Regulated Electric
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DUK vs SO vs D
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
DUK vs SO vs D — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $97.70B | $105.41B | $54.18B |
| Revenue (TTM) | $33.29B | $30.17B | $17.45B |
| Net Income (TTM) | $5.14B | $4.36B | $2.35B |
| Gross Margin | 58.4% | 43.1% | 34.6% |
| Operating Margin | 27.0% | 24.1% | 26.3% |
| Forward P/E | 18.7x | 20.4x | 17.2x |
| Total Debt | $90.87B | $65.82B | $48.94B |
| Cash & Equiv. | $245M | $1.64B | $250M |
DUK vs SO vs D — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Duke Energy Corpora… (DUK) | 100 | 146.6 | +46.6% |
| The Southern Company (SO) | 100 | 163.9 | +63.9% |
| Dominion Energy, In… (D) | 100 | 72.5 | -27.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DUK vs SO vs D
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DUK has the current edge in this matchup, primarily because of its strength in income & stability and valuation efficiency.
- Dividend streak 1 yrs, beta -0.24, yield 3.4%
- PEG 0.63 vs SO's 3.49
- Lower P/E (18.7x vs 20.4x), PEG 0.63 vs 3.49
SO is the clearest fit if your priority is long-term compounding.
- 141.5% 10Y total return vs DUK's 106.8%
- 2.8% ROA vs DUK's 2.6%, ROIC 5.3% vs 4.6%
D is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 14.2%, EPS growth 41.4%, 3Y rev CAGR 5.8%
- Lower volatility, beta 0.03, current ratio 0.77x
- Beta 0.03, yield 4.3%, current ratio 0.77x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.2% revenue growth vs DUK's 6.2% | |
| Value | Lower P/E (18.7x vs 20.4x), PEG 0.63 vs 3.49 | |
| Quality / Margins | 15.4% margin vs D's 13.5% | |
| Stability / Safety | Lower D/E ratio (146.5% vs 171.4%) | |
| Dividends | 3.4% yield, 1-year raise streak, vs D's 4.3% | |
| Momentum (1Y) | +17.6% vs DUK's +5.6% | |
| Efficiency (ROA) | 2.8% ROA vs DUK's 2.6%, ROIC 5.3% vs 4.6% |
DUK vs SO vs D — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
DUK vs SO vs D — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DUK leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 1.9x D's $17.4B. Profitability is closely matched — net margins range from 15.4% (DUK) to 13.5% (D). On growth, D holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | $33.3B | $30.2B | $17.4B |
| EBITDAEarnings before interest/tax | $15.3B | $13.3B | $6.9B |
| Net IncomeAfter-tax profit | $5.1B | $4.4B | $2.4B |
| Free Cash FlowCash after capex | $6.6B | -$3.8B | -$4.4B |
| Gross MarginGross profit ÷ Revenue | +58.4% | +43.1% | +34.6% |
| Operating MarginEBIT ÷ Revenue | +27.0% | +24.1% | +26.3% |
| Net MarginNet income ÷ Revenue | +15.4% | +14.5% | +13.5% |
| FCF MarginFCF ÷ Revenue | +19.8% | -12.7% | -25.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.3% | +8.0% | +23.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +11.9% | -0.8% | -100.0% |
Valuation Metrics
Evenly matched — DUK and D each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 17.9x trailing earnings, D trades at a 25% valuation discount to SO's 23.9x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs SO's 4.08x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $97.7B | $105.4B | $54.2B |
| Enterprise ValueMkt cap + debt − cash | $188.3B | $169.6B | $102.9B |
| Trailing P/EPrice ÷ TTM EPS | 19.90x | 23.85x | 17.87x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.74x | 20.44x | 17.19x |
| PEG RatioP/E ÷ EPS growth rate | 0.67x | 4.08x | — |
| EV / EBITDAEnterprise value multiple | 12.64x | 12.75x | 15.13x |
| Price / SalesMarket cap ÷ Revenue | 3.03x | 3.57x | 3.28x |
| Price / BookPrice ÷ Book value/share | 1.84x | 2.67x | 1.58x |
| Price / FCFMarket cap ÷ FCF | — | — | — |
Profitability & Efficiency
D leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
SO delivers a 11.3% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $7 for D. D carries lower financial leverage with a 1.46x debt-to-equity ratio, signaling a more conservative balance sheet compared to DUK's 1.71x. On the Piotroski fundamental quality scale (0–9), D scores 7/9 vs SO's 5/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | +9.6% | +11.3% | +7.1% |
| ROA (TTM)Return on assets | +2.6% | +2.8% | +2.8% |
| ROICReturn on invested capital | +4.6% | +5.3% | +4.3% |
| ROCEReturn on capital employed | +5.0% | +5.4% | +4.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.71x | 1.69x | 1.46x |
| Net DebtTotal debt minus cash | $90.6B | $64.2B | $48.7B |
| Cash & Equiv.Liquid assets | $245M | $1.6B | $250M |
| Total DebtShort + long-term debt | $90.9B | $65.8B | $48.9B |
| Interest CoverageEBIT ÷ Interest expense | 2.57x | 2.51x | 2.79x |
Total Returns (Dividends Reinvested)
SO leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SO five years ago would be worth $16,277 today (with dividends reinvested), compared to $9,541 for D. Over the past 12 months, D leads with a +17.6% total return vs DUK's +5.6%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.8% vs D's 7.2% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +7.8% | +8.1% | +5.2% |
| 1-Year ReturnPast 12 months | +5.6% | +5.8% | +17.6% |
| 3-Year ReturnCumulative with dividends | +39.6% | +37.0% | +23.3% |
| 5-Year ReturnCumulative with dividends | +45.2% | +62.8% | -4.6% |
| 10-Year ReturnCumulative with dividends | +106.8% | +141.5% | +27.8% |
| CAGR (3Y)Annualised 3-year return | +11.8% | +11.1% | +7.2% |
Risk & Volatility
DUK leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DUK is the less volatile stock with a -0.24 beta — it tends to amplify market swings less than D's 0.03 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.24x | -0.15x | 0.03x |
| 52-Week HighHighest price in past year | $134.49 | $100.84 | $67.50 |
| 52-Week LowLowest price in past year | $111.22 | $83.09 | $52.53 |
| % of 52W HighCurrent price vs 52-week peak | +93.3% | +92.7% | +91.3% |
| RSI (14)Momentum oscillator 0–100 | 46.7 | 53.8 | 52.0 |
| Avg Volume (50D)Average daily shares traded | 3.6M | 4.5M | 4.3M |
Analyst Outlook
Evenly matched — DUK and SO and D each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: DUK as "Hold", SO as "Hold", D as "Hold". Consensus price targets imply 7.9% upside for DUK (target: $135) vs 6.5% for SO (target: $100). For income investors, D offers the higher dividend yield at 4.32% vs SO's 2.91%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $135.44 | $99.62 | $66.25 |
| # AnalystsCovering analysts | 31 | 33 | 31 |
| Dividend YieldAnnual dividend ÷ price | +3.4% | +2.9% | +4.3% |
| Dividend StreakConsecutive years of raises | 1 | 1 | 0 |
| Dividend / ShareAnnual DPS | $4.25 | $2.72 | $2.66 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% |
DUK leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). D leads in 1 (Profitability & Efficiency). 2 tied.
DUK vs SO vs D: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is DUK or SO or D a better buy right now?
For growth investors, Dominion Energy, Inc.
(D) is the stronger pick with 14. 2% revenue growth year-over-year, versus 6. 2% for Duke Energy Corporation (DUK). Dominion Energy, Inc. (D) offers the better valuation at 17. 9x trailing P/E (17. 2x forward), making it the more compelling value choice. Analysts rate Duke Energy Corporation (DUK) a "Hold" — based on 31 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — DUK or SO or D?
On trailing P/E, Dominion Energy, Inc.
(D) is the cheapest at 17. 9x versus The Southern Company at 23. 9x. On forward P/E, Dominion Energy, Inc. is actually cheaper at 17. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Duke Energy Corporation wins at 0. 63x versus The Southern Company's 3. 49x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — DUK or SO or D?
Over the past 5 years, The Southern Company (SO) delivered a total return of +62.
8%, compared to -4. 6% for Dominion Energy, Inc. (D). Over 10 years, the gap is even starker: SO returned +141. 5% versus D's +27. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — DUK or SO or D?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus Dominion Energy, Inc. 's 0. 03β — meaning D is approximately -111% more volatile than DUK relative to the S&P 500. On balance sheet safety, Dominion Energy, Inc. (D) carries a lower debt/equity ratio of 146% versus 171% for Duke Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — DUK or SO or D?
By revenue growth (latest reported year), Dominion Energy, Inc.
(D) is pulling ahead at 14. 2% versus 6. 2% for Duke Energy Corporation (DUK). On earnings-per-share growth, the picture is similar: Dominion Energy, Inc. grew EPS 41. 4% year-over-year, compared to -1. 8% for The Southern Company. Over a 3-year CAGR, D leads at 5. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — DUK or SO or D?
Dominion Energy, Inc.
(D) is the more profitable company, earning 18. 2% net margin versus 14. 7% for The Southern Company — meaning it keeps 18. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: D leads at 26. 7% versus 24. 6% for SO. At the gross margin level — before operating expenses — D leads at 49. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is DUK or SO or D more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Duke Energy Corporation (DUK) is the more undervalued stock at a PEG of 0. 63x versus The Southern Company's 3. 49x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Dominion Energy, Inc. (D) trades at 17. 2x forward P/E versus 20. 4x for The Southern Company — 3. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUK: 7. 9% to $135. 44.
08Which pays a better dividend — DUK or SO or D?
All stocks in this comparison pay dividends.
Dominion Energy, Inc. (D) offers the highest yield at 4. 3%, versus 2. 9% for The Southern Company (SO).
09Is DUK or SO or D better for a retirement portfolio?
For long-horizon retirement investors, Duke Energy Corporation (DUK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
24), 3. 4% yield, +106. 8% 10Y return). Both have compounded well over 10 years (DUK: +106. 8%, D: +27. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between DUK and SO and D?
Both stocks operate in the Utilities sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: DUK is a mid-cap income-oriented stock; SO is a mid-cap quality compounder stock; D is a mid-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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