Regulated Electric
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ETR vs SO vs DUK
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
ETR vs SO vs DUK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated 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 Margin | 43.3% | 43.1% | 58.4% |
| Operating Margin | 22.6% | 24.1% | 27.0% |
| Forward P/E | 25.7x | 20.4x | 18.7x |
| Total Debt | $30.93B | $65.82B | $90.87B |
| Cash & Equiv. | $46M | $1.64B | $245M |
ETR vs SO vs DUK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Entergy Corporation (ETR) | 100 | 221.9 | +121.9% |
| The Southern Company (SO) | 100 | 163.9 | +63.9% |
| Duke Energy Corpora… (DUK) | 100 | 146.6 | +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.
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%
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%
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.6% 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 ETR's 13.6% | |
| Stability / Safety | Lower D/E ratio (169.3% vs 179.5%) | |
| Dividends | 2.1% yield, 11-year raise streak, vs DUK's 3.4% | |
| Momentum (1Y) | +37.6% vs DUK's +5.6% | |
| Efficiency (ROA) | 2.8% 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
ETR vs SO vs DUK — 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 — 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.
| Metric | |||
|---|---|---|---|
| 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% |
Valuation Metrics
DUK leads this category, winning 6 of 6 comparable metrics.
Valuation 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.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $51.7B | $105.4B | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $82.6B | $169.6B | $188.3B |
| Trailing P/EPrice ÷ TTM EPS | 28.89x | 23.85x | 19.90x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.71x | 20.44x | 18.74x |
| PEG RatioP/E ÷ EPS growth rate | 11.40x | 4.08x | 0.67x |
| EV / EBITDAEnterprise value multiple | 14.78x | 12.75x | 12.64x |
| Price / SalesMarket cap ÷ Revenue | 3.99x | 3.57x | 3.03x |
| Price / BookPrice ÷ Book value/share | 2.95x | 2.67x | 1.84x |
| Price / FCFMarket cap ÷ FCF | — | — | — |
Profitability & Efficiency
SO 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 $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.
| Metric | |||
|---|---|---|---|
| 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 0–9 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.80x | 1.69x | 1.71x |
| 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 expense | 2.70x | 2.51x | 2.57x |
Total Returns (Dividends Reinvested)
ETR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | |||
|---|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — ETR and DUK each lead in 1 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 ETR's 0.30 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 | 0.30x | -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 0–100 | 63.3 | 53.8 | 46.7 |
| Avg Volume (50D)Average daily shares traded | 2.7M | 4.5M | 3.6M |
Analyst Outlook
Evenly matched — ETR and DUK each lead in 1 of 2 comparable metrics.
Analyst Outlook
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%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $116.92 | $99.62 | $135.44 |
| # AnalystsCovering analysts | 31 | 33 | 31 |
| Dividend YieldAnnual dividend ÷ price | +2.1% | +2.9% | +3.4% |
| Dividend StreakConsecutive years of raises | 11 | 1 | 1 |
| Dividend / ShareAnnual DPS | $2.39 | $2.72 | $4.25 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% |
DUK leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). SO leads in 1 (Profitability & Efficiency). 2 tied.
ETR vs SO vs DUK: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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).
09Is 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.
10What 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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