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Stock Comparison

DUK vs SO vs D

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
DUK
Duke Energy Corporation

Regulated Electric

UtilitiesNYSE • US
Market Cap$97.70B
5Y Perf.+46.6%
SO
The Southern Company

Regulated Electric

UtilitiesNYSE • US
Market Cap$105.41B
5Y Perf.+63.9%
D
Dominion Energy, Inc.

Regulated Electric

UtilitiesNYSE • US
Market Cap$54.18B
5Y Perf.-27.5%

DUK vs SO vs D — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
DUK logoDUK
SO logoSO
D logoD
IndustryRegulated ElectricRegulated ElectricRegulated 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 Margin58.4%43.1%34.6%
Operating Margin27.0%24.1%26.3%
Forward P/E18.7x20.4x17.2x
Total Debt$90.87B$65.82B$48.94B
Cash & Equiv.$245M$1.64B$250M

DUK vs SO vs DLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

DUK
SO
D
StockMay 20May 26Return
Duke Energy Corpora… (DUK)100146.6+46.6%
The Southern Company (SO)100163.9+63.9%
Dominion Energy, In… (D)10072.5-27.5%

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.

Bottom line: DUK and D are tied at the top with 3 categories each — the right choice depends on your priorities. Dominion Energy, Inc. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
DUK
Duke Energy Corporation
The Income Pick

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
Best for: income & stability and valuation efficiency
SO
The Southern Company
The Long-Run Compounder

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%
Best for: long-term compounding
D
Dominion Energy, Inc.
The Growth Play

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
Best for: growth exposure and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthD logoD14.2% revenue growth vs DUK's 6.2%
ValueDUK logoDUKLower P/E (18.7x vs 20.4x), PEG 0.63 vs 3.49
Quality / MarginsDUK logoDUK15.4% margin vs D's 13.5%
Stability / SafetyD logoDLower D/E ratio (146.5% vs 171.4%)
DividendsDUK logoDUK3.4% yield, 1-year raise streak, vs D's 4.3%
Momentum (1Y)D logoD+17.6% vs DUK's +5.6%
Efficiency (ROA)SO logoSO2.8% 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

DUKDuke Energy Corporation
FY 2025
Other Revenues
100.0%$1.7B
SOThe Southern Company
FY 2025
Southern Company Gas
50.0%$5.0B
Gas Distribution Operations
43.9%$4.4B
Gas Marketing Services
5.8%$582M
Gas Pipeline Investments
0.3%$32M
DDominion Energy, Inc.
FY 2025
Dominion Energy Virginia
71.3%$11.8B
Dominion Energy South Carolina
21.6%$3.6B
Contracted Energy
7.1%$1.2B

DUK vs SO vs D — Financial Metrics

Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLDUKLAGGINGD

Income & Cash Flow (Last 12 Months)

DUK leads this category, winning 5 of 6 comparable metrics.

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.

MetricDUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
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%
DUK leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

Evenly matched — DUK and D each lead in 3 of 6 comparable 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.

MetricDUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
Market CapShares × price$97.7B$105.4B$54.2B
Enterprise ValueMkt cap + debt − cash$188.3B$169.6B$102.9B
Trailing P/EPrice ÷ TTM EPS19.90x23.85x17.87x
Forward P/EPrice ÷ next-FY EPS est.18.74x20.44x17.19x
PEG RatioP/E ÷ EPS growth rate0.67x4.08x
EV / EBITDAEnterprise value multiple12.64x12.75x15.13x
Price / SalesMarket cap ÷ Revenue3.03x3.57x3.28x
Price / BookPrice ÷ Book value/share1.84x2.67x1.58x
Price / FCFMarket cap ÷ FCF
Evenly matched — DUK and D each lead in 3 of 6 comparable metrics.

Profitability & Efficiency

D leads this category, winning 5 of 9 comparable metrics.

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.

MetricDUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
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 0–9557
Debt / EquityFinancial leverage1.71x1.69x1.46x
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 expense2.57x2.51x2.79x
D leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

SO leads this category, winning 3 of 6 comparable metrics.

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.

MetricDUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
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%
SO leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

DUK leads this category, winning 2 of 2 comparable metrics.

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.

MetricDUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
Beta (5Y)Sensitivity to S&P 500-0.24x-0.15x0.03x
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 0–10046.753.852.0
Avg Volume (50D)Average daily shares traded3.6M4.5M4.3M
DUK leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — DUK and SO and D each lead in 1 of 2 comparable metrics.

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%.

MetricDUK logoDUKDuke Energy Corpo…SO logoSOThe Southern Comp…D logoDDominion Energy, …
Analyst RatingConsensus buy/hold/sellHoldHoldHold
Price TargetConsensus 12-month target$135.44$99.62$66.25
# AnalystsCovering analysts313331
Dividend YieldAnnual dividend ÷ price+3.4%+2.9%+4.3%
Dividend StreakConsecutive years of raises110
Dividend / ShareAnnual DPS$4.25$2.72$2.66
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%0.0%
Evenly matched — DUK and SO and D each lead in 1 of 2 comparable metrics.
Key Takeaway

DUK leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). D leads in 1 (Profitability & Efficiency). 2 tied.

Best OverallDuke Energy Corporation (DUK)Leads 2 of 6 categories
Loading custom metrics...

DUK vs SO vs D: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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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DUK

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 9%
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SO

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 8%
Run This Screen
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D

High-Growth Compounder

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 11%
  • Net Margin > 8%
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Beat Both

Find stocks that outperform DUK and SO and D on the metrics below

Revenue Growth>
%
(DUK: 11.3% · SO: 8.0%)
Net Margin>
%
(DUK: 15.4% · SO: 14.5%)
P/E Ratio<
x
(DUK: 19.9x · SO: 23.9x)

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