Regulated Electric
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DUK vs PCG vs SO vs EIX
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
DUK vs PCG vs SO vs EIX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $97.33B | $35.65B | $104.20B | $26.41B |
| Revenue (TTM) | $33.29B | $25.83B | $30.17B | $19.61B |
| Net Income (TTM) | $5.14B | $2.95B | $4.36B | $3.70B |
| Gross Margin | 58.4% | 45.9% | 43.1% | 37.7% |
| Operating Margin | 27.0% | 19.4% | 24.1% | 21.3% |
| Forward P/E | 18.6x | 9.8x | 20.2x | 11.2x |
| Total Debt | $90.87B | $61.34B | $65.82B | $42.59B |
| Cash & Equiv. | $245M | $713M | $1.64B | $158M |
DUK vs PCG vs SO vs EIX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
| PG&E Corporation (PCG) | 100 | 136.5 | +36.5% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
| Edison International (EIX) | 100 | 118.1 | +18.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DUK vs PCG vs SO vs EIX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DUK lags the leaders in this set but could rank higher in a more targeted comparison.
PCG is the #2 pick in this set and the best alternative if value is your priority.
- Lower P/E (9.8x vs 20.2x)
SO is the clearest fit if your priority is long-term compounding.
- 137.8% 10Y total return vs DUK's 104.1%
- 10.6% revenue growth vs PCG's 2.1%
EIX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 6 yrs, beta 0.42, yield 4.8%
- Rev growth 9.8%, EPS growth 248.9%, 3Y rev CAGR 3.9%
- Lower volatility, beta 0.42, current ratio 0.73x
- PEG 0.27 vs SO's 3.45
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.6% revenue growth vs PCG's 2.1% | |
| Value | Lower P/E (9.8x vs 20.2x) | |
| Quality / Margins | 18.9% margin vs PCG's 11.4% | |
| Stability / Safety | Beta 0.42 vs PCG's 0.45 | |
| Dividends | 4.8% yield, 6-year raise streak, vs DUK's 3.4% | |
| Momentum (1Y) | +29.2% vs PCG's -5.0% | |
| Efficiency (ROA) | 4.0% ROA vs PCG's 2.1%, ROIC 9.1% vs 4.0% |
DUK vs PCG vs SO vs EIX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
DUK vs PCG vs SO vs EIX — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EIX leads in 3 of 6 categories
DUK leads 2 • PCG leads 0 • SO leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
DUK leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 1.7x EIX's $19.6B. EIX is the more profitable business, keeping 18.9% of every revenue dollar as net income compared to PCG's 11.4%. On growth, PCG holds the edge at +15.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $33.3B | $25.8B | $30.2B | $19.6B |
| EBITDAEarnings before interest/tax | $15.3B | $9.6B | $13.3B | $7.5B |
| Net IncomeAfter-tax profit | $5.1B | $3.0B | $4.4B | $3.7B |
| Free Cash FlowCash after capex | $6.6B | -$4.2B | -$3.8B | -$643M |
| Gross MarginGross profit ÷ Revenue | +58.4% | +45.9% | +43.1% | +37.7% |
| Operating MarginEBIT ÷ Revenue | +27.0% | +19.4% | +24.1% | +21.3% |
| Net MarginNet income ÷ Revenue | +15.4% | +11.4% | +14.5% | +18.9% |
| FCF MarginFCF ÷ Revenue | +19.8% | -16.3% | -12.7% | -3.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.3% | +15.0% | +8.0% | +7.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +11.9% | +39.3% | -0.8% | -63.2% |
Valuation Metrics
EIX leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 5.9x trailing earnings, EIX trades at a 75% valuation discount to SO's 23.6x P/E. Adjusting for growth (PEG ratio), EIX offers better value at 0.14x vs SO's 4.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $97.3B | $35.7B | $104.2B | $26.4B |
| Enterprise ValueMkt cap + debt − cash | $188.0B | $96.3B | $168.4B | $68.8B |
| Trailing P/EPrice ÷ TTM EPS | 19.79x | 13.72x | 23.58x | 5.94x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.64x | 9.84x | 20.21x | 11.21x |
| PEG RatioP/E ÷ EPS growth rate | 0.67x | — | 4.03x | 0.14x |
| EV / EBITDAEnterprise value multiple | 12.61x | 9.75x | 12.66x | 6.98x |
| Price / SalesMarket cap ÷ Revenue | 3.02x | 1.43x | 3.53x | 1.37x |
| Price / BookPrice ÷ Book value/share | 1.83x | 1.09x | 2.64x | 1.37x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — |
Profitability & Efficiency
EIX leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
EIX delivers a 19.4% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $9 for PCG. SO carries lower financial leverage with a 1.69x debt-to-equity ratio, signaling a more conservative balance sheet compared to EIX's 2.21x. On the Piotroski fundamental quality scale (0–9), EIX scores 6/9 vs SO's 5/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +9.6% | +9.1% | +11.3% | +19.4% |
| ROA (TTM)Return on assets | +2.6% | +2.1% | +2.8% | +4.0% |
| ROICReturn on invested capital | +4.6% | +4.0% | +5.3% | +9.1% |
| ROCEReturn on capital employed | +5.0% | +4.0% | +5.4% | +8.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 5 | 6 |
| Debt / EquityFinancial leverage | 1.71x | 1.87x | 1.69x | 2.21x |
| Net DebtTotal debt minus cash | $90.6B | $60.6B | $64.2B | $42.4B |
| Cash & Equiv.Liquid assets | $245M | $713M | $1.6B | $158M |
| Total DebtShort + long-term debt | $90.9B | $61.3B | $65.8B | $42.6B |
| Interest CoverageEBIT ÷ Interest expense | 2.57x | 1.61x | 2.51x | 3.56x |
Total Returns (Dividends Reinvested)
Evenly matched — DUK and SO and EIX each lead in 2 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 $14,322 for EIX. Over the past 12 months, EIX leads with a +29.2% total return vs PCG's -5.0%. The 3-year compound annual growth rate (CAGR) favors DUK at 11.6% vs PCG's -1.9% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +7.2% | -0.2% | +6.9% | +15.5% |
| 1-Year ReturnPast 12 months | +5.3% | -5.0% | +3.6% | +29.2% |
| 3-Year ReturnCumulative with dividends | +38.9% | -5.6% | +35.5% | +6.7% |
| 5-Year ReturnCumulative with dividends | +44.0% | +50.2% | +60.6% | +43.2% |
| 10-Year ReturnCumulative with dividends | +104.1% | -67.1% | +137.8% | +31.9% |
| CAGR (3Y)Annualised 3-year return | +11.6% | -1.9% | +10.7% | +2.2% |
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 PCG's 0.45 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 PCG's 84.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.24x | 0.45x | -0.15x | 0.42x |
| 52-Week HighHighest price in past year | $134.49 | $19.16 | $100.84 | $76.22 |
| 52-Week LowLowest price in past year | $111.22 | $12.97 | $83.09 | $47.73 |
| % of 52W HighCurrent price vs 52-week peak | +92.8% | +84.5% | +91.7% | +90.1% |
| RSI (14)Momentum oscillator 0–100 | 40.7 | 33.5 | 43.5 | 41.8 |
| Avg Volume (50D)Average daily shares traded | 3.5M | 21.3M | 4.5M | 2.9M |
Analyst Outlook
EIX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: DUK as "Hold", PCG as "Buy", SO as "Hold", EIX as "Buy". Consensus price targets imply 42.1% upside for PCG (target: $23) vs 7.8% for SO (target: $100). For income investors, EIX offers the higher dividend yield at 4.82% vs PCG's 0.62%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | $135.44 | $23.00 | $99.62 | $74.67 |
| # AnalystsCovering analysts | 31 | 29 | 33 | 36 |
| Dividend YieldAnnual dividend ÷ price | +3.4% | +0.6% | +2.9% | +4.8% |
| Dividend StreakConsecutive years of raises | 1 | 1 | 1 | 6 |
| Dividend / ShareAnnual DPS | $4.25 | $0.10 | $2.72 | $3.31 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | +6.4% |
EIX leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). DUK leads in 2 (Income & Cash Flow, Risk & Volatility). 1 tied.
DUK vs PCG vs SO vs EIX: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is DUK or PCG or SO or EIX 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 2. 1% for PG&E Corporation (PCG). Edison International (EIX) offers the better valuation at 5. 9x trailing P/E (11. 2x forward), making it the more compelling value choice. Analysts rate PG&E Corporation (PCG) a "Buy" — based on 29 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 — DUK or PCG or SO or EIX?
On trailing P/E, Edison International (EIX) is the cheapest at 5.
9x versus The Southern Company at 23. 6x. On forward P/E, PG&E Corporation is actually cheaper at 9. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Edison International wins at 0. 27x 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 — DUK or PCG or SO or EIX?
Over the past 5 years, The Southern Company (SO) delivered a total return of +60.
6%, compared to +43. 2% for Edison International (EIX). Over 10 years, the gap is even starker: SO returned +137. 8% versus PCG's -67. 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 — DUK or PCG or SO or EIX?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus PG&E Corporation's 0. 45β — meaning PCG is approximately -283% 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 2% for Edison International — giving it more financial flexibility in a downturn.
05Which is growing faster — DUK or PCG or SO or EIX?
By revenue growth (latest reported year), The Southern Company (SO) is pulling ahead at 10.
6% versus 2. 1% for PG&E Corporation (PCG). On earnings-per-share growth, the picture is similar: Edison International grew EPS 248. 9% year-over-year, compared to -1. 8% for The Southern Company. Over a 3-year CAGR, PCG leads at 4. 8% 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 — DUK or PCG or SO or EIX?
Edison International (EIX) is the more profitable company, earning 23.
6% net margin versus 10. 8% for PG&E Corporation — meaning it keeps 23. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EIX leads at 36. 7% versus 19. 6% for PCG. At the gross margin level — before operating expenses — EIX leads at 57. 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 DUK or PCG or SO or EIX 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, Edison International (EIX) is the more undervalued stock at a PEG of 0. 27x 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, PG&E Corporation (PCG) trades at 9. 8x forward P/E versus 20. 2x for The Southern Company — 10. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PCG: 42. 1% to $23. 00.
08Which pays a better dividend — DUK or PCG or SO or EIX?
All stocks in this comparison pay dividends.
Edison International (EIX) offers the highest yield at 4. 8%, versus 0. 6% for PG&E Corporation (PCG).
09Is DUK or PCG or SO or EIX 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%, PCG: -67. 1%), 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 DUK and PCG and SO and EIX?
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: DUK is a mid-cap income-oriented stock; PCG is a mid-cap deep-value stock; SO is a mid-cap quality compounder stock; EIX is a mid-cap deep-value 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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