Regulated Water
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ARTNA vs NEE vs SO vs DUK
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
ARTNA vs NEE vs SO vs DUK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Regulated Water | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $326M | $194.60B | $104.20B | $97.33B |
| Revenue (TTM) | $113M | $27.93B | $30.17B | $33.29B |
| Net Income (TTM) | $23M | $8.18B | $4.36B | $5.14B |
| Gross Margin | 43.2% | 47.8% | 43.1% | 58.4% |
| Operating Margin | 28.0% | 29.5% | 24.1% | 27.0% |
| Forward P/E | 15.8x | 23.1x | 20.2x | 18.6x |
| Total Debt | $183M | $95.62B | $65.82B | $90.87B |
| Cash & Equiv. | $52K | $2.81B | $1.64B | $245M |
ARTNA vs NEE vs SO vs DUK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Artesian Resources … (ARTNA) | 100 | 90.2 | -9.8% |
| NextEra Energy, Inc. (NEE) | 100 | 146.1 | +46.1% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ARTNA vs NEE vs SO vs DUK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ARTNA is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 31 yrs, beta 0.01, yield 3.9%
- Lower volatility, beta 0.01, Low D/E 73.1%, current ratio 0.64x
- Beta 0.01, yield 3.9%, current ratio 0.64x
- Lower P/E (15.8x vs 20.2x)
NEE carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 11.0%, EPS growth -2.4%, 3Y rev CAGR 9.4%
- 11.0% revenue growth vs ARTNA's 4.6%
- 29.3% margin vs SO's 14.5%
- +42.0% vs ARTNA's -3.9%
SO is the clearest fit if your priority is long-term compounding.
- 137.8% 10Y total return vs NEE's 266.0%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.63 vs ARTNA's 3.68
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.0% revenue growth vs ARTNA's 4.6% | |
| Value | Lower P/E (15.8x vs 20.2x) | |
| Quality / Margins | 29.3% margin vs SO's 14.5% | |
| Stability / Safety | Beta 0.01 vs NEE's 0.21, lower leverage | |
| Dividends | 3.9% yield, 31-year raise streak, vs NEE's 2.4% | |
| Momentum (1Y) | +42.0% vs ARTNA's -3.9% | |
| Efficiency (ROA) | 3.9% ROA vs DUK's 2.6%, ROIC 4.1% vs 4.6% |
ARTNA vs NEE vs SO vs DUK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ARTNA vs NEE vs SO vs DUK — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
ARTNA leads in 3 of 6 categories
NEE leads 1 • SO leads 0 • DUK leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — NEE and DUK each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 294.8x ARTNA's $113M. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to SO's 14.5%. On growth, DUK holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $113M | $27.9B | $30.2B | $33.3B |
| EBITDAEarnings before interest/tax | $45M | $15.5B | $13.3B | $15.3B |
| Net IncomeAfter-tax profit | $23M | $8.2B | $4.4B | $5.1B |
| Free Cash FlowCash after capex | $4M | -$3.8B | -$3.8B | $6.6B |
| Gross MarginGross profit ÷ Revenue | +43.2% | +47.8% | +43.1% | +58.4% |
| Operating MarginEBIT ÷ Revenue | +28.0% | +29.5% | +24.1% | +27.0% |
| Net MarginNet income ÷ Revenue | +20.2% | +29.3% | +14.5% | +15.4% |
| FCF MarginFCF ÷ Revenue | +3.3% | -13.6% | -12.7% | +19.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.3% | +7.3% | +8.0% | +11.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +8.1% | +160.0% | -0.8% | +11.9% |
Valuation Metrics
ARTNA leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 14.3x trailing earnings, ARTNA trades at a 49% valuation discount to NEE's 28.4x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs SO's 4.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $326M | $194.6B | $104.2B | $97.3B |
| Enterprise ValueMkt cap + debt − cash | $509M | $287.4B | $168.4B | $188.0B |
| Trailing P/EPrice ÷ TTM EPS | 14.33x | 28.36x | 23.58x | 19.79x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.84x | 23.07x | 20.21x | 18.64x |
| PEG RatioP/E ÷ EPS growth rate | 3.33x | 1.64x | 4.03x | 0.67x |
| EV / EBITDAEnterprise value multiple | 10.29x | 18.73x | 12.66x | 12.61x |
| Price / SalesMarket cap ÷ Revenue | 2.89x | 7.08x | 3.53x | 3.02x |
| Price / BookPrice ÷ Book value/share | 1.31x | 2.93x | 2.64x | 1.83x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
ARTNA leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
NEE delivers a 12.7% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $9 for ARTNA. ARTNA carries lower financial leverage with a 0.73x debt-to-equity ratio, signaling a more conservative balance sheet compared to DUK's 1.71x.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +9.3% | +12.7% | +11.3% | +9.6% |
| ROA (TTM)Return on assets | +2.8% | +3.9% | +2.8% | +2.6% |
| ROICReturn on invested capital | +6.3% | +4.1% | +5.3% | +4.6% |
| ROCEReturn on capital employed | +4.5% | +4.7% | +5.4% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.73x | 1.44x | 1.69x | 1.71x |
| Net DebtTotal debt minus cash | $183M | $92.8B | $64.2B | $90.6B |
| Cash & Equiv.Liquid assets | $52,000 | $2.8B | $1.6B | $245M |
| Total DebtShort + long-term debt | $183M | $95.6B | $65.8B | $90.9B |
| Interest CoverageEBIT ÷ Interest expense | 4.10x | 1.99x | 2.51x | 2.57x |
Total Returns (Dividends Reinvested)
NEE 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 $16,062 today (with dividends reinvested), compared to $9,217 for ARTNA. Over the past 12 months, NEE leads with a +42.0% total return vs ARTNA's -3.9%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.6% vs ARTNA's -13.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +1.8% | +16.1% | +6.9% | +7.2% |
| 1-Year ReturnPast 12 months | -3.9% | +42.0% | +3.6% | +5.3% |
| 3-Year ReturnCumulative with dividends | -35.9% | +31.0% | +35.5% | +38.9% |
| 5-Year ReturnCumulative with dividends | -7.8% | +38.2% | +60.6% | +44.0% |
| 10-Year ReturnCumulative with dividends | +48.5% | +266.0% | +137.8% | +104.1% |
| CAGR (3Y)Annualised 3-year return | -13.8% | +9.4% | +10.7% | +11.6% |
Risk & Volatility
Evenly matched — NEE 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 NEE's 0.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NEE currently trades 94.5% from its 52-week high vs ARTNA's 89.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.01x | 0.21x | -0.15x | -0.24x |
| 52-Week HighHighest price in past year | $35.37 | $98.75 | $100.84 | $134.49 |
| 52-Week LowLowest price in past year | $30.50 | $63.88 | $83.09 | $111.22 |
| % of 52W HighCurrent price vs 52-week peak | +89.6% | +94.5% | +91.7% | +92.8% |
| RSI (14)Momentum oscillator 0–100 | 49.5 | 54.3 | 43.5 | 40.7 |
| Avg Volume (50D)Average daily shares traded | 69K | 8.7M | 4.5M | 3.5M |
Analyst Outlook
ARTNA leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ARTNA as "Buy", NEE as "Buy", SO as "Hold", DUK as "Hold". Consensus price targets imply 8.5% upside for DUK (target: $135) vs 5.2% for NEE (target: $98). For income investors, ARTNA offers the higher dividend yield at 3.88% vs NEE's 2.40%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | — | $98.13 | $99.62 | $135.44 |
| # AnalystsCovering analysts | 4 | 36 | 33 | 31 |
| Dividend YieldAnnual dividend ÷ price | +3.9% | +2.4% | +2.9% | +3.4% |
| Dividend StreakConsecutive years of raises | 31 | 30 | 1 | 1 |
| Dividend / ShareAnnual DPS | $1.23 | $2.24 | $2.72 | $4.25 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
ARTNA leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). NEE leads in 1 (Total Returns). 2 tied.
ARTNA vs NEE vs SO vs DUK: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ARTNA or NEE or SO or DUK a better buy right now?
For growth investors, NextEra Energy, Inc.
(NEE) is the stronger pick with 11. 0% revenue growth year-over-year, versus 4. 6% for Artesian Resources Corporation (ARTNA). Artesian Resources Corporation (ARTNA) offers the better valuation at 14. 3x trailing P/E (15. 8x forward), making it the more compelling value choice. Analysts rate Artesian Resources Corporation (ARTNA) a "Buy" — based on 4 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 — ARTNA or NEE or SO or DUK?
On trailing P/E, Artesian Resources Corporation (ARTNA) is the cheapest at 14.
3x versus NextEra Energy, Inc. at 28. 4x. On forward P/E, Artesian Resources Corporation is actually cheaper at 15. 8x. 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 Artesian Resources Corporation's 3. 68x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ARTNA or NEE or SO or DUK?
Over the past 5 years, The Southern Company (SO) delivered a total return of +60.
6%, compared to -7. 8% for Artesian Resources Corporation (ARTNA). Over 10 years, the gap is even starker: NEE returned +266. 0% versus ARTNA's +48. 5%. 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 — ARTNA or NEE or SO or DUK?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus NextEra Energy, Inc. 's 0. 21β — meaning NEE is approximately -185% more volatile than DUK relative to the S&P 500. On balance sheet safety, Artesian Resources Corporation (ARTNA) carries a lower debt/equity ratio of 73% versus 171% for Duke Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — ARTNA or NEE or SO or DUK?
By revenue growth (latest reported year), NextEra Energy, Inc.
(NEE) is pulling ahead at 11. 0% versus 4. 6% for Artesian Resources Corporation (ARTNA). On earnings-per-share growth, the picture is similar: Artesian Resources Corporation grew EPS 11. 6% year-over-year, compared to -2. 4% for NextEra Energy, Inc.. Over a 3-year CAGR, NEE leads at 9. 4% 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 — ARTNA or NEE or SO or DUK?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 14. 7% for The Southern Company — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ARTNA leads at 31. 5% versus 24. 6% for SO. At the gross margin level — before operating expenses — NEE leads at 62. 8%, 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 ARTNA or NEE 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 Artesian Resources Corporation's 3. 68x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Artesian Resources Corporation (ARTNA) trades at 15. 8x forward P/E versus 23. 1x for NextEra Energy, Inc. — 7. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUK: 8. 5% to $135. 44.
08Which pays a better dividend — ARTNA or NEE or SO or DUK?
All stocks in this comparison pay dividends.
Artesian Resources Corporation (ARTNA) offers the highest yield at 3. 9%, versus 2. 4% for NextEra Energy, Inc. (NEE).
09Is ARTNA or NEE 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, +104. 1% 10Y return). Both have compounded well over 10 years (DUK: +104. 1%, NEE: +266. 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 ARTNA and NEE 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: ARTNA is a small-cap deep-value stock; NEE 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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