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CIG vs EXC vs DUK vs SO
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
CIG vs EXC vs DUK vs SO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Diversified Utilities | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $6.84B | $45.43B | $97.33B | $104.20B |
| Revenue (TTM) | $42.79B | $24.79B | $33.29B | $30.17B |
| Net Income (TTM) | $4.93B | $2.78B | $5.14B | $4.36B |
| Gross Margin | 14.3% | 29.5% | 58.4% | 43.1% |
| Operating Margin | 11.7% | 21.0% | 27.0% | 24.1% |
| Forward P/E | 1.9x | 15.6x | 18.6x | 20.2x |
| Total Debt | $19.87B | $50.55B | $90.87B | $65.82B |
| Cash & Equiv. | $1.90B | $1.15B | $245M | $1.64B |
CIG vs EXC vs DUK vs SO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Companhia Energétic… (CIG) | 100 | 236.6 | +136.6% |
| Exelon Corporation (EXC) | 100 | 162.6 | +62.6% |
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CIG vs EXC vs DUK vs SO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CIG carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 315.8% 10Y total return vs SO's 137.8%
- Lower volatility, beta 0.72, Low D/E 69.6%, current ratio 1.00x
- PEG 0.11 vs SO's 3.45
- Beta 0.72, yield 11.5%, current ratio 1.00x
EXC is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 1 yrs, beta -0.14, yield 3.6%
- Rev growth 5.3%, EPS growth 11.8%, 3Y rev CAGR 8.3%
DUK is the #2 pick in this set and the best alternative if quality is your priority.
- 15.4% margin vs EXC's 11.2%
SO is the clearest fit if your priority is growth.
- 10.6% revenue growth vs CIG's 5.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.6% revenue growth vs CIG's 5.3% | |
| Value | Lower P/E (1.9x vs 20.2x), PEG 0.11 vs 3.45 | |
| Quality / Margins | 15.4% margin vs EXC's 11.2% | |
| Stability / Safety | Lower D/E ratio (69.6% vs 175.5%) | |
| Dividends | 11.5% yield, vs EXC's 3.6% | |
| Momentum (1Y) | +45.5% vs EXC's -0.7% | |
| Efficiency (ROA) | 7.6% ROA vs EXC's 2.4%, ROIC 10.5% vs 5.1% |
CIG vs EXC vs DUK vs SO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CIG vs EXC vs DUK vs SO — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CIG leads in 3 of 6 categories
DUK leads 2 • EXC leads 0 • SO leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
DUK leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CIG is the larger business by revenue, generating $42.8B annually — 1.7x EXC's $24.8B. Profitability is closely matched — net margins range from 15.4% (DUK) to 11.2% (EXC). On growth, DUK holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $42.8B | $24.8B | $33.3B | $30.2B |
| EBITDAEarnings before interest/tax | $6.5B | $8.9B | $15.3B | $13.3B |
| Net IncomeAfter-tax profit | $4.9B | $2.8B | $5.1B | $4.4B |
| Free Cash FlowCash after capex | -$2.6B | -$2.2B | $6.6B | -$3.8B |
| Gross MarginGross profit ÷ Revenue | +14.3% | +29.5% | +58.4% | +43.1% |
| Operating MarginEBIT ÷ Revenue | +11.7% | +21.0% | +27.0% | +24.1% |
| Net MarginNet income ÷ Revenue | +11.5% | +11.2% | +15.4% | +14.5% |
| FCF MarginFCF ÷ Revenue | -6.0% | -8.7% | +19.8% | -12.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -5.1% | +7.9% | +11.3% | +8.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +88.6% | 0.0% | +11.9% | -0.8% |
Valuation Metrics
CIG leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 7.0x trailing earnings, CIG trades at a 70% valuation discount to SO's 23.6x P/E. Adjusting for growth (PEG ratio), CIG offers better value at 0.62x vs SO's 4.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $6.8B | $45.4B | $97.3B | $104.2B |
| Enterprise ValueMkt cap + debt − cash | $10.5B | $94.8B | $188.0B | $168.4B |
| Trailing P/EPrice ÷ TTM EPS | 6.96x | 16.21x | 19.79x | 23.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.85x | 15.57x | 18.64x | 20.21x |
| PEG RatioP/E ÷ EPS growth rate | 0.62x | 2.54x | 0.67x | 4.03x |
| EV / EBITDAEnterprise value multiple | 7.00x | 10.79x | 12.61x | 12.66x |
| Price / SalesMarket cap ÷ Revenue | 0.81x | 1.87x | 3.02x | 3.53x |
| Price / BookPrice ÷ Book value/share | 1.18x | 1.56x | 1.83x | 2.64x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
CIG leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
CIG delivers a 17.3% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $10 for DUK. CIG carries lower financial leverage with a 0.70x debt-to-equity ratio, signaling a more conservative balance sheet compared to EXC's 1.76x. On the Piotroski fundamental quality scale (0–9), EXC scores 5/9 vs CIG's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +17.3% | +9.8% | +9.6% | +11.3% |
| ROA (TTM)Return on assets | +7.6% | +2.4% | +2.6% | +2.8% |
| ROICReturn on invested capital | +10.5% | +5.1% | +4.6% | +5.3% |
| ROCEReturn on capital employed | +12.0% | +5.0% | +5.0% | +5.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.70x | 1.76x | 1.71x | 1.69x |
| Net DebtTotal debt minus cash | $18.0B | $49.4B | $90.6B | $64.2B |
| Cash & Equiv.Liquid assets | $1.9B | $1.2B | $245M | $1.6B |
| Total DebtShort + long-term debt | $19.9B | $50.6B | $90.9B | $65.8B |
| Interest CoverageEBIT ÷ Interest expense | 3.75x | 2.42x | 2.57x | 2.51x |
Total Returns (Dividends Reinvested)
CIG leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CIG five years ago would be worth $23,750 today (with dividends reinvested), compared to $14,401 for DUK. Over the past 12 months, CIG leads with a +45.5% total return vs EXC's -0.7%. The 3-year compound annual growth rate (CAGR) favors CIG at 17.9% vs EXC's 4.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +17.8% | +2.1% | +7.2% | +6.9% |
| 1-Year ReturnPast 12 months | +45.5% | -0.7% | +5.3% | +3.6% |
| 3-Year ReturnCumulative with dividends | +63.8% | +14.6% | +38.9% | +35.5% |
| 5-Year ReturnCumulative with dividends | +137.5% | +61.8% | +44.0% | +60.6% |
| 10-Year ReturnCumulative with dividends | +315.8% | +125.0% | +104.1% | +137.8% |
| CAGR (3Y)Annualised 3-year return | +17.9% | +4.7% | +11.6% | +10.7% |
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 CIG's 0.72 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DUK currently trades 92.8% from its 52-week high vs CIG's 86.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.72x | -0.14x | -0.24x | -0.15x |
| 52-Week HighHighest price in past year | $2.76 | $50.65 | $134.49 | $100.84 |
| 52-Week LowLowest price in past year | $1.75 | $41.71 | $111.22 | $83.09 |
| % of 52W HighCurrent price vs 52-week peak | +86.6% | +87.7% | +92.8% | +91.7% |
| RSI (14)Momentum oscillator 0–100 | 42.5 | 33.7 | 40.7 | 43.5 |
| Avg Volume (50D)Average daily shares traded | 6.6M | 8.3M | 3.5M | 4.5M |
Analyst Outlook
Evenly matched — CIG and EXC and DUK and SO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CIG as "Buy", EXC as "Hold", DUK as "Hold", SO as "Hold". Consensus price targets imply 10.7% upside for EXC (target: $49) vs -12.1% for CIG (target: $2). For income investors, CIG offers the higher dividend yield at 11.49% vs SO's 2.94%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $2.10 | $49.18 | $135.44 | $99.62 |
| # AnalystsCovering analysts | 5 | 35 | 31 | 33 |
| Dividend YieldAnnual dividend ÷ price | +11.5% | +3.6% | +3.4% | +2.9% |
| Dividend StreakConsecutive years of raises | 0 | 1 | 1 | 1 |
| Dividend / ShareAnnual DPS | $1.36 | $1.60 | $4.25 | $2.72 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
CIG leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). DUK leads in 2 (Income & Cash Flow, Risk & Volatility). 1 tied.
CIG vs EXC vs DUK vs SO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CIG or EXC or DUK or SO 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 5. 3% for Companhia Energética de Minas Gerais (CIG). Companhia Energética de Minas Gerais (CIG) offers the better valuation at 7. 0x trailing P/E (1. 9x forward), making it the more compelling value choice. Analysts rate Companhia Energética de Minas Gerais (CIG) a "Buy" — based on 5 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 — CIG or EXC or DUK or SO?
On trailing P/E, Companhia Energética de Minas Gerais (CIG) is the cheapest at 7.
0x versus The Southern Company at 23. 6x. On forward P/E, Companhia Energética de Minas Gerais is actually cheaper at 1. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Companhia Energética de Minas Gerais wins at 0. 11x versus The Southern Company's 3. 45x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — CIG or EXC or DUK or SO?
Over the past 5 years, Companhia Energética de Minas Gerais (CIG) delivered a total return of +137.
5%, compared to +44. 0% for Duke Energy Corporation (DUK). Over 10 years, the gap is even starker: CIG returned +315. 8% versus DUK's +104. 1%. 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 — CIG or EXC or DUK or SO?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus Companhia Energética de Minas Gerais's 0. 72β — meaning CIG is approximately -394% more volatile than DUK relative to the S&P 500. On balance sheet safety, Companhia Energética de Minas Gerais (CIG) carries a lower debt/equity ratio of 70% versus 176% for Exelon Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — CIG or EXC or DUK or SO?
By revenue growth (latest reported year), The Southern Company (SO) is pulling ahead at 10.
6% versus 5. 3% for Companhia Energética de Minas Gerais (CIG). On earnings-per-share growth, the picture is similar: Exelon Corporation grew EPS 11. 8% year-over-year, compared to -31. 7% for Companhia Energética de Minas Gerais. Over a 3-year CAGR, EXC leads at 8. 3% 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 — CIG or EXC or DUK or SO?
Duke Energy Corporation (DUK) is the more profitable company, earning 15.
4% net margin versus 11. 4% for Exelon 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 14. 1% for CIG. 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 CIG or EXC or DUK or SO 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, Companhia Energética de Minas Gerais (CIG) is the more undervalued stock at a PEG of 0. 11x versus The Southern Company's 3. 45x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Companhia Energética de Minas Gerais (CIG) trades at 1. 9x forward P/E versus 20. 2x for The Southern Company — 18. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EXC: 10. 7% to $49. 18.
08Which pays a better dividend — CIG or EXC or DUK or SO?
All stocks in this comparison pay dividends.
Companhia Energética de Minas Gerais (CIG) offers the highest yield at 11. 5%, versus 2. 9% for The Southern Company (SO).
09Is CIG or EXC or DUK or SO 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%, CIG: +315. 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 CIG and EXC and DUK and SO?
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: CIG is a small-cap deep-value stock; EXC is a mid-cap deep-value stock; DUK is a mid-cap income-oriented stock; SO is a mid-cap quality compounder 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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