Regulated Electric
Compare Stocks
5 / 10Stock Comparison
NEE vs D vs DUK vs SO vs AEP
Revenue, margins, valuation, and 5-year total return — side by side.
Regulated Electric
Regulated Electric
Regulated Electric
Regulated Electric
NEE vs D vs DUK vs SO vs AEP — 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 | $194.60B | $54.15B | $97.33B | $104.20B | $71.69B |
| Revenue (TTM) | $27.93B | $17.45B | $33.29B | $30.17B | $22.16B |
| Net Income (TTM) | $8.18B | $2.35B | $5.14B | $4.36B | $3.65B |
| Gross Margin | 47.8% | 34.6% | 58.4% | 43.1% | 40.4% |
| Operating Margin | 29.5% | 26.3% | 27.0% | 24.1% | 23.5% |
| Forward P/E | 23.1x | 17.2x | 18.6x | 20.2x | 20.8x |
| Total Debt | $95.62B | $48.94B | $90.87B | $65.82B | $50.24B |
| Cash & Equiv. | $2.81B | $250M | $245M | $1.64B | $268M |
NEE vs D vs DUK vs SO vs AEP — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| NextEra Energy, Inc. (NEE) | 100 | 146.1 | +46.1% |
| Dominion Energy, In… (D) | 100 | 72.5 | -27.5% |
| Duke Energy Corpora… (DUK) | 100 | 145.8 | +45.8% |
| The Southern Company (SO) | 100 | 162.0 | +62.0% |
| American Electric P… (AEP) | 100 | 154.6 | +54.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NEE vs D vs DUK vs SO vs AEP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NEE carries the broadest edge in this set and is the clearest fit for quality and dividends.
- 29.3% margin vs D's 13.5%
- 2.4% yield, 30-year raise streak, vs D's 4.3%
- +42.0% vs SO's +3.6%
- 3.9% ROA vs DUK's 2.6%, ROIC 4.1% vs 4.6%
D is the #2 pick in this set and the best alternative if growth exposure and sleep-well-at-night is your priority.
- Rev growth 14.2%, EPS growth 41.4%, 3Y rev CAGR 5.8%
- Lower volatility, beta 0.03, current ratio 0.77x
- Beta 0.03, yield 4.3%, current ratio 0.77x
- 14.2% revenue growth vs DUK's 6.2%
DUK is the clearest fit if your priority is valuation efficiency.
- PEG 0.63 vs SO's 3.45
Among these 5 stocks, SO doesn't own a clear edge in any measured category.
AEP ranks third and is worth considering specifically for income & stability and long-term compounding.
- Dividend streak 21 yrs, beta 0.01, yield 2.9%
- 146.9% 10Y total return vs NEE's 266.0%
- Beta 0.01 vs NEE's 0.21
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.2% revenue growth vs DUK's 6.2% | |
| Value | Lower P/E (17.2x vs 20.8x) | |
| Quality / Margins | 29.3% margin vs D's 13.5% | |
| Stability / Safety | Beta 0.01 vs NEE's 0.21 | |
| Dividends | 2.4% yield, 30-year raise streak, vs D's 4.3% | |
| Momentum (1Y) | +42.0% vs SO's +3.6% | |
| Efficiency (ROA) | 3.9% ROA vs DUK's 2.6%, ROIC 4.1% vs 4.6% |
NEE vs D vs DUK vs SO vs AEP — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NEE vs D vs DUK vs SO vs AEP — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NEE leads in 1 of 6 categories
D leads 1 • DUK leads 0 • SO leads 0 • AEP leads 0 • 4 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NEE 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 — 1.9x D's $17.4B. NEE is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to D's 13.5%. On growth, D holds the edge at +23.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $27.9B | $17.4B | $33.3B | $30.2B | $22.2B |
| EBITDAEarnings before interest/tax | $15.5B | $6.9B | $15.3B | $13.3B | $8.8B |
| Net IncomeAfter-tax profit | $8.2B | $2.4B | $5.1B | $4.4B | $3.7B |
| Free Cash FlowCash after capex | -$3.8B | -$4.4B | $6.6B | -$3.8B | $840M |
| Gross MarginGross profit ÷ Revenue | +47.8% | +34.6% | +58.4% | +43.1% | +40.4% |
| Operating MarginEBIT ÷ Revenue | +29.5% | +26.3% | +27.0% | +24.1% | +23.5% |
| Net MarginNet income ÷ Revenue | +29.3% | +13.5% | +15.4% | +14.5% | +16.5% |
| FCF MarginFCF ÷ Revenue | -13.6% | -25.0% | +19.8% | -12.7% | +3.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.3% | +23.1% | +11.3% | +8.0% | +6.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +160.0% | -100.0% | +11.9% | -0.8% | +6.7% |
Valuation Metrics
Evenly matched — D and DUK each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 17.9x trailing earnings, D trades at a 37% valuation discount to NEE's 28.4x P/E. Adjusting for growth (PEG ratio), DUK offers better value at 0.67x vs SO's 4.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $194.6B | $54.2B | $97.3B | $104.2B | $71.7B |
| Enterprise ValueMkt cap + debt − cash | $287.4B | $102.8B | $188.0B | $168.4B | $121.7B |
| Trailing P/EPrice ÷ TTM EPS | 28.36x | 17.86x | 19.79x | 23.58x | 19.78x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.07x | 17.18x | 18.64x | 20.21x | 20.77x |
| PEG RatioP/E ÷ EPS growth rate | 1.64x | — | 0.67x | 4.03x | 2.32x |
| EV / EBITDAEnterprise value multiple | 18.73x | 15.12x | 12.61x | 12.66x | 13.84x |
| Price / SalesMarket cap ÷ Revenue | 7.08x | 3.28x | 3.02x | 3.53x | 3.29x |
| Price / BookPrice ÷ Book value/share | 2.93x | 1.58x | 1.83x | 2.64x | 2.13x |
| Price / FCFMarket cap ÷ FCF | — | — | — | — | — |
Profitability & Efficiency
D leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
NEE delivers a 12.7% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $7 for D. NEE carries lower financial leverage with a 1.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to DUK's 1.71x. On the Piotroski fundamental quality scale (0–9), D scores 7/9 vs SO's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +12.7% | +7.1% | +9.6% | +11.3% | +11.5% |
| ROA (TTM)Return on assets | +3.9% | +2.8% | +2.6% | +2.8% | +3.2% |
| ROICReturn on invested capital | +4.1% | +4.3% | +4.6% | +5.3% | +5.1% |
| ROCEReturn on capital employed | +4.7% | +4.4% | +5.0% | +5.4% | +5.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.44x | 1.46x | 1.71x | 1.69x | 1.56x |
| Net DebtTotal debt minus cash | $92.8B | $48.7B | $90.6B | $64.2B | $50.0B |
| Cash & Equiv.Liquid assets | $2.8B | $250M | $245M | $1.6B | $268M |
| Total DebtShort + long-term debt | $95.6B | $48.9B | $90.9B | $65.8B | $50.2B |
| Interest CoverageEBIT ÷ Interest expense | 1.99x | 2.79x | 2.57x | 2.51x | 2.61x |
Total Returns (Dividends Reinvested)
Evenly matched — NEE and AEP each lead in 3 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 $9,541 for D. Over the past 12 months, NEE leads with a +42.0% total return vs SO's +3.6%. The 3-year compound annual growth rate (CAGR) favors AEP at 15.7% vs D's 7.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +16.1% | +5.1% | +7.2% | +6.9% | +14.6% |
| 1-Year ReturnPast 12 months | +42.0% | +16.6% | +5.3% | +3.6% | +26.1% |
| 3-Year ReturnCumulative with dividends | +31.0% | +23.2% | +38.9% | +35.5% | +54.7% |
| 5-Year ReturnCumulative with dividends | +38.2% | -4.6% | +44.0% | +60.6% | +70.7% |
| 10-Year ReturnCumulative with dividends | +266.0% | +27.4% | +104.1% | +137.8% | +146.9% |
| CAGR (3Y)Annualised 3-year return | +9.4% | +7.2% | +11.6% | +10.7% | +15.7% |
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 NEE's 0.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NEE currently trades 94.5% from its 52-week high vs D's 91.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.21x | 0.03x | -0.24x | -0.15x | 0.01x |
| 52-Week HighHighest price in past year | $98.75 | $67.50 | $134.49 | $100.84 | $139.44 |
| 52-Week LowLowest price in past year | $63.88 | $52.53 | $111.22 | $83.09 | $97.46 |
| % of 52W HighCurrent price vs 52-week peak | +94.5% | +91.3% | +92.8% | +91.7% | +94.5% |
| RSI (14)Momentum oscillator 0–100 | 54.3 | 44.3 | 40.7 | 43.5 | 46.5 |
| Avg Volume (50D)Average daily shares traded | 8.7M | 4.2M | 3.5M | 4.5M | 2.9M |
Analyst Outlook
Evenly matched — NEE and D each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NEE as "Buy", D as "Hold", DUK as "Hold", SO as "Hold", AEP as "Buy". Consensus price targets imply 8.5% upside for DUK (target: $135) vs 3.4% for AEP (target: $136). For income investors, D offers the higher dividend yield at 4.32% vs NEE's 2.40%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | $98.13 | $66.25 | $135.44 | $99.62 | $136.20 |
| # AnalystsCovering analysts | 36 | 31 | 31 | 33 | 35 |
| Dividend YieldAnnual dividend ÷ price | +2.4% | +4.3% | +3.4% | +2.9% | +2.9% |
| Dividend StreakConsecutive years of raises | 30 | 0 | 1 | 1 | 21 |
| Dividend / ShareAnnual DPS | $2.24 | $2.66 | $4.25 | $2.72 | $3.86 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
NEE leads in 1 of 6 categories (Income & Cash Flow). D leads in 1 (Profitability & Efficiency). 4 tied.
NEE vs D vs DUK vs SO vs AEP: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is NEE or D or DUK or SO or AEP a better buy right now?
For growth investors, Dominion Energy, Inc.
(D) is the stronger pick with 14. 2% revenue growth year-over-year, versus 6. 2% for Duke Energy Corporation (DUK). Dominion Energy, Inc. (D) offers the better valuation at 17. 9x trailing P/E (17. 2x forward), making it the more compelling value choice. Analysts rate NextEra Energy, Inc. (NEE) 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 — NEE or D or DUK or SO or AEP?
On trailing P/E, Dominion Energy, Inc.
(D) is the cheapest at 17. 9x versus NextEra Energy, Inc. at 28. 4x. On forward P/E, Dominion Energy, Inc. is actually cheaper at 17. 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. 63x 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 — NEE or D or DUK or SO or AEP?
Over the past 5 years, American Electric Power Company, Inc.
(AEP) delivered a total return of +70. 7%, compared to -4. 6% for Dominion Energy, Inc. (D). Over 10 years, the gap is even starker: NEE returned +266. 0% versus D's +27. 4%. 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 — NEE or D or DUK or SO or AEP?
By beta (market sensitivity over 5 years), Duke Energy Corporation (DUK) is the lower-risk stock at -0.
24β versus NextEra Energy, Inc. 's 0. 21β — meaning NEE is approximately -185% 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 171% for Duke Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — NEE or D or DUK or SO or AEP?
By revenue growth (latest reported year), Dominion Energy, Inc.
(D) is pulling ahead at 14. 2% versus 6. 2% for Duke Energy Corporation (DUK). On earnings-per-share growth, the picture is similar: Dominion Energy, Inc. grew EPS 41. 4% 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 — NEE or D or DUK or SO or AEP?
NextEra Energy, Inc.
(NEE) is the more profitable company, earning 24. 9% net margin versus 14. 7% for The Southern Company — 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 24. 3% for AEP. 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 NEE or D or DUK or SO or AEP 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 The Southern Company's 3. 45x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Dominion Energy, Inc. (D) trades at 17. 2x forward P/E versus 23. 1x for NextEra Energy, Inc. — 5. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DUK: 8. 5% to $135. 44.
08Which pays a better dividend — NEE or D or DUK or SO or AEP?
All stocks in this comparison pay dividends.
Dominion Energy, Inc. (D) offers the highest yield at 4. 3%, versus 2. 4% for NextEra Energy, Inc. (NEE).
09Is NEE or D or DUK or SO or AEP 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%, NEE: +266. 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 NEE and D and DUK and SO and AEP?
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: NEE is a mid-cap quality compounder stock; D is a mid-cap deep-value stock; DUK is a mid-cap income-oriented stock; SO is a mid-cap quality compounder stock; AEP 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.