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Stock Comparison

ETR vs SO vs DUK

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

Live fundamentals10-year financials5-year price chart
ETR
Entergy Corporation

Regulated Electric

UtilitiesNYSE • US
Market Cap$51.71B
5Y Perf.+121.9%
SO
The Southern Company

Regulated Electric

UtilitiesNYSE • US
Market Cap$105.41B
5Y Perf.+63.9%
DUK
Duke Energy Corporation

Regulated Electric

UtilitiesNYSE • US
Market Cap$97.70B
5Y Perf.+46.6%

ETR vs SO vs DUK — Key Financials

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

Company Snapshot
ETR logoETR
SO logoSO
DUK logoDUK
IndustryRegulated ElectricRegulated ElectricRegulated Electric
Market Cap$51.71B$105.41B$97.70B
Revenue (TTM)$13.29B$30.17B$33.29B
Net Income (TTM)$1.80B$4.36B$5.14B
Gross Margin43.3%43.1%58.4%
Operating Margin22.6%24.1%27.0%
Forward P/E25.7x20.4x18.7x
Total Debt$30.93B$65.82B$90.87B
Cash & Equiv.$46M$1.64B$245M

ETR vs SO vs DUKLong-Term Stock Performance

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

ETR
SO
DUK
StockMay 20May 26Return
Entergy Corporation (ETR)100221.9+121.9%
The Southern Company (SO)100163.9+63.9%
Duke Energy Corpora… (DUK)100146.6+46.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: ETR vs SO vs DUK

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: SO leads in 3 of 7 categories, making it the strongest pick for growth and revenue expansion and capital preservation and lower volatility. Entergy Corporation is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
ETR
Entergy Corporation
The Long-Run Compounder

ETR is the clearest fit if your priority is long-term compounding and defensive.

  • 251.0% 10Y total return vs SO's 141.5%
  • Beta 0.30, yield 2.1%, current ratio 0.73x
  • 2.1% yield, 11-year raise streak, vs DUK's 3.4%
Best for: long-term compounding and defensive
SO
The Southern Company
The Growth Play

SO has the current edge in this matchup, primarily because of its strength in growth exposure and sleep-well-at-night.

  • Rev growth 10.6%, EPS growth -1.8%, 3Y rev CAGR 0.3%
  • Lower volatility, beta -0.15, current ratio 0.65x
  • 10.6% revenue growth vs DUK's 6.2%
Best for: growth exposure and sleep-well-at-night
DUK
Duke Energy Corporation
The Income Pick

DUK is the clearest fit if your priority is income & stability and valuation efficiency.

  • Dividend streak 1 yrs, beta -0.24, yield 3.4%
  • PEG 0.63 vs ETR's 10.14
  • Lower P/E (18.7x vs 20.4x), PEG 0.63 vs 3.49
Best for: income & stability and valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthSO logoSO10.6% 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 ETR's 13.6%
Stability / SafetySO logoSOLower D/E ratio (169.3% vs 179.5%)
DividendsETR logoETR2.1% yield, 11-year raise streak, vs DUK's 3.4%
Momentum (1Y)ETR logoETR+37.6% vs DUK's +5.6%
Efficiency (ROA)SO logoSO2.8% ROA vs ETR's 2.5%, ROIC 5.3% vs 5.0%

ETR vs SO vs DUK — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

ETREntergy Corporation
FY 2025
Residential
37.3%$4.8B
Industrial
27.8%$3.6B
Commercial
24.1%$3.1B
Other Electric
4.0%$519M
Sales for Resale
3.4%$434M
Governmental
2.1%$276M
Natural Gas, US Regulated
0.9%$113M
Other (1)
0.5%$59M
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
DUKDuke Energy Corporation
FY 2025
Other Revenues
100.0%$1.7B

ETR vs SO vs DUK — Financial Metrics

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

BEST OVERALLDUKLAGGINGSO

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 — 2.5x ETR's $13.3B. Profitability is closely matched — net margins range from 15.4% (DUK) to 13.6% (ETR). On growth, ETR holds the edge at +12.0% YoY revenue growth, suggesting stronger near-term business momentum.

MetricETR logoETREntergy Corporati…SO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…
RevenueTrailing 12 months$13.3B$30.2B$33.3B
EBITDAEarnings before interest/tax$5.5B$13.3B$15.3B
Net IncomeAfter-tax profit$1.8B$4.4B$5.1B
Free Cash FlowCash after capex-$3.0B-$3.8B$6.6B
Gross MarginGross profit ÷ Revenue+43.3%+43.1%+58.4%
Operating MarginEBIT ÷ Revenue+22.6%+24.1%+27.0%
Net MarginNet income ÷ Revenue+13.6%+14.5%+15.4%
FCF MarginFCF ÷ Revenue-22.6%-12.7%+19.8%
Rev. Growth (YoY)Latest quarter vs prior year+12.0%+8.0%+11.3%
EPS Growth (YoY)Latest quarter vs prior year+1.2%-0.8%+11.9%
DUK leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

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

At 19.9x trailing earnings, DUK trades at a 31% valuation discount to ETR's 28.9x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs ETR's 11.40x — a lower PEG means you pay less per unit of expected earnings growth.

MetricETR logoETREntergy Corporati…SO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…
Market CapShares × price$51.7B$105.4B$97.7B
Enterprise ValueMkt cap + debt − cash$82.6B$169.6B$188.3B
Trailing P/EPrice ÷ TTM EPS28.89x23.85x19.90x
Forward P/EPrice ÷ next-FY EPS est.25.71x20.44x18.74x
PEG RatioP/E ÷ EPS growth rate11.40x4.08x0.67x
EV / EBITDAEnterprise value multiple14.78x12.75x12.64x
Price / SalesMarket cap ÷ Revenue3.99x3.57x3.03x
Price / BookPrice ÷ Book value/share2.95x2.67x1.84x
Price / FCFMarket cap ÷ FCF
DUK leads this category, winning 6 of 6 comparable metrics.

Profitability & Efficiency

SO 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 $10 for DUK. SO carries lower financial leverage with a 1.69x debt-to-equity ratio, signaling a more conservative balance sheet compared to ETR's 1.80x. On the Piotroski fundamental quality scale (0–9), ETR scores 6/9 vs DUK's 5/9, reflecting solid financial health.

MetricETR logoETREntergy Corporati…SO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…
ROE (TTM)Return on equity+10.6%+11.3%+9.6%
ROA (TTM)Return on assets+2.5%+2.8%+2.6%
ROICReturn on invested capital+5.0%+5.3%+4.6%
ROCEReturn on capital employed+5.0%+5.4%+5.0%
Piotroski ScoreFundamental quality 0–9655
Debt / EquityFinancial leverage1.80x1.69x1.71x
Net DebtTotal debt minus cash$30.9B$64.2B$90.6B
Cash & Equiv.Liquid assets$46M$1.6B$245M
Total DebtShort + long-term debt$30.9B$65.8B$90.9B
Interest CoverageEBIT ÷ Interest expense2.70x2.51x2.57x
SO leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

ETR leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in ETR five years ago would be worth $23,072 today (with dividends reinvested), compared to $14,516 for DUK. Over the past 12 months, ETR leads with a +37.6% total return vs DUK's +5.6%. The 3-year compound annual growth rate (CAGR) favors ETR at 31.0% vs SO's 11.1% — a key indicator of consistent wealth creation.

MetricETR logoETREntergy Corporati…SO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…
YTD ReturnYear-to-date+21.7%+8.1%+7.8%
1-Year ReturnPast 12 months+37.6%+5.8%+5.6%
3-Year ReturnCumulative with dividends+124.6%+37.0%+39.6%
5-Year ReturnCumulative with dividends+130.7%+62.8%+45.2%
10-Year ReturnCumulative with dividends+251.0%+141.5%+106.8%
CAGR (3Y)Annualised 3-year return+31.0%+11.1%+11.8%
ETR leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

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

DUK is the less volatile stock with a -0.24 beta — it tends to amplify market swings less than ETR's 0.30 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.

MetricETR logoETREntergy Corporati…SO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…
Beta (5Y)Sensitivity to S&P 5000.30x-0.15x-0.24x
52-Week HighHighest price in past year$118.44$100.84$134.49
52-Week LowLowest price in past year$79.40$83.09$111.22
% of 52W HighCurrent price vs 52-week peak+95.4%+92.7%+93.3%
RSI (14)Momentum oscillator 0–10063.353.846.7
Avg Volume (50D)Average daily shares traded2.7M4.5M3.6M
Evenly matched — ETR and DUK each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: ETR as "Buy", SO as "Hold", DUK as "Hold". Consensus price targets imply 7.9% upside for DUK (target: $135) vs 3.5% for ETR (target: $117). For income investors, DUK offers the higher dividend yield at 3.38% vs ETR's 2.11%.

MetricETR logoETREntergy Corporati…SO logoSOThe Southern Comp…DUK logoDUKDuke Energy Corpo…
Analyst RatingConsensus buy/hold/sellBuyHoldHold
Price TargetConsensus 12-month target$116.92$99.62$135.44
# AnalystsCovering analysts313331
Dividend YieldAnnual dividend ÷ price+2.1%+2.9%+3.4%
Dividend StreakConsecutive years of raises1111
Dividend / ShareAnnual DPS$2.39$2.72$4.25
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%0.0%
Evenly matched — ETR and DUK each lead in 1 of 2 comparable metrics.
Key Takeaway

DUK leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). SO leads in 1 (Profitability & Efficiency). 2 tied.

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

ETR vs SO vs DUK: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is ETR or SO or DUK a better buy right now?

For growth investors, The Southern Company (SO) is the stronger pick with 10.

6% revenue growth year-over-year, versus 6. 2% for Duke Energy Corporation (DUK). Duke Energy Corporation (DUK) offers the better valuation at 19. 9x trailing P/E (18. 7x forward), making it the more compelling value choice. Analysts rate Entergy Corporation (ETR) a "Buy" — 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 — ETR or SO or DUK?

On trailing P/E, Duke Energy Corporation (DUK) is the cheapest at 19.

9x versus Entergy Corporation at 28. 9x. On forward P/E, Duke Energy Corporation is actually cheaper at 18. 7x. 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 Entergy Corporation's 10. 14x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — ETR or SO or DUK?

Over the past 5 years, Entergy Corporation (ETR) delivered a total return of +130.

7%, compared to +45. 2% for Duke Energy Corporation (DUK). Over 10 years, the gap is even starker: ETR returned +251. 0% versus DUK's +106. 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 — ETR or SO or DUK?

By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.

24β versus Entergy Corporation's 0. 30β — meaning ETR is approximately -224% more volatile than DUK relative to the S&P 500. On balance sheet safety, The Southern Company (SO) carries a lower debt/equity ratio of 169% versus 180% for Entergy Corporation — giving it more financial flexibility in a downturn.

05

Which is growing faster — ETR or SO or DUK?

By revenue growth (latest reported year), The Southern Company (SO) is pulling ahead at 10.

6% versus 6. 2% for Duke Energy Corporation (DUK). On earnings-per-share growth, the picture is similar: Entergy Corporation grew EPS 59. 6% year-over-year, compared to -1. 8% for The Southern Company. Over a 3-year CAGR, DUK leads at 3. 9% 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 — ETR or SO or DUK?

Duke Energy Corporation (DUK) is the more profitable company, earning 15.

4% net margin versus 13. 7% for Entergy Corporation — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DUK leads at 26. 6% versus 23. 6% for ETR. At the gross margin level — before operating expenses — DUK leads at 31. 6%, 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 ETR or SO or DUK 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 Entergy Corporation's 10. 14x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Duke Energy Corporation (DUK) trades at 18. 7x forward P/E versus 25. 7x for Entergy Corporation — 7. 0x 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 — ETR or SO or DUK?

All stocks in this comparison pay dividends.

Duke Energy Corporation (DUK) offers the highest yield at 3. 4%, versus 2. 1% for Entergy Corporation (ETR).

09

Is ETR or SO or DUK 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%, ETR: +251. 0%), 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 ETR and SO and DUK?

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: ETR is a mid-cap quality compounder stock; SO is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented 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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ETR

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 8%
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SO

Income & Dividend Stock

  • Sector: Utilities
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 8%
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DUK

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

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

Revenue Growth>
%
(ETR: 12.0% · SO: 8.0%)
Net Margin>
%
(ETR: 13.6% · SO: 14.5%)
P/E Ratio<
x
(ETR: 28.9x · SO: 23.9x)

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