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FTS or OGE or SO
Which Stock Would AI Choose? Fortis Inc. (FTS) vs. OGE Energy Corp. (OGE) vs. The Southern Company (SO) Stock Comparison
Key Takeaways
- OGE leads year-to-date performance among the three at approximately 15%, outperforming FTS (11%) and SO (12%).
- OGE offers the highest dividend yield at 3.53%, followed closely by FTS (3.23%) and SO (3.14%), appealing to income-focused investors.
- SO demonstrates robust recent momentum from data center demand growth, with Q1 earnings surpassing estimates on higher electricity sales.
- FTS benefits from analyst optimism ahead of earnings, with recent price target upgrades supporting steady performance.
- All three exhibit attractive valuations in the utilities sector, with P/E ratios ranging from 21 to 25, reflecting stability amid market volatility.
Introduction
In the defensive utilities sector, FTS, OGE, and SO stand out for their regulated operations, reliable dividends, and resilience against economic cycles. This comparison analyzes their recent market positioning, performance trends, and growth drivers, aiding income-oriented investors and traders seeking relative value in a landscape shaped by interest rate dynamics and rising energy demand from data centers. With competitive yields and stable cash flows, these stocks offer insights into sector trade-offs for portfolio diversification.
FTS Overview and Recent Performance
Fortis Inc. (FTS) is a diversified North American utility holding company, operating electric and natural gas distribution across Canada, the U.S., and the Caribbean, serving over 3 million customers with a focus on regulated assets. Recent market activity has seen FTS trading near its 52-week high, supported by year-to-date gains of about 11% and a dividend yield of 3.23%. Sentiment has strengthened in recent weeks due to analyst upgrades, including price target increases from firms like CIBC and Barclays, ahead of first-quarter earnings. Steady performance reflects the company's emphasis on long-term rate base growth and operational reliability, though it trails broader indices over multi-year periods.
OGE Overview and Recent Performance
OGE Energy Corp. (OGE) provides electric generation, transmission, and distribution primarily in Oklahoma, serving around 913,000 customers through a mix of coal, natural gas, wind, and solar assets. In recent market activity, OGE has shown resilient momentum, leading peers with year-to-date returns near 15% and a compelling dividend yield of 3.53%. Trading within its 52-week range, the stock's performance benefits from consistent operations and value-oriented metrics like a P/E ratio around 21. Investor sentiment remains steady, bolstered by the company's regional focus and exposure to growing demand, despite limited headline catalysts in recent weeks.
SO Overview and Recent Performance
The Southern Company (SO) is one of the largest U.S. investor-owned utilities, delivering electricity and natural gas across the Southeast to millions of customers via diverse generation sources including nuclear and renewables. Recent weeks have highlighted SO's strength, with shares near recent highs following robust first-quarter results that beat earnings estimates, driven by 42% growth in data center sales and overall electricity demand up 2.3%. Year-to-date performance stands at about 12%, with a 3.14% dividend yield. Positive sentiment stems from strategic expansions in high-growth areas like battery storage and wholesale markets.
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Head-to-Head Comparison
FTS, OGE, and SO operate in regulated electric utilities but differ in scale and exposure: FTS provides geographic diversification across borders, mitigating regional risks but exposing to currency fluctuations; OGE focuses on a stable Oklahoma franchise with lower volatility; and SO leverages its massive scale for data center growth. Valuation-wise, OGE appears cheapest on P/E (21x) and highest yield, while SO trades at a premium (25x) due to catalysts. Recent momentum favors OGE and SO, but all face interest rate sensitivity and regulatory risks, with SO showing superior growth drivers amid AI demand surges.
Tickeron AI Verdict
Tickeron's AI currently leans toward SO for its consistent trend strength, recent earnings momentum, and positioning in high-demand data centers, offering probabilistic outperformance relative to peers in the near term. Factors like superior sales growth and analyst alignment bolster this edge, though OGE's value metrics provide a compelling alternative for stability-focused strategies.
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 disclaimer.
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).
FTS’s FA Score shows that 1 FA rating(s) are green whileOGE’s FA Score has 2 green FA rating(s), and SO’s FA Score reflects 2 green FA rating(s).
- FTS’s FA Score: 1 green, 4 red.
- OGE’s FA Score: 2 green, 3 red.
- SO’s FA Score: 2 green, 3 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.
FTS’s TA Score shows that 3 TA indicator(s) are bullish while OGE’s TA Score has 7 bullish TA indicator(s), and SO’s TA Score reflects 5 bullish TA indicator(s).
- FTS’s TA Score: 3 bullish, 5 bearish.
- OGE’s TA Score: 7 bullish, 3 bearish.
- SO’s TA Score: 5 bullish, 4 bearish.
Price Growth
FTS (@Electric Utilities) experienced а -0.89% price change this week, while OGE (@Electric Utilities) price change was +0.86% , and SO (@Electric Utilities) price fluctuated +1.55% for the same time period.
The average weekly price growth across all stocks in the @Electric Utilities industry was -0.67%. For the same industry, the average monthly price growth was -1.56%, and the average quarterly price growth was +4.76%.
Reported Earning Dates
FTS is expected to report earnings on Jul 31, 2026.
OGE is expected to report earnings on Jul 30, 2026.
SO is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electric Utilities (-0.67% 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.
| FTS | OGE | SO | |
| Capitalization | 28.4B | 9.92B | 106B |
| EBITDA | 5.91B | 1.37B | 14.5B |
| Gain YTD | 7.528 | 14.655 | 9.708 |
| P/E Ratio | 22.67 | 21.36 | 24.08 |
| Revenue | 12.2B | 3.27B | 30.2B |
| Total Cash | 359M | 200K | N/A |
| Total Debt | 35.4B | 5.86B | 76B |
FTS | OGE | SO | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 5 | 79 | 74 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 57 Fair valued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 59 | 15 | 17 | |
SMR RATING 1..100 | 78 | 72 | 63 | |
PRICE GROWTH RATING 1..100 | 54 | 52 | 51 | |
P/E GROWTH RATING 1..100 | 33 | 32 | 33 | |
SEASONALITY SCORE 1..100 | 65 | 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 (57) in the Electric Utilities industry is in the same range as FTS (61) in the null industry, and is in the same range as SO (64) in the Electric Utilities industry. This means that OGE's stock grew similarly to FTS’s and similarly to SO’s over the last 12 months.
OGE's Profit vs Risk Rating (15) in the Electric Utilities industry is in the same range as SO (17) in the Electric Utilities industry, and is somewhat better than the same rating for FTS (59) in the null industry. This means that OGE's stock grew similarly to SO’s and somewhat faster than FTS’s over the last 12 months.
SO's SMR Rating (63) in the Electric Utilities industry is in the same range as OGE (72) in the Electric Utilities industry, and is in the same range as FTS (78) in the null industry. This means that SO's stock grew similarly to OGE’s and similarly to FTS’s over the last 12 months.
SO's Price Growth Rating (51) in the Electric Utilities industry is in the same range as OGE (52) in the Electric Utilities industry, and is in the same range as FTS (54) in the null industry. This means that SO's stock grew similarly to OGE’s and similarly to FTS’s over the last 12 months.
OGE's P/E Growth Rating (32) in the Electric Utilities industry is in the same range as SO (33) in the Electric Utilities industry, and is in the same range as FTS (33) in the null industry. This means that OGE's stock grew similarly to SO’s and similarly to FTS’s over the last 12 months.
| FTS | OGE | SO | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 69% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 40% | 1 day ago 51% | 1 day ago 50% |
| Momentum ODDS (%) | 1 day ago 36% | 1 day ago 56% | 1 day ago 34% |
| MACD ODDS (%) | 1 day ago 43% | 3 days ago 49% | 1 day ago 47% |
| TrendWeek ODDS (%) | 1 day ago 34% | 1 day ago 51% | 1 day ago 53% |
| TrendMonth ODDS (%) | 1 day ago 29% | 1 day ago 31% | 1 day ago 50% |
| Advances ODDS (%) | 1 day ago 39% | 1 day ago 50% | 1 day ago 51% |
| Declines ODDS (%) | 17 days ago 34% | 14 days ago 39% | 13 days ago 41% |
| BollingerBands ODDS (%) | 1 day ago 38% | 1 day ago 47% | 1 day ago 68% |
| Aroon ODDS (%) | N/A | 1 day ago 51% | N/A |
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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 83% 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.