HomeCompareSO vs PTC

SO vs PTC: Dividend Comparison 2026

SO yields 3.05% · PTC yields 1.43%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SO wins by $930.00 in total portfolio value· pulled ahead in Year 5
10 years
SO
The Southern Company
● Live price
3.05%
Share price
$96.94
Annual div
$2.96
5Y div CAGR
7.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$874.49
Full SO calculator →
PTC
PTC
● Live price
1.43%
Share price
$139.66
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.7K
Annual income
$157.13
Full PTC calculator →

Portfolio growth — SO vs PTC

📍 SO pulled ahead of the other in Year 5

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSOPTC
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, SO + PTC cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SO pays
PTC pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SO
Annual income on $10K today (after 15% tax)
$259.56/yr
After 10yr DRIP, annual income (after tax)
$743.32/yr
PTC
Annual income on $10K today (after 15% tax)
$121.72/yr
After 10yr DRIP, annual income (after tax)
$133.56/yr
At 15% tax rate, SO beats the other by $609.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SO + PTC for your $10,000?

SO: 50%PTC: 50%
100% PTC50/50100% SO
Portfolio after 10yr
$22.2K
Annual income
$515.81/yr
Blended yield
2.32%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PTC right now

SO
Analyst Ratings
11
Buy
21
Hold
1
Sell
Consensus: Hold
Price Target
$98.25
+1.4% upside vs current
Range: $76.00 — $112.00
Altman Z
1.0
Piotroski
5/9
PTC
Analyst Ratings
20
Buy
10
Hold
3
Sell
Consensus: Buy
Price Target
$204.83
+46.7% upside vs current
Range: $180.00 — $255.00
Altman Z
5.4
Piotroski
8/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SO buys
13
PTC buys
0
PoliticianChamberTickerTypeAmountDate
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002025-12-02
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002025-08-28
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002025-04-07
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002025-04-03
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002024-11-07
Valerie Hoyle🏢 House$SO▲ Buy$1,001 - $15,0002024-10-29
John James🏢 House$SO▼ Sell$1,001 - $15,0002024-09-04
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002024-07-05
Jared Moskowitz🏢 House$SO▲ Buy$1,001 - $15,0002024-07-05
Marjorie Taylor Greene🏢 House$SO▲ Buy$1,001 - $15,0002024-05-21
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOPTC
Forward yield3.05%1.43%
Annual dividend / share$2.96$2.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR7.7%0%
Portfolio after 10y$22.7K$21.7K
Annual income after 10y$874.49$157.13
Total dividends collected$5.6K$1.5K
Payment frequencyquarterlyquarterly
SectorUtilitiesStock
Analyst consensusHoldBuy
Analyst price target$98.25$204.83

Year-by-year: SO vs PTC ($10,000, DRIP)

YearSO PortfolioSO Income/yrPTC PortfolioPTC Income/yrGap
1$10,809$328.87$10,843$143.20$34.00PTC
2$11,693$365.31$11,747$145.12$54.00PTC
3$12,660$406.13$12,717$146.94$57.00PTC
4$13,720$451.89$13,755$148.65$35.00PTC
5← crossover$14,882$503.27$14,869$150.28+$13.00SO
6$16,157$560.99$16,061$151.81+$96.00SO
7$17,559$625.92$17,339$153.26+$220.00SO
8$19,100$699.03$18,707$154.63+$393.00SO
9$20,799$781.46$20,172$155.92+$627.00SO
10$22,672$874.49$21,742$157.13+$930.00SO

SO vs PTC: Complete Analysis 2026

SOUtilities

The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation assets, including renewable energy projects and sells electricity in the wholesale market; and distributes natural gas in Illinois, Georgia, Virginia, and Tennessee, as well as provides gas marketing services, wholesale gas services, and gas pipeline investments operations. In addition, it owns and/or operates 30 hydroelectric generating stations, 24 fossil fuel generating stations, three nuclear generating stations, 13 combined cycle/cogeneration stations, 45 solar facilities, 15 wind facilities, one fuel cell facility, and four battery storage facility; and constructs, operates, and maintains 76,289 miles of natural gas pipelines and 14 storage facilities with total capacity of 157 Bcf to provide natural gas to residential, commercial, and industrial customers. The company serves approximately 8.7 million electric and gas utility customers. Further, the company offers digital wireless communications and fiber optics services. The Southern Company was incorporated in 1945 and is headquartered in Atlanta, Georgia.

Full SO Calculator →

PTCStock

PTC Inc. operates as software and services company in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Software Products and Professional Services. It offers ThingWorx platform, which offers a set of capabilities that enable enterprises to digitally transform every aspect of their business with innovative solutions that are simple to create, easy to implement, scalable to meet future needs, and designed to enable customers to accelerate time to value; and Vuforia, which enables the visualization of digital information in a physical context and the creation of AR. The company also provides Onshape, a software-as-a-service product development platform unites computer-aided design with data management, collaboration tools, and real-time analytics; Arena, a PLM solution enables product teams to collaborate virtually anytime and anywhere; Creo, a 3D CAD technology enables the digital design, testing, and modification of product models; and Windchill, a product lifecycle management software. In addition, it offers Integrity, an application lifecycle management solution; Servigistics, service parts management solution; and consulting, implementation, training, cloud, and license and support services. The company was formerly known as Parametric Technology Corporation and changed its name to PTC Inc. in January 2013. PTC Inc. was incorporated in 1985 and is headquartered in Boston, Massachusetts.

Full PTC Calculator →
📬

Get this SO vs PTC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SO vs NEESO vs DUKSO vs DSO vs AEPSO vs EXCSO vs SCHDSO vs JEPISO vs O

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.