Canada-U.S. mix. Valuation sensitivity shows similar trailing P/E (21-25), with EMA cheapest on forward basis; dividend yields favor EMA for income seekers. Growth drivers include SO’s demand surge versus peers’ infrastructure investments. Risks encompass regulatory approvals and interest rates, impacting high-debt models. Sentiment tilts positive for FTS on dividend reliability, SO on earnings beats, with EMA stable but less catalysts.
Tickeron AI Verdict
Tickeron’s AI would lean toward SO in the current environment, given superior YTD momentum, Q1 earnings strength from data center trends, and upward analyst revisions signaling relative positioning. While FTS offers dividend consistency and EMA value, SO’s scale and catalysts provide higher probabilistic edge for trend stability.
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.
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).
EMA’s FA Score shows that 0 FA rating(s) are green whileFTS’s FA Score has 0 green FA rating(s), and SO’s FA Score reflects 1 green FA rating(s).
- EMA’s FA Score: 0 green, 5 red.
- FTS’s FA Score: 0 green, 5 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.
EMA’s TA Score shows that 3 TA indicator(s) are bullish while FTS’s TA Score has 3 bullish TA indicator(s), and SO’s TA Score reflects 4 bullish TA indicator(s).
- EMA’s TA Score: 3 bullish, 5 bearish.
- FTS’s TA Score: 3 bullish, 5 bearish.
- SO’s TA Score: 4 bullish, 5 bearish.
Price Growth
EMA (@Electric Utilities) experienced а -1.86% price change this week, while FTS (@Electric Utilities) price change was -2.46% , and SO (@Electric Utilities) price fluctuated +0.82% for the same time period.
The average weekly price growth across all stocks in the @Electric Utilities industry was -0.83%. For the same industry, the average monthly price growth was -2.32%, and the average quarterly price growth was +3.10%.
Reported Earning Dates
EMA is expected to report earnings on Aug 07, 2026.
FTS is expected to report earnings on Jul 31, 2026.
SO is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electric Utilities (-0.83% 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.
| EMA | FTS | SO | |
| Capitalization | 15.9B | 28B | 104B |
| EBITDA | 3.51B | 5.91B | 14.5B |
| Gain YTD | 4.833 | 5.333 | 6.969 |
| P/E Ratio | 21.64 | 22.12 | 23.67 |
| Revenue | 8.91B | 12.2B | 30.2B |
| Total Cash | 2.46B | 359M | 981M |
| Total Debt | 24B | 35.4B | 76B |
EMA | FTS | SO | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 65 | 58 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 40 Fair valued | 61 Fair valued | 63 Fair valued | |
PROFIT vs RISK RATING 1..100 | 79 | 62 | 20 | |
SMR RATING 1..100 | 77 | 78 | 63 | |
PRICE GROWTH RATING 1..100 | 51 | 52 | 54 | |
P/E GROWTH RATING 1..100 | 42 | 35 | 35 | |
SEASONALITY SCORE 1..100 | 75 | 43 | 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.
EMA's Valuation (40) in the null industry is in the same range as FTS (61) in the null industry, and is in the same range as SO (63) in the Electric Utilities industry. This means that EMA's stock grew similarly to FTS’s and similarly to SO’s over the last 12 months.
SO's Profit vs Risk Rating (20) in the Electric Utilities industry is somewhat better than the same rating for FTS (62) in the null industry, and is somewhat better than the same rating for EMA (79) in the null industry. This means that SO's stock grew somewhat faster than FTS’s and somewhat faster than EMA’s over the last 12 months.
SO's SMR Rating (63) in the Electric Utilities industry is in the same range as EMA (77) in the null industry, and is in the same range as FTS (78) in the null industry. This means that SO's stock grew similarly to EMA’s and similarly to FTS’s over the last 12 months.
EMA's Price Growth Rating (51) in the null industry is in the same range as FTS (52) in the null industry, and is in the same range as SO (54) in the Electric Utilities industry. This means that EMA's stock grew similarly to FTS’s and similarly to SO’s over the last 12 months.
FTS's P/E Growth Rating (35) in the null industry is in the same range as SO (35) in the Electric Utilities industry, and is in the same range as EMA (42) in the null industry. This means that FTS's stock grew similarly to SO’s and similarly to EMA’s over the last 12 months.
| EMA | FTS | SO | |
|---|---|---|---|
| RSI ODDS (%) | N/A | N/A | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 57% | 2 days ago 45% | 2 days ago 55% |
| Momentum ODDS (%) | 2 days ago 44% | 2 days ago 37% | 2 days ago 34% |
| MACD ODDS (%) | 2 days ago 51% | 2 days ago 38% | 2 days ago 34% |
| TrendWeek ODDS (%) | 2 days ago 41% | 2 days ago 34% | 2 days ago 53% |
| TrendMonth ODDS (%) | 2 days ago 40% | 2 days ago 29% | 2 days ago 33% |
| Advances ODDS (%) | 4 days ago 51% | 5 days ago 39% | 5 days ago 51% |
| Declines ODDS (%) | 2 days ago 39% | 13 days ago 34% | 9 days ago 41% |
| BollingerBands ODDS (%) | 2 days ago 66% | 2 days ago 41% | 2 days ago 65% |
| Aroon ODDS (%) | N/A | N/A | N/A |
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EMA and
Correlation & Price change
A.I.dvisor indicates that over the last year, EMA has been loosely correlated with ED. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if EMA jumps, then ED could also see price increases.
FTS and
Correlation & Price change
A.I.dvisor indicates that over the last year, FTS has been closely correlated with ED. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTS jumps, then ED could also see price increases.
SO and
Correlation & Price change
A.I.dvisor indicates that over the last year, SO has been closely correlated with DUK. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if SO jumps, then DUK could also see price increases.