Regulated Electric
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5 / 10Stock Comparison
EIX vs SO vs DUK vs AEP vs EXC
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Regulated Electric
EIX vs SO vs DUK vs AEP vs EXC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric | Regulated Electric |
| Market Cap | $26.41B | $104.20B | $97.33B | $71.69B | $45.43B |
| Revenue (TTM) | $19.61B | $30.17B | $33.29B | $22.16B | $24.79B |
| Net Income (TTM) | $3.70B | $4.36B | $5.14B | $3.65B | $2.78B |
| Gross Margin | 37.7% | 43.1% | 58.4% | 40.4% | 29.5% |
| Operating Margin | 21.3% | 24.1% | 27.0% | 23.5% | 21.0% |
| Forward P/E | 11.2x | 20.2x | 18.6x | 20.8x | 15.6x |
| Total Debt | $42.59B | $65.82B | $90.87B | $50.24B | $50.55B |
| Cash & Equiv. | $158M | $1.64B | $245M | $268M | $1.15B |
EIX vs SO vs DUK vs AEP vs EXC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Edison International (EIX) | 100 | 118.7 | +18.7% |
| The Southern Company (SO) | 100 | 160.9 | +60.9% |
| Duke Energy Corpora… (DUK) | 100 | 151.3 | +51.3% |
| American Electric P… (AEP) | 100 | 152.7 | +52.7% |
| Exelon Corporation (EXC) | 100 | 160.7 | +60.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EIX vs SO vs DUK vs AEP vs EXC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
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%
- PEG 0.27 vs SO's 3.45
- Beta 0.42, yield 4.8%, current ratio 0.73x
SO is the #2 pick in this set and the best alternative if growth is your priority.
- 10.6% revenue growth vs EXC's 5.3%
DUK lags the leaders in this set but could rank higher in a more targeted comparison.
AEP ranks third and is worth considering specifically for long-term compounding and sleep-well-at-night.
- 146.9% 10Y total return vs SO's 137.8%
- Lower volatility, beta 0.01, current ratio 0.45x
- Beta 0.01 vs EIX's 0.42, lower leverage
Among these 5 stocks, EXC doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.6% revenue growth vs EXC's 5.3% | |
| Value | Lower P/E (11.2x vs 15.6x), PEG 0.27 vs 2.44 | |
| Quality / Margins | 18.9% margin vs EXC's 11.2% | |
| Stability / Safety | Beta 0.01 vs EIX's 0.42, lower leverage | |
| Dividends | 4.8% yield, 6-year raise streak, vs AEP's 2.9% | |
| Momentum (1Y) | +29.2% vs EXC's -0.7% | |
| Efficiency (ROA) | 4.0% ROA vs EXC's 2.4%, ROIC 9.1% vs 5.1% |
EIX vs SO vs DUK vs AEP vs EXC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EIX vs SO vs DUK vs AEP vs EXC — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EIX leads in 2 of 6 categories
DUK leads 1 • AEP leads 1 • SO leads 0 • EXC leads 0 • 2 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)
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 EXC's 11.2%. On growth, DUK holds the edge at +11.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $19.6B | $30.2B | $33.3B | $22.2B | $24.8B |
| EBITDAEarnings before interest/tax | $7.5B | $13.3B | $15.3B | $8.8B | $8.9B |
| Net IncomeAfter-tax profit | $3.7B | $4.4B | $5.1B | $3.7B | $2.8B |
| Free Cash FlowCash after capex | -$643M | -$3.8B | $6.6B | $840M | -$2.2B |
| Gross MarginGross profit ÷ Revenue | +37.7% | +43.1% | +58.4% | +40.4% | +29.5% |
| Operating MarginEBIT ÷ Revenue | +21.3% | +24.1% | +27.0% | +23.5% | +21.0% |
| Net MarginNet income ÷ Revenue | +18.9% | +14.5% | +15.4% | +16.5% | +11.2% |
| FCF MarginFCF ÷ Revenue | -3.3% | -12.7% | +19.8% | +3.8% | -8.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.7% | +8.0% | +11.3% | +6.8% | +7.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -63.2% | -0.8% | +11.9% | +6.7% | 0.0% |
Valuation Metrics
EIX leads this category, winning 6 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 | $26.4B | $104.2B | $97.3B | $71.7B | $45.4B |
| Enterprise ValueMkt cap + debt − cash | $68.8B | $168.4B | $188.0B | $121.7B | $94.8B |
| Trailing P/EPrice ÷ TTM EPS | 5.94x | 23.58x | 19.79x | 19.78x | 16.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.21x | 20.21x | 18.64x | 20.77x | 15.57x |
| PEG RatioP/E ÷ EPS growth rate | 0.14x | 4.03x | 0.67x | 2.32x | 2.54x |
| EV / EBITDAEnterprise value multiple | 6.98x | 12.66x | 12.61x | 13.84x | 10.79x |
| Price / SalesMarket cap ÷ Revenue | 1.37x | 3.53x | 3.02x | 3.29x | 1.87x |
| Price / BookPrice ÷ Book value/share | 1.37x | 2.64x | 1.83x | 2.13x | 1.56x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
EIX leads this category, winning 7 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 $10 for DUK. AEP carries lower financial leverage with a 1.56x debt-to-equity ratio, signaling a more conservative balance sheet compared to EIX's 2.21x. On the Piotroski fundamental quality scale (0–9), AEP scores 7/9 vs EXC's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +19.4% | +11.3% | +9.6% | +11.5% | +9.8% |
| ROA (TTM)Return on assets | +4.0% | +2.8% | +2.6% | +3.2% | +2.4% |
| ROICReturn on invested capital | +9.1% | +5.3% | +4.6% | +5.1% | +5.1% |
| ROCEReturn on capital employed | +8.8% | +5.4% | +5.0% | +5.5% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 5 | 7 | 5 |
| Debt / EquityFinancial leverage | 2.21x | 1.69x | 1.71x | 1.56x | 1.76x |
| Net DebtTotal debt minus cash | $42.4B | $64.2B | $90.6B | $50.0B | $49.4B |
| Cash & Equiv.Liquid assets | $158M | $1.6B | $245M | $268M | $1.2B |
| Total DebtShort + long-term debt | $42.6B | $65.8B | $90.9B | $50.2B | $50.6B |
| Interest CoverageEBIT ÷ Interest expense | 3.56x | 2.51x | 2.57x | 2.61x | 2.42x |
Total Returns (Dividends Reinvested)
AEP leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AEP five years ago would be worth $17,068 today (with dividends reinvested), compared to $14,322 for EIX. Over the past 12 months, EIX leads with a +29.2% total return vs EXC's -0.7%. The 3-year compound annual growth rate (CAGR) favors AEP at 15.7% vs EIX's 2.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +15.5% | +6.9% | +7.2% | +14.6% | +2.1% |
| 1-Year ReturnPast 12 months | +29.2% | +3.6% | +5.3% | +26.1% | -0.7% |
| 3-Year ReturnCumulative with dividends | +6.7% | +35.5% | +38.9% | +54.7% | +14.6% |
| 5-Year ReturnCumulative with dividends | +43.2% | +60.6% | +44.0% | +70.7% | +61.8% |
| 10-Year ReturnCumulative with dividends | +31.9% | +137.8% | +104.1% | +146.9% | +125.0% |
| CAGR (3Y)Annualised 3-year return | +2.2% | +10.7% | +11.6% | +15.7% | +4.7% |
Risk & Volatility
Evenly matched — DUK and AEP 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 EIX's 0.42 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AEP currently trades 94.5% from its 52-week high vs EXC's 87.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.42x | -0.16x | -0.24x | -0.01x | -0.16x |
| 52-Week HighHighest price in past year | $76.22 | $100.84 | $134.49 | $139.44 | $50.65 |
| 52-Week LowLowest price in past year | $47.73 | $83.09 | $111.22 | $97.46 | $41.71 |
| % of 52W HighCurrent price vs 52-week peak | +90.1% | +91.7% | +92.8% | +94.5% | +87.7% |
| RSI (14)Momentum oscillator 0–100 | 41.8 | 43.5 | 40.7 | 46.5 | 33.7 |
| Avg Volume (50D)Average daily shares traded | 2.9M | 4.5M | 3.5M | 2.9M | 8.3M |
Analyst Outlook
Evenly matched — EIX and AEP each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: EIX as "Buy", SO as "Hold", DUK as "Hold", AEP as "Buy", EXC as "Hold". Consensus price targets imply 10.7% upside for EXC (target: $49) vs 3.4% for AEP (target: $136). For income investors, EIX offers the higher dividend yield at 4.82% vs AEP's 2.93%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | $74.67 | $99.62 | $135.44 | $136.20 | $49.18 |
| # AnalystsCovering analysts | 36 | 33 | 31 | 35 | 35 |
| Dividend YieldAnnual dividend ÷ price | +4.8% | +2.9% | +3.4% | +2.9% | +3.6% |
| Dividend StreakConsecutive years of raises | 6 | 1 | 1 | 21 | 1 |
| Dividend / ShareAnnual DPS | $3.31 | $2.72 | $4.25 | $3.86 | $1.60 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.4% | 0.0% | 0.0% | 0.0% | 0.0% |
EIX leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). DUK leads in 1 (Income & Cash Flow). 2 tied.
EIX vs SO vs DUK vs AEP vs EXC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is EIX or SO or DUK or AEP or EXC 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 Exelon Corporation (EXC). 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 Edison International (EIX) a "Buy" — based on 36 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 — EIX or SO or DUK or AEP or EXC?
On trailing P/E, Edison International (EIX) is the cheapest at 5.
9x versus The Southern Company at 23. 6x. On forward P/E, Edison International is actually cheaper at 11. 2x. 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 — EIX or SO or DUK or AEP or EXC?
Over the past 5 years, American Electric Power Company, Inc.
(AEP) delivered a total return of +70. 7%, compared to +43. 2% for Edison International (EIX). Over 10 years, the gap is even starker: AEP returned +145. 9% versus EIX's +31. 9%. 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 — EIX or SO or DUK or AEP or EXC?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus Edison International's 0. 42β — meaning EIX is approximately -271% more volatile than DUK relative to the S&P 500. On balance sheet safety, American Electric Power Company, Inc. (AEP) carries a lower debt/equity ratio of 156% versus 2% for Edison International — giving it more financial flexibility in a downturn.
05Which is growing faster — EIX or SO or DUK or AEP or EXC?
By revenue growth (latest reported year), The Southern Company (SO) is pulling ahead at 10.
6% versus 5. 3% for Exelon Corporation (EXC). 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, 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 — EIX or SO or DUK or AEP or EXC?
Edison International (EIX) is the more profitable company, earning 23.
6% net margin versus 11. 4% for Exelon 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 21. 2% for EXC. 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 EIX or SO or DUK or AEP or EXC 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, Edison International (EIX) trades at 11. 2x forward P/E versus 20. 8x for American Electric Power Company, Inc. — 9. 6x 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 — EIX or SO or DUK or AEP or EXC?
All stocks in this comparison pay dividends.
Edison International (EIX) offers the highest yield at 4. 8%, versus 2. 9% for American Electric Power Company, Inc. (AEP).
09Is EIX or SO or DUK or AEP or EXC 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%, EIX: +31. 9%), 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 EIX and SO and DUK and AEP and EXC?
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: EIX is a mid-cap deep-value stock; SO is a mid-cap quality compounder stock; DUK is a mid-cap income-oriented stock; AEP is a mid-cap quality compounder stock; EXC 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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