Regulated Electric
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5 / 10Stock Comparison
ETR vs AEP vs SO vs EXC vs DUK
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Regulated Electric
ETR vs AEP vs SO vs EXC vs DUK — 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 | $51.29B | $71.69B | $104.20B | $45.43B | $97.33B |
| Revenue (TTM) | $13.29B | $22.16B | $30.17B | $24.79B | $33.29B |
| Net Income (TTM) | $1.80B | $3.65B | $4.36B | $2.78B | $5.14B |
| Gross Margin | 43.3% | 40.4% | 43.1% | 29.5% | 58.4% |
| Operating Margin | 22.6% | 23.5% | 24.1% | 21.0% | 27.0% |
| Forward P/E | 25.5x | 20.8x | 20.2x | 15.6x | 18.6x |
| Total Debt | $30.93B | $50.24B | $65.82B | $50.55B | $90.87B |
| Cash & Equiv. | $46M | $268M | $1.64B | $1.15B | $245M |
ETR vs AEP vs SO vs EXC vs DUK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Entergy Corporation (ETR) | 100 | 220.1 | +120.1% |
| American Electric P… (AEP) | 100 | 154.6 | +54.6% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
| Exelon Corporation (EXC) | 100 | 162.6 | +62.6% |
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ETR vs AEP vs SO vs EXC vs DUK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ETR is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 246.8% 10Y total return vs AEP's 146.9%
- +36.0% vs EXC's -0.7%
AEP carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 21 yrs, beta 0.01, yield 2.9%
- Rev growth 9.4%, EPS growth 19.4%, 3Y rev CAGR 4.1%
- Lower volatility, beta 0.01, current ratio 0.45x
- 16.5% margin vs EXC's 11.2%
SO ranks third and is worth considering specifically for growth.
- 10.6% revenue growth vs EXC's 5.3%
EXC is the clearest fit if your priority is defensive.
- Beta -0.14, yield 3.6%, current ratio 0.92x
- Lower P/E (15.6x vs 20.2x), PEG 2.44 vs 3.45
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.63 vs ETR's 10.06
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.6% revenue growth vs EXC's 5.3% | |
| Value | Lower P/E (15.6x vs 20.2x), PEG 2.44 vs 3.45 | |
| Quality / Margins | 16.5% margin vs EXC's 11.2% | |
| Stability / Safety | Beta 0.01 vs ETR's 0.30, lower leverage | |
| Dividends | 2.9% yield, 21-year raise streak, vs EXC's 3.6% | |
| Momentum (1Y) | +36.0% vs EXC's -0.7% | |
| Efficiency (ROA) | 3.2% ROA vs EXC's 2.4%, ROIC 5.1% vs 5.1% |
ETR vs AEP vs SO vs EXC vs DUK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ETR vs AEP vs SO vs EXC vs DUK — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
DUK leads in 1 of 6 categories
EXC leads 1 • AEP leads 1 • ETR leads 1 • SO leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
DUK leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DUK is the larger business by revenue, generating $33.3B annually — 2.5x ETR's $13.3B. AEP is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to EXC's 11.2%. On growth, ETR holds the edge at +12.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $13.3B | $22.2B | $30.2B | $24.8B | $33.3B |
| EBITDAEarnings before interest/tax | $5.5B | $8.8B | $13.3B | $8.9B | $15.3B |
| Net IncomeAfter-tax profit | $1.8B | $3.7B | $4.4B | $2.8B | $5.1B |
| Free Cash FlowCash after capex | -$3.0B | $840M | -$3.8B | -$2.2B | $6.6B |
| Gross MarginGross profit ÷ Revenue | +43.3% | +40.4% | +43.1% | +29.5% | +58.4% |
| Operating MarginEBIT ÷ Revenue | +22.6% | +23.5% | +24.1% | +21.0% | +27.0% |
| Net MarginNet income ÷ Revenue | +13.6% | +16.5% | +14.5% | +11.2% | +15.4% |
| FCF MarginFCF ÷ Revenue | -22.6% | +3.8% | -12.7% | -8.7% | +19.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.0% | +6.8% | +8.0% | +7.9% | +11.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +1.2% | +6.7% | -0.8% | 0.0% | +11.9% |
Valuation Metrics
EXC leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 16.2x trailing earnings, EXC trades at a 43% valuation discount to ETR's 28.7x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs ETR's 11.30x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $51.3B | $71.7B | $104.2B | $45.4B | $97.3B |
| Enterprise ValueMkt cap + debt − cash | $82.2B | $121.7B | $168.4B | $94.8B | $188.0B |
| Trailing P/EPrice ÷ TTM EPS | 28.65x | 19.78x | 23.58x | 16.21x | 19.79x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.50x | 20.77x | 20.21x | 15.57x | 18.64x |
| PEG RatioP/E ÷ EPS growth rate | 11.30x | 2.32x | 4.03x | 2.54x | 0.67x |
| EV / EBITDAEnterprise value multiple | 14.70x | 13.84x | 12.66x | 10.79x | 12.61x |
| Price / SalesMarket cap ÷ Revenue | 3.96x | 3.29x | 3.53x | 1.87x | 3.02x |
| Price / BookPrice ÷ Book value/share | 2.93x | 2.13x | 2.64x | 1.56x | 1.83x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
AEP leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
AEP delivers a 11.5% return on equity — every $100 of shareholder capital generates $11 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 ETR's 1.80x. On the Piotroski fundamental quality scale (0–9), AEP scores 7/9 vs DUK's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +10.6% | +11.5% | +11.3% | +9.8% | +9.6% |
| ROA (TTM)Return on assets | +2.5% | +3.2% | +2.8% | +2.4% | +2.6% |
| ROICReturn on invested capital | +5.0% | +5.1% | +5.3% | +5.1% | +4.6% |
| ROCEReturn on capital employed | +5.0% | +5.5% | +5.4% | +5.0% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 5 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.80x | 1.56x | 1.69x | 1.76x | 1.71x |
| Net DebtTotal debt minus cash | $30.9B | $50.0B | $64.2B | $49.4B | $90.6B |
| Cash & Equiv.Liquid assets | $46M | $268M | $1.6B | $1.2B | $245M |
| Total DebtShort + long-term debt | $30.9B | $50.2B | $65.8B | $50.6B | $90.9B |
| Interest CoverageEBIT ÷ Interest expense | 2.70x | 2.61x | 2.51x | 2.42x | 2.57x |
Total Returns (Dividends Reinvested)
ETR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ETR five years ago would be worth $22,756 today (with dividends reinvested), compared to $14,401 for DUK. Over the past 12 months, ETR leads with a +36.0% total return vs EXC's -0.7%. The 3-year compound annual growth rate (CAGR) favors ETR at 30.6% vs EXC's 4.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +20.7% | +14.6% | +6.9% | +2.1% | +7.2% |
| 1-Year ReturnPast 12 months | +36.0% | +26.1% | +3.6% | -0.7% | +5.3% |
| 3-Year ReturnCumulative with dividends | +122.9% | +54.7% | +35.5% | +14.6% | +38.9% |
| 5-Year ReturnCumulative with dividends | +127.6% | +70.7% | +60.6% | +61.8% | +44.0% |
| 10-Year ReturnCumulative with dividends | +246.8% | +146.9% | +137.8% | +125.0% | +104.1% |
| CAGR (3Y)Annualised 3-year return | +30.6% | +15.7% | +10.7% | +4.7% | +11.6% |
Risk & Volatility
Evenly matched — ETR 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 ETR's 0.30 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ETR currently trades 94.6% 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 | 0.30x | 0.01x | -0.15x | -0.14x | -0.24x |
| 52-Week HighHighest price in past year | $118.44 | $139.44 | $100.84 | $50.65 | $134.49 |
| 52-Week LowLowest price in past year | $79.40 | $97.46 | $83.09 | $41.71 | $111.22 |
| % of 52W HighCurrent price vs 52-week peak | +94.6% | +94.5% | +91.7% | +87.7% | +92.8% |
| RSI (14)Momentum oscillator 0–100 | 49.3 | 46.5 | 43.5 | 33.7 | 40.7 |
| Avg Volume (50D)Average daily shares traded | 2.8M | 2.9M | 4.5M | 8.3M | 3.5M |
Analyst Outlook
Evenly matched — AEP and EXC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ETR as "Buy", AEP as "Buy", SO as "Hold", EXC as "Hold", DUK as "Hold". Consensus price targets imply 10.7% upside for EXC (target: $49) vs 3.4% for AEP (target: $136). For income investors, EXC offers the higher dividend yield at 3.60% vs ETR's 2.13%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $116.92 | $136.20 | $99.62 | $49.18 | $135.44 |
| # AnalystsCovering analysts | 31 | 35 | 33 | 35 | 31 |
| Dividend YieldAnnual dividend ÷ price | +2.1% | +2.9% | +2.9% | +3.6% | +3.4% |
| Dividend StreakConsecutive years of raises | 11 | 21 | 1 | 1 | 1 |
| Dividend / ShareAnnual DPS | $2.39 | $3.86 | $2.72 | $1.60 | $4.25 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
DUK leads in 1 of 6 categories (Income & Cash Flow). EXC leads in 1 (Valuation Metrics). 2 tied.
ETR vs AEP vs SO vs EXC vs DUK: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ETR or AEP or SO or EXC or DUK 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). Exelon Corporation (EXC) offers the better valuation at 16. 2x trailing P/E (15. 6x forward), making it the more compelling value choice. Analysts rate Entergy Corporation (ETR) a "Buy" — based on 31 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 — ETR or AEP or SO or EXC or DUK?
On trailing P/E, Exelon Corporation (EXC) is the cheapest at 16.
2x versus Entergy Corporation at 28. 7x. On forward P/E, Exelon Corporation is actually cheaper at 15. 6x. 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 Entergy Corporation's 10. 06x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ETR or AEP or SO or EXC or DUK?
Over the past 5 years, Entergy Corporation (ETR) delivered a total return of +127.
6%, compared to +44. 0% for Duke Energy Corporation (DUK). Over 10 years, the gap is even starker: ETR returned +246. 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 — ETR or AEP or SO or EXC or DUK?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus Entergy Corporation's 0. 30β — meaning ETR is approximately -224% 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 180% for Entergy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — ETR or AEP or SO or EXC or DUK?
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: Entergy Corporation grew EPS 59. 6% 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 — ETR or AEP or SO or EXC or DUK?
American Electric Power Company, Inc.
(AEP) is the more profitable company, earning 16. 4% net margin versus 11. 4% for Exelon Corporation — meaning it keeps 16. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DUK leads at 26. 6% versus 21. 2% for EXC. At the gross margin level — before operating expenses — AEP leads at 31. 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 ETR or AEP or SO or EXC 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 Entergy Corporation's 10. 06x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Exelon Corporation (EXC) trades at 15. 6x forward P/E versus 25. 5x for Entergy Corporation — 9. 9x 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 — ETR or AEP or SO or EXC or DUK?
All stocks in this comparison pay dividends.
Exelon Corporation (EXC) offers the highest yield at 3. 6%, versus 2. 1% for Entergy Corporation (ETR).
09Is ETR or AEP or SO or EXC 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%, ETR: +246. 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 ETR and AEP and SO and EXC 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: ETR is a mid-cap quality compounder stock; AEP is a mid-cap quality compounder stock; SO is a mid-cap quality compounder stock; EXC is a mid-cap deep-value 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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