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DTG vs GEV vs SO vs NEE vs DUK
Revenue, margins, valuation, and 5-year total return — side by side.
Renewable Utilities
Regulated Electric
Regulated Electric
Regulated Electric
DTG vs GEV vs SO vs NEE vs DUK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Electric | Renewable Utilities | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $3.58B | $279.51B | $103.49B | $194.14B | $96.80B |
| Revenue (TTM) | $15.28B | $39.38B | $30.17B | $27.93B | $33.29B |
| Net Income (TTM) | $1.46B | $9.38B | $4.36B | $8.18B | $5.14B |
| Gross Margin | 16.9% | 19.9% | 43.1% | 47.8% | 58.4% |
| Operating Margin | 13.4% | 3.9% | 24.1% | 29.5% | 27.0% |
| Forward P/E | 2.2x | 37.4x | 20.1x | 23.0x | 18.5x |
| Total Debt | $26.52B | $0.00 | $65.82B | $95.62B | $90.87B |
| Cash & Equiv. | $250M | $8.85B | $1.64B | $2.81B | $245M |
DTG vs GEV vs SO vs NEE vs DUK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 24 | May 26 | Return |
|---|---|---|---|
| DTE Energy Company … (DTG) | 100 | 84.7 | -15.3% |
| GE Vernova Inc. (GEV) | 100 | 760.6 | +660.6% |
| The Southern Company (SO) | 100 | 128.0 | +28.0% |
| NextEra Energy, Inc. (NEE) | 100 | 145.7 | +45.7% |
| Duke Energy Corpora… (DUK) | 100 | 128.4 | +28.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DTG vs GEV vs SO vs NEE vs DUK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DTG carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 3 yrs, beta 0.28, yield 24.4%
- Rev growth 22.7%, EPS growth 4.1%, 3Y rev CAGR -7.4%
- Beta 0.28, yield 24.4%, current ratio 0.80x
- 22.7% revenue growth vs DUK's 6.2%
GEV is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 6.9% 10Y total return vs SO's 136.5%
- +164.4% vs DTG's +3.6%
- 15.2% ROA vs DUK's 2.6%, ROIC 27.9% vs 4.6%
SO lags the leaders in this set but could rank higher in a more targeted comparison.
NEE ranks third and is worth considering specifically for sleep-well-at-night.
- Lower volatility, beta 0.19, current ratio 0.60x
- 29.3% margin vs DTG's 9.6%
- Beta 0.19 vs GEV's 1.78
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.62 vs SO's 3.43
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 22.7% revenue growth vs DUK's 6.2% | |
| Value | Lower P/E (2.2x vs 23.0x) | |
| Quality / Margins | 29.3% margin vs DTG's 9.6% | |
| Stability / Safety | Beta 0.19 vs GEV's 1.78 | |
| Dividends | 24.4% yield, 3-year raise streak, vs NEE's 2.4% | |
| Momentum (1Y) | +164.4% vs DTG's +3.6% | |
| Efficiency (ROA) | 15.2% ROA vs DUK's 2.6%, ROIC 27.9% vs 4.6% |
DTG vs GEV vs SO vs NEE vs DUK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
DTG vs GEV vs SO vs NEE vs DUK — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
GEV leads in 2 of 6 categories
DTG leads 1 • SO leads 0 • NEE leads 0 • DUK leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — GEV and NEE and DUK each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GEV is the larger business by revenue, generating $39.4B annually — 2.6x DTG's $15.3B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to DTG's 9.6%. On growth, GEV holds the edge at +16.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $15.3B | $39.4B | $30.2B | $27.9B | $33.3B |
| EBITDAEarnings before interest/tax | $4.0B | $2.2B | $13.3B | $15.5B | $15.3B |
| Net IncomeAfter-tax profit | $1.5B | $9.4B | $4.4B | $8.2B | $5.1B |
| Free Cash FlowCash after capex | -$1.0B | $3.6B | -$3.8B | -$3.8B | $6.6B |
| Gross MarginGross profit ÷ Revenue | +16.9% | +19.9% | +43.1% | +47.8% | +58.4% |
| Operating MarginEBIT ÷ Revenue | +13.4% | +3.9% | +24.1% | +29.5% | +27.0% |
| Net MarginNet income ÷ Revenue | +9.6% | +23.8% | +14.5% | +29.3% | +15.4% |
| FCF MarginFCF ÷ Revenue | -6.6% | +9.2% | -12.7% | -13.6% | +19.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +13.4% | +16.1% | +8.0% | +7.3% | +11.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +27.0% | +18.2% | -0.8% | +160.0% | +11.9% |
Valuation Metrics
DTG leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 2.4x trailing earnings, DTG trades at a 96% valuation discount to GEV's 58.8x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.66x vs SO's 4.00x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $3.6B | $279.5B | $103.5B | $194.1B | $96.8B |
| Enterprise ValueMkt cap + debt − cash | $29.9B | $270.7B | $167.7B | $286.9B | $187.4B |
| Trailing P/EPrice ÷ TTM EPS | 2.44x | 58.80x | 23.42x | 28.30x | 19.68x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.23x | 37.42x | 20.06x | 23.02x | 18.53x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 4.00x | 1.63x | 0.66x |
| EV / EBITDAEnterprise value multiple | 7.54x | 120.78x | 12.61x | 18.70x | 12.58x |
| Price / SalesMarket cap ÷ Revenue | 0.23x | 7.34x | 3.50x | 7.07x | 3.00x |
| Price / BookPrice ÷ Book value/share | 0.29x | 23.35x | 2.62x | 2.93x | 1.82x |
| Price / FCFMarket cap ÷ FCF | — | 75.32x | — | — | — |
Profitability & Efficiency
GEV leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
GEV delivers a 79.7% return on equity — every $100 of shareholder capital generates $80 in annual profit, vs $10 for DUK. NEE carries lower financial leverage with a 1.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to DTG's 2.16x. On the Piotroski fundamental quality scale (0–9), DTG scores 6/9 vs DUK's 5/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.2% | +79.7% | +11.3% | +12.7% | +9.6% |
| ROA (TTM)Return on assets | +2.8% | +15.2% | +2.8% | +3.9% | +2.6% |
| ROICReturn on invested capital | +4.2% | +27.9% | +5.3% | +4.1% | +4.6% |
| ROCEReturn on capital employed | +4.4% | +6.6% | +5.4% | +4.7% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 2.16x | — | 1.69x | 1.44x | 1.71x |
| Net DebtTotal debt minus cash | $26.3B | -$8.8B | $64.2B | $92.8B | $90.6B |
| Cash & Equiv.Liquid assets | $250M | $8.8B | $1.6B | $2.8B | $245M |
| Total DebtShort + long-term debt | $26.5B | $0 | $65.8B | $95.6B | $90.9B |
| Interest CoverageEBIT ÷ Interest expense | 1.94x | — | 2.51x | 1.99x | 2.57x |
Total Returns (Dividends Reinvested)
GEV leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GEV five years ago would be worth $79,402 today (with dividends reinvested), compared to $8,835 for DTG. Over the past 12 months, GEV leads with a +164.4% total return vs DTG's +3.6%. The 3-year compound annual growth rate (CAGR) favors GEV at 99.5% vs DTG's -0.4% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.8% | +53.2% | +6.1% | +15.8% | +6.6% |
| 1-Year ReturnPast 12 months | +3.6% | +164.4% | +4.9% | +39.7% | +7.0% |
| 3-Year ReturnCumulative with dividends | -1.2% | +694.0% | +34.7% | +30.8% | +38.2% |
| 5-Year ReturnCumulative with dividends | -11.7% | +694.0% | +59.6% | +37.4% | +39.4% |
| 10-Year ReturnCumulative with dividends | -11.7% | +694.0% | +136.5% | +265.3% | +103.3% |
| CAGR (3Y)Annualised 3-year return | -0.4% | +99.5% | +10.4% | +9.3% | +11.4% |
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 GEV's 1.78 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NEE currently trades 94.3% from its 52-week high vs GEV's 88.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.28x | 1.78x | -0.16x | 0.19x | -0.24x |
| 52-Week HighHighest price in past year | $18.95 | $1181.95 | $100.84 | $98.75 | $134.49 |
| 52-Week LowLowest price in past year | $16.40 | $387.03 | $83.09 | $63.88 | $111.22 |
| % of 52W HighCurrent price vs 52-week peak | +91.0% | +88.0% | +91.0% | +94.3% | +92.3% |
| RSI (14)Momentum oscillator 0–100 | 55.6 | 53.2 | 39.8 | 48.2 | 38.8 |
| Avg Volume (50D)Average daily shares traded | 29K | 2.4M | 4.4M | 8.4M | 3.5M |
Analyst Outlook
Evenly matched — DTG and NEE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: DTG as "Hold", GEV as "Buy", SO as "Hold", NEE as "Buy", DUK as "Hold". Consensus price targets imply 9.9% upside for DUK (target: $136) vs 6.5% for NEE (target: $99). For income investors, DTG offers the higher dividend yield at 24.41% vs NEE's 2.41%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | — | $1119.95 | $99.62 | $99.11 | $136.44 |
| # AnalystsCovering analysts | 1 | 28 | 33 | 36 | 31 |
| Dividend YieldAnnual dividend ÷ price | +24.4% | +0.1% | +3.0% | +2.4% | +3.4% |
| Dividend StreakConsecutive years of raises | 3 | 1 | 1 | 30 | 1 |
| Dividend / ShareAnnual DPS | $4.21 | $1.00 | $2.72 | $2.24 | $4.25 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.2% | 0.0% | 0.0% | 0.0% |
GEV leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). DTG leads in 1 (Valuation Metrics). 3 tied.
DTG vs GEV vs SO vs NEE vs DUK: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is DTG or GEV or SO or NEE or DUK a better buy right now?
For growth investors, DTE Energy Company 2021 Series (DTG) is the stronger pick with 22.
7% revenue growth year-over-year, versus 6. 2% for Duke Energy Corporation (DUK). DTE Energy Company 2021 Series (DTG) offers the better valuation at 2. 4x trailing P/E (2. 2x forward), making it the more compelling value choice. Analysts rate GE Vernova Inc. (GEV) a "Buy" — based on 28 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 — DTG or GEV or SO or NEE or DUK?
On trailing P/E, DTE Energy Company 2021 Series (DTG) is the cheapest at 2.
4x versus GE Vernova Inc. at 58. 8x. On forward P/E, DTE Energy Company 2021 Series is actually cheaper at 2. 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. 62x versus The Southern Company's 3. 43x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — DTG or GEV or SO or NEE or DUK?
Over the past 5 years, GE Vernova Inc.
(GEV) delivered a total return of +694. 0%, compared to -11. 7% for DTE Energy Company 2021 Series (DTG). Over 10 years, the gap is even starker: GEV returned +694. 0% versus DTG's -11. 7%. 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 — DTG or GEV or SO or NEE or DUK?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus GE Vernova Inc. 's 1. 78β — meaning GEV is approximately -837% more volatile than DUK relative to the S&P 500. On balance sheet safety, NextEra Energy, Inc. (NEE) carries a lower debt/equity ratio of 144% versus 2% for DTE Energy Company 2021 Series — giving it more financial flexibility in a downturn.
05Which is growing faster — DTG or GEV or SO or NEE or DUK?
By revenue growth (latest reported year), DTE Energy Company 2021 Series (DTG) is pulling ahead at 22.
7% versus 6. 2% for Duke Energy Corporation (DUK). On earnings-per-share growth, the picture is similar: GE Vernova Inc. grew EPS 217. 0% 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 — DTG or GEV or SO or NEE or DUK?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 9. 6% for DTE Energy Company 2021 Series — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEE leads at 30. 1% versus 3. 6% for GEV. 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 DTG or GEV or SO or NEE 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. 62x versus The Southern Company's 3. 43x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, DTE Energy Company 2021 Series (DTG) trades at 2. 2x forward P/E versus 37. 4x for GE Vernova Inc. — 35. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUK: 9. 9% to $136. 44.
08Which pays a better dividend — DTG or GEV or SO or NEE or DUK?
In this comparison, DTG (24.
4% yield), DUK (3. 4% yield), SO (3. 0% yield), NEE (2. 4% yield) pay a dividend. GEV does not pay a meaningful dividend and should not be held primarily for income.
09Is DTG or GEV or SO or NEE 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, +103. 3% 10Y return). GE Vernova Inc. (GEV) carries a higher beta of 1. 78 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DUK: +103. 3%, GEV: +694. 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 DTG and GEV and SO and NEE 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: DTG is a small-cap high-growth stock; GEV is a large-cap quality compounder stock; SO is a mid-cap quality compounder stock; NEE is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock. DTG, SO, NEE, DUK pay a dividend while GEV does not, making them suitable for different income and tax situations. 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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